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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
68	CRXL..Mike, I've been following them since it was too late to get in<what	zeta1961	-	12/29/2006
67	Positions going into 2007 are... 1450 arna 500 crxl 1175 exel 1000 kerx 1333 ma	Mike McFarland	-	12/29/2006
66	No worries, I haven't seen any change in the value of the miniB portfolio ov	Mike McFarland	-	12/6/2006
65	Been trying to catch up to your recent posts. Sorry I wasn't responding. R	scaram(o)uche	-	12/6/2006
64	Sounds like your personal strategy is a little more ambitious than what I'll	Mike McFarland	-	12/4/2006
63	FWIW, I recently bought more of both, too. I also bought more (read sold more p	tuck	-	12/2/2006
62	With no responses, the only thing I could do was just go 50/50, which I have. I	Mike McFarland	-	12/2/2006
61	Well I am going to add either 900 shares of ARNA at 12.78...or 1350 shares of EX	Mike McFarland	-	12/1/2006
60	A single member of the MiniB portfolio has turned red--Exel is down 4%. But I do	Mike McFarland	-	11/11/2006
59	The last ten days of October were not as kind to MiniB--which gave up some gains	Mike McFarland	-	11/1/2006
58	Correction: MiniB $120k Bottomfish $117k A is for Biotech $109k Farlandia $101k.	Mike McFarland	-	10/21/2006
57	"MiniB" held up fine today, has a value of ~$120k, up 30% since incept	Mike McFarland	-	10/20/2006
56	After the first two weeks of October MiniB is zipping up awfully nice: Compone	Mike McFarland	-	10/16/2006
55	New thread for Renovo - Subject 56799	nigel bates	-	9/28/2006
54	Whoops, there was 10k cash in bottomfish, and with some overlap, I deleted Arqu	Mike McFarland	-	9/28/2006
53	ARNA CRXL EXEL KERX MAXY MEDX MYGN RNVO.L total $104k (which includes $12k cash	Mike McFarland	-	9/28/2006
52	Some better news from Renovo - Message 22856801 Given the recent price action,	nigel bates	-	9/28/2006
51	"$9 it is--no going back. In the long run purchase price isn't going to	John Metcalf	-	9/27/2006
50	Well tomorrow may be a better day. Secondary for EXEL announced after the bel	LJM	-	9/27/2006
49	ha! We need a much longer edit window to get around that! $9 it is--no going ba	Mike McFarland	-	9/27/2006
48	ha! We need a much longer edit window to get around that! $9 it is--no going ba	Mike McFarland	-	9/27/2006
47	Did you buy them already? Bad luck in timing for us. Sorry...! Exelixis Announc	dr.praveen	-	9/27/2006
46	Well that settles that! I buy 1500 exel at $9. We have room for one more compan	Mike McFarland	-	9/27/2006
45	You forgot about me :-( :-) eom	dr.praveen	-	9/27/2006
44	I think it was Rick who offered it up a couple times, I'd hoped for a portfo	Mike McFarland	-	9/27/2006

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