Barbell--not dumbbell investing

http://www.marketwatch.com/story/barbell-investing-is-the-new-normal-2010-08-02

Michael Murphy still bullish on BCRX

http://www.investorplace.com/experts/michael_murphy/articles/biocryst-bcrx-biotech-health-care-stocks-flu.html

Michael Murphy's take on Dendreon

Murphy is a well-respected investor newsletter writer. His claim to fame was making the right call on biotech behemoths Amgen, Biogen, and Genentech (recently bought out by Roche).


http://seekingalpha.com/instablog/128006-michael-murphy/1133-dendreon-a-360-stock-or-is-that-too-low

He's obviously bullish on DNDN, but a peak into his newsletter reveals he's also bullish on MELA and ARNA.

Do your due diligence and good luck.

Disclosure: I am long DNDN and ARNA.