17
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 technological
advances that will improve the quality of human life. From time to time, new names are added. Companies that fail to fulfill their promises are removed.
Investors should recognize that this is a long-term portfolio, share price will fluctuate according to market conditions.
Bio Portfolio
Company
Reference
Date Price
12-29
Price
%
Gain/Loss
Comments
Abgenix (ABGX)
12-30-99 33.06
59.38
80
Monoclonal antibodies are the future
Affymetrix (AFFX)
5-31-00 59.38
74.25
25
Continued growth
Alexion (ALXN)
8-31-99 13.38
64.0
378
Valuation concerns
Aviron (AVIR)
11-30-99 16.06 66.25
313
In line with fall 2001 launch of Flumist
Celgene (CELG)
4-28-00 47.06
32.63
-31
Share price is becoming attractive
Cell Genesys (CEGE)
3-27-97 6.25
22.50
260
Future looks promising
Cor Therapeutics (CORR)
8-11-97 5.25
35.25
571
Continued growth
Dendreon Corporation (DNDN)
10-31-00 16.38
14.69
-10
12-14-00 IPO unlocking
Genzyme Biosurgery (GZBX)
12-29-00 8.69
8.69
NA
See current write-up
Genzyme Transgenics (GZTC)
3-31-00 20.00
14.25
-29
Good play for the future
ICOS (ICOS)
6-30-98 18.00
51.94
189
Cialis NDA filing in 2001
Imclone Pharmaceuticals (IMCL) 4-28-00 45.50
44.25
-3
FDA filing mid-2001
Praecis (PRCS)
10-31-00 25.38
29.25
15
Abraelix is on track on development
Sepracor (SEPR)
6-30-98 20.75
80.13
286
Waiting for Claritin to be approved
Supergen (SUPG)
3-27-97 11.13
13.88
25
Negative perceptions of the company
Trimeris Inc. (TRMS)
10-29-99 18.00
54.88
205
Lead product for AIDS is on track
Vical (VICL)
11-30-98 16.38
18.50
13
Continues to make progress
Alkermes. (ALKS)
6-30-00 47.12
31.38
-33
Technology continues to advance
Gilead (GILD)
3-27-97 24.88
82.94
233
Continued growth
Incyte (INCY)
6-30-97 16.75
24.88
48
Feeling market and competition pains
Millennium (MLNM)
3-27-97 4.18
61.88
1380
Making progress on its business
Protein Design (PDLI)
7-31-98 18.88
86.88
360
Future is bright
Vertex (VRTX)
8-29-97 17.23
71.50
317
Promising product pipeline
Amgen (AMGN)
3-27-97 14.44
63.94
343
Continued growth
Biogen (BGEN)
3-27-97 38.25
60.06
57
Improving its pipeline
Chiron (CHIR)
3-27-97 18.88
44.50
136
Improving its pipeline
Genzyme (GENZ)
3-27-97 24.00
89.94
275
Watch for developments on Fabrazyme
Genentech (DNA)
3-27-97 14.47
83.00
474
Continued growth
IDEC Pharmaceuticals (IDPH)
8-31-98 9.00
189.56
2006
Trading at all time high
Immunex (IMNX)
3-27-97 3.42
40.63
1088
Continued growth
Medimmune (MEDI)
8-31-99 51.60
47.69
-8.0
Continued growth
Perkin Elmer (PKI)
3-27-97 67.88
103.63
53
Continued growth
Aggressive
Growth
Intermediate
Growth
Stable
Growth
BioTech Sage Report, January 2001
