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

To: Andreas Helke who wrote (3746)	12/16/1997 4:18:00 PM
From: Sheriff	Read Replies (1) \| Respond to of 9719

CNTO halted as of 16:02. Co sees fiscal 1997 eps at 20c (excluding 6c charge). Analysts were expecting 52c if I'm reading it correctly. Co cites failure to get distrubution partner for Avakine. Sheriff (Apparently the difference is due to lack of an up-front payment for international marketing rights for Avakine)

To: Andreas Helke who wrote (3746)	12/16/1997 7:17:00 PM
From: Cytokine1	Respond to of 9719

VD's MODEL PORTFOLIO 12/16/97 Change $4481 UP 1.99% Started 4/9/97, $100K . INDEX ^IXB UP 0.70% VD Inc: Holly, Jolly Holidays # CURRENT DAILY CURRENT COST TOTAL %GAIN/ % OF SYMBOL SHRS PRICE CHANGE %CHG VALUE SHR COST LOSS TOTAL ======= ======= ======= ======= ======= ======= ======= ======= ======= ======= CLTR 1000 18.25 1.00 5.80% 18250 10.88 10875 67.8% 7.9% INCY 580 34.13 0.13 0.37% 19793 24.28 14080 40.6% 8.6% GZTC 2770 10.50 0.50 5.00% 29085 7.74 21432 35.7% 12.7% AFFX 250 32.38 -2.63 -7.50% 8094 25.77 6441 25.7% 3.5% GENZ 530 27.44 0.19 0.69% 14542 23.50 12455 16.8% 6.3% LGND 2800 12.94 -0.13 -0.96% 36225 12.43 34810 4.1% 15.8% BGEN 400 35.75 -0.38 -1.04% 14300 35.88 14350 -0.3% 6.2% AVIR 500 24.00 0.75 3.23% 12000 25.00 12500 -4.0% 5.2% GSII 2700 5.19 0.44 9.21% 14006 5.69 15354 -8.8% 6.1% ABSC 400 13.50 0.25 1.89% 5400 14.94 5975 -9.6% 2.4% MOGN 3000 4.44 0.03 0.71% 13313 5.125 15375 -13.4% 5.8% REGN 1000 9.56 0.44 4.79% 9563 12.00 12000 -20.3% 4.2% GENZL 2015 7.06 -0.06 -0.88% 14231 10.36 20880 -31.8% 6.2% MDYN 500 16.00 1.44 9.87% 8000 23.50 11750 -31.9% 3.5% GLFD 500 18.88 0.50 2.72% 9438 28.25 14125 -33.2% 4.1% FUSE 400 8.69 0.13 1.46% 3475 14.19 5675 -38.8% 1.5% SUBTOT ______ ______ ______ ______ 229713 228078 0.7% 100.0% CASH ______ ______ ______ ______ 0 MARGIN MTCE. EQUITY 36.9% MIN 35% (144950) BUYING POWER $ ______ 0 NAV = ______ ______ ______ ______ 84763 100000 -15.2% ^IXB INDEX 306.65 2.12 0.70% 302.42 1.4%