RE: sunny outside15 Sep 2020 13:39
Well he had a load of unquoted stuff but his pharma over the 4 years or so he was running it were: Astra; GSK (but he sold out when they appointed new CEO); Abbvie, 4D Pharma, Spire, Benchmark, Malin, Vernalis, Circassia, Tissue REgenix, Hvivo, Reneuron, Horizon Discovery, Imperial Innovations, Net SCientific, Abzena, Midatech, Oxford Pharmascience, Silence Therapeutics, Synairgen, e-therapeutics, Roche, Smith & Nephew.... Some of these have been sold on now and he wouldnt have expected them all to work out i guess, but i always reckoned given they could have invested in 200 or so bio companies, then they must have had a decent reason to choose the ones they did. The little ones are gradually coming good but you have to be patient and dilute as necessary as small pharma takes 5-10 years + to come to market so they fund raise to get there... however, i now have a few dogs (still) and a few multi-baggers so take a look - remember Woodford bought the above in roughly 2015 so he valued them then which is interesting to see what they were valued at then. DOnt get me wrong - ive had a portfolio of crap for years waiting for them to come good - but they are - i made a decision to plonk the lot into my ISA and forget about them and every year used the 20k allowance to dilute them over time on the belief that if they came good, it would be worth a hell of a lot to not pay tax on. My ave for Synairgen is 17p and invested 25k. So that, as far as Synairgen is concerned, was a great call. But dont worry as i have a whole load of others that look crap but a few are turning round now - 4d, tissue, Silence, etc. I have diluted 4d, Silence, Tissue Reg, Reneuron, Synairgen. I have sold out of a couple altogether and taken the hit on eg Midatech, Allied Mind. I tend to track when their 9 days cross the 26 days (you can set up this alert on IG) and then look at them but I otherwise ignore. Set up kids ISA's in same way so my son with Kidney transplant is over the moon with Synairgen as his ISA means he isn't under pressure to get back into work whilst being on immuno suppresants. So thank you Synairgen):
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