From your list: I own NEP as well, watching LPH/LLEN closely but not a buyer right now. I don't like LTUS personally and would rather own a number of other pharma's (I like BSPM more for example). With that said, i'm not a big fan of pharma companies in general.
I own SIHI (just started buying), UTA (Large), CCCL (Large)...Also have a small ZSTN position against my better wisdom (Not a fan of the company, so i'm definitely a weak long here).
-Fernando
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