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


To: Rocketman who wrote (4869)5/11/1998 4:43:00 PM
From: Biomaven  Read Replies (1) | Respond to of 9719
 
Here's an interesting British reaction to HGSI's attempt to patent the gene for some entire bacteria:

news.bbc.co.uk

My view is that they can have the patent for any noxious bacteria they want as long as they also take full responsibility for all damage the bacteria do <G>.

Why wasn't HGSI also impacted by the PKN announcement?

Peter



To: Rocketman who wrote (4869)5/11/1998 10:20:00 PM
From: Cytokine1  Read Replies (2) | Respond to of 9719
 
VD's MODEL PORTFOLIO 5/11/98 Change -$7138 DOWN -3.14%
Started 4/9/97, $100K . INDEX ^IXB DOWN -1.48%
YTD EQUITY CHANGE 18.9%

# CURRENT DAILY CURRENT COST TOTAL %GAIN/ % OF
SYMBOL SHRS PRICE CHANGE %CHG VALUE SHR COST LOSS TOTAL
======= ======= ======= ======= ======= ======= ======= ======= ======= =======
CLTR 1000 31.38 0.50 1.62% 31375 10.88 10875 188.5% 14.2%
MOGN 3000 7.63 -0.25 -3.17% 22875 5.125 15375 48.8% 10.4%
INCY 930 33.66 -6.47 -16.12% 31300 28.76 26749 17.0% 14.2%
GZTC 2770 10.75 -0.13 -1.15% 29778 7.737 21432 38.9% 13.5%
GENZ 530 30.88 0.00 0.00% 16364 23.50 12455 31.4% 7.4%
BGEN 200 45.38 0.00 0.00% 9075 35.88 7175 26.5% 4.1%
SEPR 146 44.66 -1.84 -3.97% 6520 37.16 5426 20.2% 3.0%
AVIR 500 29.75 1.25 4.39% 14875 25.00 12500 19.0% 6.7%
DURA 300 25.69 -0.25 -0.96% 7706 24.63 7388 4.3% 3.5%
MLNM 300 18.63 -0.13 -0.67% 5588 18.63 5588 0.0% 2.5%
LGNDW 3000 8.34 0.09 1.14% 25031 8.75 26250 -4.6% 11.4%
REGN 1000 9.38 -0.56 -5.66% 9375 12.00 12000 -21.9% 4.3%
GENZL 1000 7.13 -0.19 -2.56% 7125 10.36 10363 -31.2% 3.2%
ABSC 400 8.75 -0.75 -7.89% 3500 14.94 5975 -41.4% 1.6%


STOCK ______ ______ ______ ______ 220486 179550 22.8% 100.0%
SHORT SALE CREDIT ______ ______
MARGIN MTCE. EQUITY 51.2% MIN 30% (107546)
BUYING POWER $ ______ 5395
EQUITY (NAV) ______ ______ ______ 112941 100000 12.9%

^IXB INDEX 331.60 -4.98 -1.48% 302.42 9.6%


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
5/11/98 -8468.75 INCY bought 5/11/98, 250 additional @ $33.875
5/1/98 2125 GSII sold 500 @ 4.25, gain $0, broke even.



To: Rocketman who wrote (4869)5/12/1998 1:43:00 PM
From: scaram(o)uche  Read Replies (3) | Respond to of 9719
 
Rman:

Really appreciated the recent commentary. Questions.... when is the revenue stream from royalties (pharmaceutical sales) going to start arriving (2002?), and will the focus of INCY's business in two years still be database sales?

For the next time Venter sneaks up behind Haseltine.....

biz.yahoo.com

Rick