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

To: Vector1 who wrote (4367)	3/17/1998 5:06:00 PM
From: Michael C Quesnel	Read Replies (1) \| Respond to of 9719

Thread, does anybody have an opinion as to the merits of the suit filed by Perkin-Elmer against former VD Portfolio member Molecular Dynamics (MDYN)? thanks, Mike

To: Vector1 who wrote (4367)	3/17/1998 8:32:00 PM
From: Biomaven	Read Replies (1) \| Respond to of 9719

I was thinking about joining your QGENF short, but Fidelity had no shares available. Have other people had luck obtaining shares to short? (I assume your virtual broker had no shortage today <G>.) Now that SEPR is officially in your portfolio, I can stop playing evangelist and start playing analyst. It seems to be hitting a brick wall at around 40, and I think we'll need some new news to overcome it. Some good Nori data would do it - there were two just-released early Nori abstracts that I cited in the SEPR thread, but I doubt if they have enough meat to propel the stock. Over the next few months I think the drivers will be Nori and levalbuterol. Not a peep out of the FDA on levalbuterol (filed 6/30/97) - shouldn't there be at least some murmurs out of them by now? Here's a new abstract showing the possible origins of the bad effects of the evil twin, S-Albuterol. There's now a slew of abstracts suggesting that it causes some level of bronchial hyperreactivity. ncbi.nlm.nih.gov The big question is whether they are going to be able to claim better performance, not just reduced side-effects. In children, apparently, the side-effects are disturbing ("off-the-wall" is a description I've seen used), but they don't seem to be too troublesome in adults. If SEPR had a _really_ convincing case of better efficacy (which I don't think they've quite made yet) I could even imagine the FDA suggesting that racemic albuterol be phased out. Peter

To: Vector1 who wrote (4367)	3/17/1998 10:03:00 PM
From: Cytokine1	Read Replies (2) \| Respond to of 9719

VD's MODEL PORTFOLIO 3/17/98 Change -$6392 DOWN -2.68% Started 4/9/97, $100K . INDEX ^IXB UP 0.91% VD Inc: From Transgenic Goats to BioInformatics # CURRENT DAILY CURRENT COST TOTAL %GAIN/ % OF SYMBOL SHRS PRICE CHANGE %CHG VALUE SHR COST LOSS TOTAL ======= ======= ======= ======= ======= ======= ======= ======= ======= ======= CLTR 1000 28.00 0.25 0.90% 28000 10.88 10875 157.5% 12.1% INCY 580 44.06 -0.94 -2.08% 25556 24.28 14080 81.5% 11.0% GZTC 2770 12.06 -0.31 -2.53% 33413 7.737 21432 55.9% 14.4% GENZ 530 32.06 0.06 0.20% 16993 23.50 12455 36.4% 7.3% BGEN 400 46.25 -0.31 -0.67% 18500 35.88 14350 28.9% 8.0% LGND 2800 15.38 -0.31 -1.99% 43050 12.43 34810 23.7% 18.6% SEPR 146 39.38 -0.75 -1.87% 5749 37.16 5426 6.0% 2.5% AVIR 500 24.50 -0.63 -2.49% 12250 25.00 12500 -2.0% 5.3% MOGN 3000 4.75 0.06 1.33% 14250 5.125 15375 -7.3% 6.1% GLFD 500 23.13 -0.63 -2.63% 11563 28.25 14125 -18.1% 5.0% FUSE 400 11.25 -0.25 -2.17% 4500 14.19 5675 -20.7% 1.9% GENZL 1000 8.13 -0.25 -2.99% 8125 10.363 10363 -21.6% 3.5% ABSC 400 11.25 -0.25 -2.17% 4500 14.94 5975 -24.7% 1.9% REGN 1000 8.50 -0.13 -1.45% 8500 12.00 12000 -29.2% 3.7% QGENF -48 65.50 -2.50 -3.68% -3144 65.50 -3144 0.0% -1.4% SUBTOT ______ ______ ______ ______ 231805 186297 24.4% 100.0% SHORT SALE CREDIT ______ ______ 3144 MARGIN MTCE. EQUITY 51.4% MIN 30% (115886) BUYING POWER $ ______ 33 EQUITY ______ ______ ______ ______ 119063 100000 19.1% ^IXB INDEX 337.20 3.05 0.91% 302.42 11.5% 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 3/17/98 3144.00 QGENF 48 shrs sold short @ 65.5 share 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, $7739.38,loss $2778.06, -26.4%