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Biotech / Medical : VD's Model Portfolio & Discussion Thread

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To: Vector1 who wrote (6833)	7/10/1999 1:22:00 AM
From: Pseudo Biologist	Read Replies (2) of 9719

A month or two ago you also solicited some opinions. This is how those picks have done since: Today Recomm. Change ABSC 6 13/16 5.6875 +19.78% ALXN 10 9.75 +2.56% BGEN 64 7/8 54.625 +18.76% CAMH 6 6.5 -7.69% CLPA 13 5/16 10.875 +22.41% GLIA 22 1/2 25.625 -12.20% IGEN 28 15/16 28.75 +0.65% IMCL 27 1/2 19.75 +39.24% INCY 29 3/32 26 +11.90% LGND 10 15/16 10.25 +6.71% MOGN 13 1/4 10.625 +24.71% NBIX 5 188 5.3125 -5.88% ONXX 9 5/8 8 +20.31% SEPR 87 1/4 63.75 +36.86% SUGN 30 1/4 20.625 +46.67% SUPG 16 9/16 17.4375 -5.02% TKTX 34 23/32 30.125 +15.25% Overall, dollar-weighted, these are up +13.84% If I recall correctly, the model got some SEPR and then some GLIA. Sugen, of course, got taken over. The performances of IMCL and SEPR are very impressive. No real losers, really. Maybe a nice list to begin with. My two favorites, MEDI and MLNM, may be a bit too rich right now. PB

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