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Biotech / Medical : VD's Model Portfolio & Discussion Thread -- Ignore unavailable to you. Want to Upgrade?

To: Cytokine1 who wrote (7932)	5/6/2000 10:45:00 PM
From: Spekulatius	Read Replies (1) \| Respond to of 9719

Opinion on Biochem? Has anyone an opinion on Biochem? The last quarterly report looked quite solid with Zeffix sales gaining steam. Long term, I like their recombinant protein based vaccines program. Overall their pipeline looks much more solid than a year ago, yet the share price languishes at the pre-biotech boom level.

To: Cytokine1 who wrote (7932)	5/8/2000 7:52:00 PM
From: Cytokine1	Read Replies (1) \| Respond to of 9719

VD's MODEL PORTFOLIO 5/8/00 Change -$22741 DOWN -1.83% Started 4/9/97, $100K . INDEX ^IXB DOWN -1.08% YTD EQUITY CHANGE 81.9% # CURRENT DAILY CURRENT COST TOTAL %GAIN/ % OF SYMBOL SHRS PRICE CHANGE %CHG VALUE SHR COST LOSS TOTAL ======= ======= ======= ======= ======= ======= ======= ======= ======= ======= INCY 1000 86.17 -4.77 -5.24% 86172 34.26 34259 151.5% 7.1% BTRN 3000 8.00 -0.03 -0.39% 24000 2.25 6750 255.6% 2.0% NPSP 2000 12.25 -0.38 -2.97% 24500 5.50 11000 122.7% 2.0% CELG 5400 49.50 -1.25 -2.46% 267300 9.033 48780 448.0% 22.0% CGPI 2000 10.25 -0.63 -5.75% 20500 9.00 18000 13.9% 1.7% GZTC 1800 19.38 -0.44 -2.21% 34875 7.737 13927 150.4% 2.9% MOGN 2500 27.25 -0.50 -1.80% 68125 17.00 42500 60.3% 5.6% TRMS 2500 38.38 0.88 2.33% 95938 21.771 54427 76.3% 7.9% SEPR 2000 104.44 1.19 1.15% 208875 42.356 84713 146.6% 17.2% CLTR 5000 18.25 -2.25 -10.98% 91250 16.756 83778 8.9% 7.5% VRTX 1500 65.06 4.44 7.32% 97594 70.083 105125 -7.2% 8.0% PDLI 500 121.56 -7.69 -5.95% 60781 74.000 37000 64.3% 5.0% MLNM 1000 81.63 -6.50 -7.38% 81625 50.000 50000 63.3% 6.7% GLIA 3500 16.00 0.94 6.22% 56000 17.563 61469 -8.9% 4.6% STOCK ______ ______ ______ ______ 1217534 651728 86.8% 100.0% SHORT SALE CREDIT ______ ______ 0 MARGIN MTCE. EQUITY 93.7% MIN 30% (76925) BUYING POWER $ ______ 1063685 EQUITY (NAV) ______ ______ ______ 1140610 100000 1040.6% ^IXB INDEX 1,007.28 -10.96 -1.08% 302.42 233.1% NOTES: OPEN orders subject to available buying power--- Expenses for Fiscal yr ending 4/8/00 will be posted within two weeks? . . . 04/18/00 0 MLNM split 2/1, 500 shrs credit 04/17/00 0 CELG split 3/1, 3600 shrs credit 04/11/00 31687.5 SELL 1500 NBIX @ $21.125 04/09/00 -11055.86 FISCAL YEAR EXPENSES YR ENDING 4/8/00 04/04/00 -50000 BUY 500 MLNM @ $100.00