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jbog

09/27/16 9:23 PM

#15975 RE: biotech_researcher #15974

Biotech Researcher,

I don't own Momenta at present, maybe after Novartis leaves the room.

My smallcaps in bio this year are Aria (+126%) Exel (+174%) and TBPH (+125%). Arql is still in the mix but I put it out of my mind.

I've recently added Patheon and a small position in Revance. I'm holding my breath waiting until I can sell some of these with LT gains.