Michael Murphy New World Biotech Fund - MNWBX

STOCKTALK

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Biotech / Medical
Michael Murphy New World Biotech Fund - MNWBX

An SI Board Since May 1999

Posts	SubjectMarks	Bans
3	2	0

Emcee: Dave Sullivan	Type: Unmoderated

Introduction Compact

So hard to keep track of biotechs but this guy claims to have a good track record. Expenses appear to be high but I thought I'd start a thread since there isn't one. Here is his top 10 holdings. Down so far this year but you keep hearing biotech will make a big comeback.

Top Equity Holdings (%)
GLFD Guilford Pharmaceuticals Inc 12.56
CORR Cor Therapeutics Inc 7.32
XOMA XOMA Ltd 6.77
AXPH AxyS Pharmaceuticals Inc 6.18
PDLI Protein Design Labs Inc 5.54
DURA Dura Pharmaceuticals Inc 5.20
HGSI Human Genome Sciences Inc 5.11
NXTR Nexstar Pharmaceuticals Inc 5.02
PCYC Pharmacyclics Inc 4.86
SUPG Supergen Inc 4.53

Go to reply# or date (mm/dd/yy):

Reply	Message Preview	From	Recs	Posted
3	A good way to keep this thread alive is not to discuss companies but products-	Bhag Karamchandani	-	5/22/1999
2	Forbes ASAP has a special on biotech called "Will Biotech top the Net"	Dave Sullivan	-	5/21/1999
1	Here are some other funds: FBDIX FBIOX HQH HQL JAGLX, have no opinion on Murph	Mike McFarland	-	5/21/1999

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