Thursday, October 18, 2012
My cell therapy index portfolio
So there are certainly analysts, traders, and brokers who cover the public segment of the cell therapy industry with much more expertise and experience than I. Certainly among the top of this crop is Henry W. McCusker of Scimitar Equity (@henryw09 on Twitter) who is preparing to launch a major new online initiative that I'm very excited about covering the entire regenerative medicine sector focused primarily on the public companies in the sector.
I tend to focus more attention on the activity of private companies in the sector that tend to get a lot less spotlight but as you know I have created a portfolio of public cell therapy companies comprised of the 30 companies listed below (linked to their page on Google Finance).
I've been watching this portfolio since the beginning of the calendar year (January 2012) and have been commenting on its performance as against some of the major indices. (Oct 8 post and August 10 post).
In addition to these occasional reports I will occasionally report on Twitter (@celltherapyblog) on the stocks in this portfolio which are enjoying the largest gains/losses and which have the largest/smallest trading volumes. From time-to-time I will aggregate this content into a blog post.