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

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To: Cytokine1 who wrote (2071)	8/21/1997 5:55:00 PM
From: Vector1	of 9719

CYTO, with Rman on vaca I have to make some unilateral moves. Henry is going to like this. We are going to sell 4400 shares of CYTO at the close of 4.125 and buy another 1000 shares of LGND at 12.5. After seeing GLFD move on the AMGN announcement it promtped me on how the market will react to a major diabetes deal. It also frees up some cash to buy some other stocks that we have been discussing. Under consederation are new names such as MCDE, DURA, VISX, TGEN and SEPR. I am also considering shorting GERN if the stock gets back to 13. I am interested in everyones views. I have not totally given up on CYTO but from a fund management standpoint I could not see continuing to overweight the stock so heavily. I think QUAD will eventually be a big winner but I think the ramp will be slow and I think there will be dilution at an unfortunate valuation because the company is running out of cash. Management has not been confidence inspiring. V1

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