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

To: Vector1 who wrote (3802)	12/30/1997 4:31:00 PM
From: Andrew H	Read Replies (1) \| Respond to of 9719

V1, well the glow has certainly left the biotechs as evidenced by the inactivity on the thread, not to mention the margin call on the MP. ^IXB up nearly 1% today, less than the other major indices, but not bad. I think you are right. For those with money left to spend, its bargain hunting time. Lots of good cheap biotechs available. With any luck, the biotechs should rally into the H and Q conference and after. We now have the excitement of a New Year and a rising market. If the Asian contagion has little effect on this Qs earnings in general, we may see a nice rally. Happy New Year to ALL!!!!!!!!!!!!!!!!!!!!

To: Vector1 who wrote (3802)	12/30/1997 7:17:00 PM
From: Cytokine1	Read Replies (1) \| Respond to of 9719

V1, I will repost yesterday's and today's MODEL as if the MOGN sale had not occurred. The sale has been reversed. If we close on Friday below 35%, I will resell the necessary quantity of shares at Friday's closing price to get back to 35%. I was not sure how soon a margin call must be covered. I will keep watch now (and give the MODEL 3 days to recover). C1

To: Vector1 who wrote (3802)	12/30/1997 7:18:00 PM
From: Cytokine1	Respond to of 9719

updatedVD's MODEL PORTFOLIO 12/29/97 Change $690 UP 0.31% Started 4/9/97, $100K . INDEX ^IXB UP 0.40% VD Inc: May the Biotech Century Begin! # CURRENT DAILY CURRENT COST TOTAL %GAIN/ % OF SYMBOL SHRS PRICE CHANGE %CHG VALUE SHR COST LOSS TOTAL ======= ======= ======= ======= ======= ======= ======= ======= ======= ======= CLTR 1000 18.50 1.13 6.47% 18500 10.88 10875 70.1% 8.2% INCY 580 40.00 1.50 3.90% 23200 24.28 14080 64.8% 10.2% GZTC 2770 10.00 0.00 0.00% 27700 7.74 21432 29.2% 12.2% AFFX 250 30.25 0.50 1.68% 7563 25.77 6441 17.4% 3.3% GENZ 530 26.44 0.38 1.44% 14012 23.50 12455 12.5% 6.2% AVIR 500 25.75 0.13 0.49% 12875 25.00 12500 3.0% 5.7% GSII 2700 5.75 -0.06 -1.08% 15525 5.69 15354 1.1% 6.9% BGEN 400 35.13 -0.63 -1.75% 14050 35.88 14350 -2.1% 6.2% LGND 2800 12.06 0.06 0.52% 33775 12.43 34810 -3.0% 14.9% ABSC 400 13.00 -0.25 -1.89% 5200 14.94 5975 -13.0% 2.3% MOGN 3000 3.94 -0.13 -3.08% 11813 5.125 15375 -23.2% 5.2% REGN 1000 8.50 0.00 0.00% 8500 12.00 12000 -29.2% 3.8% GLFD 500 18.88 -0.31 -1.63% 9438 28.25 14125 -33.2% 4.2% GENZL 2015 6.88 -0.25 -3.51% 13853 10.36 20880 -33.7% 6.1% FUSE 400 8.69 0.31 3.73% 3475 14.19 5675 -38.8% 1.5% MDYN 500 13.88 -0.88 -5.93% 6938 23.50 11750 -41.0% 3.1% SUBTOT ______ ______ ______ ______ 226415 228078 -0.7% 100.0% CASH ______ ______ ______ ______ 0 MARGIN MTCE. EQUITY 32.5% MIN 35% (144950) BUYING POWER $ ______ 0 NAV = ______ ______ ______ ______ 81465 100000 -18.5% ^IXB INDEX 295.07 1.18 0.40% 302.42 -2.4%

To: Vector1 who wrote (3802)	12/30/1997 7:21:00 PM
From: Cytokine1	Respond to of 9719

VD's MODEL PORTFOLIO 12/30/97 Change $3518 UP 1.55% Started 4/9/97, $100K . INDEX ^IXB UP 0.95% VD Inc: May the Biotech Century Begin! # CURRENT DAILY CURRENT COST TOTAL %GAIN/ % OF SYMBOL SHRS PRICE CHANGE %CHG VALUE SHR COST LOSS TOTAL ======= ======= ======= ======= ======= ======= ======= ======= ======= ======= CLTR 1000 19.75 1.25 6.76% 19750 10.88 10875 81.6% 8.6% INCY 580 41.25 1.25 3.13% 23925 24.28 14080 69.9% 10.4% GZTC 2770 9.56 -0.44 -4.38% 26488 7.74 21432 23.6% 11.5% AFFX 250 30.38 0.13 0.41% 7594 25.77 6441 17.9% 3.3% GENZ 530 26.88 0.44 1.65% 14244 23.50 12455 14.4% 6.2% AVIR 500 26.25 0.50 1.94% 13125 25.00 12500 5.0% 5.7% GSII 2700 5.88 0.13 2.17% 15863 5.69 15354 3.3% 6.9% BGEN 400 36.50 1.38 3.91% 14600 35.88 14350 1.7% 6.3% LGND 2800 12.44 0.38 3.11% 34825 12.43 34810 0.0% 15.1% ABSC 400 13.06 0.06 0.48% 5225 14.94 5975 -12.6% 2.3% MOGN 3000 3.75 -0.19 -4.76% 11250 5.125 15375 -26.8% 4.9% REGN 1000 8.75 0.25 2.94% 8750 12.00 12000 -27.1% 3.8% GLFD 500 19.44 0.56 2.98% 9719 28.25 14125 -31.2% 4.2% GENZL 2015 6.75 -0.13 -1.82% 13601 10.36 20880 -34.9% 5.9% FUSE 400 8.69 0.00 0.00% 3475 14.19 5675 -38.8% 1.5% MDYN 500 15.00 1.13 8.11% 7500 23.50 11750 -36.2% 3.3% SUBTOT ______ ______ ______ ______ 229933 228078 0.8% 100.0% CASH ______ ______ ______ ______ 0 MARGIN MTCE. EQUITY 33.7% MIN 35% (144950) BUYING POWER $ ______ 0 NAV = ______ ______ ______ ______ 84984 100000 -15.0% ^IXB INDEX 297.88 2.81 0.95% 302.42 -1.5%