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Biotech / Medical : The thread of life

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To: Mike McFarland who wrote (39)10/14/2000 12:14:43 PM
From: Mike McFarlandRead Replies (2) of 1336
 
Friday would been a great day to buy a few things--it looks as though there were a few margin calls that went off early. I wanted to reestablish a position in PGNX, and double up on TGEN--both were taken down a half an hour after the open, but then rallied back strong. PGNX especially would have been a great trade if a person had been watching closely, low of around $15 early, then back up into the lower $20s. I missed the trade.

I only have the time to watch the market closely about one day a week now--back to work now after the summer home with the little one. This is how things turned out after fishing these past few weeks. Nearly all the stocks I own are on this list, largest positions are Cadus and AT&T. There are a couple things I own not on the list.

I'll sort things into meaningless catagories which are only partially accurate.

Tech, comms...T, PCS, ATHM, KOPN
Value...JCP, MWY
RatDog...CNQR, PCTH
Biotech_RoachMotel...CNSI.ob, KDUS
Biotech...AXPH, DNDN, INCY, GZMO, VICL, SNAP
Biotech/gene therapy...TRGNY, TGEN, VLTS

42% cash.
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