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Biotech / Medical : The biotechnology mini portfolio
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To: dr.praveen who wrote (19)8/18/2006 2:58:43 PM
From: Mike McFarland  Read Replies (2) of 93
 
A bit of luck there, fun to snag one
and watch it turn on a dime. MiniB
can hold it through Solonex no matter
what happens there--Perifosine could
be a good fall back.

If I were daytrading I'd probably be out
of it and take my 20%, trade it a few
more times, then get in to a position
after Solonex. But maybe that is too
cynical, we have become conditioned to
expect everything to disappoint.

But for my own fun, I wanted to get miniB up
to the value where I can watch it go up against
my dpi/infi position. Ideally, I'd like not to
make any trades for one more year, then start
diversifying as Infinity matures. That could
work, or who knows, the paper portfolio could
kill my real world account. That is the fun,
experiment. In the unlikely event the vote
goes agaist the infi reverse merger with dpi,
I will just buy miniB and call it a day.

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