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Biotech / Medical : The biotechnology mini portfolio

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To: John Metcalf who wrote (2)7/20/2006 1:07:41 AM
From: Mike McFarland   of 93
 
No sweat, starting a yahoo portfolio takes all of
ten minutes: MiniB has a starting value of $49,262

Medarex, Marketcap $1,200 Million
MEDX--Down 40% from the 52 week high, up 29% from the low.
medarex.com
I'm going to put us down for 1000 shares at $10

Myriad, $930M
MYGN --Down 17% from a 52 week high, up 43% from the low.
myriad.com
We own 430 shares at $23

Arena, $470M
ARNA --Down 52% from high, up 33% from low
investor.arenapharm.com
1000 shares at $10

Crucell, $1,100M
CRXL--Down 37% from high, up 11% from low
cws.huginonline.com
500 shares at $20 (those playing at home with real dollards
get it a buck cheaper and extra 25 share bonus <g>)

Maxygen, $270M
MAXY-- Down 19% from the 52 week high, up 10% from the low
phx.corporate-ir.net
1333 shares at $7.5

I think the starting prices are not so important.
At the worst, it costs us a few percent not to have
traded in carefully. My own biotech account is up a
few percent for the year, so I don't feel one way or
the other as far as the timing on starting this portfolio.

MiniB has a starting value of $49,262

...................................

a quick and dirty paste which you can ignore

MEDX Jul 19 9.59 0.58 906,003 1,000 9,590.00$9,590.00 580.00 $580.00 6.44% 10.00 -410.00 $410.00 4.10% Chart, Message, Profile, more...
MYGN Jul 19 23.60 1.22 393,462 430 10,148.00$10,148.00 524.60 $524.60 5.45% 23.00 258.00 $258.00 2.61% Chart, Message, Profile, more...
ARNA Jul 19 9.98 0.34 392,296 1,000 9,980.00$9,980.00 340.00 $340.00 3.53% 10.00 -20.00 $20.00 0.20% Chart, Message, Profile, more...
CRXL Jul 19 19.12 0.92 376,093 500 9,560.00$9,560.00 460.00 $460.00 5.05% 20.00 -440.00 $440.00 4.40% Chart, Message, Profile, more...
MAXY Jul 19 7.49 0.34 48,638 1,333 9,984.17$9,984.17 453.22 $453.22 4.76% 7.50 -13.33 $13.33 0.13% Chart, Message, Profile, more...
Total (USD): - - - - - 49,262.17$49,262.17 2,357.82 $2,357.82 5.03% - -625.33 $625.33 1.25%
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