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Biotech / Medical : The thread of life
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To: Mike McFarland who wrote (1154)11/21/2006 4:36:59 PM
From: Mike McFarlandRead Replies (1) of 1336
 
The bottomfish/misc portfolio, due primarily to a
179% gain in Sequenom, is leading the pack and now
has a value of $134k. The second-best performer in
that portfolio is Anadys. I deleted ands from the "A"
portfolio back at inception when I noticed that it
was already represented twice.

Anyway...
MiniB, Farlandia, and 'A is for biotech' are
at $118k, $118k and $120k respectively. Several
days ago Farlandia hit $111k, and has since
rebounded nicely, especially today thanks to ands.

If Sequenom did not appear in bottomfish, and
instead some merely average performer was in
there--the four portfolios would essentially be tied.

Happy Thanksgiving all, back next week.
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