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. |