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portefeuille (99.60)

hcv

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February 18, 2012 – Comments (5)

I am a friend of having a few "baskets" in the portfolio. My fund, for example, features an "HCV drug companies" sub-portfolio.

In late 20011 Roche purchased Anadys Pharmaceuticals. I sold the last 32000 (virtual) ANDS shares for $3.70, ending that position in the green by around $104939 (The fund started with $3.4 M in March 2010).

Roche purchases shares in tender offer for Anadys Pharmaceuticals

This year BMY bought INHX. I sold the last 500 INHX shares for $26.00, ending that position in the green by around $157562.50.

Bristol-Myers Squibb Announces Successful Completion of Cash Tender Offer for Shares of Inhibitex, Inc.

 

some current "somewhat HCV related positions".

(number of shares, ticker, current value, current share price, break-even).

460, ROG:VX, $80940.45, 161.80 CHF, 139.06 CHF.


900, VRTX, $35316.00, $39.24, $33.77.


2000, IDIX, $23820.00, $11.91, $0.10.

4000, BCRX, $18080.00, $4.52, $2.96.

240, GILD, $11280.00, $47.00, $29.76.


1000, ACHN, $11040.00, $11.04, -$7.68.


100, BMY, $3312.00, $33.12, $29.21.



5 Comments – Post Your Own

#1) On February 18, 2012 at 11:03 AM, portefeuille (99.60) wrote:

Another smooth sailing part of the current rally has just started, I think ...

S&P 500 index since March 9, 2009 (see here).



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#2) On February 18, 2012 at 11:04 AM, portefeuille (99.60) wrote:

20011

2011

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#3) On February 18, 2012 at 11:09 AM, portefeuille (99.60) wrote:

The fund started with $3.4 M in March 2010

 

posts by zzlangerhans from March 2010.

March 03, 2010, Hepatitis C for Fools

March 08, 2010, Hepatitis C for Fools II: The Other Protease Inhibitors

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#4) On February 18, 2012 at 11:39 AM, bluebare (30.32) wrote:

Great picks.  Thanks for all you do at CAPS.

You're probably right about the trendline. No right shoulder there. Seems like the Fed and ECB, among others, are determined to take it out of play. 

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#5) On February 18, 2012 at 8:32 PM, portefeuille (99.60) wrote:

This year BMY bought INHX.

And also this year GILD bought VRUS. I sold the last 20 VRUS shares for $137.00, ending that position in the green by around $41270.35.

Gilead Sciences, Inc. Completes Acquisition Of Pharmasset, Inc.

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