Mkt and Stem Cells Rally Monday 10.05

Monday 10.05.09:
DOW +112(1.2%) @9,600..NAS +20(1%) @2,068..SP500 +15(1.5%) @1,040

BIO-Stem Index:+3.50(2.5%) @141.65 (+41.65% ytd)
BIO-ETF Index:+.35(.3%) @110.68 (+10.68% ytd)

The market rallied over 1% Monday, while our stem cell index surged 2.5%, easily beating the biotech ETFs, which were up only .3%. AVII jumped 23% after getting a government contract for 11.5 million from the Defense Threat Reduction Agency, but the stock is still 1/3 off its 52-wk high.

Stem Cell Stocks (19 up, 12 down)
Big Winners:AVII +23.1%, CRIS 3.5%, OPXA +3.2%
Losers: OSIR -4.8%, SQNM -1.95%

Swine Flu Stocks
AVII +23.1%, BCRX nc, DVAX +6.2%, GILD +1.1%, INHX -2.9%, INO -2.4%, NVAX +7%, SIGA +4.4%, SVA +3.2%
Other Flu: CVM -2.4%, GNBT +5.4%, HEB -4.3%, PURE +6%, VICL +3.3%

Other Biotech
Big Winners: AVNR +6.2%, CRXX +17.2%, CYPB +4%, DYAX +5.1%, ENZN +5.5%, HGSI +5.1%, IMMU +5.5%, KVA +4.8%, MED +8.8%, NGSX +6.1%, NKTR +4.7%, RPRX +10.1%, SNTS +7.2%, SUPG +5.2%
Losers: CLDX -5%, CTIC -4.4%, MAXY -4%, NVGN -4.2%, ONCY -6.5%, SCLN -10.1%, SGEN -14.6%

SubMicro: ENMD +10%, FMTI +6%

Disclosure: Long BCRX, BSDM, CVM, DNDN