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Biotech / Medical : The biotechnology mini portfolio -- Ignore unavailable to you. Want to Upgrade?

To: Mike McFarland who wrote (61)12/2/2006 1:16:51 AM
From: Mike McFarland  Read Replies (1) | Respond to of 93
 
With no responses, the only thing I could
do was just go 50/50, which I have.

I added 450 shares of arna, and 675 shares
of exel to the portfolio, so now, finally
we are fully invested.

MiniB today has a value of $113,696 essentially
unchanged in a down day for the markets.



To: Mike McFarland who wrote (61)12/6/2006 5:46:54 PM
From: scaram(o)uche  Read Replies (1) | Respond to of 93
 
Been trying to catch up to your recent posts. Sorry I wasn't responding.

Re. decent ideas.... ARNA is still HIGHLY leveraged, but, as you note, this recent decision by CEO makes moot his confidence in presentations. I would ask former_pgs if he likes CYTK, now that the company has had a setback to cancer projects. Seems like his center of gravity is somewhere in their universe??


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