BioTech Investment Ideas 10-21-2006
October 21, 2006.. AMLN will get competition from Merck's drug that may be as effective and it is a once daily pill not a twice daily shot. The once weekly shot from AMLN and ALKS may change the outlook for AMLN in the future, Sell AMLN now. Back to three investments ELN (30 by end of 2007), ALKS ( 25 by mid 2007) NBIX ( long term)
Sept. 3,2006...
4 best investments for the future...ELN, ALKS,NBIX, and AMLN
June 6th 2006.. Ok Elan is looken strong. New stock NBIX. Got killed, may recover in 6 months. Check Business Week, June 12 Issue
April 6th 2006. That is it. Never again in Dsco. Elan, delay at FDA still expect 25 by September 2006...
Dec 07, 2005 Elan is moving and should move up to 20 in the next 4 months.
Might speculate on DSCO at the end of the year during tax selling.
October 25th 2005 New Investment Alkermes(ALKS), LARS drug delivery ,major contributor to Amylin's Byetta LAR
June 20th.. Increasing position in AMLN. June 14th New investment AMLN..Great data,weight loss and less heart risk
New investment ELN expect Ty drug back by summer. End of year at least 20
Looking at IDBE in the $13 range in July! and a buy of DSCO in November, I think
What a horrible decision that was!!!! 11-04-2004 Time to buy! DNDN DSCO.. I can no longer depend on
the analysis of BTM. They have been terribly wrong for some time now.!!
In March 2005 possible buy is ERES
June 15.. DSCO FDA normal review, expected FEB 13th 2005
June 1.. Will collect cash during this month.
No more buying until after November elections. Expect to be 50% in cash by June 30th.
May 18, 2004 DSCO could get Priority Review status within 2 weeks. Buy!
May 11 2004 Genta failed FDA.. Dead Duck
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Wonderful expression of Nature
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Logic is the systematic method of arriving at the wrong conclusion with confidence
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