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

To: JF Quinnelly who wrote (4874)	5/12/1998 11:51:00 AM
From: Vector1	Read Replies (4) \| Respond to of 9719

JF, For the same reasons I am weary of AFFX I would stay away from nanogen and Hyseq. Nanogen has the more interesting technology IMO. The patent issues are a minefield. V1

To: JF Quinnelly who wrote (4874)	5/12/1998 7:32:00 PM
From: Cytokine1	Respond to of 9719

VD's MODEL PORTFOLIO 5/12/98 Change $4696 UP 2.21% Started 4/9/97, $100K . INDEX ^IXB UP 0.99% YTD EQUITY CHANGE 16.1% # CURRENT DAILY CURRENT COST TOTAL %GAIN/ % OF SYMBOL SHRS PRICE CHANGE %CHG VALUE SHR COST LOSS TOTAL ======= ======= ======= ======= ======= ======= ======= ======= ======= ======= CLTR 1000 34.13 2.75 8.76% 34125 10.88 10875 213.8% 15.7% MOGN 3000 7.75 0.13 1.64% 23250 5.125 15375 51.2% 10.7% GZTC 2770 10.75 0.00 0.00% 29778 7.737 21432 38.9% 13.7% INCY 680 35.34 1.69 5.01% 24034 26.88 18280 31.5% 11.1% GENZ 530 30.63 -0.25 -0.81% 16231 23.50 12455 30.3% 7.5% BGEN 200 45.75 0.38 0.83% 9150 35.88 7175 27.5% 4.2% SEPR 146 45.13 0.47 1.05% 6588 37.16 5426 21.4% 3.0% AVIR 500 30.00 0.25 0.84% 15000 25.00 12500 20.0% 6.9% DURA 300 27.25 1.56 6.08% 8175 24.63 7388 10.7% 3.8% MLNM 300 18.50 -0.13 -0.67% 5550 18.63 5588 -0.7% 2.6% LGNDW 3000 8.25 -0.09 -1.12% 24750 8.75 26250 -5.7% 11.4% REGN 1000 9.63 0.25 2.67% 9625 12.00 12000 -19.8% 4.4% GENZL 1000 7.06 -0.06 -0.88% 7063 10.36 10363 -31.8% 3.3% ABSC 400 8.63 -0.13 -1.43% 3450 14.94 5975 -42.3% 1.6% STOCK ______ ______ ______ ______ 216768 171081 26.7% 100.0% SHORT SALE CREDIT ______ ______ MARGIN MTCE. EQUITY 50.4% MIN 30% (107546) BUYING POWER $ ______ 1677 EQUITY (NAV) ______ ______ ______ 109222 100000 9.2% ^IXB INDEX 334.87 3.27 0.99% 302.42 10.7% 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: JF Quinnelly who wrote (4874)	5/12/1998 9:28:00 PM
From: Cytokine1	Respond to of 9719

correctedMODEL PORTFOLIO 5/12/98 Change $5118 UP 2.32% Started 4/9/97, $100K . INDEX ^IXB UP 0.99% YTD EQUITY CHANGE 22.4% # CURRENT DAILY CURRENT COST TOTAL %GAIN/ % OF SYMBOL SHRS PRICE CHANGE %CHG VALUE SHR COST LOSS TOTAL ======= ======= ======= ======= ======= ======= ======= ======= ======= ======= CLTR 1000 34.13 2.75 8.76% 34125 10.88 10875 213.8% 15.1% MOGN 3000 7.75 0.13 1.64% 23250 5.125 15375 51.2% 10.3% GZTC 2770 10.75 0.00 0.00% 29778 7.737 21432 38.9% 13.2% INCY 930 35.34 1.69 5.01% 32870 28.76 26749 22.9% 14.6% GENZ 530 30.63 -0.25 -0.81% 16231 23.50 12455 30.3% 7.2% BGEN 200 45.75 0.38 0.83% 9150 35.88 7175 27.5% 4.1% SEPR 146 45.13 0.47 1.05% 6588 37.16 5426 21.4% 2.9% AVIR 500 30.00 0.25 0.84% 15000 25.00 12500 20.0% 6.6% DURA 300 27.25 1.56 6.08% 8175 24.63 7388 10.7% 3.6% MLNM 300 18.50 -0.13 -0.67% 5550 18.63 5588 -0.7% 2.5% LGNDW 3000 8.25 -0.09 -1.12% 24750 8.75 26250 -5.7% 11.0% REGN 1000 9.63 0.25 2.67% 9625 12.00 12000 -19.8% 4.3% GENZL 1000 7.06 -0.06 -0.88% 7063 10.36 10363 -31.8% 3.1% ABSC 400 8.63 -0.13 -1.43% 3450 14.94 5975 -42.3% 1.5% STOCK ______ ______ ______ ______ 225604 179550 25.7% 100.0% SHORT SALE CREDIT ______ ______ MARGIN MTCE. EQUITY 52.3% MIN 30% (107546) BUYING POWER $ ______ 10512 EQUITY (NAV) ______ ______ ______ 118058 100000 18.1% ^IXB INDEX 334.87 3.27 0.99% 302.42 10.7% 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.