biopharma investing

Volker is a member of The Motley Fool Blog Network -- entries represent the personal opinion of the blogger and are not formally edited.

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).

http://caps.fool.com/player/zzlangerhans/sectors.aspx?astable=biotechnology&filter=all#biotechnology

http://caps.fool.com/player/portefeuille/sectors.aspx?astable=biotechnology&filter=all#biotechnology

http://caps.fool.com/player/portefeuille2/sectors.aspx?astable=biotechnology&filter=all#biotechnology

http://caps.fool.com/tag/biotechnology.aspx


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