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Re: Aiming4 post# 402

Thursday, 11/17/2005 2:25:58 PM

Thursday, November 17, 2005 2:25:58 PM

Post# of 48114
Aiming, Well, I added one additional name, MedImmune, which looks like a solid pick for the longer term. I took a half position in Durect, figuring it might consolidate a bit more after its recent move up. Anyway, at the risk of being redundant, here's my updated list of 21 stocks for the longer term (which is actually starting to look more like a mutual fund. Actually there's an absence of bio mutual funds out there that specialize in small + mid caps. I think John Hancock has one but it has a 5% load as I recall) -


Abgenix
Atherogenics
Biomarin
Celgene
Cortex
Cubist
Discovery Labs
Durect
Exelixis
Genzyme
Gilead
Idenix
Kos Pharma
Medarex
MedImmune
MGI Pharma
Protein Design Labs
Pain Therapeutics
Synomyx
Teva
Vertex


I'm still evaluating some others, so will keep you posted. This is fun...
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