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

To: Cytokine1 who wrote (6495)	2/22/1999 8:12:00 PM
From: Biomaven	Respond to of 9719

Possibly relevant to GZTC (from the MTC thread): 'Genetic Engineering News' Reports Monsanto Targets Contract Production of Drugs in Plants LARCHMONT, N.Y., Feb. 22 /PRNewswire/ -- Monsanto Company has decided to leverage its skills in pharmaceuticals and agricultural biotechnology by offering the contract production of new drugs in plants. Although the St. Louis-based firm set up its Integrated Protein Technologies contract production unit very quietly last year, Monsanto has begun to tout the benefits of its novel venture only recently, notes the lead article in the February 15 issue of "Genetic Engineering News." According to William S. White, business leader of IPT, NeoRx (Seattle, WA) has already tested a monoclonal antibody expressed in corn in Phase I/II clinical trials. The product, which was developed through a collaboration between NeoRx and Monsanto's Agracetus R&D unit, was parenterally administered to oncology patients. Monsanto plans to emphasize the production of transgenic pharmaceutical proteins, vaccines and industrial enzymes in corn, soybean and tobacco. Recombinant proteins expressed in plants appear to function as well as those produced in other systems, explains White, who adds that plant-based pharmaceutical production has huge advantages in terms of cost savings and the absence of human viruses and prions. "Monsanto's move into contract production is a strategic decision by a biotech powerhouse that wants to capitalize on its core competencies," says John Sterling, managing editor of "Genetic Engineering News." "The company has drawn on its pharmaceutical expertise and agbiotech-based technology platform to target contract production, which is one of the fastest growing markets in biotechnology. *** For a copy of the February 15 issue of "Genetic Engineering News," call Esther Bicovny at Mary Ann Liebert, publishers, at 914-834-3100.

To: Cytokine1 who wrote (6495)	2/22/1999 8:12:00 PM
From: Biomaven	Respond to of 9719

Possibly relevant to GZTC (from the MTC thread): 'Genetic Engineering News' Reports Monsanto Targets Contract Production of Drugs in Plants LARCHMONT, N.Y., Feb. 22 /PRNewswire/ -- Monsanto Company has decided to leverage its skills in pharmaceuticals and agricultural biotechnology by offering the contract production of new drugs in plants. Although the St. Louis-based firm set up its Integrated Protein Technologies contract production unit very quietly last year, Monsanto has begun to tout the benefits of its novel venture only recently, notes the lead article in the February 15 issue of "Genetic Engineering News." According to William S. White, business leader of IPT, NeoRx (Seattle, WA) has already tested a monoclonal antibody expressed in corn in Phase I/II clinical trials. The product, which was developed through a collaboration between NeoRx and Monsanto's Agracetus R&D unit, was parenterally administered to oncology patients. Monsanto plans to emphasize the production of transgenic pharmaceutical proteins, vaccines and industrial enzymes in corn, soybean and tobacco. Recombinant proteins expressed in plants appear to function as well as those produced in other systems, explains White, who adds that plant-based pharmaceutical production has huge advantages in terms of cost savings and the absence of human viruses and prions. "Monsanto's move into contract production is a strategic decision by a biotech powerhouse that wants to capitalize on its core competencies," says John Sterling, managing editor of "Genetic Engineering News." "The company has drawn on its pharmaceutical expertise and agbiotech-based technology platform to target contract production, which is one of the fastest growing markets in biotechnology. *** For a copy of the February 15 issue of "Genetic Engineering News," call Esther Bicovny at Mary Ann Liebert, publishers, at 914-834-3100.

To: Cytokine1 who wrote (6495)	2/22/1999 9:11:00 PM
From: Cytokine1	Read Replies (1) \| Respond to of 9719

VD's MODEL PORTFOLIO 2/22/99 Change $7325 UP 2.64% Started 4/9/97, $100K . INDEX ^IXB UP 0.95% YTD EQUITY CHANGE -2.9% # CURRENT DAILY CURRENT COST TOTAL %GAIN/ % OF SYMBOL SHRS PRICE CHANGE %CHG VALUE SHR COST LOSS TOTAL ======= ======= ======= ======= ======= ======= ======= ======= ======= ======= MLNM 1000 28.00 -1.72 -5.78% 28000 18.93 18931 47.9% 9.8% CLTR 1500 22.88 -0.25 -1.08% 34313 15.27 22906 49.8% 12.1% SEPR 300 121.56 5.56 4.80% 36469 86.00 25800 41.4% 12.8% CGPI 2000 10.25 0.25 2.50% 20500 9.00 18000 13.9% 7.2% INIS 1000 12.38 -0.06 -0.50% 12375 11.25 11250 10.0% 4.4% MOGN 3000 8.63 -0.38 -4.17% 25875 8.667 26000 -0.5% 9.1% GSII 2000 3.69 0.00 0.00% 7375 4.00 8000 -7.8% 2.6% INCY 2000 29.88 3.56 13.54% 59750 28.95 57909 3.2% 21.0% CELG 1000 14.50 0.75 5.45% 14500 15.21 15213 -4.7% 5.1% BTRN 6000 2.13 0.09 4.62% 12750 2.25 13500 -5.6% 4.5% ABSC 2000 8.00 1.13 16.36% 16000 8.735 17470 -8.4% 5.6% GZTC 2000 4.25 -0.25 -5.56% 8500 7.737 15475 -45.1% 3.0% LGNDW 2000 4.00 -0.88 -17.95% 8000 8.75 17500 -54.3% 2.8% STOCK ______ ______ ______ ______ 284406 267954 6.1% 100.0% SHORT SALE CREDIT ______ ______ 0 MARGIN MTCE. EQUITY 59.0% MIN 30% (104957) BUYING POWER $ ______ 46367 EQUITY (NAV) ______ ______ ______ 179449 100000 79.4% ^IXB INDEX 457.02 4.29 0.95% 302.42 51.1% NOTES: OPEN orders subject to available buying power--- INCY limit buy 1000 @ $20.00 LGNDW limit sell 2000 @ $8.75 2/10/99 -8000 GSII bought 2000 @ $4.00 2/8/99 -2712.5 CELG bought 200 @ $13.5625 2/5/99 9000 ENMD covered short 1000 shrs @ $24.00, cost $33.00 per shr) 2/2/99 -12000 INCY bought 500 shrs @ $24.00 2/2/99 -4500 CELG bought 300 @ $15.00