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TMFHelical (98.71)

August 2011

Recs

2

Greece Pays Pharma Bill With Bonds

August 23, 2011 – Comments (0) | RELATED TICKERS: JNJ , NVS , MDT

This is worrisome.  I noticed this news story over the weekend as commented on in Fierce Pharma and it has nagged at me for days.   [more]

Recs

4

The Good News of a Drug Approval - Right?

August 20, 2011 – Comments (2) | RELATED TICKERS: SGEN , IMGN , DNDN

On friday, one of my portfolio holdings, Seattle Genetics, achieved that vaunted milestone of a first drug approval.  [more]

Recs

2

Yin/Yang of Compete Genomics

August 15, 2011 – Comments (1) | RELATED TICKERS: GNOM.DL , ILMN , PACB

noted before that one of my guidelines in the Helical portfolio would be to not lose more than 2% of the port on any single holding.  This was challenged recently, as Complete Genomics, a company that I foolishly (small f) added in June when I was otherwise increasing cash got clobbered with the most recent quarterly results and market rollercoaster.  While it has recovered a bit off its low, I have still lost ~$750 (if I sold today) with this buy to date, and that makes it worthy of review.  [more]

Recs

2

Buying Spree in the Helical Port

August 13, 2011 – Comments (0) | RELATED TICKERS: AFAM , HCN , MR

I noted in my last blog post that the high cash level in my healthcare portfolio, along with the downturn in the market had me again buying companies.  With my disclosure window open, I could not name most of them directly at the time, but am now freed up.  The portfolio today is at $54,158.56, up year to date by 7.9% (I'll take that) and with a ~12% cash position.    [more]

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