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

To: Vector1 who wrote (3782)	12/24/1997 5:12:00 PM
From: Cytokine1	Read Replies (1) \| Respond to of 9719

V1, I'm all for hanging in, but after I post the year's margin interest and transaction fees, I think the margin will be in trouble unless we get a nice little pop. I'm still hoping for a little Biotech rally in January. There have been some good news announcements in December (INCY's resigning PFE, for instance). Let's see.... Very Merry Holidays all VDers.

To: Vector1 who wrote (3782)	12/24/1997 5:20:00 PM
From: Cytokine1	Respond to of 9719

VD's MODEL PORTFOLIO 12/24/97 Change -$560 DOWN -0.25% Started 4/9/97, $100K . INDEX ^IXB DOWN -0.58% VD Inc: Merry Christmas, Happy Hanukkah, and Season's Best to All VDers. # CURRENT DAILY CURRENT COST TOTAL %GAIN/ % OF SYMBOL SHRS PRICE CHANGE %CHG VALUE SHR COST LOSS TOTAL ======= ======= ======= ======= ======= ======= ======= ======= ======= ======= CLTR 1000 17.75 -0.25 -1.39% 17750 10.88 10875 63.2% 7.9% INCY 580 36.00 -0.50 -1.37% 20880 24.28 14080 48.3% 9.3% GZTC 2770 9.88 0.13 1.28% 27354 7.74 21432 27.6% 12.2% AFFX 250 30.63 0.50 1.66% 7656 25.77 6441 18.9% 3.4% GENZ 530 25.63 0.38 1.49% 13581 23.50 12455 9.0% 6.1% AVIR 500 25.63 0.00 0.00% 12813 25.00 12500 2.5% 5.7% GSII 2700 5.75 -0.13 -2.13% 15525 5.69 15354 1.1% 6.9% BGEN 400 34.63 -0.09 -0.27% 13850 35.88 14350 -3.5% 6.2% LGND 2800 11.63 -0.25 -2.11% 32550 12.43 34810 -6.5% 14.6% ABSC 400 13.38 0.38 2.88% 5350 14.94 5975 -10.5% 2.4% MOGN 3000 4.19 0.06 1.52% 12563 5.125 15375 -18.3% 5.6% REGN 1000 9.00 0.00 0.00% 9000 12.00 12000 -25.0% 4.0% GLFD 500 19.75 0.13 0.64% 9875 28.25 14125 -30.1% 4.4% GENZL 2015 7.06 0.25 3.67% 14231 10.36 20880 -31.8% 6.4% MDYN 500 14.19 -0.69 -4.62% 7094 23.50 11750 -39.6% 3.2% FUSE 400 8.31 -0.44 -5.00% 3325 14.19 5675 -41.4% 1.5% SUBTOT ______ ______ ______ ______ 223396 228078 -2.1% 100.0% CASH ______ ______ ______ ______ 0 MARGIN MTCE. EQUITY 35.1% MIN 35% (144950) BUYING POWER $ ______ 0 NAV = ______ ______ ______ ______ 78446 100000 -21.6% ^IXB INDEX 290.85 -1.70 -0.58% 302.42 -3.8%

To: Vector1 who wrote (3782)	12/25/1997 1:18:00 AM
From: scaram(o)uche	Read Replies (2) \| Respond to of 9719

V1: Bailing, just as I thought about taking a serious look? H&Q has distributed a list of companies that their analysts believe will make the biggest splash at the meeting. Robert Olan (a Research Associate last year, so perhaps he was promoted?) picks MDYN. They're tentatively scheduled at 3:00 p.m. on Monday, simultaneous with Medarex and a couple of non-bios. Last year's biography for Olan says that he's worked on transactions that include Biacore, SONUS, Guilford, Jones Medical, The Liposome Company, Dura, Martek, GelTex, CoCensys, and InSite Vision. Another note..... BancAmerica Robertson Stephens (Peter Freudenthal and Jay Silverman) initiated coverage (thanks Eric) of ABSC on 12/18 with a buy rating and a 12-month target of $23. To the VD thread...... thanks for a year of insight. When morale is lowest, the bargains are biggest. Happy Holidays! Rick