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portefeuille (99.56)

list of current favourites

Recs

6

March 29, 2010 – Comments (55)

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, MOR:GR, MRK:GR, MYGN, MYRX, NOK, NOVL, NZ, OMEX, ORTE:EY, PAH3:GR, PARD, PBTH:US, QGEN, REP, SA, SGL:GR, SPPI, SQNM, STEC, SWV:GR, UCG:IM, VECO, VMW, VOW:GR, VOW3:GR, XNPT, XOMA, YAR:NO.

(see this post)

55 Comments – Post Your Own

#1) On March 29, 2010 at 12:41 PM, portefeuille (99.56) wrote:

a recent post on "biotech investing".

some posts by zzlangerhans on biotech investing are linked to comment #818 here.

a post on PROLOR Biotech (PBTH).

a post on Aixtron (AIXG).

a post on Volkswagen (VOW3:GR, VOW:GR).

a post on Anadys Pharmaceuticals (ANDS).

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#2) On March 29, 2010 at 12:48 PM, portefeuille (99.56) wrote:



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#3) On March 29, 2010 at 6:54 PM, sentinelbrit (89.39) wrote:

Do you invest real money in all your biotech stocks? And if not, how many do you invest in with real money and which ones are they? I tend to stay away from biotech stocks because while the rewards can be huge one can be wiped out. i'm thinking about investing in TSPT - it's not included above and just wondered if you had a view.

Thanks

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#4) On March 29, 2010 at 7:28 PM, portefeuille (99.56) wrote:

FACT and SQNM are currently among my smaller positions and two of my largest positions are a biotech fund and a European pharma fund. My next buy might be CRME. I have never looked at TSPT.

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#5) On March 29, 2010 at 7:31 PM, portefeuille (99.56) wrote:

My largest "single stock" positions from the biopharmaceutical sector are currently Qiagen (QGEN) and Bayer (BAYN:GR).

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#6) On March 29, 2010 at 11:16 PM, sentinelbrit (89.39) wrote:

Thanks. I read a Zacks report on TSPT. TSPT makes a drug, to be taken orally, for sleeping disorders i.e. insomnia. The FDA recently requested more testing of the drug which caused the stock's share price to drop dramatically. However, Zacks thinks the obstacles with the FDA can be overcome.

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#7) On March 30, 2010 at 10:01 PM, portefeuille (99.56) wrote:

add ECX:GR (3.38 (2.525 EUR)).

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#8) On April 13, 2010 at 1:36 AM, portefeuille (99.56) wrote:

remove JAV (it closed at $2.15 on 04/12/10) from that list, so it is now

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

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#9) On April 13, 2010 at 3:29 PM, NYCFOOLIO (< 20) wrote:

Port,

 

Are you still a fan of IDT after it's pretty good run up lately? Where do you see it going still? Would you add to the position at today's price? Thanks.

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#10) On April 14, 2010 at 4:57 AM, portefeuille (99.56) wrote:

I have written a post on IDT here. I sold a few shares about a week ago and it is still one of my largest positions.



enlarge

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#11) On April 14, 2010 at 4:59 AM, portefeuille (99.56) wrote:

Oh, and no, I will not add to my position in the near future, I think. Unless something happens that let's me "reconsider" ...

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#12) On April 28, 2010 at 7:32 PM, portefeuille (99.56) wrote:

add TEF (65.23 USD).

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#13) On May 07, 2010 at 11:08 PM, portefeuille (99.56) wrote:

add MNTA (10.99 USD).

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#14) On May 07, 2010 at 11:26 PM, bracketbuster88 (95.37) wrote:

why do you like MNTA?

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#15) On May 19, 2010 at 3:48 AM, portefeuille (99.56) wrote:

add 009150:KS (125.38 USD (146000 KRW)).

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#16) On May 24, 2010 at 11:47 AM, portefeuille (99.56) wrote:

add JAV (1.15 USD).

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#17) On May 24, 2010 at 9:44 PM, portefeuille (99.56) wrote:

so the list is now.

009150:KS, ABBN:VX, AGX:GR, AIXG, ANDS, ARIA, ARRY, ATLN:VX, ATPG, BAS:GR, BAYN:GR, BION:SW, BPSG, BRCD, CDE, CRME, DAI, ECX:GR, EMC, EXAS, FACT, GAM:SM, GLW, HEI:GR, HLCS, ISIS, JAV, KSB3:GR, LNUX, LXRX, MAIL, MNTA, MOR:GR, MRK:GR, MYGN, MYRX, NOK, NOVL, NZ, OMEX, ORTE:EY, PAH3:GR, PARD, PBTH:US, QGEN, REP, SA, SGL:GR, SPPI, SQNM, STEC, SWV:GR, TEF, UCG:IM, VECO, VMW, VOW:GR, VOW3:GR, XNPT, XOMA, YAR:NO.

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#18) On May 24, 2010 at 9:55 PM, Momentum22 (30.10) wrote:

JAV looks interesting here. I got a bit at 1.19...

What do you think the odds are on this acquisition happening?  

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#19) On May 24, 2010 at 10:12 PM, portefeuille (99.56) wrote:

That is the question. What are the odds? And maybe MYRX will be interested again. I really don't know. A small investment in JAV shares now should be okay and maybe another buy "when the dust settles" a little ...

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#20) On May 24, 2010 at 10:14 PM, portefeuille (99.56) wrote:

I found this site a few weeks ago.

http://www.genengnews.com/

There is a lot to read out there!

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#21) On May 24, 2010 at 10:24 PM, portefeuille (99.56) wrote:

and this one.

http://www.genomeweb.com/

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#22) On May 24, 2010 at 11:05 PM, Momentum22 (30.10) wrote:

thanks, there is a lot out there...not much commentary on JAV to be found...

I better get started on my reading.  

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#23) On June 01, 2010 at 1:50 AM, portefeuille (99.56) wrote:

add OPTR (10.67 USD).

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#24) On June 04, 2010 at 1:29 PM, portefeuille (99.56) wrote:

add RXII (2.89 USD).

009150:KS, ABBN:VX, AGX:GR, AIXG, ANDS, ARIA, ARRY, ATLN:VX, ATPG, BAS:GR, BAYN:GR, BION:SW, BPSG, BRCD, CDE, CRME, DAI, ECX:GR, EMC, EXAS, FACT, GAM:SM, GLW, HEI:GR, HLCS, ISIS, JAV, KSB3:GR, LNUX, LXRX, MAIL, MNTA, MOR:GR, MRK:GR, MYGN, MYRX, NOK, NOVL, NZ, OMEX, OPTR, ORTE:EY, PAH3:GR, PARD, PBTH:US, QGEN, REP, RXII, SA, SGL:GR, SPPI, SQNM, STEC, SWV:GR, TEF, UCG:IM, VECO, VMW, VOW:GR, VOW3:GR, XNPT, XOMA, YAR:NO.

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#25) On June 05, 2010 at 2:16 PM, portefeuille (99.56) wrote:

add MUV2:GR (121.44 USD (101.5 EUR)).

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#26) On June 05, 2010 at 7:51 PM, portefeuille (99.56) wrote:

add SNTA (2.76 USD).

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#27) On June 05, 2010 at 7:55 PM, portefeuille (99.56) wrote:

remove FACT (27 USD).

Abbott Completes Acquisition of Facet Biotech

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#28) On June 07, 2010 at 9:25 PM, portefeuille (99.56) wrote:

add STD (8.77 USD).

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#29) On June 08, 2010 at 10:44 AM, portefeuille (99.56) wrote:

add BP (34.26 USD).

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#30) On June 27, 2010 at 1:38 AM, portefeuille (99.56) wrote:

add INGA:NA (ING, 8.06 USD).

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#31) On June 29, 2010 at 3:27 PM, portefeuille (99.56) wrote:

add FOLD (2.04 USD).

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#32) On June 29, 2010 at 3:41 PM, portefeuille (99.56) wrote:

remove JAV (2.185 USD).

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#33) On July 04, 2010 at 12:55 PM, portefeuille (99.56) wrote:

add LUK (18.89 USD).

009150:KS, ABBN:VX, AGX:GR, AIXG, ANDS, ARIA, ARRY, ATLN:VX, ATPG, BAS:GR, BAYN:GR, BION:SW, BP, BPSG, BRCD, CDE, CRME, DAI, ECX:GR, EMC, EXAS, FOLD, GAM:SM, GLW, HEI:GR, HLCS, ING, ISIS, KSB3:GR, LNUX, LXRX, MAIL, MNTA, MOR:GR, MRK:GR, MUV2:GR, MYGN, MYRX, NOK, NOVL, NZ, OMEX, OPTR, ORTE:EY, PAH3:GR, PARD, PBTH:US, QGEN, REP, RXII, SA, SGL:GR, SNTA, SPPI, SQNM, STD, STEC, SWV:GR, TEF, UCG:IM, VECO, VMW, VOW:GR, VOW3:GR, XNPT, XOMA, YAR:NO. 

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#34) On July 05, 2010 at 12:50 AM, portefeuille (99.56) wrote:

add ONXX (20.51 USD).

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#35) On July 07, 2010 at 12:50 PM, portefeuille (99.56) wrote:

add TRBN (2.33 USD).

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#36) On July 08, 2010 at 1:55 PM, portefeuille (99.56) wrote:

add ALNY (15.51 USD).

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#37) On July 17, 2010 at 12:42 AM, portefeuille (99.56) wrote:

remove DAI:GR (33.27 USD (43.01 EUR)) and VMW (72.11 USD), add ARNA (4.66 USD) and VVUS (5.41 USD).

009150:KS, ABBN:VX, AGX:GR, AIXG, ALNY, ANDS, ARIA, ARNA, ARRY, ATLN:VX, ATPG, BAS:GR, BAYN:GR, BION:SW, BP, BPSG, BRCD, CDE, CRME, ECX:GR, EMC, EXAS, FOLD, GAM:SM, GLW, HEI:GR, HLCS, ING, ISIS, KSB3:GR, LNUX, LXRX, MAIL, MNTA, MOR:GR, MRK:GR, MUV2:GR, MYGN, MYRX, NOK, NOVL, NZ, OMEX, ONXX, OPTR, ORTE:EY, PAH3:GR, PARD, PBTH:US, QGEN, REP, RXII, SA, SGL:GR, SNTA, SPPI, SQNM, STD, STEC, SWV:GR, TEF, TRBN, UCG:IM, VECO, VOW:GR, VOW3:GR, VVUS, XNPT, XOMA, YAR:NO.

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#38) On July 17, 2010 at 12:46 AM, portefeuille (99.56) wrote:

BPSG

GLCH

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#39) On July 17, 2010 at 1:25 AM, portefeuille (99.56) wrote:

add EXEL (3.11 USD).

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#40) On July 22, 2010 at 6:48 AM, portefeuille (99.56) wrote:

add ROG:VX (132.94 USD (138.30 CHF)).

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#41) On July 22, 2010 at 6:49 AM, portefeuille (99.56) wrote:

add ANTH (4.19 USD).

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#42) On August 04, 2010 at 8:07 AM, portefeuille (99.56) wrote:

009150:KS, ABBN:VX, AGX:GR, AIXG, ALNY, ANDS, ANTH, ARIA, ARNA, ARRY, ATLN:VX, ATPG, BAS:GR, BAYN:GR, BION:SW, BP, BRCD, CDE, CRME, ECX:GR, EMC, EXAS, EXEL, FOLD, GAM:SM, GLCH, GLW, HEI:GR, HLCS, ING, ISIS, KSB3:GR, LNUX, LXRX, MAIL, MNTA, MOR:GR, MRK:GR, MUV2:GR, MYGN, MYRX, NOK, NOVL, NZ, OMEX, ONXX, OPTR, ORTE:EY, PAH3:GR, PARD, PBTH:US, QGEN, REP, ROG:VX, RXII, SA, SGL:GR, SNTA, SPPI, SQNM, STD, STEC, SWV:GR, TEF, TRBN, UCG:IM, VECO, VOW:GR, VOW3:GR, VVUS, XNPT, XOMA, YAR:NO.

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#43) On August 17, 2010 at 10:26 PM, portefeuille (99.56) wrote:

remove TRBN (4.48 USD), add ALTH (4.34 USD).

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#44) On September 01, 2010 at 4:57 AM, portefeuille (99.56) wrote:

add NYT (7.18 USD).

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#45) On October 09, 2010 at 11:04 PM, portefeuille (99.56) wrote:

remove NZ (26.96 USD).

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#46) On November 18, 2010 at 10:22 PM, portefeuille (99.56) wrote:

remove ARNA (1.27 USD), remove HLCS (0.265 USD).

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#47) On January 04, 2011 at 7:10 PM, portefeuille (99.56) wrote:

add DSCO(D) (3.77 USD), remove OMEX (2.74 USD).

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#48) On February 18, 2011 at 4:27 PM, portefeuille (99.56) wrote:

remove BP (47.93 USD), remove CDE (27.32 USD), remove GLW (23.23 USD), remove INGA:NA (ING, 12.69 USD), remove NOVL (6.10 USD).

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#49) On February 20, 2011 at 12:52 PM, portefeuille (99.56) wrote:

remove GKNT (LNUX) (29.59 USD).

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#50) On February 26, 2011 at 9:31 PM, portefeuille (99.56) wrote:

add NKTR (9.78 USD).

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#51) On February 27, 2011 at 3:13 PM, portefeuille (99.56) wrote:

add TKMR (4.99 USD).

009150:KS, ABBN:VX, AGX:GR, AIXG, ALNY, ALTH, ANDS, ANTH, ARIA, ARRY, ATLN:VX, ATPG, BAS:GR, BAYN:GR, BION:SW, BRCD, CRME, DSCO, ECX:GR, EMC, EXAS, EXEL, FOLD, GAM:SM, GLCH, HEI:GR, ISIS, KSB3:GR, LXRX, MAIL, MNTA, MOR:GR, MRK:GR, MUV2:GR, MYGN, MYRX, NKTR, NOK, NYT, ONXX, OPTR, ORTE:EY, PAH3:GR, PARD, PBTH:US, QGEN, REP, ROG:VX, RXII, SA, SGL:GR, SNTA, SPPI, SQNM, STD, STEC, SWV:GR, TEF, TKMR, UCG:IM, VECO, VOW:GR, VOW3:GR, VVUS, XNPT, XOMA, YAR:NO.

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#52) On February 27, 2011 at 3:17 PM, portefeuille (99.56) wrote:

remove LUK (32.97 USD).

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#53) On March 13, 2011 at 2:01 PM, portefeuille (99.56) wrote:

add ALIM (7.27 USD), DYAX (1.50 USD), RIGL (6.72 USD).

009150:KS, ABBN:VX, AGX:GR, AIXG, ALIM, ALNY, ALTH, ANDS, ANTH, ARIA, ARRY, ATLN:VX, ATPG, BAS:GR, BAYN:GR, BION:SW, BRCD, CRME, DSCO, DYAX, ECX:GR, EMC, EXAS, EXEL, FOLD, GAM:SM, GLCH, HEI:GR, ISIS, KSB3:GR, LXRX, MAIL, MNTA, MOR:GR, MRK:GR, MUV2:GR, MYGN, MYRX, NKTR, NOK, NYT, ONXX, OPTR, ORTE:EY, PAH3:GR, PARD, PBTH:US, QGEN, REP, RIGL, ROG:VX, RXII, SA, SGL:GR, SNTA, SPPI, SQNM, STD, STEC, SWV:GR, TEF, TKMR, UCG:IM, VECO, VOW:GR, VOW3:GR, VVUS, XNPT, XOMA, YAR:NO.

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#54) On April 21, 2011 at 10:33 PM, portefeuille (99.56) wrote:

remove SPPI (9.31 USD).

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#55) On April 21, 2011 at 11:16 PM, sharkboy19 (< 20) wrote:

EXEL Cabo will be approved someday and the stock will sky rocket.

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