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Biotech / Medical : The thread of life -- Ignore unavailable to you. Want to Upgrade?

To: Mike McFarland who wrote (123)	3/24/2001 6:29:26 PM
From: Mike McFarland	Read Replies (1) \| Respond to of 1336

Morphing Madness toward Sanity: Gene Therapy stocks, tgen, vicl, and aria take up 15% of the portfolio. That needs to be halved. Also, genxy and cra take up a whopping 24% of the porfolio. Those too I think should be halved--or more, oh, it would be tempting to take the proceeds and perhaps buy a little CRGN, MLNM etc--but we will have to see about that. SNAP will be halved and the proceeds put into NBIX. I'll look over the shareprices after next week, eyeball an average price, and make the changes. .............................................. It occurs to me that somebody could come across my portfolio and suggest that I am "frontrunning" --that is, suggesting trades that have I've already done. I'll say again that this is a mostly a fake portfolio. Most of what I have made playing biotech stocks is actually out of the market, and I don't expect to be putting it back, as I said earlier in this thread, I am essentially "stopped out", but I wanted to fiddle with paper trades and assembling a more reasonable, though still speculative, biotech portfolio. Maybe it is about having closure, clean up the pile of crap, log the losses, then fold things up, ha!