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Biotech / Medical : The biotechnology mini portfolio
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To: nigel bates who wrote (38)9/27/2006 12:28:55 PM
From: Mike McFarland  Read Replies (1) of 93
 
The six I have now range from a marketcap of 300M
for Maxygen to 1.3 and 1.4B for Medarex and Crucell.
Renovo went public just this past year, and I also
wonder if the marketcap is a too low to fit in here
(what is the marketcap anyway?)

Now that I think about it, that is a good reason
to exclude Arqule, which is only worth 150M.

I didn't think this over ahead of time too well,
but I think the arbitrary cut off ought to be
the sort of companies that make the Russell 2000,
with nothing microcap--companies that will have
better visiblility, access to financing, etc.
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