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Biotech / Medical : Biotech for less than a buck.

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To: RWReeves who wrote (726)1/31/2004 1:30:08 AM
From: RWReeves  Read Replies (1) of 743
 
Housekeeping

siliconinvestor.com

Removed the "1 share" remainder positions from earlier ARIA and IMMU holdings as well as LSCP. Removed the rather mis-placed Fido biotech fund index as it doesnt help in this market.

Funded the new IMMU position at closing which was mentioned yesterday.

Put ALTH as a placemark to fund on Monday.

Still have a few "1 share" positions which may be re-opened or deleted in next few weeks. I like CTIC but its a bit pricey for us.

I made CASH.X work out by using a fudge factor to get the basis back to 100K but don't know how it got out of whack anymore in the first place.

I think the target should be no more than 15-20 positions.

RWR
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