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

To: Cytokine1 who wrote (6929)	7/24/1999 1:36:00 PM
From: Vector1	Respond to of 9719

Thanks Cyto, Model buys 1000 shares of INHL at Fridays close. Model sells 2000 GSII at Fridays close. V1

To: Cytokine1 who wrote (6929)	7/24/1999 6:25:00 PM
From: Don Miller	Read Replies (1) \| Respond to of 9719

I have been lurking for a little less than a year here, but participating far more on the SEPR thread. The individuals which frequent this thread seem to be very knowledgeable in both the drug issues and stock company investment. I would like to pose what I assume is a newbie question to this thread, but I could not think of a group that I respect more, so here goes. Perspective firstly, percentage wise I own about as much SEPR stock as this thread has in it's portfolio. My remaining portfolio contains very little other drug stocks. My average SEPR price is well above your portfolio's. My purchases occurred over the last 9 months, therefore I have seen a "few" ups and downs. I believe I fully understand the potential and probability of success for SEPR, but the most significant stock price increase seems to be a one or more years off. I must say the volatility of this stock is both annoying and distracting, but darn it I am convinced this company is soon to be jewel. I have been discussing with myself why not sell the stock and buy even more lower priced 2001 say 80 call leaps with the proceeds. What I am trying to do here is claim the right to own the most SEPR that I can afford to risk. I note this portfolio owns SEPR stock rather than options of any kind. Could anyone argue the merits or direct my attention to an argument for owning a 1-2 year future value stock rather than employing a leap strategy. A secondary question would be to ask, -is there is a better way to capitalize on the SEPR potential? Thank you for whatever wisdom you could impart to this newbie.

To: Cytokine1 who wrote (6929)	7/25/1999 9:52:00 PM
From: Rocketman	Read Replies (3) \| Respond to of 9719

MODEL BUYS 1000 BPUR @ IT'S POST IPO OPEN RMAN

To: Cytokine1 who wrote (6929)	7/27/1999 1:13:00 AM
From: Cytokine1	Read Replies (2) \| Respond to of 9719

VD's MODEL PORTFOLIO 7/26/99 Change -$12813 DOWN -3.15% Started 4/9/97, $100K . INDEX ^IXB DOWN -1.71% YTD EQUITY CHANGE 10.2% # CURRENT DAILY CURRENT COST TOTAL %GAIN/ % OF SYMBOL SHRS PRICE CHANGE %CHG VALUE SHR COST LOSS TOTAL ======= ======= ======= ======= ======= ======= ======= ======= ======= ======= MLNM 1000 47.13 0.25 0.53% 47125 18.93 18931 148.9% 11.9% BTRN 6000 5.63 0.00 0.00% 33750 2.25 13500 150.0% 8.6% CLTR 2500 27.50 -1.75 -5.98% 68750 17.313 43281 58.8% 17.4% MOGN 3000 11.19 -0.44 -3.76% 33563 8.667 26000 29.1% 8.5% CELG 1500 15.13 -0.81 -5.10% 22688 15.767 23650 -4.1% 5.8% CGPI 2000 10.13 0.13 1.25% 20250 9.00 18000 12.5% 5.1% INHL 1000 23.63 -0.88 -3.57% 23625 24.50 24500 -3.6% 6.0% SEPR 500 80.13 -1.94 -2.36% 40063 78.20 39100 2.5% 10.2% INCY 2000 25.88 -0.38 -1.43% 51750 28.95 57909 -10.6% 13.1% ABSC 2000 7.88 -0.63 -7.35% 15750 8.735 17470 -9.8% 4.0% GZTC 2000 5.38 -0.63 -10.42% 10750 7.737 15475 -30.5% 2.7% GLIA 1500 17.56 -0.88 -4.75% 26344 22.979 34469 -23.6% 6.7% STOCK ______ ______ ______ ______ 394406 332285 18.7% 100.0% SHORT SALE CREDIT ______ ______ 0 MARGIN MTCE. EQUITY 51.7% MIN 30% (190656) BUYING POWER $ ______ 13094 EQUITY (NAV) ______ ______ ______ 203750 100000 103.7% ^IXB INDEX 551.27 -9.61 -1.71% 302.42 82.3% NOTES: OPEN orders subject to available buying power--- INCY limit buy 1000 @ $20.00 BPUR buy 1000 @ IPO opening price 7/23/99 -24500 BUY 1000 INHL @ $24.50 7/23/99 9375 SELL 2000 GSII @ $4.6875 7/16/99 7437.5 INIS sold 1000 @ $7.4375 7/12/99 -10375 CLTR bought 500 @ $20.75 7/12/99 -8437.5 CELG bought 500 @ $16.875 7/12/99 -11468.75 GLIA bought 1000 @ $22.9375