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

To: Rocketman who wrote (4944)	5/18/1998 4:19:00 PM
From: JOEBT1	Respond to of 9719

RMAN--I have a recommendation for the portfolio, namely, CBMI. It has been cut in half since it announced trial results for using OP-1 in severe leg fracture victims. Trial was successful with comparable results to autograft (which uses a bone graft from the hip)--radiographic results fell short of expectations but functional healing was comparable to autograft (which requires an extra operation to harvest bone for grafting). Sturza is very positive with a target of 16. After the trial an institution decided to unload their position which accelerated the decline. On Friday Solomen/Smith Barney removed their buy recommendation because the analyst following CBMI went to J P Morgan. This probably caused some selling today. Reportedly work with Biogen for renal failure is moving along. Stryker is aggressively pursuing additional trials for acute fractures and peridontal disease. Current price seems very attractive. FWIW-do your own DD.

To: Rocketman who wrote (4944)	5/18/1998 6:11:00 PM
From: Andreas Helke	Read Replies (1) \| Respond to of 9719

I am trying to compile a list of cancer drugs from biotech companies that are either approved or have an NDA filed. Does anybody know missing candidates? Approved drugs: I don't know which company - all-trans retinoic acid for acute promyelocytic leukemia IDPH Idec Pharmaceuticals - Rituxan - monoclonal antibody against non-Hodgkins B cell lymphomas NDA or BLA filed: GNE Genentech: Herceptin - monoclonal antibody against HER2 receptor LGND/SRGN Ligand/Seragen: ONTAK - A fusion toxin for cutaneous T-cell lymphoma (CTCL) NDA filing expected in the next few weeks LGND Ligand: Panretin gel for Kaposi sarcoma Andreas

To: Rocketman who wrote (4944)	5/18/1998 7:29:00 PM
From: Cytokine1	Read Replies (1) \| Respond to of 9719

VD's MODEL PORTFOLIO 5/18/98 Change -$2413 DOWN -1.07% Started 4/9/97, $100K . INDEX ^IXB UP 0.05% YTD EQUITY CHANGE 27.6% a # CURRENT DAILY CURRENT COST TOTAL %GAIN/ % OF SYMBOL SHRS PRICE CHANGE %CHG VALUE SHR COST LOSS TOTAL ======= ======= ======= ======= ======= ======= ======= ======= ======= ======= CLTR 1000 32.00 -0.25 -0.78% 32000 10.88 10875 194.3% 14.4% GZTC 2770 10.00 -0.80 -7.38% 27700 7.737 21432 29.2% 12.5% INCY 1000 37.13 -0.50 -1.33% 37125 29.41 29409 26.2% 16.7% GENZ 530 30.00 -0.06 -0.21% 15900 23.50 12455 27.7% 7.1% BGEN 200 47.13 3.56 8.18% 9425 35.88 7175 31.4% 4.2% SEPR 146 44.00 -0.63 -1.40% 6424 37.16 5426 18.4% 2.9% DURA 300 28.19 0.44 1.58% 8456 24.63 7388 14.5% 3.8% AVIR 1000 28.75 -0.81 -2.75% 28750 27.88 27875 3.1% 12.9% MLNM 300 18.44 -0.06 -0.34% 5531 18.63 5588 -1.0% 2.5% LGNDW 3000 8.50 0.19 2.26% 25500 8.75 26250 -2.9% 11.5% REGN 1000 9.63 0.06 0.65% 9625 12.00 12000 -19.8% 4.3% ABSC 1000 8.56 0.00 0.00% 8563 11.19 11189 -23.5% 3.8% GENZL 1000 7.44 0.03 0.42% 7438 10.36 10363 -28.2% 3.3% STOCK ______ ______ ______ ______ 222437 187424 18.7% 100.0% SHORT SALE CREDIT ______ ______ MARGIN MTCE. EQUITY 56.9% MIN 30% (95920) BUYING POWER $ ______ 30597 EQUITY (NAV) ______ ______ ______ 126517 100000 26.5% ^IXB INDEX 333.43 0.15 0.05% 302.42 10.3% NOTES: OPEN orders subject to available buying power--- Open limit buy order, min 50 shrs, max 154 shrs SEPR @ 38 or less Open limit buy order, 3000 shrs MOGN @ $8.00 or less Open limit sell order, 260 shrs GENZ @ $35 5/14/98 -5214 ABSC bought 600 @ 8.69 5/13/98 -15375 AVIR bought 500 @ 30.75 5/13/98 -2660 INCY bought 5/13/98 70 @ $38 5/13/98 34875 MOGN sold 3000 @ $11.625, gain 134% 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.