I can't actually list my top holdings here because the majority of my biotech holdings are now indirectly held via a biotech hedge fund I have invested in, and I am not able to disclose the fund's holdings.
But my top three personal holdings are currently PCYC, ARIA and CELGZ. Also have reasonable size positions in ONO (Japanese company), VVUS, REGN, ASTX and some others.
Peter
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