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TMFHelical (99.09)

November 2010

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4

Cardinal - Now a China Play

November 30, 2010 – Comments (0) | RELATED TICKERS: CAH , PPDI.DL , MCK

This may well become the Cardinal Health blog - LOL.  Again this company has made an acquisition that has me grinning.  This time it is Zuellig Pharma of China, a major distributor in that country.    [more]

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Cardinal Health intent to acquire Kinray

November 18, 2010 – Comments (0)

So here I am with one of the Helical portfolio companies up over 25% today (Exelixis), finding myself more interested in the news from Cardinal Health.  [more]

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4

What does Biotech Cost?

November 17, 2010 – Comments (1)

Investing in biotech can be very rewarding, and very frustrating.  No need to communicate that much further.  But our view of it is typically that of the public investor, not the venture funding that likely drove the creation in the first place.  Their view is often riskier, but also with an earlier reward model (going public, acquisition, etc.).  [more]

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Pharmaplasia - Review

November 16, 2010 – Comments (2) | RELATED TICKERS: GSK , JNJ , PFE

Over in Motley Fool Pro, on the board assigned to the GlaxoSmithKline holding, a poster asked a question critical to healthcare investing (the underlying purpose of this blog).  [more]

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Biotech IPOs in General

November 12, 2010 – Comments (1)

And so it comes back to this, my blog linking other blogs.  Works for me in terms of bookmarking and notetaking.  [more]

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Biotech IPO Complete Genomics

November 11, 2010 – Comments (3) | RELATED TICKERS: GNOM.DL , ILMN

I don't plan doing much in the way of news coverage in this blog (but who knows, I make this up as I go along).  But IPOs just don't happen that often these days, let alone in an area of interest, so a few thoughts on Complete Genomics (GNOM).  [more]

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What to Put in a Healthcare Port Anyway

November 11, 2010 – Comments (2)

So, since I now have a healthcare portfolio, I've been thinking about how to break it down mentaly.  I already talked about the behavioural framework which I tend to monitor.  But I really want to consider the more traditional metrics.  I was tempted to look at some key healthcare funds and get a sense on how they breakdown thier holdings.  I'll do that sometime, but as I started to go through it I worried that this might bias my thinking or classifications.  So, this commentary being mostly about evolving my own thinking, I wanted to start with what I think about subsectors within healthcare.  CAPS too has classifications which I may use / incorporate, but again, I want to start with 'off the top of my head classifications.  [more]

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The Power of the Pyramid

November 09, 2010 – Comments (2) | RELATED TICKERS: GHDX , BRLI , KNDL.DL

So, one thing to consider and relate is 'what kind of investor am I'.  It is a pretty common question.  The easy cop out answer would be -- a biotech (and by biotech, I mean healthcare) investor.  Cheesy answer, and I will forever struggle with the word biotech not having the same public connotation as how I define it.  [more]

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So What is in the Helical Port

November 07, 2010 – Comments (0) | RELATED TICKERS: PPDI.DL , KNDL.DL , GHDX

   [more]

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I May Not Be a Rising Star, But ...

November 05, 2010 – Comments (1)

I just noted via a weekly TMF email that the company is doing an interesting thing with the 'graduates' of its training program.  [more]

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