Biotech Values

[wallstarb]

I dont care for PACB or any of the genome sequencers (GNOM PACB etc) also I am pretty much out of all our long positions - I sell before the summer and seldom will hold any or buy into May if it can be avoided - except when market and valuations are insanely attractive (i.e. 2002 and 2009) - I dont see much value and the value I see has few upside catalysts left (like VNDA, NABI, TRGT, MAXY, MBLX)