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

To: Vector1 who wrote (3795)	12/29/1997 8:20:00 PM
From: Cytokine1	Read Replies (1) \| Respond to of 9719

MODEL SELL to meet margin call. 1400 shrs MOGN @ 3.9375 (closing price). I sold enough MOGN to bring us back to 35% maintenance. The margin maintenance had dropped to 32.5% today, mainly because MOGN dropped below 4 1/16th, which makes it nonmarginable. Candidates for sale if we drop again are more MOGN, FUSE, some of GENZL and MDYN. Hope we get some more rally and avoid more sales. Vector, I trust this is an acceptable move. Rman has emailed me and said to use my judgement to keep us in compliance. I shall trim as necessary if we drop substantially below the 35% level. C1

To: Vector1 who wrote (3795)	12/29/1997 8:24:00 PM
From: Cytokine1	Read Replies (1) \| Respond to of 9719

VD's MODEL PORTFOLIO 12/29/97 Change $865 UP 0.39% Started 4/9/97, $100K . INDEX ^IXB UP 0.40% VD Inc: May the Biotech Century Begin! # CURRENT DAILY CURRENT COST TOTAL %GAIN/ % OF SYMBOL SHRS PRICE CHANGE %CHG VALUE SHR COST LOSS TOTAL ======= ======= ======= ======= ======= ======= ======= ======= ======= ======= CLTR 1000 18.50 1.13 6.47% 18500 10.88 10875 70.1% 8.4% INCY 580 40.00 1.50 3.90% 23200 24.28 14080 64.8% 10.5% GZTC 2770 10.00 0.00 0.00% 27700 7.74 21432 29.2% 12.5% AFFX 250 30.25 0.50 1.68% 7563 25.77 6441 17.4% 3.4% GENZ 530 26.44 0.38 1.44% 14012 23.50 12455 12.5% 6.3% AVIR 500 25.75 0.13 0.49% 12875 25.00 12500 3.0% 5.8% GSII 2700 5.75 -0.06 -1.08% 15525 5.69 15354 1.1% 7.0% BGEN 400 35.13 -0.63 -1.75% 14050 35.88 14350 -2.1% 6.4% LGND 2800 12.06 0.06 0.52% 33775 12.43 34810 -3.0% 15.3% ABSC 400 13.00 -0.25 -1.89% 5200 14.94 5975 -13.0% 2.4% MOGN 1600 3.94 -0.13 -3.08% 6300 9.609 15375 -59.0% 2.9% REGN 1000 8.50 0.00 0.00% 8500 12.00 12000 -29.2% 3.8% GLFD 500 18.88 -0.31 -1.63% 9438 28.25 14125 -33.2% 4.3% GENZL 2015 6.88 -0.25 -3.51% 13853 10.36 20880 -33.7% 6.3% FUSE 400 8.69 0.31 3.73% 3475 14.19 5675 -38.8% 1.6% MDYN 500 13.88 -0.88 -5.93% 6938 23.50 11750 -41.0% 3.1% SUBTOT ______ ______ ______ ______ 220903 228078 -3.1% 100.0% CASH ______ ______ ______ ______ 0 MARGIN MTCE. EQUITY 35.0% MIN 35% (139437) BUYING POWER $ ______ 0 NAV = ______ ______ ______ ______ 81465 100000 -18.5% ^IXB INDEX 295.07 1.18 0.40% 302.42 -2.4% NOTES: 12/29/97 MOGN sold 1400 @ 3.9375 ($5512.50), loss $1662.50, -23.2%