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Biotech / Medical : Biotech Stock Picking for Charity - 2006
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To: Arthur Radley who wrote (14)12/30/2005 5:43:35 PM
From: Mike McFarland  Read Replies (1) of 592
 
10% ARQL 6.12 1634 shares
10% AVGN 3.03 3300 shares
20% DPII 2.65 7547 shares
10% DVSA 4.80 2083 shares
15% GLGC 3.35 4477 shares
10% KOSN 4.44 2252 shares
10% MAXY 7.51 1332 shares
15% TRPS 2.93 5120 shares

$200
msf.org
(Doctors without borders)

My stocks for the year are mostly so-called value traps,
with a nod to natural product synthesis or diversity
oriented synthesis, or combinations. At least three
of them are trading way down due to loss of their main
customer, Pfizer. The book value for this 100k portfolio
is probably around $100k, Kosan trades around three times
book, Arqule around 2x, the rest are near book or a little
below. I like em cheap and dirty.
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