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Biotech / Medical : The biotechnology mini portfolio

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To: tom pope who wrote (1)	7/20/2006 1:13:55 AM
From: Mike McFarland	Read Replies (2) of 93

Does your spreadsheet show a date for that maxy? Must have been in '00 I seem to remember owning 1000 shares of Genset around $60 and riding that one down, but it could have been 2000 shares at $30, ha! You sold maxy at above $40, great! For those folks who stumble on the thread and don't know us here, play at home at your own risk. Like many folks, I extracted a lot out of the biotech/internet tulipmaia of 1999-2000, but have settled for mediocre returns to losses in each of these past five years. Nobody said it was going to be easy! I'd like to look at the five stocks closely and read their annual reports and such over the course of my summer vacation in August. Don't expect any thoughts til early fall--but do feel free to post anything here relevant to the MiniB five. I do think it is best first to sell an issue before considering any new companies. We will try not to exceed a small handful of stocks here. Low turnover! Sort of in the style of the Rocketman portfolio from a few years ago. We will not keep cash in MiniB.

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