Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: Cytokine1 who wrote (5194)	6/22/1998 8:04:00 PM
From: Peter Singleton	Read Replies (1) \| Respond to of 9719

Interesting Bloomberg article today referencing IMS data on WW pharma sales: Highlights: 1 - US is fastest growing (and largest) pharma market, with $68B (up 11%) of $179B (up 6%) in worldwide sales in the year ending 3/98 2 - CNS is where it's at (how ironic the neuroscience biotechs are the most depressed of the whole hammered down sector): "U.S. growth was fueled largely by central nervous system drugs, now the largest U.S. class at $14.5 billion in 1997 sales." 3 - Top Pharma companies in WW sales, same period: 1. Merck & Co. 2. Glaxo Wellcome Plc 3. Novartis AG 4. Bristol-Myers Squibb Co. 5. Johnson & Johnson Co. 6. Pfizer Inc. 7. American Home Products Corp. 8. SmithKline Beecham Plc 9. Hoechst AG 10. Eli Lilly & Co. 11. Roche Holding AG 12. Abbott Laboratories 13. Schering-Plough Corp. 14. Bayer AG 15. Astra AS 16. Warner-Lambert Co. 17. Rhone-Poulenc SA 18. Pharmacia & Upjohn Co. 19. Boehringer Ingelheim AG 20. Takeda Chemical Co. Ltd. Higher U.S. Sales Sends World Drug Market Up 6% in Last 52 Wks London, June 22 (Bloomberg) -- Surging sales of sedatives, antidepressants and tranquilizers pushed retail drug sales up 11 percent in the year to March in the U.S., the world's fastest- growing major drug market, market research firm IMS Health said. Prescription drug sales through pharmacies in North America, the largest drug market, grew to $72.8 billion, with the U.S. making up $68.6 billion of those sales, IMS said in a report. The U.S. proved to be the key driver in the $179 billion drug industry for the year. The global industry grew 6 percent in the year to March 1998 in the U.S., Europe, Japan, Argentina, Mexico, Australia and New Zealand, the largest markets. U.S. growth was fueled largely by central nervous system drugs, now the largest U.S. class at $14.5 billion in 1997 sales. Of these, antidepressants like Eli Lilly & Co.'s Prozac and SmithKline Beecham Plc's Paxil surged 20 percent to $5 billion, while sedatives and tranquilizers grew 28 percent to $2.5 billion, IMS said. Growth in the five largest European markets -- the U.K., France, Germany, Italy and Spain -- grew 5 percent to $49.4 billion. Recession-shocked Japan, the world's third-largest drug market, was alone of the major markets in posting a sales revenue drop of 5 percent, to $40.3 billion. In Japan and Europe, drug prices are typically controlled by central government regulators, which routinely cut drug reimbursement levels to save costs. In the U.S., drug prices are subject to private negotiations in a decentralized market. IMS also published a listing of the world's top 20 drug companies sales to both pharmacies and hospitals in 1997. Starting with the largest, they are: 1. Merck & Co. 2. Glaxo Wellcome Plc 3. Novartis AG 4. Bristol-Myers Squibb Co. 5. Johnson & Johnson Co. 6. Pfizer Inc. 7. American Home Products Corp. 8. SmithKline Beecham Plc 9. Hoechst AG 10. Eli Lilly & Co. 11. Roche Holding AG 12. Abbott Laboratories 13. Schering-Plough Corp. 14. Bayer AG 15. Astra AS 16. Warner-Lambert Co. 17. Rhone-Poulenc SA 18. Pharmacia & Upjohn Co. 19. Boehringer Ingelheim AG 20. Takeda Chemical Co. Ltd. 13:50:47 06/22/1998

To: Cytokine1 who wrote (5194)	6/24/1998 12:35:00 AM
From: Cytokine1	Read Replies (3) \| Respond to of 9719

VD's MODEL PORTFOLIO 6/23/98 Change $4827 UP 2.70% Started 4/9/97, $100K . INDEX ^IXB UP 2.33% YTD EQUITY CHANGE 11.8% # CURRENT DAILY CURRENT COST TOTAL %GAIN/ % OF SYMBOL SHRS PRICE CHANGE %CHG VALUE SHR COST LOSS TOTAL ======= ======= ======= ======= ======= ======= ======= ======= ======= ======= CLTR 1000 29.88 2.63 9.63% 29875 10.88 10875 174.7% 15.2% SEPR 272 41.50 -0.19 -0.45% 11288 37.55 10214 10.5% 5.8% INCY 1000 32.97 1.47 4.66% 32969 29.41 29409 12.1% 16.8% GZTC 2000 7.94 0.06 0.79% 15875 7.737 15475 2.6% 8.1% AVIR 1000 28.75 0.00 0.00% 28750 27.88 27875 3.1% 14.7% GENZ 830 24.31 0.50 2.10% 20179 25.17 20893 -3.4% 10.3% MOGN 3000 7.00 -0.19 -2.61% 21000 7.00 21000 0.0% 10.7% DURA 200 23.13 0.63 2.78% 4625 24.63 4925 -6.1% 2.4% MLNM 300 14.69 -0.31 -2.08% 4406 18.63 5588 -21.1% 2.2% LGNDW 3000 6.88 0.38 5.77% 20625 8.75 26250 -21.4% 10.5% ABSC 1000 6.50 0.00 0.00% 6500 11.19 11189 -41.9% 3.3% ENMD -400 30.75 0.88 2.93% -12300 34.06 -13625 9.7% STOCK ______ ______ ______ ______ 183792 170066 8.1% 100.0% SHORT SALE CREDIT ______ ______ 13625 MARGIN MTCE. EQUITY 56.5% MIN 30% (93575) BUYING POWER $ ______ 10267 EQUITY (NAV) ______ ______ ______ 103842 100000 3.8% ^IXB INDEX 312.71 7.11 2.33% 302.42 3.4% NOTES: OPEN orders subject to available buying power--- Open limit sell order, 260 shrs GENZ @ $35 6/18/98 2287.5 DURA sold 100 shrs @ 22.875 6/18/98 6545 GZTC sold 770 shrs @ $8.50 6/18/98 13625 ENMD sold short 400 shrs @ 34.0625 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