Replies to post #6220 on Biotech Values

[masterlongevity]

2004 decent for me as well.

big winners-

in and out of IMCL all year, currently holding a small position

DNA- i've helf for many years and have been slowly unloading my position over time. still hold a small position

C- did OK this year...holding a medium position

AMGN- OK...holding medium position

GMCR- up about 18% and holding

OSIP- doing quite well...up about 30% and holding

OVTI- my big winner for the year...up aout 82% since I bought in

PFE- I'm down about 20% for the year but am adding to this, my largest posiition

XOM- up 20% and holding


GENR- down 25% and cautiously holdin


overall, up 18% for the year. PFE held my big gains down, but I expect more in 2005 from PFE and am looking to add 2-3 new positions. consideering GTCB and a few others.

[poorgradstudent]

As we know, prospectively defined endpoints are much better than retrospective musings :-)

For 2005, I'll be holding or looking to add:

osip, imcl, gnvc, telk, ctic, mlnm, gtcb, mygn, arql, acad, medx, eln, exel

Haven't decided what to do with celg yet. I sold it late in the year and will probably sit on the sidelines until the revlimid situation sorts itself out.

I neglected to mention that my biggest percentage winner was eln. However, I had such a small position that it didn't really make much of a dent in the overall picture. Sad...

I'm getting curious about INGN. Something isn't right there. It's my early bet for "Disaster of 2005".