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

To: bluejeans who wrote (4751)	4/24/1998 12:18:00 AM
From: Vector1	Read Replies (2) \| Respond to of 9719

Interesting. I think there is a bit of a squeeze going on. I am going to pull the PP doc again. I thought there were 3 forced conversion prices. I am going to wait for the momentum to subside a bit before we jump in. I also need a better understanding of he fundementals. V1

To: bluejeans who wrote (4751)	4/24/1998 8:03:00 PM
From: Cytokine1	Respond to of 9719

VD's MODEL PORTFOLIO 4/24/98 Change -$5580 DOWN -2.67% Started 4/9/97, $100K . INDEX ^IXB DOWN -0.09% YTD EQUITY CHANGE 15.5% # CURRENT DAILY CURRENT COST TOTAL %GAIN/ % OF SYMBOL SHRS PRICE CHANGE %CHG VALUE SHR COST LOSS TOTAL ======= ======= ======= ======= ======= ======= ======= ======= ======= ======= CLTR 1000 26.00 -2.13 -7.56% 26000 10.88 10875 139.1% 12.4% MOGN 3000 7.69 -0.31 -3.91% 23063 5.125 15375 50.0% 11.0% INCY 680 41.00 -0.50 -1.20% 27880 26.88 18280 52.5% 13.3% GZTC 2770 10.63 0.13 1.19% 29431 7.737 21432 37.3% 14.0% GENZ 530 29.63 -0.16 -0.52% 15701 23.50 12455 26.1% 7.5% SEPR 146 45.00 -1.50 -3.23% 6570 37.16 5426 21.1% 3.1% BGEN 200 43.75 -0.19 -0.43% 8750 35.88 7175 22.0% 4.2% GSII 500 4.50 0.00 0.00% 2250 4.25 2125 5.9% 1.1% DURA 300 25.31 -0.25 -0.98% 7594 24.63 7388 2.8% 3.6% MLNM 300 18.25 -0.63 -3.31% 5475 18.63 5588 -2.0% 2.6% LGNDW 3000 8.19 -0.56 -6.43% 24563 8.75 26250 -6.4% 11.7% AVIR 500 22.25 -0.25 -1.11% 11125 25.00 12500 -11.0% 5.3% REGN 1000 9.63 0.02 0.16% 9625 12.00 12000 -19.8% 4.6% GENZL 1000 7.88 0.00 0.00% 7875 10.36 10363 -24.0% 3.7% ABSC 400 10.25 -0.63 -5.75% 4100 14.94 5975 -31.4% 2.0% QGENF -100 64.00 -1.25 -1.92% -6400 69.82 -6982 8.3% STOCK ______ ______ ______ ______ 203601 166224 22.5% 100.0% SHORT SALE CREDIT ______ ______ 6982 MARGIN MTCE. EQUITY 49.8% MIN 30% (102184) BUYING POWER $ ______ -767 EQUITY (NAV) ______ ______ ______ 108399 100000 8.4% ^IXB INDEX 325.57 -0.30 -0.09% 302.42 7.7% NOTES: OPEN orders subject to available buying power--- Open limit buy order, min 50 shrs, max 154 shrs SEPR @ 38 or less Open limit buy order, 100 shrs QGENF @ 60 to cover short position Open limit sell order, 260 shrs GENZ @35 or higher 4/23/98 -2125 GSII bought 500 @ 4.25 4/23/98 -4200 INCY bought, 100 additional @ 42 4/23/98 10565 GLFD sold 500 @ 21.13, loss 3560, -25.2% 4/23/98 5324 FUSE sold 400 @ 13.31, loss $351, -6.2% 4/20/98 -26250 LGNDW bought 3000 shrs @ 8.75 4/20/98 42437.50 LGND sold 2800 shrs @ $15.15625, profit 7627.5, 21.9% 4/9/98 -8674.5 Margin interest 1yr thru 4/8/98 7% times avg daily bal 119261.12 plus 680 trans fees ($10 times 68 transactions) 4/1/98 -7387.5 DURA bought 300 @ $24.625 4/1/98 -5587.5 MLNM bought 300 @ $18.625