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

To: Cytokine1 who wrote (9042)	12/6/2001 10:32:24 AM
From: Vector1	Read Replies (1) \| Respond to of 9719

CYTO, biggest day in a long time. Almost back to the $1m level off of our original $100,000 investment. MLNM getting hit on COR deal. Deal does not make a huge amount of sense on the face of it. Glad we traded MLNM for SEPR. DJ BEFORE THE BELL: Merger Puts Millennium Down, Cor Up NEW YORK (Dow Jones)--Millennium Pharmaceuticals Inc. (MLNM) signed a definitive agreement to acquire Cor Therapeutics Inc. (CORR) in a stock swap valued at $2 billion. As is the case with most stocks after a merger is announced, the acquirer's shares fall, while the acquiree's rise. Cor's shares recently rose 50.46%, or $9.96, to $29.70, while Millennium's shares fell 12.55%, or $4.45, to $31 at the Island ECN. The merger will create a pharmaceutical and research force with multiple products already on the market, nine candidate products in human clinical trials and more than 1,200 employees in research and development, Millennium said in a press release Thursday. The merger agreement, approved by the boards of both companies, offers Cor shareholders 0.9873 shares of newly issued Millennium common stock in exchange for each Cor share. Shares of voice infrastructure software maker General Magic Inc. (GMGC) rose 22.86%, or 8 cents, to 43 cents before the bell at Island. The company said Wednesday it has raised $4.7 million for working capital purposes through

To: Cytokine1 who wrote (9042)	12/7/2001 5:26:44 PM
From: Cytokine1	Read Replies (1) \| Respond to of 9719

VD's MODEL PORTFOLIO 12/7/01 Change -$49360 DOWN -3.72% Started 4/9/97, $100K . INDEX ^NBI DOWN -2.11% YTD EQUITY CHANGE -29.3% # CURR . DAILY CURR COST TOTAL %GAIN/ % OF SYMBOL SHRS PRICE CHG %CHG VALUE SHR COST LOSS TOTAL . . . . . . . . . . INCY 4000 20.01 -0.54 -2.63% 80040 26.45 105807 -24.4% 6.3% BTRN 14000 8.00 -0.08 -0.99% 112000 9.21 128875 -13.1% 8.8% CELG 7000 31.50 -4.50 -12.50% 220500 16.45 115167 91.5% 17.3% CRXA 4000 14.78 -0.49 -3.21% 59120 14.25 57000 3.7% 4.6% SEPR 7000 52.00 -0.98 -1.85% 364000 55.63 389413 -6.5% 28.5% VRTX 2000 27.29 -0.24 -0.87% 54580 35.04 70083 -22.1% 4.3% LEXG 4000 11.13 -0.60 -5.12% 44520 9.81 39250 13.4% 3.5% CBST 3000 34.93 -0.42 -1.19% 104790 15.31 45930 128.2% 8.2% OSIP 2000 47.68 0.08 0.17% 95360 45.00 90000 6.0% 7.5% MOGN 2000 14.05 -0.30 -2.09% 28100 15.55 31100 -9.6% 2.2% KOSP 1000 32.60 0.10 0.31% 32600 30.45 30450 7.1% 2.6% EBIO 3000 2.10 0.10 5.00% 6300 2.00 6000 5.0% 0.5% AFFX 2000 37.30 -0.79 -2.07% 74600 22.30 44600 67.3% 5.8% STOCK ______ ______ ______ ______ 1276510 1153675 10.6% 100.0% SHORT SALE CREDIT ______ ______ 0 MARGIN MTCE. EQUITY 70.5% MIN 30% (374867) BUYING POWER $ ______ 520477 EQUITY (NAV) ______ ______ ______ 901643 100000 801.6% ^NBI INDEX 947 -20.40 -2.11% 302.42 213.1% NOTES: OPEN orders subject to available buying power--- 11/30/01 -30450 BUY 1000 KOSP @ 30.45 (Opening Price) 11/29/01 -6000 BUY 3000 EBIO @ 2.00 11/29/01 19400 SELL 1000 INCY @ 19.40 11/21/01 -92200 BUY 2000 SEPR @ 46.10 11/21/01 60000 SELL 2000 MLNM @ 30.00 10/12/01 -21850 BUY 1000 MLNM @ 21.85 10/12/01 -57000 BUY 4000 CRXA @ 14.25 10/12/01 93825 SELL 2500 TRMS @ 37.53 10/11/01 -31100 BUY 2000 MOGN @ 15.55 10/4/01 7500 SELL 2000 PRCS @ $3.75