For the sake of transparency, biotech / pharma stocks I currently hold include (in alphabetical order):

AUPH, ENTA, FGEN, INCY, LOXO, MDVN, PFE, RXDX and SGYP.

And in the paraphrased words of Morrissey, some positions are bigger than others. Importantly, everyone has a bias and it's worth keeping this in mind when assessing the validity of entries in this blog.

August 19, 2015 Update - The position in SGYP has been liquidated, replaced in very small part by a speculative position in ENUM. Why? Because I like 84,672 well plates.