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

To: Andrew H who wrote (3956)	1/16/1998 6:25:00 PM
From: Pseudo Biologist	Read Replies (2) \| Respond to of 9719

Andy, it is what one would expect amex.com getting the BTK info takes a few clicks and the resulting URL is one of the loooooooong ones; thus I am pasting below the meat of the matter, of course, in totally screwed up format, oh well: Symbol: BTK Description of Index The Biotechnology Index is designed to measure the performance of a cross section of companies in the biotechnology industry that are primarily involved in the use of biological processes to develop products or provide services. Equal-Dollar Weighting The Index is equal-dollar weighted, designed to ensure that each of its component securities is represented in approximate equal dollar value. Equal-dollar weighting was established by designating the number of shares of each component security that represented approximately $10,000 in market value, based on closing prices on Oct. 18, 1991 (e.g., a stock that closed at $20 per share would be represented in the Index by 500 shares for a total market value of $10,000). The aggregate value of the stocks was reduced by a divisor (initially 750.1506) to establish an Index benchmark value of 200.00. To ensure that each component stock continues to represent approximate equal market value in the Index, adjustments are made quarterly after the close of trading on the third Friday of January, April, July and October. Index Components The Biotechnology Index is composed of shares of the following issues: ÿ Advanced Tissue Life Sciences (ATIS) Genzyme Corporation (GENZ) ÿ Amgen Inc. (AMGN) Gilead Sciences Inc. (GILD) ÿ Biogen, Inc. (BGEN) Immune Response Corporation (IMNR) ÿ Bio-Technology General Corp. (BTGC) Immunex Corporation (IMNX) ÿ Centocor Inc. (CNTO) Organogenesis Inc. (ORG) ÿ Cephalon, Inc. (CEPH) Protein Design Labs, Inc. (PDLI) ÿ Chiron Corporation (CHIR) Vertex Pharmaceuticals, Inc. (VRTX) ÿ COR Therapeutics, Inc. (CORR) ÿ ÿ Trading Unit The minimum trade size is one option contract. The notional value underlying each contract equals $100 multiplied by the Index value.

To: Andrew H who wrote (3956)	1/16/1998 7:29:00 PM
From: Cytokine1	Read Replies (1) \| Respond to of 9719

VD's MODEL PORTFOLIO 1/16/98 Change $1894 UP 0.83% Started 4/9/97, $100K . INDEX ^IXB UP 0.92% VD Inc: The Biotech Century/Go Packers # CURRENT DAILY CURRENT COST TOTAL %GAIN/ % OF SYMBOL SHRS PRICE CHANGE %CHG VALUE SHR COST LOSS TOTAL ======= ======= ======= ======= ======= ======= ======= ======= ======= ======= INCY 580 43.25 2.25 5.49% 25085 24.28 14080 78.2% 10.9% CLTR 1000 19.25 -0.25 -1.28% 19250 10.88 10875 77.0% 8.4% GZTC 2770 11.00 0.00 0.00% 30470 7.74 21432 42.2% 13.2% GENZ 530 26.56 0.06 0.24% 14078 23.50 12455 13.0% 6.1% AFFX 250 28.63 -0.38 -1.29% 7156 25.77 6441 11.1% 3.1% BGEN 400 37.38 1.44 4.00% 14950 35.88 14350 4.2% 6.5% AVIR 500 25.50 0.50 2.00% 12750 25.00 12500 2.0% 5.5% LGND 2800 12.25 0.13 1.03% 34300 12.43 34810 -1.5% 14.9% GSII 2700 5.06 -0.25 -4.71% 13669 5.69 15354 -11.0% 5.9% ABSC 400 13.00 0.38 2.97% 5200 14.94 5975 -13.0% 2.3% MOGN 3000 4.00 0.13 3.23% 12000 5.125 15375 -22.0% 5.2% GENZL 2015 7.25 0.00 0.00% 14609 10.36 20880 -30.0% 6.4% GLFD 500 19.25 0.13 0.65% 9625 28.25 14125 -31.9% 4.2% REGN 1000 8.13 -0.25 -2.99% 8125 12.00 12000 -32.3% 3.5% FUSE 400 8.38 0.00 0.00% 3350 14.19 5675 -41.0% 1.5% MDYN 500 10.88 0.13 1.16% 5438 23.50 11750 -53.7% 2.4% SUBTOT ______ ______ ______ ______ 230054 228078 0.9% 100.0% CASH ______ ______ ______ ______ 0 MARGIN MTCE. EQUITY 33.5% MIN 30% (144950) BUYING POWER $ ______ 0 NAV = ______ ______ ______ ______ 85105 100000 -14.9% ^IXB INDEX 294.62 2.69 0.92% 302.42 -2.6%

To: Andrew H who wrote (3956)	2/6/1998 6:46:00 PM
From: Cytokine1	Read Replies (1) \| Respond to of 9719

VD's MODEL PORTFOLIO 2/6/98 Change $9685 UP 4.13% Started 4/9/97, $100K . INDEX ^IXB UP 3.91% VD Inc: Bringing You The Biotech Century # CURRENT DAILY CURRENT COST TOTAL %GAIN/ % OF SYMBOL SHRS PRICE CHANGE %CHG VALUE SHR COST LOSS TOTAL ======= ======= ======= ======= ======= ======= ======= ======= ======= ======= INCY 580 50.00 1.25 2.56% 29000 24.28 14080 106.0% 11.9% CLTR 1000 21.88 1.00 4.79% 21875 10.88 10875 101.1% 9.0% GZTC 2770 12.31 0.56 4.79% 34106 7.74 21432 59.1% 14.0% GENZ 530 29.75 0.94 3.25% 15768 23.50 12455 26.6% 6.5% BGEN 400 44.06 2.69 6.50% 17625 35.88 14350 22.8% 7.2% AFFX 250 30.00 -0.06 -0.21% 7500 25.77 6441 16.4% 3.1% AVIR 500 26.25 0.31 1.20% 13125 25.00 12500 5.0% 5.4% LGND 2800 12.88 1.63 14.44% 36050 12.43 34810 3.6% 14.8% MOGN 3000 4.75 0.17 3.75% 14250 5.125 15375 -7.3% 5.8% GSII 2700 5.13 0.00 0.00% 13838 5.69 15354 -9.9% 5.7% ABSC 400 12.00 -0.38 -3.03% 4800 14.94 5975 -19.7% 2.0% GENZL 2015 8.00 -0.06 -0.78% 16120 10.36 20880 -22.8% 6.6% FUSE 400 9.69 -0.25 -2.52% 3875 14.19 5675 -31.7% 1.6% GLFD 500 18.00 0.00 0.00% 9000 28.25 14125 -36.3% 3.7% REGN 1000 7.13 0.00 0.00% 7125 12.00 12000 -40.6% 2.9% SUBTOT ______ ______ ______ ______ 244056 216328 12.8% 100.0% CASH ______ ______ ______ ______ 0 MARGIN MTCE. EQUITY 42.9% MIN 30% (139450) BUYING POWER $ ______ 0 NAV = ______ ______ ______ ______ 104606 100000 4.6% ^IXB INDEX 320.49 12.05 3.91% 302.42 6.0% NOTES: 1/29/98 MDYN sold 500 @ 11.00 ($5500), loss $6250, -53%