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Biotech / Medical : The biotechnology mini portfolio
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To: Mike McFarland who wrote (15)8/15/2006 11:05:57 AM
From: Mike McFarland  Read Replies (1) of 93
 
I have added 1000 kerx to MiniB at $9.80 a share.

The portfolio has a value of $61,842 at the moment
and I am going to watch it compete against my positon
in DPII (Infinity) which happens to be almost exactly
the same size right now.

I think it will be fun to watch my gambler's position
in Infinity, against a basket of rational looking choices.
Interestingly, my position in dpii (which has held up
well the past few months) is still in the hole from
where I bought it over a year ago.

DPII 2.84 22,000 cost: $3.0368 -$4,462.72 -6.67% $62,480

The rational part of me says dump a good part of my
positon in INFI when it becomes liquid in the fall,
and diversify into MiniB. Don't know if I will do it
however. I think about Amgen, and dream a little...
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