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Biotech / Medical : The biotechnology mini portfolio

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To: Mike McFarland who wrote (13)8/13/2006 11:48:51 AM
From: Mike McFarland  Read Replies (1) of 93
 
Medx outperformed Exel by about ten percent in the
past few days.

The MiniB Portfolio has a value of $49,660.
Medarex the biggest loser at just under a ten
percent loss, balanced by Myriad with just under
a ten percent gain.

Just a quick scan of the headlines doesn't show
anything that really jumps out at me, two adjacent
headlines seem to conflict, ha.

Arena Pharmaceuticals Q2 loss narrows - at Reuters
Tue, Jul 25 ARNA Arena Pharma 2Q Loss Widens on Costs - AP

CRXL puts out quite a few GLPG.L headlines

Two headlines from August 1st:
MEDX Ono and Medarex Announce Allowance of Investigational New Drug Application for MDX-1106 for the Treatment of Cancer - PR Newswire

Tue, Aug 1 MYGN Myriad Introduces Enhanced BRACAnalysis(R) Test for Exceptionally High-Risk Breast Cancer Patients

I like the portfolio approach, for whatever reasons,
it is real comfortable not to watch very closely.
I will however catch up with the individual SI thread
discussion in September. Summertime doldrums right now,
not too interested in following biotechs while on vacation.

Only accomplishments this month, installed a new hot water
heater and refinished our dining room table. I might mow
the lawn today, maybe not. ha

DF: It rained 18 hours in the Hoh rain forest the other
day. Chance of rain, heheh. We got a little wet, but it
was nice to be there with the moss dripping and the
slugs out and about.
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