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To be able to buy or sell any stock I want to in the next few days I will not explicitly mention any stocks in this post. What stocks I currently like can quite easily be inferred from my "fund trades" posts (see here). I use biopharma here as the union of the biotechnology and the pharma sectors and I would like to skip the question what a true biotech company is. As buying ETFs or shares of large market capitalisation companies is certainly less fun than trying to "do much better than the relevant indices" the biopharma (sub)portfolio should be filled to a large part with shares in companies that zzlangerhans calls baby biotechs. I share his preference for those and for bottoms, so I recommend reading these posts.
October 10, 2008, Small cap biotech investing in the era of underperformance
October 19, 2008, Biotech investing - the Good, the Bad, and the Ugly
October 19, 2008, Biotech Investing: The Ugly
November 05, 2008, Ugly lessons in Biotech: Pay attention to interim data from phase III trials
November 20, 2008, Ugly lessons in biotech: Avoid binary events
November 24, 2008, Ten Rules of Small Cap Biotech Investing: Lessons From the Ugly
December 01, 2008, Small cap biotech: The BAD (part I)
December 02, 2008, Small cap biotech: The BAD (part II)
December 09, 2008, Small cap biotech: The GOOD (part I)
December 22, 2008, Small cap biotech: The GOOD (part II)
May 11, 2009, Small cap biotech: the GOOD (part III)
February 17, 2009, Efficient market? Not in Biotech.
January 04, 2010, GOOD and BAD Biotechs: One year later
January 05, 2010, GOOD and BAD Biotechs: One year later (part II)
January 07, 2010, GOOD and BAD Biotechs: One year later (part III)
January 11, 2010, Grabbing Bottoms in Miami Beach: A Trader's Manifesto
October 04, 2010, Two bottoms and a put
October 18, 2010, GBMB update
October 19, 2010, Two new bottoms for the GBMB
December 14, 2010, GBMB update
January 22, 2011, Two more bottoms for the GBMB
February 25, 2011, Back in the GBMB hunt
March 07, 2011, Carnival Bottoms
March 24, 2011, More bottoms for the grabbing
April 02, 2011, The GBMB in review, part I
April 06, 2011, The GBMB in review, part II
April 10, 2011, The GBMB in review, part III
May 02, 2011, First 2011 GBMB update
May 20, 2011, May Bottomfest
June 06, 2011, Stinky Bottoms
July 18, 2011, Hot summer bottoms
July 29, 2011, Bottoms up!
September 26, 2011, Bathwater Baby Bottoms
A few things corroborating a suggestion that zzlangerhans knows what he is doing and I might.
He is "Emergency room physician, former Harvard magna cum laude in biochemistry, Howard Hughes research fellow, NRSA fellowship recipient and xenotransplantation postdoctoral fellow" and my name can be found on the same page as those of three nobel laureates in physics (see comment #6 here).
part of our "caps" game track record in making calls on "biotech" stocks (my other players (see here) have done "mostly alright" in that area).
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