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

To: Vector1 who wrote (4608)	4/14/1998 7:27:00 AM
From: SnowShredder	Respond to of 9719

You guys just crack me up...(roflmao) Thanks for having such a great thread. Where'd He Go?

To: Vector1 who wrote (4608)	4/14/1998 9:56:00 PM
From: Biomaven	Read Replies (2) \| Respond to of 9719

V1, <<Lets start a discussion about any of the companies that you feel should be sold or our position reduced>> I guess my two biggest issues would be the heavy overweight of LGND and the Genzyme contingent. I agree that LGND is good value (I have some in my own portfolio), but I question whether it should be nearly 20% of the entire portfolio. The LGND story is so complicated, that I fear it's going to take some significant product sales to convince the street that they're for real. I worry about GZTC, with their recent floorless convertible (the game is going to be to spot the 5 days when the preferred owners are going to be shorting like crazy at the close). On the long side, I would still push for PCYC. Take a look at my post on their thread for my out-of-context quote of the H&Q analyst on the prospects for Gd-Tex. Compare its market cap to that of CLTR, which is maybe starting to look a little pricey. Also MLNM looks cheap to me, and maybe ARQL. Peter ("petty official" indeed! This is the last new thread that you're associated with that I'm going to approve - unless that job offer is _really_ good, of course.)

To: Vector1 who wrote (4608)	4/14/1998 10:03:00 PM
From: Cytokine1	Respond to of 9719

VD's MODEL PORTFOLIO 4/14/98 Change $2352 UP 1.00% Started 4/9/97, $100K . INDEX ^IXB UP 0.45% YTD EQUITY CHANGE 21.1% # CURRENT DAILY CURRENT COST TOTAL %GAIN/ % OF SYMBOL SHRS PRICE CHANGE %CHG VALUE SHR COST LOSS TOTAL ======= ======= ======= ======= ======= ======= ======= ======= ======= ======= CLTR 1000 28.63 0.75 2.69% 28625 10.88 10875 163.2% 11.7% INCY 580 43.50 -0.75 -1.69% 25230 24.28 14080 79.2% 10.3% MOGN 3000 8.25 0.56 7.32% 24750 5.125 15375 61.0% 10.1% GZTC 2770 11.13 0.25 2.30% 30816 7.737 21432 43.8% 12.6% GENZ 530 31.94 0.06 0.20% 16927 23.50 12455 35.9% 6.9% BGEN 200 44.00 -1.06 -2.36% 8800 35.88 7175 22.6% 3.6% LGND 2800 14.81 0.13 0.85% 41475 12.43 34810 19.1% 17.0% SEPR 146 43.50 0.38 0.87% 6351 37.16 5426 17.1% 2.6% AVIR 500 23.50 0.13 0.53% 11750 25.00 12500 -6.0% 4.8% DURA 300 23.00 -0.06 -0.27% 6900 24.63 7388 -6.6% 2.8% FUSE 400 13.00 -0.31 -2.35% 5200 14.19 5675 -8.4% 2.1% MLNM 300 16.75 -0.88 -4.96% 5025 18.63 5588 -10.1% 2.1% GENZL 1000 8.38 0.19 2.29% 8375 10.36 10363 -19.2% 3.4% ABSC 400 11.94 -0.19 -1.55% 4775 14.94 5975 -20.1% 2.0% REGN 1000 9.25 -0.25 -2.63% 9250 12.00 12000 -22.9% 3.8% GLFD 500 19.25 -0.38 -1.91% 9625 28.25 14125 -31.9% 3.9% QGENF -100 67.50 -1.00 -1.46% -6750 69.82 -6982 3.3% STOCK ______ ______ ______ ______ 237124 188259 26.0% 100.0% SHORT SALE CREDIT ______ ______ 6982 MARGIN MTCE. EQUITY 46.0% MIN 30% (127936) BUYING POWER $ ______ -18747 EQUITY ______ ______ ______ ______ 116171 100000 16.2% ^IXB INDEX 329.15 1.49 0.45% 302.42 8.8% 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 4/9/98 -8674.5 Margin interest 1yr thru 4/8/98 7% times avg daily bal 119261.12 plus 680 trans fees ($10 times 68 transactions) 4/1/98 -7387.5 DURA bought 300 @ $24.625 4/1/98 -5587.5 MLNM bought 300 @ $18.625

To: Vector1 who wrote (4608)	4/15/1998 3:12:00 PM
From: biowa	Read Replies (2) \| Respond to of 9719

V1, Wednesday April 15, 5:59 am Eastern Time Company Press Release SOURCE: VD's Model Portfolio, LLC VD's Model Portfolio Scientific Adviser Under Investigation for Insider Activity Fort Dodge, Iowa, April 15 /PRNewswire/ -- VD's Model Portfolio, LLC. (SI: VDXXX - news) today announced that one of its scientific advisers is under investigation by the Silicon Investors Commission (SIC). biowa, who also has been acting as VDXXX's Senior Director of Regulatory Affairs and Really Long Legal Documents, has been questioned by the SIC in regard to alleged insider posting activities in the days leading up to the FTA's surprise provisional approval of VDXXX's discussion thread. V1, Chair and one of VDXXX's co-founders, commented, "biowa has been with VDXXX since the beginning and I know him almost as well as Andy knows the management over at CYTO; I am very confident that there is nothing to this. The SIC is concerned because in the days leading up to the announcement, biowa's posting activity increased tremendously over the level of several weeks earlier. I expect this to be resolved quickly, however, as soon as the SIC verifies that in fact his earlier vanishing act was an anomaly resulting from his temporary hiatus at one of this country's finest facilities for those who can't take the stress of investing in the biotech sector." The unexpected approval by the FTA caught many VDXXX investors by surprise. Analysts had earlier expected the FTA to ask VDXXX to conduct further clinical and pre-clinical trials, including a rat model to see if rodents crawling on a keyboard couldn't reproduce most of the thread's postings. This was expected to lead to huge profits for Genzyme Transgenics (Nasdaq: GZTC - News) VDXXX's favorite contract research organization (CRO). This view was further bolstered by last month's 7-2 vote by an FTA advisory committee recommending against approval. That recommendation, however, was widely criticized by members of the Hawaii General Assembly because the advisory panel was primarily made up of Y2K fanatics. In addition, Rocketman, another VDXXX co-founder threatened to add all FTA employees to his humor e-mail list, an act which combined with the current effort to review the Henry Niman Ligand thread threatened to bring FTA operations to a complete halt. biowa was unavailable for comment as he was frantically trying to find tax losses to offset the large capital gains he made on Alpha-Beta Technology (Nasdaq: ABTI - News) and Matrix Pharmaceuticals (Nasdaq: MATX - News). He also was reportedly leading efforts to locate and raise the legendary Greyfish, lost at sea during the past year. HAPPY TAX DAY to all, biowa