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

To: Cytokine1 who wrote (7552)	2/4/2000 8:55:00 PM
From: Ward Knutson	Read Replies (2) \| Respond to of 9719

Rick, to put your notion of the flat stock performance of MOGN during 1999 to rest I thought I would compare the performance on my time frame, and not let the 1999 (equity) stagnation that you focused on take away from the dramatic strides that MGI Pharma under Blitzer's reign has made. JANUARY 1998 to Present: INCY 40 to 135 = 3.3x SEPR 40 to 135 = 3.3x CELG 10 to 90 = 9.0x IMCL 8 to 65 = 8.1x AFFX 30 to 270 = 9.0x MOGN 4 to 30 = 8.0x MGI Pharma is just getting started - they are by no measure under-performing... The best is yet to come Rick...I know you will be there... Oh and by the way, Bags made the more accurate call on MGI Pharma than yourself... HOLD ALL SHARES THROUGH ALL OF PHASE II was his call. He knew the drug, you and MJ did not. 1999 was an outrageous year for MGI Pharma, the numerous accomplishments in 1999 set the table for 2000 and beyond... Ward

To: Cytokine1 who wrote (7552)	2/7/2000 8:04:00 PM
From: Cytokine1	Read Replies (2) \| Respond to of 9719

VD's MODEL PORTFOLIO 2/7/00 Change $42563 UP 3.63% Started 4/9/97, $100K . INDEX ^IXB UP 6.07% YTD EQUITY CHANGE 68.5% # CURRENT DAILY CURRENT COST TOTAL %GAIN/ % OF SYMBOL SHRS PRICE CHANGE %CHG VALUE SHR COST LOSS TOTAL ======= ======= ======= ======= ======= ======= ======= ======= ======= ======= NBIX 1500 29.63 3.63 13.94% 44438 12.646 18969 134.3% 3.7% INCY 1000 140.00 5.00 3.70% 140000 28.95 28954 383.5% 11.5% ABSC 1500 59.75 11.50 23.83% 89625 8.761 13141 582.0% 7.4% BTRN 3000 8.25 0.38 4.76% 24750 2.25 6750 266.7% 2.0% NPSP 2000 16.38 0.25 1.55% 32750 5.50 11000 197.7% 2.7% CELG 2000 95.69 4.56 5.01% 191375 27.10 54200 253.1% 15.7% CGPI 2000 21.75 -0.25 -1.14% 43500 9.00 18000 141.7% 3.6% GZTC 2000 25.69 0.56 2.24% 51375 7.737 15475 232.0% 4.2% MOGN 1500 34.13 4.00 13.28% 51188 8.667 13000 293.8% 4.2% TRMS 3000 47.00 0.50 1.08% 141000 21.77 65313 115.9% 11.6% SEPR 1000 142.75 5.31 3.87% 142750 84.71 84713 68.5% 11.7% CLTR 5500 31.06 -1.50 -4.61% 170844 16.76 92156 85.4% 14.0% EPPH.OB 3000 11.13 -1.81 -14.01% 33375 6.25 18750 78.0% 2.7% GLIA 3500 17.06 1.25 7.91% 59719 17.5625 61469 -2.8% 4.9% STOCK ______ ______ ______ ______ 1216688 501889 142.4% 100.0% SHORT SALE CREDIT ______ ______ 0 MARGIN MTCE. EQUITY 86.8% MIN 30% (160188) BUYING POWER $ ______ 896312 EQUITY (NAV) ______ ______ ______ 1056500 100000 956.5% ^IXB INDEX 1,151.65 65.89 6.07% 302.42 280.8% NOTES: OPEN orders subject to available buying power--- . BUY 500 SEPR @ $90 . BUY 500 SEPR @ $95 . . . 02/02/2000 -12968.75 BUY 500 NBIX @ $25.9375 01/11/1999 -16000 BUY 1000 GLIA @ $16.00 01/11/2000 -18750 BUY 3000 EPPH.OB @ $6.25 01/07/2000 -30000 BUY 500 CELG @ $60.00 01/04/2000 -20712.5 BUY 200 SEPR @ $103.5625