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

To: Andriy Turhovach who wrote (4460)	3/23/1998 12:16:00 PM
From: Biomaven	Respond to of 9719

<<CBMI. Classic case of "Buy on rumor, sell on news???" Taking a good hit currently>> That's one possibility. The other is that people were naively expecting results _better_ than a graft. If that's the case, I would expect a recovery once the unwashed masses get some "guidance" from their prophets <G>. Peter

To: Andriy Turhovach who wrote (4460)	3/23/1998 4:30:00 PM
From: Boyce Burge	Read Replies (1) \| Respond to of 9719

I think the CBMI - Stryker news was a little disappointing... though the methods (OP-1 vs autotransplant) were "equivalent" the X-ray data tended to favor autotransplant. Could be a problem when submitted to FDA, and thus the sell off.

To: Andriy Turhovach who wrote (4460)	3/23/1998 8:35:00 PM
From: Cytokine1	Read Replies (1) \| Respond to of 9719

VD's MODEL PORTFOLIO 3/23/98 Change $90 UP 0.04% Started 4/9/97, $100K . INDEX ^IXB DOWN -0.42% VD Inc: From Transgenic Goats to IntraCellular Receptors # CURRENT DAILY CURRENT COST TOTAL %GAIN/ % OF SYMBOL SHRS PRICE CHANGE %CHG VALUE SHR COST LOSS TOTAL ======= ======= ======= ======= ======= ======= ======= ======= ======= ======= CLTR 1000 26.75 0.25 0.94% 26750 10.88 10875 146.0% 11.5% INCY 580 46.25 0.13 0.27% 26825 24.28 14080 90.5% 11.6% GZTC 2770 11.88 -0.25 -2.06% 32894 7.737 21432 53.5% 14.2% GENZ 530 32.75 -1.13 -3.32% 17358 23.50 12455 39.4% 7.5% BGEN 200 47.13 -0.75 -1.57% 9425 35.88 7175 31.4% 4.1% MOGN 3000 6.38 0.44 7.37% 19125 5.125 15375 24.4% 8.2% LGND 2800 15.31 -0.31 -2.00% 42875 12.43 34810 23.2% 18.5% SEPR 146 41.75 0.13 0.30% 6096 37.16 5426 12.3% 2.6% AVIR 500 26.00 0.00 0.00% 13000 25.00 12500 4.0% 5.6% FUSE 400 12.50 0.88 7.53% 5000 14.19 5675 -11.9% 2.2% GENZL 1000 8.69 0.44 5.30% 8688 10.36 10363 -16.2% 3.7% GLFD 500 23.50 -0.25 -1.05% 11750 28.25 14125 -16.8% 5.1% ABSC 400 10.88 0.00 0.00% 4350 14.94 5975 -27.2% 1.9% REGN 1000 7.88 -0.38 -4.55% 7875 12.00 12000 -34.4% 3.4% QGENF -100 71.38 -4.63 -6.09% -7138 69.82 -6982 -2.2% SUBTOT ______ ______ ______ ______ 224872 175284 28.3% 100.0% SHORT SALE CREDIT ______ ______ 6982 MARGIN MTCE. EQUITY 52.7% MIN 30% (106286) BUYING POWER $ ______ 12300 EQUITY ______ ______ ______ ______ 125568 100000 25.6% ^IXB INDEX 338.57 -1.43 -0.42% 302.42 12.0% NOTES: OPEN orders subject to available buying power--- Open limit buy order, min 50 shrs, max 154 shrs SEPR @ 38 or less Open limit buy order, 100 shrs INCY @ 43 or less Open limit buy order, 100 shrs QGENF @ 60 to cover short position Open limit sell order, 260 shrs GENZ @35 or higher 3/19/97 3718 QGENF 52 shrs sold short @ $71.50 share 3/18/97 9600 BGEN sold 200 @ $48, gain $2425, 38.5% 3/17/98 3264.00 QGENF 48 shrs sold short @ $68 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%