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

To: Cytokine1 who wrote (4921)	5/16/1998 1:04:00 PM
From: Vector1	Read Replies (3) \| Respond to of 9719

I"M BACK As rocketman posted I am traveling and my Explorer crashed and I couldn't get it to go. Thankfully Rman kept me posted through emails. Late last night I remembered that I had loaded an old version of Netscape a couple of years ago and was able to upload it as my default browser. So i have an old board, but I am surfing. Today I love Netscape and will download the new version when I have more time. Right now I share Janet Renos view of Microsoft. What a week. We are really kicking ass. The MOGN pick was mine but the stop loss was RMAN and it was a great move. Where is the fair value of MOGN. At $10 the market cap is about $140. Until they show either an accelleration of Salagen sales, a partner for MGI 114 or they enter Phase II for MGI 114 they are prob fairly valued. However, I think all three will happen this year which will propell the stock into the teens and beyond. The question is when to get back in. Lets watch closely. I would buy on a pullback to $8. In addition I would note that the rise was a surprise to many in the company as a number of mid level insiders have filed to sell some shares over the last month. So much for insider selling as a negative indicator. V1

To: Cytokine1 who wrote (4921)	5/18/1998 3:27:00 PM
From: Rocketman	Read Replies (3) \| Respond to of 9719

PRICE ADJUSTMENT TO MODEL SALE ON MOGN: Because MOGN never sold for as high as $12.00 on 5/13, when our Stop Loss kicked in would have been as soon as MOGN opened as $11 5/8, thus our 3000 shares of MOGN sold (assuming our broker wasn't caught in morning traffic) @ $11.625 instead of $12.00, which means we need to add 3/8 x $3000 = $1125 back into our margin balance, and adjust our profits down on the sale. We obviously have people on the threads who read their brokerage statements, thanks for reading ours @;-> Rman