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

To: lwd who wrote (4782)	4/29/1998 11:48:00 AM
From: Vector1	Read Replies (2) \| Respond to of 9719

LWD, While I have been disappointed with the CRO portion of GZTC my view of the potential of the transgenics business has not changed and I think the stock is a superb buy in the single digits. GENZL's problem is its burn rate which is way to high. I understand the Diacrin JV has great potential but I don't think they can afford it. I thought the Carticel numbers were OK but not great. The need to keep up the 30% plus growth in revs over the next 3 quarters or they are in a world of hurt. At the current burn they will need more csh before the end of the year. IF the Carticel sales are not there it could be ugly. V1

To: lwd who wrote (4782)	4/29/1998 7:26:00 PM
From: Cytokine1	Read Replies (3) \| Respond to of 9719

VD's MODEL PORTFOLIO 4/28/98 Change $4157 UP 1.98% Started 4/9/97, $100K . INDEX ^IXB UP 1.09% YTD EQUITY CHANGE 18.7% # CURRENT DAILY CURRENT COST TOTAL %GAIN/ % OF SYMBOL SHRS PRICE CHANGE %CHG VALUE SHR COST LOSS TOTAL ======= ======= ======= ======= ======= ======= ======= ======= ======= ======= CLTR 1000 27.50 0.69 2.56% 27500 10.88 10875 152.9% 12.9% INCY 680 41.50 0.69 1.68% 28220 26.88 18280 54.4% 13.2% MOGN 3000 7.38 -0.03 -0.42% 22125 5.125 15375 43.9% 10.3% GZTC 2770 10.75 1.19 12.42% 29778 7.737 21432 38.9% 13.9% GENZ 530 30.50 0.31 1.04% 16165 23.50 12455 29.8% 7.6% BGEN 200 45.00 1.13 2.56% 9000 35.88 7175 25.4% 4.2% SEPR 146 46.38 0.88 1.92% 6771 37.16 5426 24.8% 3.2% DURA 300 25.31 0.69 2.79% 7594 24.63 7388 2.8% 3.6% MLNM 300 18.56 0.13 0.68% 5569 18.63 5588 -0.3% 2.6% LGNDW 3000 8.50 -0.38 -4.23% 25500 8.75 26250 -2.9% 11.9% AVIR 500 24.19 -0.19 -0.77% 12094 25.00 12500 -3.3% 5.7% GSII 500 4.00 0.00 0.00% 2000 4.25 2125 -5.9% 0.9% REGN 1000 9.88 0.44 4.64% 9875 12.00 12000 -17.7% 4.6% GENZL 1000 7.63 -0.13 -1.61% 7625 10.36 10363 -26.4% 3.6% ABSC 400 10.13 -0.13 -1.22% 4050 14.94 5975 -32.2% 1.9% STOCK ______ ______ ______ ______ 213865 173206 23.5% 100.0% SHORT SALE CREDIT ______ ______ MARGIN MTCE. EQUITY 52.2% MIN 30% (101202) BUYING POWER $ ______ 9460 EQUITY (NAV) ______ ______ ______ 112662 100000 12.7% ^IXB INDEX 324.36 3.51 1.09% 302.42 7.3% NOTES: OPEN orders subject to available buying power--- Open limit buy order, min 50 shrs, max 154 shrs SEPR @ 38 or less Open limit sell order, 260 shrs GENZ @35 or higher 4/27/98 982 QGENF covered short, 100 @ $60.00, gain 14.1% 4/23/98 -2125 GSII bought 500 @ 4.25 4/23/98 -4200 INCY bought, 100 additional @ 42 4/23/98 10565 GLFD sold 500 @ 21.13, loss 3560, -25.2% 4/23/98 5324 FUSE sold 400 @ 13.31, loss $351, -6.2% 4/20/98 -26250 LGNDW bought 3000 shrs @ 8.75 4/20/98 42437.50 LGND sold 2800 shrs @ $15.15625, profit 7627.5, 21.9% 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