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Biotech / Medical : The biotechnology mini portfolio

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To: Mike McFarland who wrote (58)	11/1/2006 1:50:47 PM
From: Mike McFarland	Read Replies (1) of 93

The last ten days of October were not as kind to MiniB--which gave up some gains to finish the month at $114k. That October 20th quote may have marked a short term max--let us see how we do into the end of the year. All our stocks are in the green with gains from 6% on Exel, to 52% on Arena, with a portfolio gain of 22% since inception several months ago. Interestingly, a semi-dartboard portfolio I chose in the last week of September (was set equal in value to MiniB) is now in the lead at $118k. Sequenom is the biggest gainer in that portfolio with a gain of 69%. There is only one stock from bottomfish, CEGE with a loss--down 6%. "A is for Biotech" is at $109k, middling performace, nothing to note except AMRI up 25% in there. "Farlandia" is behind all of them--but today picking up a couple grand as Infinity perks up.

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