BioTech Navigator Investment Newsletter 1 00 News Page 19
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We at BioTech Navigator 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 be-
lieve our picks are well positioned to take advantage of the technological advances that will improve the quality of human life.
Investors should recognize that this is a long-term portfolio, share price will flutuate according to market conditions.
Bio Portfolio
BioTech Sage Report, January 2000
Company
Recommendation
Date Price
12-30
Price
%
Gain/Loss
Comments
Rating
Abgenix (ABGX)
12-30-99 132.25
132.25
0
See current write-up
Buy
Alexion (ALXN)
8-31-99 13.38
28.88
115.81
Encouraging clinical news
Hold
Cell Genesys (CEGE)
3-27-97 6.25
12.63
102
Buy below $12
Buy
Cor Therapeutics (CORR)
8-11-97 10.13
27.03
166.84
Raised target $30 earnings
Buy
GelTex (GELX)
9-22-97 21.75
12.38
-43.10
Pending Product Approval
Buy
ICOS (ICOS)
6-30-98 18.00
29.25
52.90
No new news
Hold
Isis (ISIP)
3-27-97 16.25
5.69
-65.00
Halted ISIS 2302 trials
Hold
Microcide (MCDE)
2-27-98 8.38
9.19
9.64
No new news
Hold
Progenics (PGNX)
12-29-98 12.13
48.38
298.80
Late staged products
Hold
Sepracor (SEPR)
6-30-98 41.50
100.44
142.02
Target price of $100
Hold
Sangstat (SANG)
9-30-98 21.25
30.50
52.50
Earnings in 2000
Buy
Supergen (SUPG)
3-27-97 11.13
27.50
147.08
Target price $40
Buy
Triangle Pharmaceuticals (VIRS) 10-29-99 16.25
12.75
-21.54
Undervalued
Buy
Vical (VICL)
11-30-98 16.38
27.88
74.22
Recent clinical news
Hold
Cygnus Inc.(CYGN)
4-30-98 11.00
17.50
59.09
Potential earnings
Buy
Gilead (GILD)
3-27-97 24.88
54.50
119.05
Weakness in share price
Buy
IDEC Pharmaceuticals (IDPH)
8-31-98 18.00
93.97
422.05
Target price $120
Buy
Immunex (IMNX)
3-27-97 27.38
116.00
323.67
Meet target price
Hold
Incyte (INCY)
6-30-97 41.00
61.53
50.08
Target $80 & positive news
Buy
Millennium (MLNM)
3-27-97 16.38
131.50
702.81
Meet target price
Hold
MiniMed Inc. (MNMD)
4-30-98 50.00
72.13
44.25
Pullback on share price
Hold
Protein Design (PDLI)
7-31-98 18.88
71.06
276.39
Meet target price
Hold
Vertex (VRTX)
8-29-97 34.13
34.38
.72
Target price $40
Buy
Amgen (AMGN)
3-27-97 57.75
64.88
12.34
Target price $80
Buy
Beckman (BEC)
3-27-97 43.00
50.38
17.15
Continued growth
Buy
Biogen (BGEN)
3-27-97 38.25
84.75
121.57
See current write-up
Buy
Chiron (CHIR)
3-27-97 18.88
43.00
127.75
Target price of $50
Hold
Genzyme (GENZ)
3-27-97 24.00
46.13
92.19
Target price of $60
Buy
Genentech (DNA)
3-27-97 57.88
139.00
140.15
Meet target price
Hold
Medimmune (MEDI)
8-31-99 103.19
170.44
65.17
Meet target price
Hold
Parexel (PRXL)
3-27-97 24.44
11.75
-51.92
CRO industry soft
Hold
Perkin Elmer (PEB)
3-27-97 67.88
119.88
76.60
Meet target price
Hold
Quintiles (QTRN)
3-27-97 38.00
19.13
-49.66
CRO industry soft
Hold
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