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DewDiligence

05/12/15 9:33 AM

#191141 RE: jmkobers #191134

Picking stocks for a charity contest and choosing to buy them for a personal portfolio with real cash are entirely different things…

Agreed; however, I now actually own 4 of the 8 stocks in my charity portfolio: ENTA, CNAT, OCRX, and EGRX. For the three names other than ENTA, I have small positions due to the high-risk nature of the businesses.

I bought EGRX recently (well after the big rise due to the Treanda settlement with Teva) based on a hunch that EGRX will engineer a similar kind of settlement with MDCO on Angiomax (#msg-113377784).