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

To: WTDEC who wrote (4586)	4/8/1998 1:17:00 PM
From: Biomaven	Read Replies (1) \| Respond to of 9719

Just to clarify, I'm currently short the BTK index (as well as the NDX index, which bailed me out yesterday), but overall long in the biotech sector. I believe selected biotechs are very much undervalued. I saw the article, and was pleased by it, especially as I own REGN, which was up nicely today. Peter

To: WTDEC who wrote (4586)	4/8/1998 8:57:00 PM
From: Cytokine1	Respond to of 9719

VD's MODEL PORTFOLIO 4/8/98 Change $1710 UP 0.74% Started 4/9/97, $100K . INDEX ^IXB DOWN -0.93% VD Inc: From Transgenic Mice to Monoclonal Antibodies # CURRENT DAILY CURRENT COST TOTAL %GAIN/ % OF SYMBOL SHRS PRICE CHANGE %CHG VALUE SHR COST LOSS TOTAL ======= ======= ======= ======= ======= ======= ======= ======= ======= ======= CLTR 1000 26.75 0.75 2.88% 26750 10.88 10875 146.0% 11.1% INCY 580 44.84 -0.41 -0.90% 26009 24.28 14080 84.7% 10.8% MOGN 3000 7.31 -0.31 -4.10% 21938 5.125 15375 42.7% 9.1% GZTC 2770 11.13 0.13 1.14% 30816 7.737 21432 43.8% 12.8% GENZ 530 31.75 0.00 0.00% 16828 23.50 12455 35.1% 7.0% BGEN 200 46.13 -1.19 -2.51% 9225 35.88 7175 28.6% 3.8% LGND 2800 15.00 0.13 0.84% 42000 12.43 34810 20.7% 17.5% SEPR 146 42.25 1.06 2.58% 6169 37.16 5426 13.7% 2.6% DURA 300 23.13 -0.06 -0.27% 6938 24.63 7388 -6.1% 2.9% MLNM 300 16.88 0.63 3.85% 5063 18.63 5588 -9.4% 2.1% AVIR 500 23.13 0.63 2.78% 11563 25.00 12500 -7.5% 4.8% FUSE 400 12.13 0.25 2.11% 4850 14.19 5675 -14.5% 2.0% GENZL 1000 8.38 0.38 4.69% 8375 10.36 10363 -19.2% 3.5% ABSC 400 12.00 -0.06 -0.52% 4800 14.94 5975 -19.7% 2.0% GLFD 500 19.63 -0.75 -3.68% 9813 28.25 14125 -30.5% 4.1% REGN 1000 9.50 1.13 13.43% 9500 12.00 12000 -20.8% 3.9% QGENF -100 68.00 1.63 2.45% -6800 69.82 -6982 2.6% SUBTOT ______ ______ ______ ______ 233834 188259 24.2% 100.0% SHORT SALE CREDIT ______ ______ 6982 MARGIN MTCE. EQUITY 49.0% MIN 30% (119261) BUYING POWER $ ______ -4688 EQUITY ______ ______ ______ ______ 121555 100000 21.6% ^IXB INDEX 329.86 -3.11 -0.93% 302.42 9.1% 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 4/1/98 -7387.5 DURA bought 300 @ $24.625 4/1/98 -5587.5 MLNM bought 300 @ $18.625