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Biotech / Medical : The biotechnology mini portfolio

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To: nigel bates who wrote (55)	10/16/2006 3:48:24 AM
From: Mike McFarland	Read Replies (1) of 93

After the first two weeks of October MiniB is zipping up awfully nice: Components of our portfolio are: arna +52% crxl +16% exel +9% kerx +33% maxy +19% medx +21% mygn +13% rnvo.l +18% The portfolio has made $18 grand on paper, up 22% overall, and we have $11,500 we can spend. MiniB is outperforming all my other yahoo biotech portfolios. (I set them all equal at $100k sometime in the last week of September). MiniB is worth $113k right now, gosh, 13 grand in less than three weeks, that's pretty hot. "bottomfish/misc" has a value of $109k, so the sector is clearly doing well. 'A is for biotech' is at $106k, that was pretty much a dartboard of the letter A, heh. My own two biotech stocks, 'Farlandia', well, not so good-- dead even at $100k still.

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