Monday, November 27, 2006

Panera Bread Hazelnut Coffee

Picking on a boat in Venice or a guide map for Biotechs buy American.



If you've seen Casino Royale, the latest James Bond film, a number of scenes in which Bond and his girl make a romantic trip on a private boat along the canals of Venice. As one of my great passions is sailing, I wondered if he could "emulate Bond" and if anyone can walk in sailing through the canals of Venice. Well, no. Prohibited from doing so and is the typical thing that only happens in movies. For starters, because the bridges are too low to drive a boat (in the photos you can see that the mast had to dismount to push the boat in the channel), but while the mast was small enough to pass, would still be banned by the Italian government.

There are many investors who are so with biotechnology, do not invest in it because it is a difficult world to understand. The manipulation of genes, DNA, RNA, stem cells, RNA interference or gene therapy. These are complicated concepts, but rather for specialists, why bother to understand how easy it is to buy an apartment or buy shares in the electrical business that is easier to understand? Moreover, most biotechnology companies listed on foreign markets. As previously ahead, American companies account for more patents interesting, which makes it even harder to know, for their developments and progress do not appear in the English media and the information is not readily accessible, is in English.

For now, faced with the choice to put me to explain these things or take a shortcut, I decided to take a risky shortcut: dump here my portfolio and see how they do. The choice I can repeat, but this is not a recommendation to buy or sell. The intention is that it serves as a roadmap in the world of biotechnology. Go up or down according to those who read me you can assess whether deserved (and deserves) getting off a boat in the canals of Venice, it is worth investing in a biotechnology company, or if we leave the world of fantasy. This is my portfolio today:

NASDAQ 9,741 U.S. DOLLARS 0.000 NASDAQ Alnylam Pharmaceuticals Inc. 2,001 U.S. DOLLARS
NEW YORK Celera Genomics 64 880.000 U.S. DOLLARS 11/27/2006 16:01:00
LEXIcom GENETIC 37015.800 11/27/2006 16:04:00
NASDAQ Incyte Genomics Inc. 0 27/11/2006 U.S. DOLLARS 16:05:00
NASDAQ ArQule Inc. 2596.770 549 U.S. DOLLARS 11/27/2006 16:07:00
40620.300 11/27/2006 16:07:00
NASDAQ Exelixis Inc. 523 4550, 100 U.S. DOLLARS 11/27/2006 16:08:00



As you can I have now seen a portfolio of six shares, one listed in New York and the other five listed on the Nasdaq. But every action has a very variable in my portfolio. From actions such as Alnylam, which is worth about 40mil today dollars, up actions such as Celera, whose value is now below $ 1000. All these actions have in common that, in my opinion, have the potential to multiply its value, and therefore the value of our investment, by 10 within 5 years. What venture capitalists Americans call a potential 10x/5y , 10veces in 5 years (years). I promise to tell more about these actions and their awesome potential. But also on the risks of investing in these companies ...

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