Mein Biotech-Tip: BBH - weils besser is´zu streuen - 500 Beiträge pro Seite

[SuperTwister]

Tuesday June 13, 9:58 am Eastern Time

worldlyinvestor.com Daily Speculations
Biotech Comes Back From Grave
By Laurel Kenner and Victor Niederhoffer, Columnists

Our speculators are swayed to join the crowds following biotech because of the enormous potential.

Biotech stocks have been slipping back and forth since the beginning of the century like a hog on ice.

The best index for monitoring biotechs is the Biotech HOLDRs trust (Amex:BBH - news), traded on the American Stock
Exchange under the symbol BBH. It consists of a market-value weighted index of 20 biotech stocks including Genentech
(NYSENA - news), Amgen (Nasdaq:AMGN - news), Immunex (Nasdaq:IMNX - news), PE Corp.-PE Biosystems
Group (NYSE:PEB - news) and Medimmune (Nasdaq:MEDI - news). It regularly trades 500,000 shares a day with
bid-asked spreads averaging about 1/10 of a percent on markets good for 1,000 shares.

The index, from about 100 in early December 1999, moved pretty continuously up to 243 on March 3, then fell to 122 on
April 24. On June 9, it was back up to 160, falling to 152 yesterday.

The moves of the biotech stocks have not gone unnoticed. Yesterday, undoubtedly for the first time in their history, both
BusinessWeek and The New Yorker had lead stories on how scientists are on the verge of unraveling the order of the 3 billion bases that comprise DNA in
humans.

Biotech Potential Prods Speculators
We are amateurs in this field as we are in so many others, and hesitate to join the crowd at what would ordinarily seem like the height of hype -- the worst
possible time to buy. But the potential arising from the research in this field leads us to overcome our reluctance, especially since we have given up the
forecasting game -- something that`s very hard to do indeed in the face of the incredibly bullish scenario that should unfold today after three significant daily
consecutive declines in S&P 500 futures.

Most experts believe advances in biotech will lead inevitably to a doubling in human life expectancy for those born 25 years from now, along with the
eradication of cancer and heart disease, as well as a general improvement in the quality of life.

Our first step into the fray was yesterday`s publication of the wisdom and stock picks of Frank Linet, a common man -- in fact, a street person not too long
ago before a 100-fold increase in his portfolio enabled him to climb into a home of his own and a place in the firmament of the savants we rely on. His five
picks yesterday did not buck the 5% decline in the biotech index yesterday, performing as follows:

Targeted Genetics (Nasdaq:TGEN - news) -0.5%
Genelabs (Nasdaq:GNLB - news) -3.1%
Onyx Pharmaceuticals (Nasdaq:ONXX - news) -0.5%
Axys Pharmaceuticals (Nasdaq:AXPH - news) -2.4%
Medarex (Nasdaq:MEDX - news) -3.6%
Xoma (Nasdaq:XOMA - news) -6.7%

Pole Vault
We are not in the habit of throwing our friends to the lions. Nor do we think it good to be overly discouraged when good stocks go down in a portfolio.
Quite the contrary. For example, we have been following a portfolio of 35 beaten stocks that fell this year from above the magnetic North Pole of 200 to
below the South Pole of 100.

We first recommended them to worldlyinvestor.com readers on May 26 -- shortly before the Memorial Day rally that sparked our decision to retire from
forecasting a winner, in the tradition of Ted Williams, who ended his baseball career with a home run.

Since that time, the ``Down 35`` is up about 60%, and now stands 30% above its level on April 20, when we originally invented the index.

The Way of a GENtelman
We will now return to another of our old friends, the genetic index sparked by technician Vic`s viewing of Laurel`s Lindy hop sequence at the Irving Plaza
Ballroom on May 17. That index evolved from the base of life itself: the gene. It consists of every company containing the letters of life -- G E N -- listed in
the Standard & Poor`s monthly stock guide at year-end 1997. (We excluded companies with ``General`` in their names.)

The G E N Index was adjusted prospectively for acquisitions, additions and deletions, and now consists of eight companies: Amgen (Nasdaq:AMGN -
news), Biogen (Nasdaq:BGEN - news), Genelabs (Nasdaq:GNLB - news), Genset (Nasdaq:GENXY - news), Genzyme (Nasdaq:GENZ - news), Human
Genome Sciences (Nasdaq:HGSI - news), Myriad Genetics (Nasdaq:MYGN - news) and Regeneron Pharmaceuticals (Nasdaq:REGN - news).

The index started at 100 at year-end 1997, rose to 132 in 1998 and leaped to 328 by year-end 1999. It more than doubled to 800 as of the end of
February 2000, fell back 44% to 444 at April 30 and declined still further to 405 at the end of May.

It closed at 490 as of yesterday`s close, a recovery in the spirit of the spectacular matches that have done so much to improve the quality, beauty and betting
environment of sports. We would now like to propose a match race between the three different groups of biotech stocks that we have brought our readers`
attention: the Biotech HOLDRs, the Linet recommendations and Technician Vic`s G E N companies. We`ll start each one at 100 as of the close on Monday,
June 12. We`ll revisit them on Dec. 12, when they are likely to be range-bound between 50 and 500.

The winner gets the quiet satisfaction of knowing that he or she has contributed to the competitive arena so necessary to improvements in the quality and
quantity of life.

Go to www.worldlyinvestor.com to see all of our latest stories.

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More Quotes
and News:
Amgen Inc (NasdaqNM:AMGN - news)
AxyS Pharmaceuticals Inc (NasdaqNM:AXPH - news)
Biogen Inc (NasdaqNM:BGEN - news)
Genelabs Technologies Inc (NasdaqNM:GNLB - news)
Genentech Inc (NYSENA - news)
Genset SA (NasdaqNM:GENXY - news)
Genzyme General (NasdaqNM:GENZ - news)
Human Genome Sciences Inc (NasdaqNM:HGSI - news)
Immunex Corp (NasdaqNM:IMNX - news)
Medarex Inc (NasdaqNM:MEDX - news)
Medimmune Inc (NasdaqNM:MEDI - news)
Merrill Lynch Biotech HOLDRs Trust (AMEX:BBH - news)
Myriad Genetics Inc (NasdaqNM:MYGN - news)
Onyx Pharmaceuticals Inc (NasdaqNM:ONXX - news)
PE Corp (PE Biosystems Group) (NYSE:PEB - news)
Regeneron Pharmaceuticals Inc (NasdaqNM:REGN - news)
Targeted Genetics Corp (NasdaqNM:TGEN - news)
XOMA Ltd (NasdaqNM:XOMA - news)
Related News Categories: biotech, medical/pharmaceutical


Archive: Daily Speculations archive

[biotechholder]

lies doch mal den thread:

biotech - genomik - therapeutik - genchips :ALLES IN EINEM FONDS !
Da findest Du weiteres ueber BBH Biotechholder.

Ferner empfehle ich schwerstens:

CELL GENESYS
(CEGE)

Die Firma hat im Februar einen Anteil von ihrer
Abgenix (ABGX) -beteiligung verkauft! FUER FAST 200 MILLIONEN USD!!

Die Kassen sind also gefuellt!
(Im Oktober 1999 wollte die Firma uebrigens mit Genzyme (GENZ)
fusionieren, das eruebrigte sich dann allerdings, dank des rasanten
Anstiegs von Abgenix!)

Ferner arbeitet die Firma zusammen mit:

- Mitotix Inc.
- EntreMed Inc.
- Pharmacia & Upjohn
- Rigel Pharmaceutis

...und hat bereits ueber 200 Patente, und weitere in Vorbereitung!

Ich habe ein Oktober 35 Put auf Cell Genesys geschrieben (also Short-position)
dafuer habe ich USD 12.75 kassiert (also 100 x 12.75 = USD 1`275.--)

Falls die Aktie Mitte Oktober immer noch unter USD 35.-- notiert
muesste ich 100 Aktien zum Preis von USD 35.-- uebernehmen, da ich
aber die 1`275.-- jetzt ja schon habe, wuerde mich das nur noch
USD 2`225.-- kosten. (Fuer 100 Aktien dieser Super-firma ein Spott-Preis)

Und das Gesamt-Risiko ist ebenfalls auf diese USD 2`225.-- beschraenkt, da die Aktie ja nicht tiefer als null sinken kann!!!

also, sofort zur tat schreiten:

www.cellgenesys.com

Aloha,
H.R.Fox
[e-mail]