this one could be a billion dollar drug and onyx gets a 20% royalty.ht now onxx is a triple threat and that doesn't even include this pipeline. at the moment, they're developing a breast cancer drug with pfizer that's in phase three trials. this could ultimately do peak sales of $5 billion. the 8% cut comes to $400 million. plus, at $86 and change, onyx is unlike almost all of these others, down from its high, six points off the high, should be bought at these levels. here's the bottom line, when you're looking to the future of the fight against cancer, both have revolutionary technologies, but their stocks have run. they need to consolidate the gains, consolidate, do nothing for a while, go down a bit before they take off again. i like immunogen ahead of the analyst day. okay. you know that i think onyx is the right one. let all these stocks cool off. but if you had to buy one and you want to buy one tomorrow and you've got some spare cash, onyx may be one of the best new drug companies in the world. let's go to rudy in louisiana, rudy? >> caller: jim

immunogen and seattle genetics, which need to cool down, and the immediately buyable onyx pharmaceuticalswhy have i spent so much time on this one sector? am i trying to give your portfolio a drug overdose? no. no sector should account for more than 20% of holdings. in a growth starved world and we know that after the unemployment number, they make a lot of sense. remember, what i've been saying for the last two weeks now, as long as biotech and biopharma companies are innovating, making new drugs, blowing out the pipeline. as long as they've got new products pushing them out that are genuinely different, obviously superior to the competition, particularly old pharma the earnings growth calls the out years, 2017, 2018, 2019, can be tremendous. and tremendous earnings and tremendous earnings growth lead to higher stock prices. that's the way it works. we are covering one more group as part of our future of pharma series. diagnostics. and don't forget, by the way, dr. house was a diagnostician. you can't turner cable without seeing it. diagnostics is an important part of medicine, the soone