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

To: Vector1 who wrote (4015)	2/3/1998 12:45:00 PM
From: Vector1	Read Replies (5) \| Respond to of 9719

OK I am going out on a limb, but I am going to make a call. I believe we are at the beginning of a substantial biotech rally. The apparent merger of Smith Kline and Glaxo has highlighted the importance of research in this area especially on the genomic side. Financial professionals that I work with are all of the sudden interested in genomics. We will see, but I would add to my biotech holdings and personally plan on doing so. Since we can not add to the fund the following are my favorites in no particular order: INCY-wait till it pulls back to 45 REGN- very cheap, excellent science MLMN- will be a genomics player long term CLTR- wil own the Non -Hodgekins Lymphoma market in 3 years FUSE- coverage just initiated by CSFB and a great platform TGEN- very cheap. If the CF phase II is positive its a triple LGND- Buy at 11. The overreaction to the PFE announcement will be long forgotten when Panretin is approved for KS MOGN- Watch for Salagen sales to continue to show improvement GZTC- If they can establish proof of principal on ATIII and the CRO continues to grow its a $20+ stock before the end of the year V1

To: Vector1 who wrote (4015)	2/3/1998 9:36:00 PM
From: Cytokine1	Respond to of 9719

VD's MODEL PORTFOLIO 2/3/98 Change $3837 UP 1.65% Started 4/9/97, $100K . INDEX ^IXB UP 0.30% VD Inc: The Biotech Century # CURRENT DAILY CURRENT COST TOTAL %GAIN/ % OF SYMBOL SHRS PRICE CHANGE %CHG VALUE SHR COST LOSS TOTAL ======= ======= ======= ======= ======= ======= ======= ======= ======= ======= INCY 580 49.00 2.00 4.26% 28420 24.28 14080 101.8% 12.0% CLTR 1000 21.25 0.69 3.34% 21250 10.88 10875 95.4% 9.0% GZTC 2770 11.50 -0.25 -2.13% 31855 7.74 21432 48.6% 13.5% GENZ 530 29.88 2.13 7.66% 15834 23.50 12455 27.1% 6.7% AFFX 250 31.13 0.38 1.22% 7781 25.77 6441 20.8% 3.3% BGEN 400 42.88 0.00 0.00% 17150 35.88 14350 19.5% 7.3% AVIR 500 25.63 -0.88 -3.30% 12813 25.00 12500 2.5% 5.4% GSII 2700 5.50 0.31 6.02% 14850 5.69 15354 -3.3% 6.3% LGND 2800 11.31 0.19 1.69% 31675 12.43 34810 -9.0% 13.4% MOGN 3000 4.44 -0.06 -1.39% 13313 5.125 15375 -13.4% 5.6% ABSC 400 12.56 -0.44 -3.37% 5025 14.94 5975 -15.9% 2.1% GENZL 2015 8.00 0.38 4.92% 16120 10.36 20880 -22.8% 6.8% GLFD 500 18.50 -0.38 -1.99% 9250 28.25 14125 -34.5% 3.9% REGN 1000 7.50 0.13 1.69% 7500 12.00 12000 -37.5% 3.2% FUSE 400 8.75 0.50 6.06% 3500 14.19 5675 -38.3% 1.5% SUBTOT ______ ______ ______ ______ 236335 216328 9.2% 100.0% CASH ______ ______ ______ ______ 0 MARGIN MTCE. EQUITY 41.0% MIN 30% (139450) BUYING POWER $ ______ 0 NAV = ______ ______ ______ ______ 96885 100000 -3.1% ^IXB INDEX 312.87 0.94 0.30% 302.42 3.5% NOTES: 1/29/98 MDYN sold 500 @ 11.00 ($5500), loss $6250, -53%