http://finance.yahoo.com/tech-ticker/article/12050/Buffett-Soros-Betting-on-Biotech-'End-of-the-World'-Plays?tickers=GSK,SNY,MAPP,SVNT,JNJ,GENZ,BRK-B
sticking to the macro theme (as well as demographics) this is interesting...obviously alot lower down the risk curve with the larger biotechs/pharma's...vaccine story is a credible one...one to watch in Oz besides my favourite diagnostic company is BDM...effectively BDM is a publicly listed private company with the likes of Huge Morgan, the galloping major and Oleg Deripaska already on board!
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