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Biotech / Medical : The thread of life
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To: Mike McFarland who wrote (958)5/3/2006 10:55:43 PM
From: Mike McFarlandRead Replies (1) of 1336
 
A dozen ideas pulled out of TFIF,
had to have positions greater than
$5k in that porfolio. That had the
effect of stripping off things that
have generally done poorly. And then
they also had to have a marketcap >200M
to survive this cut:

Finally, I decided to throw out Elan, and
I think I will not keep anything that
grows larger than 5B.

ARNA 608M
ARQL 210M
CRXL 1100M
EXEL 890M
MEDX 1300M
MOGN 1500M
MYGN 1100M
NBIX 1900M
NRGN 220M
TELK 945M

I just wanted to get something into Yahoo to
track for myself. I know nothing about Acadia
and Metabasis--so I just arbitrarily threw
those out too.

Now ten stocks for me to follow for me!
I just wanted to carry out the idea over there
of paring things down, a lot.
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