MM's microcap biotech fund
ARIA ARIAD PHARM INC 1000 1 11/16 1,688
BTRN BIOTRANSPLANT INC 3500 2 3/8 8,313
CNSI CAMBRIDGE NEUROSCI 15000 3/4 11,250
CTIC CELL THERAPEUTICS 2000 2 13/16 5,625
CTII CYTOTHERAPEUTICS I 3000 1 7/16 4,313
NTII NEUROBIOLOGICAL TE 10000 0.4375 4,375
SIBI SIBIA NEUROSCIENCE 1000 4 11/16 4,688
TGEN TARGETED GENETICS 1000 1 9/32 1,281
Account Market Value - Net 44,250
I'd like to have some GZTC, and I was going to
get some yesterday around $4, but I slept through
the trading day and off it went, but does not matter,
I've got something like 5k of trading gains in that
one this past year, maybe I don't need to push my luck.
I'm obviously a little too high on cnsi, but it is just
the perfect thing to get an article in a Sunday edition
of a big paper when they get start their phase I, on
another pop to $2 I'll cut the position down to size,
if the market doesn't do it for me ha ha.
I'd like to have three more stocks in there, and have
them all have an equal weighting around 5k, so the one
trade a week on average will be for re-balancing the
portfolio, cutting down on things that run, adding
"thirds" of new ideas etc.
Basically, I want to have this down in case I strike
it rich over the next year...but I suppose it is just
as likely I'll go down in flames...thank goodness I
never had to take any money out of my pocket to invest
in these critters (except of course the 2k ira
contributions each year over the last seven years--
which by the way did nothing in a mutual fund, so
that's why I started trading).
Whew, long post. I'll make a public portfolio out of
the list this weekend, with starting prices for the
new year.
--MM
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