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

To: Rocketman who wrote (5040)	6/1/1998 11:26:00 AM
From: Harold Engstrom	Read Replies (1) \| Respond to of 9719

Think you ought to cover at last closing price since that will make accounting more conservative for returns of portfolio, unless the portfolio would have taken its lumps if ICOS had soared at the open.

To: Rocketman who wrote (5040)	6/1/1998 1:09:00 PM
From: Vector1	Read Replies (2) \| Respond to of 9719

Rman, the email I sent you on Sun must not have gone through. For what its worth I suggested covering at the open not at the last close. I think in general the last close is a good policy except where there is impending news thus creating an unfair advatage. I think folks on the thread thought the Rathman appearance was impending news so the open price made sense. Sorry I didn't get back sooner but things were a little crazy at the V household. V1

To: Rocketman who wrote (5040)	6/1/1998 2:33:00 PM
From: scaram(o)uche	Read Replies (1) \| Respond to of 9719

>> Guess Rathman (the original Rman???) didn't stir things up much afterall << Nah, he did exactly the opposite. I missed him on CNBC, but, from today's WSJ interactive..... "We don't have any data to talk about right now. We don't want to talk about something that's half done or miss something that's negative," said Icos Chairman George Rathmann, formerly chairman of Amgen Inc. "We hope to be recognized for what we have already accomplished not for speculation on the future." (thanks, PB) So.... good, today's trading can proceed on balanced reporting. Actually, I got a second dose of innocence this morning.... I was driving my kids to school, and my daughter told me that Ginger Spice was leaving the Spice Girls, that she was going to sing with Playboy because they offered her more money. Note.... the entire family ain't this naive. Nice short, guys!

To: Rocketman who wrote (5040)	6/1/1998 7:40:00 PM
From: Cytokine1	Read Replies (2) \| Respond to of 9719

VD's MODEL PORTFOLIO 6/1/98 Change -$4808 DOWN -2.33% Started 4/9/97, $100K . INDEX ^IXB DOWN -1.78% YTD EQUITY CHANGE 15.1% # CURRENT DAILY CURRENT COST TOTAL %GAIN/ % OF SYMBOL SHRS PRICE CHANGE %CHG VALUE SHR COST LOSS TOTAL ======= ======= ======= ======= ======= ======= ======= ======= ======= ======= CLTR 1000 24.75 -1.38 -5.26% 24750 10.88 10875 127.6% 12.3% GZTC 2770 9.50 0.13 1.33% 26315 7.737 21432 22.8% 13.1% INCY 1000 35.50 -1.22 -3.32% 35500 29.41 29409 20.7% 17.6% SEPR 146 41.13 -1.88 -4.36% 6004 37.16 5426 10.7% 3.0% GENZ 830 26.88 -0.50 -1.83% 22306 25.17 20893 6.8% 11.1% DURA 300 26.03 -0.03 -0.12% 7809 24.63 7388 5.7% 3.9% AVIR 1000 26.63 -1.38 -4.91% 26625 27.88 27875 -4.5% 13.2% MLNM 300 16.63 -1.00 -5.67% 4988 18.63 5588 -10.7% 2.5% LGNDW 3000 7.63 -0.31 -3.94% 22875 8.75 26250 -12.9% 11.4% REGN 1000 9.63 0.28 3.01% 9625 12.00 12000 -19.8% 4.8% ABSC 1000 7.66 0.09 1.24% 7656 11.19 11189 -31.6% 3.8% GENZL 1000 6.88 0.38 5.77% 6875 10.36 10363 -33.7% 3.4% STOCK ______ ______ ______ ______ 201329 188686 6.7% 100.0% SHORT SALE CREDIT ______ ______ MARGIN MTCE. EQUITY 53.6% MIN 30% (93370) BUYING POWER $ ______ 14589 EQUITY (NAV) ______ ______ ______ 107959 100000 8.0% ^IXB INDEX 313.62 -5.67 -1.78% 302.42 3.7% 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, 3000 shrs MOGN @ $7.00 or less Open limit sell order, 260 shrs GENZ @ $35 6/1/98 2062.5 ICOS covered short, bought 1000 shrs @ 19.9375, gain 9.4% 5/29/98 22000 ICOS sold short 1000 shrs @$22.00 5/26/98 8925 BGEN sold 200 @ $44.625, gain $1750, 24.4% 5/18/98 -8437.5 GENZ bought 300 @ 28.125 5/14/98 -5214 ABSC bought 600 @ 8.69 5/13/98 -15375 AVIR bought 500 @ 30.75 5/13/98 -2660 INCY bought 5/13/98 70 @ $38 5/13/98 34875 MOGN sold 3000 @ $11.625, gain 134% 5/11/98 -8468.75 INCY bought 5/11/98, 250 additional @ $33.875 5/1/98 2125 GSII sold 500 @ 4.25, gain $0, broke even.

To: Rocketman who wrote (5040)	6/2/1998 6:04:00 PM
From: James Silverman	Respond to of 9719

Rocketman, Been hitting the Boston based biotech annual mtg trail. Today was Millennium, another member of your portfolio. My advice is the same as for Sepr, do not sell. Its long term, but you guys will not freaking believe what their stated goals are for 1998 in terms of not only partnerships, but targets, screening, animal studies etc etc. We are talking some lofty goals to put it lightly. To me, this is the most impressive pure biotech out there. I do not have time to summarize this meeting properly. They are sending me a copy of their stated goals for 1998 which they presented on a few slides and which I could not keep up with in my notes. What I can do is post that here and you all can see for yourselves what is going on there. $16 5/8 is a steal. Jim