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

To: Cytokine1 who wrote (5133)	6/18/1998 5:41:00 PM
From: Rocketman	Respond to of 9719

MODEL SELLS 100 DURA @ $22 7/8 = $2287.50 MODEL SELLS 770 GZTC @ $8 1/2 = $6545 No loss in confidence here, just us trying to raise some funds to make some other plays, like buying some AGPH or ARQL soon. Also, we will definitely be shorting ENMD at the outrageous closing price of $34 1/16 later tonight, but I'm still trying to get consensus with V1 on the number of shares to short. Sure looks like a short squeeze to us, and our model doesn't get squeezed easily. C1 you may want to hold off on the posting until later so you can include the ENMD short. To hold over those in suspense, the model was down $1097.62 today. Rman

To: Cytokine1 who wrote (5133)	6/18/1998 5:43:00 PM
From: Rocketman	Read Replies (2) \| Respond to of 9719

MODEL SHORT SELLS 400 SHARES ENMD @ $34 1/16 = $13,625 Thanks for getting back so quickly on this one V1. Do you want to buy AGPH tonight too, or maybe do an option strategy? Rman

To: Cytokine1 who wrote (5133)	6/18/1998 6:07:00 PM
From: Cytokine1	Read Replies (1) \| Respond to of 9719

VD's MODEL PORTFOLIO 6/18/98 Change -1098 DOWN -0.57% Started 4/9/97, $100K . INDEX ^IXB DOWN -0.35% YTD EQUITY CHANGE 10.5% # CURRENT DAILY CURRENT COST TOTAL %GAIN/ % OF SYMBOL SHRS PRICE CHANGE %CHG VALUE SHR COST LOSS TOTAL ======= ======= ======= ======= ======= ======= ======= ======= ======= ======= CLTR 1000 25.50 0.80 3.23% 25500 10.88 10875 134.5% 14.0% DURA 200 22.88 -1.50 -6.15% 4575 24.625 4925 -7.1% 2.5% INCY 1000 32.75 -0.56 -1.69% 32750 29.41 29409 11.4% 18.0% GZTC 2000 8.50 0.13 1.49% 17000 7.7373 15475 9.9% 9.3% SEPR 272 41.25 0.88 2.17% 11220 37.55 10214 9.9% 6.2% GENZ 830 26.63 0.19 0.71% 22099 25.17 20893 5.8% 12.1% AVIR 1000 28.75 0.25 0.88% 28750 27.88 27875 3.1% 15.8% MOGN 3000 7.19 -0.06 -0.86% 21563 7.00 21000 2.7% 11.8% MLNM 300 14.88 -1.03 -6.48% 4463 18.63 5588 -20.1% 2.4% LGNDW 3000 6.88 -0.50 -6.78% 20625 8.75 26250 -21.4% 11.3% ABSC 1000 7.38 0.13 1.72% 7375 11.19 11189 -34.1% 4.0% ENMD -400 34.06 7.06 26.16% -13625 34.06 -13625 0.0% -7.5% STOCK ______ ______ ______ ______ 182294 170066 7.2% 100.0% SHORT SALE CREDIT ______ ______ 13625 MARGIN MTCE. EQUITY 56.1% MIN 30% (93575) BUYING POWER $ ______ 8768 EQUITY (NAV) ______ ______ ______ 102343 100000 2.3% ^IXB INDEX 310.89 -1.09 -0.35% 302.42 2.8% NOTES: OPEN orders subject to available buying power--- Open limit sell order, 260 shrs GENZ @ $35 6/18/98 2287.5 DURA sold 100 shrs @ 22.875 6/18/98 6545 GZTC sold 770 shrs @ $8.50 6/18/98 13625 ENMD sold short 400 shrs @ 34.0625 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