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Alias Born 04/27/2009

Re: BiotechValues post# 13528

Thursday, 11/26/2009 9:32:58 PM

Thursday, November 26, 2009 9:32:58 PM

Post# of 94785
Anyone interested in a more in depth analysis of Board Members portfolios to measure 'actual amigos' in addition to relative portfolio size (money invested vs money avialable), total funds currently available based on thresh holds, <100k, <500k, <1m, <1.5m, <2m >2m

In my case, based on dollars invested, starting with highest, my actuals are nep, ckgt, chgy, amgy, edsww

The only one I would remove is AMGY, book is over a dollar but no liquidity, needs economic resurgance, so will take time.

The 5 consist of 86% of invested stock portfolio,

Primarily in cash mm treasuries 82%

Current Total portfolio >2m

Percent of Portfolio due to 2009 gain, 40 to 45%


As you can see, I've taken my money (profits)and run.

Worried about a world debt calamity and wonder how many others on this board have become move conservative (moved money into cash).

Hats off to the Board for primarily excellent due diligence.

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