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DewDiligence

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DewDiligence

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Re: whocares post# 143247

Tuesday, 06/05/2012 2:32:22 PM

Tuesday, June 05, 2012 2:32:22 PM

Post# of 257251

What area in Biotech do you see as the best bets?

I don’t have a favorite biotech sector per se because my DD tends to be bottom-up rather than top-down. I currently hold a large position in MNTA (mostly acquired in 2007 at single-digit prices) and somewhat smaller positions in AGN, ABT, PKI, PFE, and MON. I’m thinking of building a position in EXAS, but I have a little more DD to do. Regards, Dew

“The efficient-market hypothesis may be
the foremost piece of B.S. ever promulgated
in any area of human knowledge!”

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