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TMFHelical (98.68)

September 2007

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More on West Pharmaceuticals.

September 30, 2007 – Comments (1)

I just listened to the West presentation at the UBS Global Life Sciences Conference earlier this month  [more]

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Avoid Boring People

September 28, 2007 – Comments (1)

Because I don't mind cribbing other blogs and posting their links here - below is a brief interview with Genome #2 - James Watson.  [more]

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Cepheid making the Move

September 27, 2007 – Comments (0)

   [more]

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Mega Boo Yah

September 25, 2007 – Comments (2)

Average score per pick over 5 points.  For whatever reason, this meant a lot to me.

Now if I can only maintain.

Zz

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Bernanke on the Hill

September 21, 2007 – Comments (3)

Inspired by poetry on the HG:Philosophy board:  [more]

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West Redux

September 20, 2007 – Comments (0)

I blogged a few days back about my re-upping a selection on WST - West Pharmaceutical Services, a biotechnology supply company.  I found it a bit amusing that I was still the score leader on this company despite closing my initial selection in November of 06 (has CAPS really been around that long - wow time flies).  [more]

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Surprised by my CAPS port

September 19, 2007 – Comments (0)

Since I play a healthcare oriented portfolio in CAPS, I am somewhat surprised that it has held up during the market 'recovery' (if you want to call it that).  I had a sub-20 score beanie on as recently as June, and my portfolio really took off essentially as the market dove.  I shot up to all-star status by mid-August.  But, since the market has climbed back from it's mid-August low - my port has held up.  [more]

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Sitting in the lab ~ 2:30 PM when....

September 18, 2007 – Comments (5)

 So I'm sitting in front of the hood slowly adding the tertiary amine to the partially aqueous coupling reaction so as to maintain the pH just above neutral - when in walks one of the biologists with a big grin on his face.  I know this guy likes to invest so the conversation went like this.  [more]

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Academic drugs

September 18, 2007 – Comments (0)

One item that gets a lot of press and inadvertently gives the public the impression that the drug industry is dragging its collective feet is academic PR.  I see a lot of biotech news services, and occasionally the general press, picking up on some recently published academic research where the latest CURE to x y or z has been discovered.  These are typically in model systems and generally don't go much further.  [more]

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Go West Young Biotechnologist

September 15, 2007 – Comments (0)

So much to cover in the last week or so, but let me stick with some background commentary on my latest CAPS pick West Pharmaceutical Services (NYSE: WST).  I had this in my CAPS port before (and am the current score leader based on having ended the pick after a run up - dumb luck).  The company is ~30% off its 52 week high and trades at a reasonable 16 P/E and 14.5 forward P/E.  Margins have been steadily improving.  The company crashed in August on "the company said earnings for all of 2007 would come in below analysts' estimates due to expected reductions in orders for certain products and higher spending on research and development."  For someone on the sidelines, this is excellent.  [more]

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A Machine to Remake the Past?

September 05, 2007 – Comments (0)

My glib title is in reference to the recent announcement to that Celera Genomics..wait, sorry I forgot, scratch the Genomics part, ...will acquire Berkeley Heart Labs for $195M.    [more]

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Forging Excalibur?

September 04, 2007 – Comments (1)

There was a lot to comment on today and I like having the blog format to do so.  Two items worth mentioning for groupies of biotech, let me start with Avalon and maybe touch on Celera tomorrow.  [more]

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Voted off the Island

September 02, 2007 – Comments (0)

While I will tend to stay in the healthcare / biotechnology sector with my CAPS port and blog, general investing topics will get commentary from time to time as well.  Can't be helped really.  [more]

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Got 9 minutes to see Biotechnology Innovation?

September 01, 2007 – Comments (0)

If you do click or paste into a media player the link below.   It is a commentary and description on the business units of one of the most innovative, cutting edge, diverse and profitable biotechnology companies around.  A company deserving of selection to the Rule Breakers newsletter in my opinion.  [more]

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