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

To: Cytokine1 who wrote (8722)	4/4/2001 10:17:10 PM
From: scaram(o)uche	Read Replies (1) \| Respond to of 9719

SNPs are very much out of favor. Decent approaches to pharmacogenomics, in the context of MYGN, are not. VGNX.......... Yahoo lists 12/31/00 book at $4.38, cash at $4.29.......... biz.yahoo.com Went public in July at $14. I got all the shares I wanted today at 3 11/16. Press release listing....... variagenics.com There are several interesting projects, partnered and unpartnered. One that interests me....... some cancers are characterized by the absence of a hunk of chromosome. Some of those hunks will be characterized my an allele (heterozygosity) for a gene critical to cell survival under given conditions. The company plans to develop allele-specific drugs. Normal cells will be protected by the activity of the alternative allelic product........ delphion.com I have no concept of whether or not the approach is actually workable, and it's somewhat out of my league. The claim language looks great re. targets, but a distinct absence of drugs that will actually do the job is apparent. Revenues were $1.2M and burn was $2.6M for Q4 2000. Presents tomorrow at BioCentury's Future Leaders in the Biotech Industry Conference. I'd be interested in comments or thoughts. I purchased shares, but that doesn't mean that I've done enough homework.

To: Cytokine1 who wrote (8722)	4/5/2001 7:37:59 PM
From: Cytokine1	Read Replies (1) \| Respond to of 9719

VD's MODEL PORTFOLIO 4/5/01 Change $62230 UP 8.83% Started 4/9/97, $100K . INDEX ^NBI UP 8.38% YTD EQUITY CHANGE -57.1% # CURR . DAILY CURR COST TOTAL %GAIN/ % OF SYMBOL SHRS PRICE CHG %CHG VALUE SHR COST LOSS TOTAL . . . . . . . . . . INCY 5000 13.50 0.37 2.82% 67500 26.452 132259 -49.0% 8.8% BTRN 14000 5.50 1.13 25.71% 77000 9.205 128875 -40.3% 10.0% CELG 7000 18.25 0.88 5.04% 127750 16.452 115167 10.9% 16.7% TRMS 2500 27.19 0.31 1.16% 67969 21.771 54427 24.9% 8.9% SEPR 5000 32.25 2.29 7.64% 161250 59.443 297213 -45.7% 21.0% CRXA 5015 7.25 0.75 11.54% 36359 16.706 83778 -56.6% 4.7% VRTX 2000 35.19 4.19 13.51% 70375 35.042 70083 0.4% 9.2% MLNM 1000 28.26 3.20 12.77% 28260 25.000 25000 13.0% 3.7% LEXG 4000 6.63 0.94 16.48% 26500 9.813 39250 -32.5% 3.5% CBST 3000 22.50 1.56 7.46% 67500 15.310 45930 47.0% 8.8% PRCS 2000 18.19 1.25 7.38% 36375 25.155 50310 -27.7% 4.7% STOCK ______ ______ ______ ______ 766838 1042292 -26.4% 100.0% SHORT SALE CREDIT ______ ______ 0 MARGIN MTCE. EQUITY 71.4% MIN 30% (219527) BUYING POWER $ ______ 327783 EQUITY (NAV) ______ ______ ______ 547310 100000 447.3% ^NBI INDEX 731 56.55 8.38% 302.42 141.9% NOTES: OPEN orders subject to available buying power--- 3/28/01 -14500 BUY 2000 LEXG @ $7.25 (Post 8713) 3/22/01 -45930 BUY 3000 CBST @ $15.31 3/22/01 -28000 BUY 1000 SEPR @ $28.00 3/22/01 -16310 BUY 1000 PRCS @ $16.31 1/4/01 60000 SELL 1000 MLNM @ $60.00