Nice going. I love it when these bio stocks tank and you can buy below the Baker's. It's usually a safe bet if you know when to sell. You are safe with your ACAD since you bought so cheap. Good Luck on that one too. I'm tempted to buy GILD again. Might see if it goes lower next week.
If you like the stocks Baker's are buying and want to pay less than their purchase check out AQXP. JNJ and PFE both sold their shares at a much higher price while the Baker's have been adding. Look at insider trades and buy for 1/2 the price. Get out with profits or ???.
PFE and JNJ both sold out of this stock. Baker Bros keep buying and losing money. They paid $15.50-10.00-9.00-8.00-7.00 and now it's in the six dollar range. They may have made some money on ANAC but lost on several other bio stocks. They bought SGEN in the mid 40's but also own some lower. That one may be okay but they have sold out of several losers. Win some, lose some so best to day trade and take profits because as you can see with this stock; it's all a big gamble.
PE is still high at 36. I'd wait for another pullback after Barron's said earnings are decreasing in their latest article.
Be careful; it is running up too fast. Same thing happened to GERN in April. I loaded the boat and sold quickly and it is now lower than I paid. There's always a pump on certain bio's so buy and DO NOT HOLD. Take your profits.
EXEL has gone up 5-7% in the last few days. I loaded the boat but will not hold long. They have been around for years but fell off the cliff. Now a new pump on them but day trade only. Probably a crock like the rest of bio.