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

To: zeta1961 who wrote (1182)	11/21/2006 7:30:40 PM
From: Mike McFarland	Read Replies (1) \| Respond to of 1336

With $18k of profits in Sequenom I wonder if it might be time to strip off that profit... MassArray looks better in the light of Solexa and 454? There was a positive patent ruling of some sort, and I see a new genotyping instrument called "iPLEX Gold". Tuck might have a read on it. I do not own Sequenom in the real world, and if I did, I think it likely that I'd have sold it by now--but I will leave it in here because I did not want to be trading a lot. Now...there is some overlap between 'bottomfish' and my real world portfolio--so I am going to change bottomfish a bit: I sell the two stocks that overlap with Farlandia (ands, glgc) and that raises $26k (nice profit taken in ANDS). I will put $13k each into two new cheap biotechs--RNVS and NBIX. The theme for bottomfish/misc is going to be cheap or out of favor biotechs--but nothing I have done any DD on.