Monday, October 30, 2006

Biotech could be big

There are two relatively young biotech companies that I think could be poised for a big move when they report earnings at the end of the week. These are Cerus (CERS) a company in the cancer drug business, and Cepheid (CPHD) a company that makes genetic testing equipment.

I also advise to take some of the profits off the table with Riverbed (RVBD) which missed it's earnings estimates if it gets to $25, and SAIC (SAI) which has made a nice little run if it gets to $21.25.



Holdings Disclosure: SAI and RVBD

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