No changes have been made in core portfolio positions except as noted below.
See update in Seeking Alpha.
Action today with strong charts since Feb 26 Sell-Off
ALXN ($93) stable and recovering off 1 month lows
BIIB ($178) solid performer up 8% since Feb 25
PCYC ($76.13) http://osteriapulcinella.co.uk/menu_item/vegetariana-2/ losing MO, off 15% in 5 days and off
REGN ($171.6) stable and recovering off 1 month lows
SGEN ($35.58) solid performer up 30.4 % since Feb 25
enter Portfolio Updates-See Original Posts
New Long: Achillion (ACHN $8.73) added at $8.60 for HCV play
Paired Trade: Medivation (MDVN) short at $43, Pharmacyclics (PCYC) long at $38 for 36 point profit. Close trade.
Paired Trade: Alkermes (ALKS) long at $23, Infinity (INFN) short at $48.66
IBB is near recent highs after 3%+ breakout