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

To: Cytokine1 who wrote (9065)	12/22/2001 12:25:12 AM
From: Vector1	Read Replies (3) \| Respond to of 9719

CYTO, two major announcements after the market close will have a major positive effect on 3 of our portfolio companies. First Schering-Plough announced that it has finally recieved marketing approval for Clarinex. Although SGP is still in discusions with the FDA and may have to pay as much as $500m it is free to launch Clarinex in January about a year before the Claritin patent expiration. You can bet that SGP will aggressively switch out Claritin scripts. I think SEPR which gets a royalty on Clarinex sales will get a very very positive reaction on Monday with a big gap opening. SEPR has never disclosed the exact royalty but my guess is very low double digits. Claritin had world wide sales well over 3billion. There is a major cash cow for SEPR. This makes the convert they did even more impressive. If Soltara gets approved on schedule we could have a triple digit stock next year and the converts could be forced to convert. The SEPR folks are looking very smart and we are looking to make a bundle. Also after the close although it clearly started to leak, AFFX and INCY announced an end to their wastful and expensive litigation. They are cross licencing technology and appear to be in discusions to do things together. How refreshing. A major victory for INCYs new management team. A terrific first step for the former DuPont guys. Both stocks should have an excellent week although you won't see the gap opening SEPR will have. Happy Holidays and all the best V1

To: Cytokine1 who wrote (9065)	12/24/2001 3:33:53 PM
From: Cytokine1	Read Replies (1) \| Respond to of 9719

VD's MODEL PORTFOLIO 12/24/01 Change $39610 UP 3.00% Started 4/9/97, $100K . INDEX ^NBI DOWN -0.07% YTD EQUITY CHANGE -27.3% # CURR . DAILY CURR COST TOTAL %GAIN/ % OF SYMBOL SHRS PRICE CHG %CHG VALUE SHR COST LOSS TOTAL . . . . . . . . . . INCY 4000 20.67 -0.55 -2.59% 82680 26.45 105807 -21.9% 6.1% BTRN 14000 7.18 0.08 1.13% 100520 9.21 128875 -22.0% 7.4% CELG 7000 31.40 0.48 1.55% 219800 16.45 115167 90.9% 16.2% CRXA 4000 16.05 0.05 0.31% 64200 14.25 57000 12.6% 4.7% SEPR 7000 56.62 3.07 5.73% 396340 55.63 389413 1.8% 29.1% VRTX 2000 23.09 0.18 0.79% 46180 35.04 70083 -34.1% 3.4% LEXG 4000 10.60 -0.06 -0.56% 42400 9.81 39250 8.0% 3.1% CBST 3000 36.51 0.26 0.72% 109530 15.31 45930 138.5% 8.1% OSIP 2000 42.50 0.50 1.19% 85000 45.00 90000 -5.6% 6.3% MOGN 2000 15.50 0.41 2.72% 31000 15.55 31100 -0.3% 2.3% KOSP 3000 34.09 2.89 9.26% 102270 29.48 88450 15.6% 7.5% EBIO 3000 1.93 -0.03 -1.53% 5790 2.00 6000 -3.5% 0.4% AFFX 2000 36.99 2.17 6.23% 73980 22.30 44600 65.9% 5.4% STOCK ______ ______ ______ ______ 1359690 1211675 12.2% 100.0% SHORT SALE CREDIT ______ ______ 0 MARGIN MTCE. EQUITY 68.0% MIN 30% (432867) BUYING POWER $ ______ 488167 EQUITY (NAV) ______ ______ ______ 926823 100000 826.8% ^NBI INDEX 923 -0.63 -0.07% 302.42 205.3% NOTES: OPEN orders subject to available buying power--- 12/20/01 -28000 BUY 1000 KOSP @ 28.00 12/19/01 -30000 BUY 1000 KOSP @ 30.00 11/30/01 -30450 BUY 1000 KOSP @ 30.45 (Opening Price) 11/29/01 -6000 BUY 3000 EBIO @ 2.00 11/29/01 19400 SELL 1000 INCY @ 19.40 11/21/01 -92200 BUY 2000 SEPR @ 46.10 11/21/01 60000 SELL 2000 MLNM @ 30.00