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Biotech / Medical : The biotechnology mini portfolio
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To: Mike McFarland who wrote (11)8/2/2006 3:53:57 PM
From: Mike McFarland  Read Replies (2) of 93
 
Casual observation that over the past few days
Medarex is losing some ground. If this were a
trading portfolio, I would entertain the thought
of dumping it when it is down 10%, or breaks
much below $9. Just a thought, I don't know the
timing for 010, but if it underperforms (relative
to the group) through the end of summer, it might
not be a bad idea to compare it to that EXEL
mentioned for possible substitution.

finance.yahoo.com

Just a random thought, I'd like not to trade much
in this portfolio.
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