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

To: tom pope who wrote (70)	2/8/2007 6:48:33 PM
From: Mike McFarland	Read Replies (2) \| Respond to of 93

MiniB since inception summer '06 is now up 35% I think that is as high as it has been. All positions are green: MYGN is +57%, followed by MAXY +49%, then CRXL and the first batch of ARNA both +42%. Holdings value $128k of which $33k is gain. I wasn't planning on doing anything until summer, but I will gladly accept any ideas for trades. We can always sell a little bit of everything to raise cash if anybody likes that idea too. Biotechs with marketcap greater than $300M are okay (our median marketcap right now is about $1B)