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

To: John O'Neill who wrote (3899)	1/8/1998 7:41:00 PM
From: Cytokine1	Read Replies (2) \| Respond to of 9719

VD's MODEL PORTFOLIO 1/8/98 Change -$2239 DOWN -0.95% Started 4/9/97, $100K . INDEX ^IXB UP 0.01% used to help VD Inc: The Biotech Century compute margin mtce% # CURRENT DAILY CURRENT COST TOTAL %GAIN/ % OF yesterdays SYMBOL SHRS PRICE CHANGE %CHG VALUE SHR COST LOSS TOTAL totals ======= ======= ======= ======= ======= ======= ======= ======= ======= ======= CLTR 1000 18.25 -0.50 -2.67% 18250 10.88 10875 67.8% 7.8% 18750 67.8% 0 INCY 580 40.25 -0.63 -1.53% 23345 24.28 14080 65.8% 9.9% 23707.5 65.8% 0 GZTC 2770 10.50 0.00 0.00% 29085 7.74 21432 35.7% 12.4% 29085 35.7% 0 AFFX 250 32.88 -1.50 -4.36% 8219 25.77 6441 27.6% 3.5% 8593.75 27.6% 0 GENZ 530 28.00 -0.06 -0.22% 14840 23.50 12455 19.1% 6.3% 14873.125 19.1% 0 AVIR 500 27.25 0.88 3.32% 13625 25.00 12500 9.0% 5.8% 13187.5 9.0% 0 LGND 2800 12.50 -0.44 -3.38% 35000 12.43 34810 0.5% 14.9% 36225 0.5% 0 BGEN 400 35.75 0.38 1.06% 14300 35.88 14350 -0.3% 6.1% 14150 -0.3% 0 GSII 2700 5.75 0.19 3.37% 15525 5.69 15354 1.1% 6.6% 15018.75 1.1% 0 ABSC 400 12.50 -0.50 -3.85% 5000 14.94 5975 -16.3% 2.1% 5200 -16.3% 0 MOGN 3000 4.19 -0.06 -1.47% 12563 5.125 15375 -18.3% 5.4% 12750 -18.3% 0 GENZL 2015 7.56 0.00 0.00% 15238 10.36 20880 -27.0% 6.5% 15238.4375 -27.0% 0 GLFD 500 20.25 -0.25 -1.22% 10125 28.25 14125 -28.3% 4.3% 10250 -28.3% 0 MDYN 500 16.00 -0.50 -3.03% 8000 23.50 11750 -31.9% 3.4% 8250 -31.9% 0 REGN 1000 8.25 0.00 0.00% 8250 12.00 12000 -31.3% 3.5% 8250 -31.3% 0 FUSE 400 8.19 -0.19 -2.24% 3275 14.19 5675 -42.3% 1.4% 3350 -42.3% 0 0.0% 0 gain SUBTOT ______ ______ ______ ______ 234640 228078 2.9% 100.0% -0.95% 236879.0625 0 CASH ______ ______ ______ ______ 0 MARGIN MTCE. EQUITY 38.2% MIN 35% (144950) BUYING POWER $ ______ 0 -27630 NAV = ______ ______ ______ ______ 89690 100000 -10.3% ^IXB INDEX 304.53 0.03 0.01% 302.42 0.7%

To: John O'Neill who wrote (3899)	1/8/1998 9:19:00 PM
From: Pseudo Biologist	Read Replies (1) \| Respond to of 9719

John, I'll try here since the MLNM thread is kind of dead. As we've said before big deals are also ongoing with Roche (obesity) and with Lilly (on areas I can't recall at the moment). MTC and PFE are just the most recent deals. I have the info elsewhere, but I believe there are two or more significant partnerships. I will post more info if you are interested and if biowa does not beat me to it. They are developing a complex but exciting business plan with a BioTherapeutic and a PharmacoGenetics unit on top of the genomics "core". This, of course, may confuse Wall St (but if you are in Ligand, confusion of Wall St. should be the least of your worries regarding MLNM; even Henry will admit that -g-). I share your feeling on the current price levels, I am holding what I have, and adding on weakness (like in the 17+ range a few weeks back; in this kind of market I may be even more careful). I cannot read charts nor volume patterns so I cannot comment further on that, but would appreciate your perspective on this point. PB

To: John O'Neill who wrote (3899)	1/9/1998 1:19:00 AM
From: Vector1	Read Replies (1) \| Respond to of 9719

John, I like MLMN and I think the Monsanto deal was a real coup for them. Mycogen has good technology and a strong patent postion but unless they and their money partner (Dow) step up they could get left int he dust. V1

To: John O'Neill who wrote (3899)	1/12/1998 3:26:00 PM
From: biowa	Read Replies (1) \| Respond to of 9719

John, MLNM...one of my favorites, but it seems to have trouble adding value above the very low twenties. IMO, next big push should come from an expected partnering and possible spin-off of the Predictive Medicines division. PB covered most of the high points already, but neglected the Whitehead collaboration that also includes BMS and AFFX. Before making an investment in this segment, though, you should make sure and understand the strengths and weaknesses of the other major players: at least INCY and HGSI. biowa