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

To: Cytokine1 who wrote (5097)	6/11/1998 4:39:00 PM
From: Harold Engstrom	Read Replies (2) \| Respond to of 9719

Does anyone NOT named Henry have an opinion about Ligand and its prospects? I have read the Ligand thread (mostly not about Ligand) and there seems to be extreme positive spin from a very small minority that posts frequently and not much else except people posting about their frustration with the small minority. Bottom line: can anyone parse out in an evenhanded way what Ligand products are likely to do in the marketplace and what their earnings are likely to be over the next few years? Thanks in advance for any wisdom and information you can offer. Harold

To: Cytokine1 who wrote (5097)	6/11/1998 7:27:00 PM
From: Cytokine1	Read Replies (1) \| Respond to of 9719

VD's MODEL PORTFOLIO 6/11/98 Change -$1921 DOWN -0.95% Started 4/9/97, $100K . INDEX ^IXB DOWN -1.05% YTD EQUITY CHANGE 6.3% # CURRENT DAILY CURRENT COST TOTAL %GAIN/ % OF SYMBOL SHRS PRICE CHANGE %CHG VALUE SHR COST LOSS TOTAL ======= ======= ======= ======= ======= ======= ======= ======= ======= ======= CLTR 1000 22.19 -0.75 -3.27% 22188 10.88 10875 104.0% 11.1% INCY 1000 33.25 0.31 0.95% 33250 29.41 29409 13.1% 16.6% GZTC 2770 8.88 0.25 2.90% 24584 7.737 21432 14.7% 12.3% GENZ 830 24.38 -0.63 -2.50% 20231 25.17 20893 -3.2% 10.1% DURA 300 27.50 -1.00 -3.51% 8250 24.63 7388 11.7% 4.1% AVIR 1000 27.63 0.25 0.91% 27625 27.88 27875 -0.9% 13.8% MOGN 3000 6.94 -0.06 -0.89% 20813 7.00 21000 -0.9% 10.4% SEPR 272 39.63 -0.88 -2.16% 10778 37.55 10214 5.5% 5.4% MLNM 300 16.00 -0.19 -1.16% 4800 18.63 5588 -14.1% 2.4% LGNDW 3000 6.75 -0.25 -3.57% 20250 8.75 26250 -22.9% 10.1% ABSC 1000 7.44 -0.38 -4.80% 7438 11.19 11189 -33.5% 3.7% STOCK ______ ______ ______ ______ 200206 192112 4.2% 100.0% SHORT SALE CREDIT ______ ______ MARGIN MTCE. EQUITY 48.8% MIN 30% (102408) BUYING POWER $ ______ -4610 EQUITY (NAV) ______ ______ ______ 97798 100000 -2.2% ^IXB INDEX 312.96 -3.33 -1.05% 302.42 3.5% NOTES: OPEN orders subject to available buying power--- Open limit sell order, 260 shrs GENZ @ $35 6/4/98 -4788 SEPR bought 126 shrs @ $38.00 6/3/98 7250 GENZL sold, 1000 @ $7.25, loss $3117, 30% 6/3/98 9500 REGN sold 1000 @ $9.5 loss $2500, -20.8% 6/3/98 -21000 MOGN bought 3000 @ $7.00 6/1/98 2062.5 ICOS covered short, bought 1000 shrs @ 19.9375, gain 9.4% 5/29/98 22000 ICOS sold short 1000 shrs @$22.00