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פתחים סמויים מהעין אפסיותי המרהיבה |
| 6/2004
GILD OSIP QLTI
An interview with a fund manager highlighted in Barron's Online |
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Barron's Online highlights an interview with Dr. Eric Shen, a member of the Pimco RCM Biotechnology Fund's management team, for his stock picks. The fund has gained 23.2% over the last 12 months, outperforming the Nasdaq Biotechnology index by more than 13 percentage points. Mr. Shen likes currently Gilead Sciences (GILD), saying that the co has a new combination formulation of Viread and another new HIV drug called Emtriva, which he believes is going to become the most prescribed combination pills and pretty much the top treatment for HIV after it is launched later this year. The fund manager also likes OSI Pharmaceuticals (OSIP), which has a new drug Tarceva that has the same potential as ImClone's Erbitux. "But I think once we have Tarceva launched early next year, people are going to realize what they are missing," says Mr. Shen. And finally he likes QLT (QLTI). Mr. Shen says that it is kind of a value play, trading at 16x his 2005 ests. |
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