Zeev speaking of volatility and selecting Q representation, how about ISIS? I seem to remember your discussing ISIS over at SI. That was back when it was around $18. It is now around $9. Is ISIS market cap too small to fit your Q requiements? Just looking at the last 3 weeks, ISIS has a daily average volatility of 7.75 percent with a range of 2.4 to 12.7 percent.
Previously you mentioned similar type of Q's for the Bio sector can you please refer me to a msg # or list them.
What correlation do you see between the Q's (brcd, brcm, etc...) and the Bio sector, which one leads and what's the LT perspective for Bio's in your opinion ?