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amarinbullfromchicago

09/28/18 3:18 PM

#145899 RE: ggwpq #145898

one correct answer to that question- better than consonance
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stock-guru

09/28/18 3:22 PM

#145901 RE: ggwpq #145898


ggwpq -- Baker bros have some solid reputation in healthcare. They do a good home work before investing. I trust their insights and have seen them making more great calls than most of the others funds.. IMO.
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BioChica

09/28/18 3:35 PM

#145909 RE: ggwpq #145898

You decide.

Baker Brothers
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jessellivermore

09/28/18 3:44 PM

#145914 RE: ggwpq #145898

they were reading my posts...

":>) JL
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maverick_1

10/14/18 11:28 PM

#149618 RE: ggwpq #145898

Acquainting yourself with The Legendary BAKER BROS AMRN's largest shareholder 13.5% and 40 mln shrs background

IIRC both brothers (one is a Stanford PHD in Immunology and the other was a deal make/Lawyer from First Boston decided to run money.) So back in the early 2000 period BEFORE they opened the fund up to Pension Funds, was bequeathed ~$100 mln to manage strictly in BioTechs from none other than the multi-billionaire NYC's super businessman and major NYC philanthropist Larry Tisch:

Through acquisitions, Tisch built Loews' into a highly profitable conglomerate (with 14 hotels, 67 movie theaters, CNA Financial, Bulova, and Lorillard) with revenues increasing from $100 million in 1970 to more than $3 billion in 1980.[3]

In 2002, the year before Larry Tisch's death, the corporation had revenues of more than $17 billion and assets of more than $70 billion

https://en.wikipedia.org/wiki/Laurence_Tisch

NOW for the Baker Brothers
https://seekingalpha.com/article/1906261-following-smart-money-baker-brothers-llc-investments-in-2013-and-beyond

to this in 2016
:https://seekingalpha.com/article/4165526-institutional-top-ideas-series-baker-brothers

The Baker Brothers are ACTIVE mgrs(usually have seat(S) on some of their holdings advising mgt and FULLY BioTechs the highest risk of all: NO Big Pharmas in their portfolio AND CONCENTRATED positions despite managing ~$15 BLN now from $100 mln in early 2000 period.The Baker Brothers Fund is the largest fully dedicated Biotech Fund PERIOD.

The above is a FAST rundown.

DIFFERENT STROKES FOR DIFFERENT FOLKS

PS Just happened to see this post and have not looked at postings diligently.

Special Note to North4000 and JesseLivermore: IIRC Sagamo many years back was one of the top ten holdings of The Baker Brothers.