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

To: Vector1 who wrote (3905)	1/9/1998 6:48:00 PM
From: Andrew H	Respond to of 9719

Here is a great site detailing the presentations at the H and Q conference, thanks to Henry of LGND fame. hamquist.com While the IXB was down 2.75% today, a LOT of biotechs were basically unchanged (1/4 or less, either way); these include ISIP, LGND, CYTO, ARRS, RZYM and GZTC. Some of these actually showed a small gain. VICL actually had a good gain. Perhaps the bios are approaching a bottom.

To: Vector1 who wrote (3905)	1/9/1998 7:29:00 PM
From: Cytokine1	Respond to of 9719

VD's MODEL PORTFOLIO 1/9/98 Change -$8378 DOWN -3.57% Started 4/9/97, $100K . INDEX ^IXB DOWN -2.75% VD Inc: The Biotech Century # CURRENT DAILY CURRENT COST TOTAL %GAIN/ % OF SYMBOL SHRS PRICE CHANGE %CHG VALUE SHR COST LOSS TOTAL ======= ======= ======= ======= ======= ======= ======= ======= ======= ======= CLTR 1000 17.88 -0.38 -2.05% 17875 10.88 10875 64.4% 7.9% INCY 580 39.38 -0.88 -2.17% 22838 24.28 14080 62.2% 10.1% GZTC 2770 10.63 0.13 1.19% 29431 7.74 21432 37.3% 13.0% AFFX 250 30.25 -2.63 -7.98% 7563 25.77 6441 17.4% 3.3% GENZ 530 26.63 -1.38 -4.91% 14111 23.50 12455 13.3% 6.2% AVIR 500 26.63 -0.63 -2.29% 13313 25.00 12500 6.5% 5.9% LGND 2800 12.25 -0.25 -2.00% 34300 12.43 34810 -1.5% 15.2% BGEN 400 34.75 -1.00 -2.80% 13900 35.88 14350 -3.1% 6.1% GSII 2700 5.38 -0.38 -6.52% 14513 5.69 15354 -5.5% 6.4% ABSC 400 12.38 -0.13 -1.00% 4950 14.94 5975 -17.2% 2.2% MOGN 3000 4.06 -0.13 -2.99% 12188 5.125 15375 -20.7% 5.4% REGN 1000 8.69 0.44 5.30% 8688 12.00 12000 -27.6% 3.8% GLFD 500 20.13 -0.13 -0.62% 10063 28.25 14125 -28.8% 4.4% GENZL 2015 7.13 -0.44 -5.79% 14357 10.36 20880 -31.2% 6.3% FUSE 400 7.94 -0.25 -3.05% 3175 14.19 5675 -44.1% 1.4% MDYN 500 10.00 -6.00 -37.50% 5000 23.50 11750 -57.4% 2.2% SUBTOT ______ ______ ______ ______ 226262 228078 -0.8% 100.0% CASH ______ ______ ______ ______ 0 MARGIN MTCE. EQUITY 35.9% MIN 35% (144950) BUYING POWER $ ______ 0 NAV = ______ ______ ______ ______ 81312 100000 -18.7% ^IXB INDEX 296.15 -8.38 -2.75% 302.42 -2.1%