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

To: Pseudo Biologist who wrote (4188)	2/25/1998 9:38:00 PM
From: Cytokine1	Read Replies (1) \| Respond to of 9719

VD's MODEL PORTFOLIO 2/25/98 Change $2648 UP 1.17% Started 4/9/97, $100K . INDEX ^IXB UP 0.65% 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 21.50 0.50 2.38% 21500 10.88 10875 97.7% 9.4% INCY 580 47.00 0.63 1.35% 27260 24.28 14080 93.6% 11.9% GZTC 2770 12.13 -0.13 -1.02% 33586 7.74 21432 56.7% 14.6% GENZ 530 29.19 0.31 1.08% 15469 23.50 12455 24.2% 6.7% BGEN 400 44.75 1.00 2.29% 17900 35.88 14350 24.7% 7.8% LGND 2800 14.75 0.25 1.72% 41300 12.43 34810 18.6% 18.0% MOGN 3000 5.75 0.00 0.00% 17250 5.125 15375 12.2% 7.5% AVIR 500 24.38 0.00 0.00% 12188 25.00 12500 -2.5% 5.3% FUSE 400 11.38 0.75 7.06% 4550 14.19 5675 -19.8% 2.0% GLFD 500 21.25 0.13 0.59% 10625 28.25 14125 -24.8% 4.6% ABSC 400 10.44 -0.31 -2.91% 4175 14.94 5975 -30.1% 1.8% REGN 1000 8.50 0.13 1.49% 8500 12.00 12000 -29.2% 3.7% GENZL 2015 7.44 0.25 3.48% 14987 10.36 20880 -28.2% 6.5% SUBTOT ______ ______ ______ ______ 229290 194532 17.9% 100.0% CASH ______ ______ ______ ______ 0 MARGIN MTCE. EQUITY 48.4% MIN 30% (118200) BUYING POWER $ ______ 0 NAV = ______ ______ ______ ______ 111090 100000 11.1% ^IXB INDEX 315.93 2.04 0.65% 302.42 4.5% 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%

To: Pseudo Biologist who wrote (4188)	2/25/1998 11:59:00 PM
From: Rocketman	Read Replies (2) \| Respond to of 9719

Sure seems like a classic overreaction dump and run to me. Too much concern about the quarter and the year, and no appreciation of what it takes to build a long term business. I mean really, 60x avg volume with a loss of 37% because sales are slower than anticipated and they are ramping up the sales staff. Sounds like panic on the Street. Oh my gosh you mean they are spending money to sell their current and prep for their future products, what an evil thing to do to us, we were expecting it all to be profits this quarter - oh me oh my...... Rman