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Biotech / Medical : The thread of life

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To: Mike McFarland who wrote (342)	5/1/2002 2:26:22 PM
From: Mike McFarland	Read Replies (1) of 1336

Finished my buying today, my trading account is well stocked now--but nothing that I bought is actually "tradable". Bought many of the things on my shopping list, but not mlnm and vrtx. I feel pretty grateful to have been in cash for a few of the bad weeks. All my positions are pretty modest, not really overweighting anything much. The main reason I own some Sepracor is for X, all the other stuff is gravy if it works out. Naturally the best bang for you buck is down in the really small stuff, and just about everything else I own has a marketcap less than 200m. Hell, I'd buy more CeNeS if there were shares to be had! I only did a little of DOVP, and just a splash of etrx, or whatever/what used to be Microcide. If gizzmo goes down around $3 it might be something to get ahead of asco. Pretty cheap in here though. I wonder if it was a little weak because of a weak dndn lately? Or probably everything has to trade at 2x book eventually. ...ramblin.

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