Primary interest is Bio with intriguing pipelines that have large growth potential. I attempt to hold >50% of positions as long unless there is negative data, mgmt. concerns, or known negative events. Most funds secured in MFs and divvies though.
Disclosure : These are just our ideas and opinion. We may or may not have positions in the stocks mentioned. No statement provided herein should be construed as a recommendation to buy or sell any security or to provide any investment advice.