BioTech Navigator Investment Newsletter 05 01 News Color Page 14
14
BioTech Sage Report, May 2001
Bio Portfolio
We at BioTech Sage Report believe that science and technology are the key to the future. Achieving scientific advancements in technology will fuel the growth
of the biotechnology industry, making possible the creation of new drugs or therapeutics. We believe our picks are well positioned to take advantage of the techno-
logical advances that will improve the quality of human life.
Investors should recognize that this is a long-term portfolio, share price will fluctuate according to market conditions.
Company
Reference
Date Price
4-30
Price
%
1-mo
%
1-year
%
Inception
Abgenix (ABGX)
12-30-99 33.06
37.40
57.87
-24.0
13.12
Affymetrix (AFFX)
5-31-00 59.38
33.05
18.84
NA
14.32
Aviron (AVIR)
11-30-99 16.06 49.21
18.41
96.84
206.41
Celgene (CELG)
4-28-00 47.06
17.67
-29.32
-62.71
-62.45
Cell Genesys (CEGE)
3-27-97 6.25
15.82
11.02
-29.50
153.12
Ciphergen (CIPH)
3-30-01 4.44
7.70
73.42
NA
73.42
Cor Therapeutics (CORR)
8-11-97 5.25
31.00
37.78
-26.19
473.41
Dendreon Corporation (DNDN)
10-31-00 16.38
8.45
21.76
NA
-48.41
Genzyme Biosurgery (GZBX)
12-29-00 8.69
4.75
-13.64
NA
-46.87
Genzyme Transgenics (GZTC)
3-31-00 20.00
6.29
-4.12
-69.32
-68.55
ICOS (ICOS)
6-30-98 18.00
57.61
21.28
44.46
220.06
Imclone Pharmaceuticals (IMCL)
4-28-00 45.50
40.46
21.90
NA
-11.08
Inhale Therapeutics (INHL)
2-28-01 31.00
33.30
55.75
NA
7.42
Praecis (PRCS)
10-31-00 25.38
21.94
10.03
NA
-13.55
Sepracor (SEPR)
6-30-98 20.75
26.36
-17.63
-74.0
27.04
Supergen (SUPG)
3-27-97 11.13
10.80
4.75
-71.76
-2.96
Trimeris Inc. (TRMS)
10-29-99 18.00
35.17
17.23
-10.69
95.39
Gilead (GILD)
3-27-97 24.88
48.98
50.71
75.71
293.81
Millennium (MLNM)
3-27-97 4.18
37.20
22.13
-20.0
808.70
Protein Design (PDLI)
7-31-98 18.88
64.25
44.38
10.79
580.61
Vertex (VRTX)
8-29-97 17.23
38.56
5.30
39.26
125.17
Amgen (AMGN)
3-27-97 14.44
61.14
1.58
9.0
323.48
Biogen (BGEN)
3-27-97 38.25
64.66
2.13
11.0
238.09
Chiron (CHIR)
3-27-97 18.88
48.01
9.41
5.80
154.29
Genzyme (GENZ)
3-27-97 24.00
108.97
20.64
123.2
354.04
Genentech (DNA)
3-27-97 14.47
52.50
3.96
-19.0
262.85
IDEC Pharmaceuticals (IDPH)
8-31-98 9.00
49.20
23.00
104.63
1540.0
Immunex (IMNX)
3-27-97 3.42
15.26
6.64
-63.00
568.93
Medimmune (MEDI)
8-31-99 51.60
39.15
9.11
-26.10
-24.2
Perkin Elmer (PKI)
3-27-97 67.88
66.91
27.57
23.20
-1.43
Aggressive
Growth
Intermediate
Growth
Stable
Growth
