1. 1
Symbol Company Date in Price in Date out Current price /
Price out
% age
gain/loss
Commentary Reco number latest
(1) to earliest (29)
2 ANTH Anthera
Pharmaceuticals
1/7/2015 $2.11 in portfolio
when I left
$10.81 412.32% Bought for lupus drug potential and
preposterously cheap market cap
2
2 EXEL Exelixis 1/28/2015 $1.91 in portfolio
when I left
$5.59 192.67% Bought for takeout potential based on cobimetinib
cancer drug
1
PCYC Pharmacyclics 8/26/2014 $120.22 5/22/15 $261.25 117.31% Bought for blockbuster cancer drug potential in
Imbruvica. Abbvie acquired it for $261.25
13
KYTH Kythera
Biopharmaceuticals
8/20/2014 $34.53 in portfolio
when I left
$74.17 114.80% Bought for double chin cosmetic drug. Allergan to
acquire company for $75.
17
INCY Incyte 8/20/2014 $51.54 in portfolio
when I left
$108.54 110.59% Bought for cancer/orphan drug exposure 16
IMGN Immunogen 10/22/2014 $9.00 in portfolio
when I left
$17.41 93.44% Bought for exposure to potential blockbuster
cancer drug Duvelisib
7
DYAX Dyax 11/12/2014 $13.45 in portfolio
when I left
$25.08 86.47% Bought for exposure to orphan drug. 6
2 AVEO Aveo
Pharmaceuticals
12/18/2014 $0.84 in portfolio
when I left
$1.53 82.14% Bought for exposure to Tivozanib and because of
preposterously cheap market cap
4
NPSP NPS
Pharmaceuticals
8/26/2014 $28.22 1/12/2015 $45.42 60.95% Acquired by Shire Pharmaceuticals and sold out
before deal closed.
14
RVNC Revance
Therapeutics
9/24/2014 $19.60 in portfolio
when I left
$31.44 60.41% Bought for exposure to topical form of Botox 11
GILD Gilead Sciences 4/10/2014 $65.20 10/13/2014 $103.77 59.16% Sold out 28
BCRX BioCryst
Pharmaceuticals
10/2/2014 $10.33 in portfolio
when I left
$15.12 46.37% Bought for ebola drug exposure and anti-viral
platform
9
BMY Bristol Myers Squibb 6/5/2014 $47.21 in portfolio
when I left
$65.98 39.76% Bought it after attending ASCO, the premier
cancer health conference
22
CELG Celgene 5/22/2014 $72.98 10/13/2014 $94.89 30.02% Sold out 24
ARWR Arrowhead Research 12/11/2014 $5.70 in portfolio
when I left
$6.45 13.16% Bought for exposure to potential blockbuster Hep
B drug
5
ACOR Acorda Therapeutics 8/20/2014 $30.90 in portfolio
when I left
$33.71 9.09% Bought for orphan drug exposure 18
DRTX Durata Therapeutics 3/26/2014 $14.08 7/29/2014 $13.00 -7.67% Durata was acquired shortly after we were
stopped out
29
ACHN Achillion
Pharmaceuticals
8/26/2014 $10.95 10/7/2014 $10.10 -7.76% Bought for Hep C drug. Sold out because of GILD
Sovaldi
15
1 AVEO Aveo
Pharmaceuticals
4/25/2014 $1.30 8/6/2014 $1.16 -10.77% Stopped out by volatility. Put trade on again
further down
27
BOTA Biota
Pharmaceuticals
1/5/2015 $2.67 in portfolio
when I left
$2.34 -12.36% Bought for royalties on one of 2 drugs that you
can use for influenza
3
THRX Theravance 6/11/2014 $26.25 7/29/2014 $21.90 -16.57% Stopped out. 21
INFI Infinity
Pharmaceuticals
9/8/2014 $14.46 in portfolio
when I left
$11.03 -23.72% Bought for exposure blockbuster drug potential in
Kadcyla
12
ETRM Enteromedics 5/28/2014 $2.00 7/30/2014 $1.35 -32.50% Stopped out. 23
INO Inovio
Pharmaceuticals
10/3/2014 $10.76 in portfolio
when I left
$7.06 -34.39% Bought for ebola vaccine and biotech platform 8
1 EXEL Exelixis 4/29/2014 $3.35 9/2/2014 $2.06 -38.51% Study failed and stopped out. Put trade on again
further down.
26
1 ANTH Anthera
Pharmaceuticals
5/15/2014 $3.00 9/17/2014 $1.82 -39.33% Stopped out by volatility. Put trade on again
further down
25
ALXA Alexza
Pharmaceuticals
7/1/2014 $4.55 9/12/2014 $2.72 -40.22% Stopped out. 20
AEGR Aegerion
Pharmaceuticals
8/6/2014 $32.44 in portfolio
when I left
$17.50 -46.05% Bought for orphan drug exposure 19
TKMR Tekmira
Pharmaceuticals
10/2/2014 $25.55 in portfolio
when I left
$10.30 -59.69% Bought for ebola drug exposure and anti-viral
platform
10
1 = recommended for
the first time
2 = same stock
recommended
for the second
time
FDA Trader track record as of June 17, 2015