holdings updated
started the year with
ARIA ARIAW BTRN CNSI CTIC CTII NTII SIBI TGEN
Profits taken too early in BTRN, dropped CTIC
quite awhile ago, but traded back into it and
quickly took profits in CTIC recently, traded
CTII for modest gain, buying on dip paid for
Astra pain implant failure, took modest losses
in NTII, ooof, took large losses in ARIA at the
low, took modest gains in SIBI--nice percentage
gain, did not have many shares.
Current positions from largest to least
ARIA TGEN VLTS MAGN CNSI AXPH KDUS SNAP ARIAW
Ariad warrants have not been worth disposing of,
patience getting into Axys, Cadus and Synaptic,
and with returning to Magainin has been the
bright spot in this years trades, they have all
seemed to bottom out okay. Fighting the
tape in Ariad the single largest error.
Valentis positon is half paid for with trades.
Microcaps and nanocaps, heavily weighted toward
gene therapy. If that ain't mad money, I don't
know what is <g> |
