Biotech Age Comes

Likely Breakthroughs1) Cancer Immunotherapy – CART

Major: JUNO KITE BLCM BLUE

Minor: SRNE ZIOP/XON

2) RNA Therapeutics

Major: ISIS ALNY TKMR ARWR RGLS SRPT

Minor: MRNA DRNA BNIKF PRQR

3) Gene Therapy

Major: BLUE AAVL

Minor: SGMO GNVC CLDN QURE

4) Liver Diseases: NASH, HBV Therapy

NASH: ICPT CNAT

HBV: TKMR ARWR TLOG GBIM

Busy IPOs

IPO (2012)

CEMP DRTX HPTX ICPT KYTH

IPO (2013)

AMBI XLRN KBIO ENTA EPZM BLUE AGIO OPHT OMED STML FATE ADHD CNAT BIND ONTX PETX ZTS BLUE CGIX ICEL CMRX EVOK ESPR FPRX FMI HTBX INSY XON KMDA LPDX MGNX NSTG PTLA PTCT RGDO RCPT SPHS TTPH ATNM(r-merger) VCYT AERI KPTI EVGN TLOG

IPO (2014)

DRNA CARA TRVN EGLT FLXN RARE ASPX QURE CLDN GNCA EBIO RVNC ARGS NRX GLMD VSAR AGRX VLBX ZFGN KITE AKAO IMDZ AGTC AAVL PRQR SAGE TTOO IMDZ OTIC XENT PFNX OCUL TKAI EARS LOXO ROKA VTAE AFMD GBIM MRNS MCUR CDNA RDUS ZSPH SMLR REPH AQXP CERU GLYC CALA CNCE BLCM JUNO ALDR NDRM CBMG CFRX NERV

My Current HoldingsWARNING: Very volatile sectors esp. for speculative small biotech stocks. 1) mid-cap: NBIX

2) small-cap:

HBV breakthrough hopeful: TKMR ARWR TLOG

HCV buyout hopeful: ACHN

Liver/NASH hopeful: CNAT

Computer-modeling drug discovery: VTAE

3) micro-cap: KBIO

4) waiting to buy hot stocks in immunotherapy/gene therapy:

BLUE, JUNO, KITE.

Short Term Trading Strategies

1) event-driven speculation;

2) selling options, esp. high volatility strangles;

3) quick day trades;

4) short-term swings.

Hardest thing to learn: take loss when market is against me.