HI Dan88 FYI been saddled for the last 4 yrs w/being a caregiver to both 90+"parents?" "disabled father?" passed away and "mom?" underscores being in a mental asylum w/denials of the highest order. To cope with the above I'm an active tennis player (played on all surfaces) and away from markets a good part of two or 3 days/wk depending on the season.
Nevertheless the unceasing and variable treadmill demands of being a biotec investor which I've evolved into is a challenge that I do not forsake. I could easily do well in any other sector based on my professional experience (ie beating out all my Wall St. competitors even Goldman Sachs as well as the knowledge based amassed over decades on economics, countries, industries and companies as well as "Wall St. players". So biotec's for me is the last frontier.
I continually add new biotec co's to evaluate and own and not only can't I kiss them all, but miss out on some that I used to own as a small position that recently moved materially (AMPE +40% last week! re former large holding ANIK). I constantly prune my portfolio when appropriate: even pitting portfolio co's against each other! So I do what I can within my limited time constraints as profiled above and try to get some sleep as well. Not easy to deal with the bandwidth profiled above but when their is a will there is a way to deal with what may be CHAOS to others.
As I've indicated here: "The DIE IS CAST and our DARK HORSE is early in the recognition cycle of being in the forefront of Immuno-Oncology, so I post sparingly as I've been expanding my portfolio to others: ie fortunate to take a significant position in AMRN and up close to 3 fold in last 6 wks; while position building in others.
Fortunately I've "removed myself from this board" and I couldn't be in a better equilibrium and never a dull moment.