Erik, It looks like Neuro is figuring the odds of a good FDA decision at approx 80-90%, which is where I'd put them also. Would you care to go on record with a prediction?
I'd also be interested in your current "stocks of interest" list. I assume you still like Medarex? I've always considered them a core holding also. I remember you always had interesting stock ideas, including Cortex when it was really obscure.