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

To: Pseudo Biologist who wrote (4077)	2/11/1998 9:52:00 PM
From: Cytokine1	Respond to of 9719

VD's MODEL PORTFOLIO 2/11/98 Change $778 UP 0.35% Started 4/9/97, $100K . INDEX ^IXB UP 0.21% VD Inc: Bringing You The Biotech Century # CURRENT DAILY CURRENT COST TOTAL %GAIN/ % OF SYMBOL SHRS PRICE CHANGE %CHG VALUE SHR COST LOSS TOTAL ======= ======= ======= ======= ======= ======= ======= ======= ======= ======= CLTR 1000 22.69 0.31 1.40% 22688 10.88 10875 108.6% 10.1% INCY 580 47.38 -0.94 -1.94% 27478 24.28 14080 95.2% 12.2% GZTC 2770 12.38 -0.19 -1.49% 34279 7.74 21432 59.9% 15.2% GENZ 530 30.63 0.81 2.73% 16231 23.50 12455 30.3% 7.2% BGEN 400 44.25 0.75 1.72% 17700 35.88 14350 23.3% 7.8% LGND 2800 13.38 0.25 1.90% 37450 12.43 34810 7.6% 16.6% AVIR 500 25.88 0.38 1.47% 12938 25.00 12500 3.5% 5.7% MOGN 3000 4.44 -0.56 -11.25% 13313 5.125 15375 -13.4% 5.9% REGN 1000 9.50 2.00 26.67% 9500 12.00 12000 -20.8% 4.2% ABSC 400 11.50 -0.13 -1.08% 4600 14.94 5975 -23.0% 2.0% GENZL 2015 7.88 -0.13 -1.56% 15868 10.36 20880 -24.0% 7.0% FUSE 400 9.75 -0.25 -2.50% 3900 14.19 5675 -31.3% 1.7% GLFD 500 19.25 0.00 0.00% 9625 28.25 14125 -31.9% 4.3% SUBTOT ______ ______ ______ ______ 225568 194532 16.0% 100.0% CASH ______ ______ ______ ______ 0 MARGIN MTCE. EQUITY 47.6% MIN 30% (118200) BUYING POWER $ ______ 0 NAV = ______ ______ ______ ______ 107369 100000 7.4% ^IXB INDEX 322.40 0.69 0.21% 302.42 6.6% NOTES: 2/10/98 AFFX sold, 250 @ 31.00, ($7750), profit $1308.75, 20.3% 2/10/98 GSII sold 2700 @ 5.00 ($13500), loss $1854, -12.1% 1/29/98 MDYN sold 500 @ 11.00 ($5500), loss $6250, -53%

To: Pseudo Biologist who wrote (4077)	2/12/1998 6:19:00 PM
From: Andreas Helke	Read Replies (3) \| Respond to of 9719

I like Sepracor as a business but I am pretty wary about the stock price. For now I prefer to watch it from the sidelines and wait for either a serious price decline or a clear indication that it truly deserves its lofty stock price. Does anyone have an earnings estimate for 1999? I learned a lesson about valuation when I bought Ascend, Cascade and Fore Systems in 1996. I am still holding them but I think that I will have to wait a few years to get back to my original buy price let alone show a decent profit for my holding period. Ligand is doing wonders for my personal portfolio. No big surprise with a weighting of more then 30%. I hope Ligand finds a new and higher trading range after this quarter. I did not expect that it would return below $12 after the diabetes deal with Eli Lilly. Fortunately I could afford to buy more when Texas Instruments decided to convert my Amati Communications shares into cash. PCOP is new for me but I think I have to take a closer look. Andreas

To: Pseudo Biologist who wrote (4077)	2/13/1998 1:35:00 PM
From: squetch	Read Replies (1) \| Respond to of 9719

PB, I wondered if this clearance issue is a big deal. Just a quick take if you would. squetch MOLECULAR DETERMINANTS IN THE PLASMA-CLEARANCE AND TISSUE DISTRIBUTION OF RIBONUCLEASES OF THE RIBONUCLEASE-A SUPERFAMILY VASANDANI-VM, WU-YN, MIKULSKI-SM, et al. The similarities and differences among members of the RNase A superfamily provide an ideal opportunity to examine the molecular basis for differences in their pharmacokinetics and biodistribution. Plasma clearances in BALB/c mice are similar among the five RNases studied: human pancreatic RNase, angiogenin, eosinophil-derived neurotoxin, onconase, and bovine seminal RNase. The average clearance is 0.13 ml/min or 60% of the glomerular filtration rate (measured by [C-14]inulin clearance during continuous infusion from an i.p. implanted osmotic pump). Angiogenin has a higher volume of distribution and plasma-to-muscle transport rate than the other RNases, suggestive of binding to endothelial cells. Organ distribution differs dramatically among these RNases. The RNase most toxic to tumor cells, onconase, exhibits the longest retention in the kidneys: at 180 min, 50% of the injected dose is found in the kidneys, whereas only 1% or less of the other RNases is retained in the kidneys. Slower elimination of onconase from the kidneys may be due to a higher degree of binding in the kidney or a resistance to proteolytic degradation. To elucidate the molecular determinants involved in tissue uptake, we examined the biodistribution of recombinant onconase and two onconase-pancreatic RNase chimeric proteins. The tissue retention property of onconase appears to be located in at least two regions, one of which is in the NH2-terminal 9-amino acid alpha-helix. The NH2-terminal pyroglutamate of onconase, a residue essential for ribonucleolytic activity and cytotoxicity, does not play a role in kidney retention. CANCER RESEARCH Vol. 56 No. 18, SEP 15 1996 p. 4180-4186 lib.udel.edu