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Biotech / Medical : Biotech Stock Picking for Charity - 2005

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From: FiloF7/25/2005 2:16:08 PM
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Here are the standings as of July 22. I have taken into account ORPH's June 27 munch and CRXA's July 12 munch (cash was used to purchase remaining holdings based on original proportions), as well as the MUCL 5 for 1 reverse (MUCL is now MCET).

For future munches and when other deals close (e.g. XNVA, GLFD), I would appreciate it if you could send along your revised holdings, much like RKRW did with the ORPH munch.

Can't guarantee that this is 100% accurate -- I will rely on you to let me know about potential errors or additional adjustments (splits, munches, etc.).

By Portfolio Value at 07/22/2005
		
1 Bob Cryan $133,368 33.4%
2 Richard Harmon $126,901 26.9%
3 mopgcw $118,653 18.7%
4 rkrw $113,219 13.2%
5 BulbaMan $111,859 11.9%
6 Mike McFarland $108,147 8.1%
7 RCMac $103,504 3.5%
8 Rocky9 $101,558 1.6%
9 tom pope $101,020 1.0%
10 bio_kruncher $98,693 -1.3%
11 quidditch $98,238 -1.8%
12 biotek-al $96,782 -3.2%
13 TexasDude $95,286 -4.7%
14 former_pgs $93,908 -6.1%
15 zeta1961 $93,190 -6.8%
16 Miljenko Zuanic $92,722 -7.3%
17 georgiabiotech $90,914 -9.1%
18 Extra Pale $89,624 -10.4%
19 jackelmq $88,918 -11.1%
20 Biomaven $87,405 -12.6%
21 FiloF $87,129 -12.9%
22 manny_velasco $86,149 -13.8%
23 nigel bates $85,499 -14.5%
24 Robt C. Jonson $84,514 -15.5%
25 Biotech Jim $84,480 -15.5%
26 hopper $84,072 -15.9%
27 Jorgen Jensen $83,663 -16.3%
28 WilderElisimo $83,384 -16.6%
29 Icebrg $80,934 -19.1%
30 fred hayes $77,208 -22.8%
31 Archimedes $77,092 -22.9%
Aggregate $2,958,034 -4.6%


MNTA and VPHM have been the big gainers so far. Bob Cryan, in first, holds MNTA (along with other nice gainers such as AMGN, ARNA, and BMRN), as does mopgcw (in third). Rick, in second, holds VPHM, as does RCMac, who is also in the black.
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