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Biotech / Medical
The biotechnology mini portfolio

An SI Board Since July 2006

Posts	SubjectMarks	Bans
93	13	0

Emcee: Mike McFarland	Type: Moderated

Introduction Compact

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Reply	Message Preview	From	Recs	Posted
43	What was your reasoning for passing on EXEL? I think EXEL might be a good add	LJM	-	9/27/2006
42	Pipeline--are there any gaps we should fill? We seem to have a nice cross sectio	Mike McFarland	-	9/27/2006
41	Goodness, it makes the cut. Please monitor it for us! 10 grand US is 5,297 GBP	Mike McFarland	-	9/27/2006
40	About $450m.	nigel bates	-	9/27/2006
39	The six I have now range from a marketcap of 300M for Maxygen to 1.3 and 1.4B fo	Mike McFarland	-	9/27/2006
38	>>sure if you have something for MiniB speak up!<< Apologies for no	nigel bates	-	9/27/2006
37	More than a little tempted to put some Arqule in here now: finance.yahoo.com Ha	Mike McFarland	-	9/27/2006
36	S<b>u</b>lonex not Solonex keryx.com Sorry about that!	Mike McFarland	-	9/25/2006
35	At mid month, MiniB has a value of $68.4k, up ~15% from inception in July. KERX	Mike McFarland	-	9/16/2006
34	MiniB went down 4.35% today and has a value of $66,884. I slept through the carn	Mike McFarland	-	9/6/2006
33	?????? means "whoever speaks up". and I'll shut up now. :-) Hav	scaram(o)uche	-	9/1/2006
32	????? could be Peter? I mentioned the other day that he never responds to my pos	Mike McFarland	-	9/1/2006
31	August was good and September will suck. See, that would be in a Crameresque or	Mike McFarland	-	9/1/2006
30	Are you soliciting any non-US ideas ? ...and I'd like to know the identity	nigel bates	-	9/1/2006
29	Funny, I quietly took a little position in KERX at about a buck higher via sold	tuck	-	9/1/2006
28	It would be much more fun to watch you work the portfolio than to just let a few	scaram(o)uche	-	8/31/2006
27	>> If I had to sell something I'd probably give up Crucell << I	scaram(o)uche	-	8/31/2006
26	Quick and dirty was just fine with me-- primary purpose was to slim down TFIF po	Mike McFarland	-	8/31/2006
25	>> Thoughts? Probably some reasonable downside protection (highly divers	scaram(o)uche	-	8/31/2006
24	Message 22638552 This selection was not any sort of polished process. You pick	scaram(o)uche	-	8/31/2006
23	symbol, quote, shares, purchase price, value, gain MEDX $10.74 1,000 shares at $	Mike McFarland	-	8/31/2006
22	MEDX reported that they will restate yesterday afternoon. On the back of this w	tuck	-	8/19/2006
21	MEDX -0.3% $9,310 MYGN 15.2% $11,373 ARNA 11.4% $11,140 CRXL 12.1% $11,205 MAXY	Mike McFarland	-	8/19/2006
20	A bit of luck there, fun to snag one and watch it turn on a dime. MiniB can hol	Mike McFarland	-	8/18/2006
19	Might be time to change the portfolio's name to Biotech stars :-)	dr.praveen	-	8/17/2006

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