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Biotech / Medical : The biotechnology mini portfolio

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To: Mike McFarland who wrote (77)	2/13/2007 7:50:54 AM
From: Mike McFarland	Read Replies (1) of 93

The Maxygen and Myriad shares are both outperforming to the tune of +56% since portfolio inception Summer '06. The remaining positions (with the exception of newly bought Vernalis) are in a comfortable range of +25-35%--guessing that is keeping up with the sector these past seven months or so. Here are the holdings with approximate value: Exelixis EXEL 2175 $24k Arena ARNA 1450 shares $21k Maxygen MAXY 1333 $16k Myriad MYGN 430 $16K Crucell CRXL 500 $14k Renovo RNVO.L 3838 $14K Keryx KERX 1000 $12k Medarex MEDX 1000 $13k Vernalis.L 10,000 $13k MiniB stands around $142K and a barebones estimate of cost would be what I entered into Yahoo, or $108K but I may strip off a few grand at the end of our 'fiscal year' at the Summer Solstice --if I get around to finding out the total fees of the average bio mutual fund. The portfolio exists only on paper, I do not presently hold any of these stocks, and the yahoo portfolio is up +32% since inception summer 2006. Do your own DD!

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