BioTech Navigator Investment Newsletter News 3 98 Page 15
15
We at BioTech Navigator believe that science and technology is 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 technolog-
ical advances that will improve the quality of human life.
One word of caution: Investors should recognize that this is a long-term portfolio, based on the fundamental premise that even if a correction or recession inter-
venes, these companies will eventually prosper.
Bio Portfolio
Genzyme (GENZ)
3-27-97 24.00
29.56
23.18
Genentech (GNE)
3-27-97 57.88
67.44
16.51
Parexel (PRXL)
3-27-97 24.44
37.75
54.46
Perkin Elmer (PKU)
3-27-97 67.88
73.19
7.52
Quintiles (QTRN)
3-27-97 38.00
48.88
28.62
Aggressive Growth
Company
Recommendation
Date Price
2-27
Price
%
Chng
Cell Genesys (CEGE)
3-27-97 6.25
6.81
9.00
Cor Therapeutics (CORR) 8-11-97 10.13
12.63
24.63
Corvas (CVAS)
10-28-97 4.25
3.75
-11.76
Creative BioMolecules (CBMI)
12-31-97 7.25
9.63
32.76
Digene (DIGE)
3-31-97 11.38
7.75
-31.90
GelTex (GELX)
9-22-97 21.75
28.88
32.76
Intermediate Growth
Agouron (AGPH)
3-27-97 36.00
36.88
2.43
Biotech General (BTGC)
8-29-97 12.67
8.44
-33.41
Genset (GENXY)
6-30-97 19.38
29.00
49.64
Gilead (GILD)
3-27-97 24.88
-35.81
43.94
Immune Response(IMNR) 3-27-97 8.50
9.50
11.76
Stable Growth
Amgen (AMGN)
3-27-97 57.75
53.13
-8.01
Beckman (BEC)
3-27-97 43.00
48.38
12.50
Biogen (BGEN)
3-27-97 38.25
44.13
15.36
Centocor (CNTO)
3-27-97 31.38
36.06
14.92
Chiron (CHIR)
3-27-97 18.88
19.19
1.63
Immunex (IMNX)
3-27-97 27.38
59.13
115.94
Incyte (INCY)
6-30-97 41.00
45.50
10.98
Millennium (MLNM)
3-27-97 16.38
20.13
22.86
Neogen (NEOG)
8-22-97 9.00
12.25
36.11
Vertex (VRTX)
8-29-97 34.13
37.38
9.51
Company
Recommendation
Date Price
2-27
Price
%
Chng
Isis (ISIP)
3-27-97 16.25
13.44
-17.31
Magainin (MAGN)
2-27-98 7.31
7.31
0
Microcide (MCDE)
2-27-98 8.38
8.38
0
SIBIA (SIBI)
11-17-97 7.00
5.40
-15.63
Supergen (SUPG)
3-27-97 11.13
12.56
12.87
Xoma (XOMA)
3-27-97 5.63
4.97
-11.75
15
BioTech Navigator, March 1998