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Celgene Corp. (CELG) Message Board

  • rob_cos rob_cos Oct 11, 2013 10:08 AM Flag

    Deutsch B"we would be adding to our top-conviction large-cap picks...CELG"

    FULL REPORT on Investor Village CELG board - yahoo won't fit it all

    In 2014, we still see outperformance for large-cap biotech

    Biotech stock and financing strength YTD 2013 makes some skeptical that the trend can continue in 2014. In addition, biotech has been volatile near-term because of federal government instability & some recent setbacks in the small/mid cap biotech. In this 20 pg report, we explain why we believe large-cap stocks are still well-positioned to outperform in 2014. Our conviction is based on analysis of 1) historical trends in biotech and 2) fundamental trends. As a result, we would be adding to our top-conviction large-cap picks Gilead, Regeneron, Biogen, Celgene, and Amgen.

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