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

To: Rocketman who wrote (4249)	3/6/1998 9:01:00 PM
From: Cytokine1	Read Replies (1) \| Respond to of 9719

VD's MODEL PORTFOLIO 3/6/98 Change $3146 UP 1.40% Started 4/9/97, $100K . INDEX ^IXB UP 1.85% VD Inc: From Transgenic Goats to Radioactive Antibodies # CURRENT DAILY CURRENT COST TOTAL %GAIN/ % OF SYMBOL SHRS PRICE CHANGE %CHG VALUE SHR COST LOSS TOTAL ======= ======= ======= ======= ======= ======= ======= ======= ======= ======= CLTR 1000 24.00 0.63 2.67% 24000 10.88 10875 120.7% 10.6% INCY 580 47.56 2.53 5.62% 27586 24.28 14080 95.9% 12.1% GZTC 2770 13.00 -0.13 -0.95% 36010 7.737 21432 68.0% 15.8% BGEN 400 46.88 0.88 1.90% 18750 35.88 14350 30.7% 8.2% GENZ 530 30.63 0.50 1.66% 16231 23.50 12455 30.3% 7.1% LGND 2800 15.50 0.00 0.00% 43400 12.43 34810 24.7% 19.1% AVIR 500 24.63 0.38 1.55% 12313 25.00 12500 -1.5% 5.4% MOGN 3000 4.69 0.00 0.00% 14063 5.125 15375 -8.5% 6.2% FUSE 400 11.56 0.19 1.65% 4625 14.19 5675 -18.5% 2.0% ABSC 400 11.50 0.25 2.22% 4600 14.94 5975 -23.0% 2.0% GENZL 1000 7.75 0.13 1.64% 7750 10.363 10363 -25.2% 3.4% GLFD 500 21.00 0.38 1.82% 10500 28.25 14125 -25.7% 4.6% REGN 1000 7.63 0.11 1.46% 7625 12.00 12000 -36.5% 3.4% SUBTOT ______ ______ ______ ______ 227453 184015 23.6% 100.0% CASH ______ ______ ______ ______ 0 MARGIN MTCE. EQUITY 51.4% MIN 30% (110460) BUYING POWER $ ______ 3266 NAV = ______ ______ ______ ______ 116992 100000 17.0% ^IXB INDEX 318.13 5.79 1.85% 302.42 5.2% NOTES: 3/5/98 7739.38 GENZL sold, 1015@7.625, $7739.38,loss $2778.06, -26.4%

To: Rocketman who wrote (4249)	3/7/1998 12:38:00 AM
From: John Zwiener	Read Replies (2) \| Respond to of 9719

More on Igen. You can look at the following thread. I like to do periodic updates every quarter where what's going on is summarized. It's probably somewhere within the last 100 posts. Usually, it's just 2 of us posting so there's not much to go through. Though I feel Igen is still way underpriced, it has been going up. From 5 around eight months ago to 27 today (up from 20 monday). I can try to summarize the different areas to make it easier to follow. Some of it is obvious and some is subtle. Subject 11972 by the way, I would leave Ligand along. I feel that what is there will be soon realized by others. Ligand appears to be very cheap to me. Also, sepracor is obvious IMO. Maybe dump the stocks that no one has a strong opinion on (where no one is sure about the prospects). Regards (and thanks for your incyte).