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Biotech / Medical : CNSI Cambridge Neuroscience

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To: Green Receipt who wrote (485)12/29/1998 10:44:00 AM
From: Mike McFarland  Read Replies (1) of 675
 
I do not try to grab something from each sector
of biotech if that is what you meant, the three
neuros/CNS companies I own I can separate out,
and I guess a few of the others fall into mainly
areas of immunotherapy or oncology, but there's
lots of cross over. I guess I'm underweighting
genomics right now...that is I don't have incy,
affx...or in my case the stock would be hysq
(to meet criteria of small/micro cap which are
trading near book).

To tell you the truth, I never really tried to
put my picks into catagories too much. Oh I
used to have some AVGN, took gains, and have
TGEN, so I guess those fit pretty easily into
gene therapy, well nevermind, you get the idea--
which is there is hardly enough money to cover
each sector within a sector, much less different
sectors of technology.

--MM

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