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Biotech / Medical : The biotechnology mini portfolio

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To: Mike McFarland who wrote (89)	4/17/2008 8:58:07 PM
From: Mike McFarland	of 93

MiniB or son of minib or whatever it is-- that grubstake is at about $126k now, right back where I was a year ago. For awhile there was actually a gain of around $20k, I was up around $140k? But when I cashed out and went mostly into a CD I was at $127k. So the question is, what would the portfolio be worth if I had held these... 2000 ARNA 500 CRXL 1000 KERX 1333 MAXY 1000 MEDX 1000 MNTA 3838 RNVO.L 10,000 VER.L --and $17k cash would that still be worth $140k? No way. Just eyeballing it, it looks like I'd have been halved had I kept those particular stocks. kerx and rnvo look like the biggest losers.

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