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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

Spin off from the Tree Falling in Forest (TFIF)

Starting positions are medx, mygn, arna, crxl and maxy.
A thank you goes to Rick Harmon for getting me moving
on this, long overdue.

I'd like the turnover to be low, perhaps only
changing one of the positions or the size of a position
each quarter or so.

I will assign ten grand to each of the stocks and set
up a portfolio on yahoo, I'll try to post performance
once a month. Nothing wrong with TFIF, it just got too
big for me.

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

Reply	Message Preview	From	Recs	Posted
93	MiniB or son of minib or whatever it is-- that grubstake is at about $126k now,	Mike McFarland	-	4/17/2008
92	Just eyeballing things, miniB would be down a bit had it been coasting along the	Mike McFarland	-	7/21/2007
91	Thanks for the invite! We will try to swing by your place this spring, for whate	Mike McFarland	-	3/30/2007
90	>>I will be on vacation--I have a list of honey do's and a lot of yar	tuck	-	3/30/2007
89	MiniB has stalled out around $127k, down 12% from the portfolio high. I am ret	Mike McFarland	-	3/30/2007
88	MiniB finished the week at $127k. We have three positions in the red, our seco	Mike McFarland	-	3/24/2007
87	We are only down a couple grand on it, no worries! MiniB is at $125k, it took a	Mike McFarland	-	3/16/2007
86	(Veernalis) Not one of my better calls... Message 23374767 :-(	nigel bates	-	3/16/2007
85	Portfolio value $141k Positions... 2000 ARNA 500 CRXL 1000 KERX 1333 MAXY 1000	Mike McFarland	-	2/23/2007
84	Bought 550 ARNA at $13.90 Just filling out the position, we own 2000 shares now	Mike McFarland	-	2/16/2007
83	Bought 1000 MNTA $14.10 ---and sorry that after selling EXEL it is now up 8% to	Mike McFarland	-	2/15/2007
82	You sure about that? EXEL is having a great day without me: Now just look at tha	Mike McFarland	-	2/15/2007
81	Like your style.	nigel bates	-	2/14/2007
80	We had 430 MYGN at $23 and just sold at $34.95 and I have put another $15k in th	Mike McFarland	-	2/14/2007
79	I sold 2175 shares of EXEL at $10.81 <Exelixis said it expects fiscal 2007 r	Mike McFarland	-	2/14/2007
78	The Maxygen and Myriad shares are both outperforming to the tune of +56% since p	Mike McFarland	-	2/13/2007
77	Thanks fellas--with my little procedure delayed a couple hours, I've had a c	Mike McFarland	-	2/12/2007
76	Good Luck Mike. eom	dr.praveen	-	2/9/2007
75	All the best for Monday.	nigel bates	-	2/9/2007
74	My computer was down for a bit, but 69.5p looks like a fair price--MiniB owns 10	Mike McFarland	-	2/9/2007
73	Have you looked at Vernalis ?	nigel bates	-	2/9/2007
72	That's quite amazing. I've been struggling since the beginning of the ye	tom pope	-	2/8/2007
71	MiniB since inception summer '06 is now up 35% I think that is as high as it	Mike McFarland	-	2/8/2007
70	MEDX - It's in good company, unfortunately. Ask Steve Jobs. AAPL was up for	tom pope	-	12/31/2006
69	Was going through the list, MEDX has four checkmarks against it, fwiw. online.w	Mike McFarland	-	12/31/2006

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