Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: squetch who wrote (4149)	2/19/1998 5:22:00 PM
From: Biomaven	Respond to of 9719

I've been taking a look at NTII, currently exiled to the BB. Consider the following table in the report they just released: ntii.com Diabetic Patient Self-Assessment of Nocturnal Pain Measured on Visual Analogue Scale (VAS) of 1-100 8th Week of Treatment Memantine Placebo Number of Patients 28 37 Mean Nocturnal Pain Rating 31.2 44.4 Median Nocturnal Pain Rating 23.6 47.3 P-Value = .073 --------- So what we have here is that the median dropped much more than the mean. That indicates to me that there is probably a large subgroup for which it worked very well and another subgroup for which it did nothing much. Am I reading too much into the tea-leaves of a very empty cup? The stock looks tempting at these levels, except for the wicked spread and that little comment about running out of money in March... The stock price has been unchanged for about a week now, except for the bid/ask ping-pong. My gut tells me that they'll come up with something to keep them going, that Memantine will be partnered and the stock is a buy. My head tells me to put itself under a pillow until the feeling goes away ... Peter

To: squetch who wrote (4149)	2/19/1998 8:22:00 PM
From: Cytokine1	Read Replies (1) \| Respond to of 9719

VD's MODEL PORTFOLIO 2/19/98 Change -$1730 DOWN -0.75% Started 4/9/97, $100K . INDEX ^IXB UP 0.00% 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 22.88 0.06 0.27% 22875 10.88 10875 110.3% 10.0% INCY 580 46.25 -0.75 -1.60% 26825 24.28 14080 90.5% 11.7% GZTC 2770 11.88 -0.88 -6.86% 32894 7.74 21432 53.5% 14.3% GENZ 530 29.63 0.69 2.38% 15701 23.50 12455 26.1% 6.8% BGEN 400 43.88 0.88 2.03% 17550 35.88 14350 22.3% 7.6% LGND 2800 14.63 -0.13 -0.85% 40950 12.43 34810 17.6% 17.8% MOGN 3000 5.88 0.06 1.08% 17625 5.125 15375 14.6% 7.7% AVIR 500 25.00 0.00 0.00% 12500 25.00 12500 0.0% 5.4% ABSC 400 11.75 0.13 1.08% 4700 14.94 5975 -21.3% 2.0% GENZL 2015 7.63 0.13 1.67% 15364 10.36 20880 -26.4% 6.7% REGN 1000 8.88 0.19 2.16% 8875 12.00 12000 -26.0% 3.9% FUSE 400 10.06 0.06 0.63% 4025 14.19 5675 -29.1% 1.8% GLFD 500 19.13 0.00 0.00% 9563 28.25 14125 -32.3% 4.2% SUBTOT ______ ______ ______ ______ 229447 194532 17.9% 100.0% CASH ______ ______ ______ ______ 0 MARGIN MTCE. EQUITY 48.5% MIN 30% (118200) BUYING POWER $ ______ 0 NAV = ______ ______ ______ ______ 111247 100000 11.2% ^IXB INDEX 319.14 0.01 0.00% 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%