Biotech Values

[flatlander_60048]

You're right diagnostics is a pretty wide net to cast. However when I look at the successes and failures it is apparent that the successes all had strength in in-situ hybridization for chromosome analysis. The formula has been simple when vysis was bought out I looked for something similar and got into Ventana and then CALP.

I believe the trend toward personalized medicine is unmistakable. I'll post if I find any interesting publicly traded firms in this space.

All in all, its only a partial offset for the beating being taken elsewhere in my portfolio. TWM has also helped keep some in the green but this is a short term vehicle and I have gotten burned in the past holding this type of a short position too long.

Regards
FL