Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: Cytokine1 who wrote (5093)	6/10/1998 1:29:00 PM
From: Rocketman	Respond to of 9719

If this wasn't a biotech model, I'd be saying that we should be shorting INKT for all we could get. Nothing like an oversold IPO runup to set up a great short!!! EXHUBERANCE aka. throwing away $$$ Rman

To: Cytokine1 who wrote (5093)	6/10/1998 7:11:00 PM
From: Cytokine1	Read Replies (2) \| Respond to of 9719

VD's MODEL PORTFOLIO 6/10/98 Change -$4466 DOWN -2.16% Started 4/9/97, $100K . INDEX ^IXB DOWN -1.26% YTD EQUITY CHANGE 8.1% # CURRENT DAILY CURRENT COST TOTAL %GAIN/ % OF SYMBOL SHRS PRICE CHANGE %CHG VALUE SHR COST LOSS TOTAL ======= ======= ======= ======= ======= ======= ======= ======= ======= ======= CLTR 1000 22.94 -0.69 -2.91% 22938 10.88 10875 110.9% 11.3% INCY 1000 32.94 0.25 0.76% 32938 29.41 29409 12.0% 16.3% GZTC 2770 8.63 -0.06 -0.72% 23891 7.737 21432 11.5% 11.8% GENZ 830 25.00 -1.44 -5.44% 20750 25.17 20893 -0.7% 10.3% DURA 300 28.50 0.25 0.88% 8550 24.63 7388 15.7% 4.2% AVIR 1000 27.38 -0.75 -2.67% 27375 27.88 27875 -1.8% 13.5% MOGN 3000 7.00 -0.31 -4.27% 21000 7.00 21000 0.0% 10.4% SEPR 272 40.50 0.00 0.00% 11016 37.55 10214 7.9% 5.5% MLNM 300 16.19 -0.38 -2.26% 4856 18.63 5588 -13.1% 2.4% LGNDW 3000 7.00 -0.38 -5.08% 21000 8.75 26250 -20.0% 10.4% ABSC 1000 7.81 0.19 2.46% 7813 11.19 11189 -30.2% 3.9% STOCK ______ ______ ______ ______ 202126 192112 5.2% 100.0% SHORT SALE CREDIT ______ ______ MARGIN MTCE. EQUITY 49.3% MIN 30% (102408) BUYING POWER $ ______ -2690 EQUITY (NAV) ______ ______ ______ 99718 100000 -0.3% ^IXB INDEX 316.29 -4.04 -1.26% 302.42 4.6% NOTES: OPEN orders subject to available buying power--- Open limit sell order, 260 shrs GENZ @ $35 6/4/98 -4788 SEPR bought 126 shrs @ $38.00 6/3/98 7250 GENZL sold, 1000 @ $7.25, loss $3117, 30% 6/3/98 9500 REGN sold 1000 @ $9.5 loss $2500, -20.8% 6/3/98 -21000 MOGN bought 3000 @ $7.00 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