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

To: Andrew H who wrote (3835)	1/2/1998 7:36:00 PM
From: Cytokine1	Read Replies (1) \| Respond to of 9719

VD's MODEL PORTFOLIO 1/2/98 Change -$2730 DOWN -1.15% Started 4/9/97, $100K . INDEX ^IXB UP 0.59% VD Inc: Happy New Year to All! # CURRENT DAILY CURRENT COST TOTAL %GAIN/ % OF SYMBOL SHRS PRICE CHANGE %CHG VALUE SHR COST LOSS TOTAL ======= ======= ======= ======= ======= ======= ======= ======= ======= ======= CLTR 1000 19.75 -0.50 -2.47% 19750 10.88 10875 81.6% 8.4% INCY 580 42.75 -2.25 -5.00% 24795 24.28 14080 76.1% 10.6% GZTC 2770 9.50 -0.13 -1.30% 26315 7.74 21432 22.8% 11.3% AFFX 250 30.75 -0.38 -1.20% 7688 25.77 6441 19.3% 3.3% GENZ 530 27.38 -0.38 -1.35% 14509 23.50 12455 16.5% 6.2% AVIR 500 27.00 -0.13 -0.46% 13500 25.00 12500 8.0% 5.8% BGEN 400 37.25 0.88 2.41% 14900 35.88 14350 3.8% 6.4% LGND 2800 12.75 -0.13 -0.97% 35700 12.43 34810 2.6% 15.3% GSII 2700 5.63 -0.38 -6.25% 15188 5.69 15354 -1.1% 6.5% ABSC 400 12.50 -0.63 -4.76% 5000 14.94 5975 -16.3% 2.1% MOGN 3000 4.00 0.19 4.92% 12000 5.125 15375 -22.0% 5.1% REGN 1000 8.88 0.31 3.65% 8875 12.00 12000 -26.0% 3.8% GLFD 500 20.25 0.13 0.62% 10125 28.25 14125 -28.3% 4.3% MDYN 500 16.00 -0.25 -1.54% 8000 23.50 11750 -31.9% 3.4% GENZL 2015 6.94 0.06 0.91% 13979 10.36 20880 -33.1% 6.0% FUSE 400 8.75 0.25 2.94% 3500 14.19 5675 -38.3% 1.5% SUBTOT ______ ______ ______ ______ 233823 228078 2.5% 100.0% CASH ______ ______ ______ ______ 0 MARGIN MTCE. EQUITY 34.7% MIN 35% (144950) BUYING POWER $ ______ 0 NAV = ______ ______ ______ ______ 88873 100000 -11.1% ^IXB INDEX 304.89 1.79 0.59% 302.42 0.8%

To: Andrew H who wrote (3835)	1/3/1998 7:21:00 PM
From: biowa	Read Replies (2) \| Respond to of 9719

!Kung, Two thoughts contrary to Mr. Lind's opinion: 1) The biotech sector has not historically stayed depressed for that long. 2) Once the general market turns south/levels off, or is percieved as such, funds will flow towards the higher risk/higher return (in theory) sectors; why be losing money on the blue chips when you can play the lottery in biotechs. That said, I hate to be a promoter; we all know the negatives by now, however. On the frog front: When the princess kissed the frog, did it really turn into a handsome prince? Or did she just hallucinate on the opiate analog? <g> biowa

To: Andrew H who wrote (3835)	1/4/1998 2:03:00 AM
From: Pseudo Biologist	Read Replies (2) \| Respond to of 9719

Andrew, after doing some "Linding" in the Ligand thread I finally read the original Reuters story with some care. Other than the goose egg cuteness Lind really has not changed his tune much since his more optimistic "Sector catches fire" report on Oct 16. There he emphasizes the stock-picking character of the sector (it goes without saying that he is one of the supreme stock pickers, of course). The rest of the comments in your post are not that negative in my view, but certainly far from the raging bullishness shown a year ago by Murphy among others. Maybe this is good. One more point, put yourself in Lind's shoes trying to explain to clients why the sexy biotechs are flat or down while the boring, safe pharmas (MRK, BMY, LLY, etc.) are up 40-50% since the beginning of 1997. Would depress me too. PB