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: Rocketman who wrote (4284)	3/9/1998 3:27:00 PM
From: Volsi Mimir	Read Replies (1) \| Respond to of 9719

HOWDY ALL! DONT GOT TO SHOUT.I'M TRYING TO READ YOUR THREAD<VBG> Geez My name is eddy and I don't know nothing. Case closed. I posted Vical last nite and I was right.The best minds are here.Too bad I can't add to that.Thats why I will hold off on that stock and learn. Thanks So I've been reading from the first post.Got to #41 and learned about body parts and rockets and had an idea what your portfolio was.Gonna read more---I believe this is where the future lies. One Question since I'm up to here in SemiEquip stock and can't afford spreading the rest among a bunch of bio's (not yet) is putting money into HQL a good decision? I am a sponge soaking up knowledge Now back to #42 ....where was I eddyb

To: Rocketman who wrote (4284)	3/9/1998 7:23:00 PM
From: Don S.Boller	Read Replies (1) \| Respond to of 9719

Rocketman: I CONFESS - I AM A LURKER. "POST ANYTHING".......OK. Do any of you Bio-Gurus follow CEPH??? Not real popular at the moment...long term promise???? TIA Don

To: Rocketman who wrote (4284)	3/9/1998 9:04:00 PM
From: Cytokine1	Read Replies (1) \| Respond to of 9719

Rman, MODEL Help! How are you figuring buying power? Let's use 3/6/98 MODEL post for an example. I showed mtce equity 51.4%, buying power of $3266, not enough to buy even 100 shares of SEPR at about $37 a share. I might be figuring buying power wrong. I went to my spreadsheet formula and it makes no sense to me now (I thought I had it figured out a while ago). I just tested it so when we go over 50% mtce equity, we show positive buying power, but I think I'm screwing something up.....what's your formula for buying power? aaauuuugh! I'll hold up on today's model posting. Thanks, C1

To: Rocketman who wrote (4284)	3/10/1998 12:48:00 AM
From: Cytokine1	Respond to of 9719

VD's MODEL PORTFOLIO 3/9/98 Change -$1424 DOWN -0.63% Started 4/9/97, $100K . INDEX ^IXB UP 0.63% VD Inc: From Transgenic Goats to Monoclonal Antibodies # CURRENT DAILY CURRENT COST TOTAL %GAIN/ % OF SYMBOL SHRS PRICE CHANGE %CHG VALUE SHR COST LOSS TOTAL ======= ======= ======= ======= ======= ======= ======= ======= ======= ======= CLTR 1000 24.00 0.00 0.00% 24000 10.88 10875 120.7% 10.6% INCY 580 46.00 -1.56 -3.29% 26680 24.28 14080 89.5% 11.8% GZTC 2770 12.25 -0.75 -5.77% 33933 7.737 21432 58.3% 15.0% BGEN 400 47.38 0.50 1.07% 18950 35.88 14350 32.1% 8.4% GENZ 530 30.75 0.13 0.41% 16298 23.50 12455 30.9% 7.2% LGND 2800 15.81 0.31 2.02% 44275 12.43 34810 27.2% 19.6% AVIR 500 25.31 0.69 2.79% 12656 25.00 12500 1.3% 5.6% MOGN 3000 4.63 -0.06 -1.33% 13875 5.125 15375 -9.8% 6.1% FUSE 400 11.75 0.19 1.62% 4700 14.19 5675 -17.2% 2.1% ABSC 400 11.81 0.31 2.72% 4725 14.94 5975 -20.9% 2.1% GENZL 1000 8.06 0.31 4.03% 8063 10.363 10363 -22.2% 3.6% GLFD 500 20.63 -0.38 -1.79% 10313 28.25 14125 -27.0% 4.6% REGN 1000 7.56 -0.06 -0.82% 7563 12.00 12000 -37.0% 3.3% 9.00 SUBTOT ______ ______ ______ ______ 226029 184015 22.8% 100.0% CASH ______ ______ ______ ______ 0 MARGIN MTCE. EQUITY 51.1% MIN 30% (110460) BUYING POWER $ ______ EQUITY ______ ______ ______ ______ 115569 100000 15.6% ^IXB INDEX 320.12 1.99 0.63% 302.42 5.9% NOTES: 3/9/98 3/5/98 7739.38 GENZL sold, 1015@7.625, $7739.38,loss $2778.06, -26.4%

To: Rocketman who wrote (4284)	3/10/1998 1:18:00 AM
From: SnowShredder	Read Replies (2) \| Respond to of 9719

Rocketman, Hey, you scared me out of the woodworks. I too believe that gene therapy is going to take time to come of age. There is a need for better, more efficient vectors. Personally I think that in the future naked DNA and gene therapy is not a good bet, but I am biased toward viral vectors. There are many novel vector designs in the works that could make gene therapy come of age, but that will be a while. What do you guys think of BEAM? They make eye surgery lasers. Best of luck to all, Where'd He Go?