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portefeuille (99.26)

biotech FACT

Recs

1

March 10, 2010 – Comments (9)

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March 03, 2010

I have "recommended" a few stocks quite often in the "caps" game blog posts.

#1 would probably be EMC (still my favourite stock from the "somewhat boring" category and EMC shares and call options are my largest position).

#2 might be ATPG (my current "overall favourite" and unless the price of oil drops by quite a bit it is hard to imagine that the stock price will not be higer than it currently is by "quite a bit" in a few months).

#3 might be FACT (which I still like, but somewhat less for obvious reasons since its share price rose "considerably" in connection with the BIIB takeover offer).

...

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(from here)

okay, I think I am done recommending FACT for now, hehe.

Abbott Enhances Pharmaceutical Pipeline with Acquisition of Facet Biotech

FACT is "founding member" of my "list of current favourites" (see comment #29 here). It is still on that list (see comment #46 here) but will soon be taken off the list, I think ...

9 Comments – Post Your Own

#1) On March 10, 2010 at 5:10 AM, portefeuille (99.26) wrote:

my current list of favourites (see here).

ABBN:VX, AGX:GR, AIXG, ANDS, ARIA, ARRY, ATLN:VX, ATPG, BAS:GR, BAYN:GR, BION:SW, BPSG, BRCD, CDE, CRME, DAI, EMC, EXAS, FACT, GAM:SM, GLW, HEI:GR, HLCS, ISIS, JAV, KSB3:GR, LNUX, LXRX, MAIL, MRK:GR, MYGN, MYRX, NOVL, NOK, NZ, OMEX, ORTE:EY, PAH3:GR, PARD, QGEN, REP, SA, SGL:GR, SPPI, SQNM, STEC, SWV:GR, UCG:IM, VECO, VMW, VOW:GR, VOW3:GR, XNPT, XOMA, YAR:NO.

Speaking of Actelion (ATLN:VX) ...

Actelion shares slump as key drug hits setback

FDA Advisory Committee Recommends Approval of InterMune's Esbriet(R) (pirfenidone) for Idiopathic Pulmonary Fibrosis 

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#2) On March 10, 2010 at 5:11 AM, portefeuille (99.26) wrote:

so can everyone now please just buy ATPG and EMC shares so I can quit recommending those as well ...

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#3) On March 10, 2010 at 5:19 AM, portefeuille (99.26) wrote:



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#4) On March 10, 2010 at 6:06 AM, portefeuille (99.26) wrote:

quite a few other recommendations can be found here.

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#7) On February 24, 2009 at 1:51 PM, portefeuille (99.97) wrote: EMC - 10.78 - outperform

#8) On February 24, 2009 at 2:44 PM, portefeuille (99.97) wrote: FACT - 6.65 - outperform

#497) On May 12, 2009 at 10:12 PM, portefeuille (99.97) wrote: ATPG - 7.65 - outperform

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#5) On March 10, 2010 at 6:11 AM, portefeuille (99.26) wrote:

a "follow-up" post to that list of calls.

part 1,2,3,4,5.

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#6) On March 10, 2010 at 6:23 AM, portefeuille (99.26) wrote:

the current rally (see this post).



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#7) On March 10, 2010 at 9:46 AM, portefeuille (99.26) wrote:

#4 on that list would probably be AIXG.

AIXTRON reports highly successful final full year 2009 results

AIXG is currently at around 26.10 EUR.

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#8) On March 10, 2010 at 9:50 AM, portefeuille (99.26) wrote:

a post on Aixtron (AIXG).

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#9) On March 19, 2010 at 9:17 AM, portefeuille (99.26) wrote:

Seth Klarman's Baupost Group Wins Big With Facet Biotech (FACT), Sells Some Shares

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