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Pastimes : son of T/FIF -- Ignore unavailable to you. Want to Upgrade?

To: scaram(o)uche who wrote (6)	8/9/1999 4:14:00 PM
From: Mike McFarland	Read Replies (1) \| Respond to of 673

Yeah, I can keep track of the numbers for a NEW portfolio--a small to microcap gene expression and signal transduction folder. Vertex and Ariad might look a little odd side by side...600M versus 20M. But what the heck--my own stuff is such a hodge podge--gene therapy, microarray, neuros--the only thing they have in common is a marketcap <100M. Mr. Green Genes techstocks.com I can wait for a generally bad day for the markets and grab a couple. Personally, I cant beleive ARIA is going to be allowed to dip below a buck, but maybe intraday I can get some cheap. Tularik is private, so we can skip that til the offer shares, and Vertex is probably pretty munchable, might want to add that one soon. You postem, me trade em.

To: scaram(o)uche who wrote (6)	8/10/1999 9:26:00 AM
From: LLCF	Read Replies (2) \| Respond to of 673

Talking heads on CNBC...got congrats for picking IDEC... they like ALKS, ABGX... leader in next generation MA's. Other woman like AMGN [expecting major earnings exceleration with 4 new approvals, one block buster expect this year] and BioCryst. DAK

To: scaram(o)uche who wrote (6)	8/11/1999 2:48:00 PM
From: Mike McFarland	Read Replies (3) \| Respond to of 673

My Green Genes buys? 2000 OSIP at 4 7/8 10000 ARIA at 1 1/16 2000 NBIX at 4 1/2 1000 CELG at 15 500 VRTX at 24 11/16 As you can see, there is no theme here, and the title 'Green Genes' is just for fun. These are stocks which have come up often enough on the biotech threads as being a good value, perhaps munchable--etc etc. I'd like to do this exercise once a month-- listing a handful of stocks that are on my misc watch lists. Anybody is welcome to make a case for one or more of nominations, but if I don't hear much back within a few days I'll just pick one or two myself, post my reasons, and get a final price and add them to the portfolio. In a few months the basket should be full. I may reserve 10 or 20k for short term trading. If somebody would like to create the list of nominations in September, I'll gladly hand off responsibility. I'll just keep track of the numbers--and quarterly I'll post how we are doing against the professionally managed mutual funds. This is sort of duplicating what Rocketman and Cytokine are doing with VD's model portfolio--and if there's no interest I can let the idea die, does not matter. _________________________ misc links for the day-- So long Sibia... biospace.com Microarray and Gene Therapy symposia bioedge.net