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

To: John Zwiener who wrote (4358)	3/14/1998 12:14:00 PM
From: Rocketman	Respond to of 9719

John, thanks for the details. I agree that it is mostly media and food company hype. Thought this new study that looked at mortality as an end point was interesting though. Rman

To: John Zwiener who wrote (4358)	3/16/1998 11:38:00 PM
From: Cytokine1	Respond to of 9719

VD's MODEL PORTFOLIO 3/16/98 Change $338 UP 0.14% Started 4/9/97, $100K . INDEX ^IXB UP 1.23% 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 27.75 1.75 6.73% 27750 10.88 10875 155.2% 11.7% INCY 580 45.00 0.38 0.84% 26100 24.28 14080 85.4% 11.0% GZTC 2770 12.38 -0.38 -2.94% 34279 7.737 21432 59.9% 14.4% GENZ 530 32.00 -0.19 -0.58% 16960 23.50 12455 36.2% 7.1% BGEN 400 46.56 0.56 1.22% 18625 35.88 14350 29.8% 7.8% LGND 2800 15.69 -0.31 -1.95% 43925 12.43 34810 26.2% 18.4% SEPR 146 40.13 0.31 0.78% 5858 37.16 5426 8.0% 2.5% AVIR 500 25.13 0.13 0.50% 12563 25.00 12500 0.5% 5.3% MOGN 3000 4.69 -0.06 -1.32% 14063 5.125 15375 -8.5% 5.9% GLFD 500 23.75 1.00 4.40% 11875 28.25 14125 -15.9% 5.0% FUSE 400 11.50 -0.13 -1.08% 4600 14.19 5675 -18.9% 1.9% GENZL 1000 8.38 -0.06 -0.74% 8375 10.363 10363 -19.2% 3.5% ABSC 400 11.50 0.25 2.22% 4600 14.94 5975 -23.0% 1.9% REGN 1000 8.63 -0.25 -2.82% 8625 12.00 12000 -28.1% 3.6% SUBTOT ______ ______ ______ ______ 238197 189441 25.7% 100.0% CASH ______ ______ ______ ______ 0 MARGIN MTCE. EQUITY 51.3% MIN 30% (115886) BUYING POWER $ ______ 6425 EQUITY ______ ______ ______ ______ 122311 100000 22.3% ^IXB INDEX 334.15 4.05 1.23% 302.42 10.5% NOTES: OPEN orders subject to available buying power--- Open buy order, min 50 shrs, max 154 shrs SEPR @ 38 or less Open buy order, 100 shrs INCY @ 43 or less Open sell order, 200 BGEN @ 48 or higher Open sell order, 260 shrs GENZ @35 or higher 3/10/98 -339.75 SEPR bought, 9 @ 38.75 3/9/98 -5086.125 SEPR bought, 137 @ 37.125 3/5/98 7739.38 GENZL sold, 1015 @ 7.625,loss $2778.06, -26.4%