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Biotech / Medical : The biotechnology mini portfolio

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To: Mike McFarland who wrote (59)	11/11/2006 11:06:04 AM
From: Mike McFarland	Read Replies (1) of 93

A single member of the MiniB portfolio has turned red--Exel is down 4%. But I don't see any reason to be wringing hands about that. Message 22988325 Our positions range from $11,500 to $14,600 and we own arna crxl exel kerx maxy medx mygn rnvo.L No need to do any rebalancing. We have $11,500 to spend. I think companies should have at least a $300M capitalization, so only Maxygen is at risk of dropping below the threshold.

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