Biotech Values

[DonShimoda]

Dew, I had GHDX on my watch list most of 2010 but didn't end up taking a position until Sept/Oct.

As posted to the board last May, I found managements' initial explanation of a missed 2Q10 target to be somewhat suspect and I waited for a couple more quarters data on several new diagnostic tests they were launching. The company has now rolled out breast, colon and prostate tests and seems to be building a nice portfolio (also somewhat plays into your "tailwinds" theme).