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

To: Larry Liebman who wrote (4116)	2/18/1998 11:31:00 AM
From: Rocketman	Respond to of 9719

And only five years after it was an idea, of course back in '92-93 before the IPO, everyone said it couldn't be done on a non-exclusive basis and HGSI was the genomics darling, while INCY could barely get the time of day. And, the real winners are the VCs and the IPO investors who got in at $3.75 (split adjusted) and under. If you look at the INCY growth and profit picture and think about how much of any additional subscribers fees fall to the bottom line, and then think about the 6000+ royalty bearing intellectual property licenses they have issued, and then compare INCY to the rest of the biotech industry......they look damn hot. What cracks me up are people who don't understand biotech and the growth rates, who start saying how high INCY's PE ratio is, of course, most of the biotech industry has a negative PE ratio and no where near the guaranteed revenue stream. Full Stream Ahead!!!! Rman

To: Larry Liebman who wrote (4116)	2/18/1998 9:47:00 PM
From: Cytokine1	Read Replies (1) \| Respond to of 9719

VD's MODEL PORTFOLIO 2/18/98 Change $3061 UP 1.34% Started 4/9/97, $100K . INDEX ^IXB UP 0.02% 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 22.81 0.06 0.27% 22813 10.88 10875 109.8% 9.9% INCY 580 47.00 0.00 0.00% 27260 24.28 14080 93.6% 11.8% GZTC 2770 12.75 0.75 6.25% 35318 7.74 21432 64.8% 15.3% GENZ 530 28.94 -0.50 -1.70% 15337 23.50 12455 23.1% 6.6% BGEN 400 43.00 -0.75 -1.71% 17200 35.88 14350 19.9% 7.4% LGND 2800 14.75 0.25 1.72% 41300 12.43 34810 18.6% 17.9% MOGN 3000 5.81 0.38 6.90% 17438 5.125 15375 13.4% 7.5% AVIR 500 25.00 0.56 2.30% 12500 25.00 12500 0.0% 5.4% ABSC 400 11.63 0.25 2.20% 4650 14.94 5975 -22.2% 2.0% GENZL 2015 7.50 -0.13 -1.64% 15113 10.36 20880 -27.6% 6.5% REGN 1000 8.69 -0.13 -1.42% 8688 12.00 12000 -27.6% 3.8% FUSE 400 10.00 0.00 0.00% 4000 14.19 5675 -29.5% 1.7% GLFD 500 19.13 -0.69 -3.47% 9563 28.25 14125 -32.3% 4.1% SUBTOT ______ ______ ______ ______ 231177 194532 18.8% 100.0% CASH ______ ______ ______ ______ 0 MARGIN MTCE. EQUITY 48.9% MIN 30% (118200) BUYING POWER $ ______ 0 NAV = ______ ______ ______ ______ 112977 100000 13.0% ^IXB INDEX 319.13 0.05 0.02% 302.42 5.5% NOTES: 2/10/98 7750.00 AFFX sold, 250 @ 31.00, ($7750), profit $1308.75, 20.3% 2/10/98 13500.00 GSII sold 2700 @ 5.00 ($13500), loss $1854, -12.1%