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

To: Cytokine1 who wrote (5765)	10/19/1998 11:00:00 AM
From: Mike McFarland	Read Replies (1) \| Respond to of 9719

Portfolio holding GZTC: Genzyme Transgenics Corporation Signs Twelfth Development Agreement for Transgenically-Produced Therapeutic Monoclonal Antibody biz.yahoo.com Upon commercialization of the antibody, Genzyme Transgenics will manufacture bulk product for sale in a market currently estimated to approach $600 million annually worldwide. Genzyme Transgenics will receive manufacturing fees and an undisclosed royalty on sales, resulting in potential revenues of about $35 million annually. The antibody is projected to enter phase III human clinical trials during 1999. (that's sweet) Rick--your the monoclonal antibody enthusiast, any feedback on this news release? GZTC has a market cap of a mere 70M. Price to future sales ratio looking awfully low as these things add up. -MM

To: Cytokine1 who wrote (5765)	10/19/1998 8:30:00 PM
From: Cytokine1	Read Replies (1) \| Respond to of 9719

VD's MODEL PORTFOLIO 10/19/98 Change $8497 UP 5.90% Started 4/9/97, $100K . INDEX ^IXB UP 2.82% YTD EQUITY CHANGE -3.5% # CURRENT DAILY CURRENT COST TOTAL %GAIN/ % OF SYMBOL SHRS PRICE CHANGE %CHG VALUE SHR COST LOSS TOTAL ======= ======= ======= ======= ======= ======= ======= ======= ======= ======= CLTR 1000 27.38 2.44 9.77% 27375 10.88 10875 151.7% 17.9% SEPR 272 64.50 -0.06 -0.10% 17544 37.55 10214 71.8% 11.5% GENZ 570 40.13 2.25 5.94% 22871 25.17 14348 59.4% 15.0% AGPH 300 36.88 2.75 8.06% 11063 26.00 7800 41.8% 7.2% MOGN 2000 7.63 0.56 7.96% 15250 7.00 14000 8.9% 10.0% DURA 200 10.81 1.53 16.50% 2163 24.63 4925 -56.1% 1.4% INCY 1000 22.19 0.69 3.20% 22188 29.41 29409 -24.6% 14.5% MLNM 300 18.00 0.75 4.35% 5400 18.63 5588 -3.4% 3.5% GZTC 2000 3.88 0.50 14.81% 7750 7.737 15475 -49.9% 5.1% ABSC 2000 4.50 -0.44 -8.86% 9000 8.735 17470 -48.5% 5.9% LGNDW 3000 4.00 0.50 14.29% 12000 8.75 26250 -54.3% 7.9% STOCK ______ ______ ______ ______ 152603 156353 -2.4% 100.0% SHORT SALE CREDIT ______ ______ MARGIN MTCE. EQUITY 51.7% MIN 30% (64177) BUYING POWER $ ______ 4498 EQUITY (NAV) ______ ______ ______ 88425 100000 -11.6% ^IXB INDEX 327.71 8.99 2.82% 302.42 8.4% NOTES: OPEN orders subject to available buying power--- 10/19/98 10400 GENZ sold 260 @ $40 per share. 10/1/98 -168.75 ICOS covered short, 300 shrs @ 18.0625