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Biotech / Medical : The biotechnology mini portfolio
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To: Mike McFarland who wrote (84)2/23/2007 11:29:29 PM
From: Mike McFarland   of 93
 
Portfolio value $141k

Positions...

2000 ARNA
500 CRXL
1000 KERX
1333 MAXY
1000 MEDX
1000 MNTA
3838 RNVO.L
10,000 VER.L
--and $17k cash

Portfolio was set to a value around 100k at the start of last
fall. Returns range from 63% for the Maxygen to -11% for the
Momenta. Sold Myriad and Exelixis and would like to buy back
2000 EXEL with our cash at a lower price, so that is $8.5 and
could be wishful thinking.
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