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Biotech / Medical : Biotech Stock Picking for Charity - 2006
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To: tuck who wrote (239)1/8/2006 12:41:04 AM
From: tuck   of 592
 
Thanks to John for supplying the prices and some of the formatting . . . my portfolio numbers after dropping APBI to get to 100% allocation from 105%. I made that choice without looking at its recent performance, because it was one I didn't know as well as the others; I may regret that decision, as it apparently has started nicely.

        Allocation       # Shares   $ Invested     Price     
AGIX		5%		250		5000		20.01
ARQL		5%		817		5000		6.12
CRIS		5%		1404		5000		3.56
CRXX		5%		611		5000		8.18
CVTX		10%		404		10000		24.73
DSCO		15.0%		2246		15000		6.68
GNVC		5%		3030		5000		1.65
MDCO		10%		573		10000		17.45
MOGN		10%		583		10000		17.16
MSHL		5%		800		5000		6.25
NKTR		5%		304		5000		16.46
TELK		15.0%		883		15000		16.99
XGEN		5%		1587		5000		3.15


Since I own a number of these in real life, I'm happy to see them off to a decent start, even if I'm not in the top 5. No more sulking, anyone, at least not till it's over. We have seen no instances that I can remember of someone starting strong and holding on to win. The qualifier "that I can remember" is an important one, as my memory is embarrassingly fallible, and I won't claim to have checked.

Cheers, Tuck
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