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

To: Cytokine1 who wrote (7954)	5/17/2000 11:17:00 PM
From: Vector1	Read Replies (1) \| Respond to of 9719

Reports of PDLI's demise greatly exagerated. This company is on a roll. WE should see another nice pop tomorrow. After the market close news: -------------------------------------------------------------------------------- 05/17 4:07P (DJ) +DJ Protein Design Labs In License Pacts With Chugai Pharma Story 5148 +DJ Chugai Pharma To Pay $6.04M To Protein Design Labs >PDLI (MORE) DOW JONES NEWS 05-17-00 04:08 PM Story 5631 DJ Protein Design/Chugai-2:For Antibody Humanization Patents FREMONT, Calif. (Dow Jones)--Japanese drug company Chugai Pharmaceutical Co. will receive non-exclusive, worldwide licenses under Protein Design Lab Inc.'s (PDLI) antibody humanization patents for an undisclosed number of Chugai antibody targets. In a press release Wednesday, Protein Design said it will receive $6.04 million in signing and licensing fees, as well as annual maintenance fees and royalties on any product sales. Protein Design Labs researches and develops human and humanized antibodies that prevent and treat viral and immune-mediated diseases, cancers and cardiovascular conditions. The company's shares closed at 140 9/16 Wednesday, up 7 15/16, or 6%, on Nasdaq volume of 1,865,600 shares. Average daily volume is 1,394,332. Before the openning news -------------------------------------------------------------------------------- 05/16 4:20P (DJ) PRESS RELEASE:Protein Design, Toagosei In Pdt Devt Pact>PDLI Story 6114 (J.TGC, PDLI, I/BTC, I/CHM, I/CHS, I/MTC, N/DJN, N/DJWI, N/CTC...) Protein Design Labs Announces Joint Development Agreement With Toagosei For Humanized Anti-VEGF Antibody and Initiation of a Phase I Clinical Trial FREMONT, Calif., May 16 /PRNewswire/ -- Protein Design Labs, Inc. (PDL) (Nasdaq: PDLI) today announced that it has entered into a licensing and joint development agreement with Toagosei Co., Ltd., Tokyo, Japan, (Toagosei) for an antibody developed by Toagosei and humanized by PDL. The antibody, SMART(TM) Anti-VEGF, binds to vascular endothelial growth factor (VEGF), a protein that regulates new blood vessel formation in certain tissues and in tumors. PDL and Toagosei will develop the antibody for potential uses in the treatment of cancer. PDL also announced that a Phase I clinical trial using SMART Anti-VEGF was initiated in January 2000 in Europe under the auspices of the European Organization for Research and Treatment of Cancer (EORTC). Under the agreement, which was signed in July 1999, PDL has obtained exclusive development and marketing rights to SMART Anti-VEGF in North America and the first option to obtain exclusive rights to market the antibody in Europe and other markets, except Japan. Toagosei has exclusive rights to market SMART Anti-VEGF in Japan. PDL will direct the clinical development program, and the companies will share development costs and profits from sales of the antibody, if any, in markets outside Japan. The Phase I, open-label, multicenter study is evaluating escalating doses of

To: Cytokine1 who wrote (7954)	5/18/2000 8:44:00 PM
From: Cytokine1	Read Replies (1) \| Respond to of 9719

VD's MODEL PORTFOLIO 5/18/00 Change -$24511 DOWN -2.06% Started 4/9/97, $100K . INDEX ^IXB DOWN -3.02% YTD EQUITY CHANGE 73.8% # CURRENT DAILY CURRENT COST TOTAL %GAIN/ % OF SYMBOL SHRS PRICE CHANGE %CHG VALUE SHR COST LOSS TOTAL ======= ======= ======= ======= ======= ======= ======= ======= ======= ======= INCY 1000 61.00 -5.56 -8.36% 61000 34.26 34259 78.1% 5.2% BTRN 3000 6.81 -0.16 -2.24% 20438 2.25 6750 202.8% 1.8% NPSP 2000 12.13 0.13 1.04% 24250 5.50 11000 120.5% 2.1% CELG 5400 41.56 -3.50 -7.77% 224438 9.033 48780 360.1% 19.2% CGPI 2000 11.13 0.13 1.14% 22250 9.00 18000 23.6% 1.9% GZTC 1800 20.44 -0.19 -0.91% 36788 7.737 13927 164.1% 3.2% MOGN 2500 20.13 -2.63 -11.54% 50313 17.00 42500 18.4% 4.3% TRMS 2500 37.25 -0.56 -1.49% 93125 21.771 54427 71.1% 8.0% SEPR 2000 106.50 -1.50 -1.39% 213000 42.356 84713 151.4% 18.3% CLTR 5000 20.50 1.88 10.07% 102500 16.756 83778 22.3% 8.8% VRTX 1500 70.13 5.00 7.68% 105188 70.083 105125 0.1% 9.0% PDLI 500 131.02 -9.55 -6.79% 65508 74.000 37000 77.0% 5.6% MLNM 1000 88.94 -1.31 -1.45% 88938 50.000 50000 77.9% 7.6% GLIA 3500 16.88 0.13 0.75% 59063 17.563 61469 -3.9% 5.1% STOCK ______ ______ ______ ______ 1166795 651728 79.0% 100.0% SHORT SALE CREDIT ______ ______ 0 MARGIN MTCE. EQUITY 93.4% MIN 30% (76925) BUYING POWER $ ______ 1012946 EQUITY (NAV) ______ ______ ______ 1089871 100000 989.9% ^IXB INDEX 972 -30.24 -3.02% 302.42 221.3%