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

To: Cytokine1 who wrote (5214)	6/26/1998 2:48:00 AM
From: John Zwiener	Respond to of 9719

Some of you hanging around here, including the ones that rarely post, have an above average knowledge of biotechs. Which is why again I say look again at Igen and I would appreciate any insight I may have overlooked. It has every characteristic of a very desirable investment, more so than any biotech I have come across IMO. Insiders own around 40% and Soros continues to add and is over 10% now. And of course you may know of the rumors of settlement with Roche for lots of money, and the rumored first nonexclusive deal for POC which could turn out to be Hewlett packard. But none of these rumors has much to do with the value of Igen, it just points out that there is more value here than most realize. This link discusses some of the recent info in an IBD article this past week. Message 5024673 Regards. PS, Still like SEPR and LGND is getting there.

To: Cytokine1 who wrote (5214)	6/26/1998 10:57:00 AM
From: Rocketman	Read Replies (1) \| Respond to of 9719

MODEL SELLS 1000 MOGN @ $7.00 = $7,000 BASIS REMAINS $7.00 MODEL SELLS 263 AVIR @ $28.94 = $7611.22 BASIS BECOMES $27.49 MODEL BUYS 500 INHL @ $23.125 = $11,562.50 THEY ARE GIVING IT AWAY DO NOT BELIEVE CYTO1'S PUBLISHED BUYING POWER NUMBER IT IS WRONG AND DOESN'T COMPENSATE FOR THE SHORT CORRECTLY: EQUITY = $103,550 - $13,000 RESERVE TO COVER ENMD SHORT = $90,550 MARGINABLE EQUITY. AFTER SALES AND BUYS ABOVE, LEAVES $3048.72 TO APPLY TOWARDS MARGIN: $93,575 - 3048.72 = $90,526 MARGIN DEBT VS $90,550 MARGINABLE EQUITY WHICH KEEPS US ABOVE 50%. HAVE NOTHING AGAINST THE STOCKS SOLD, JUST NEEDED CASH TO BUY THE INHL WHICH V1 AND I FEEL WAS SLAMMED FOR NO GOOD REASON AND IS NOW A SCREAMING BUY. V1 AGREED TO THE BUY, BUT DIDN'T REALIZE WE NEEDED TO SELL TO CREATE ROOM. I PICKED THE STOCKS TO SELL, ALMOST SOLD SOME LGNDW BUT DECIDED AGAINST IT AT THE LAST MINUTE (YOU ARE WELCOME HENRY!). HOPE THIS WORKS FOR YOU V1. NOW WHAT REALLY SUCKS IS I HAD THIS TYPED IN AND WAS TRYING TO POST WHEN MY ISP CUT ME OFF AND CAUSED MY MACHINE TO FREEZE AND I HAD TO RECALCULATE AND REENTER ALL OF THIS. IT IS 2:44AM PDT, SO I AM NOT PLEASED WITH THAT. ALSO, LAST I CHECKED SI WAS DOWN TOO, SO POSTING MIGHT NOT GET ENTERED BEFORE THE OPEN, BUT IS EFFECTIVE NOW! RMAN IN NEED OF SLEEP!

To: Cytokine1 who wrote (5214)	6/26/1998 11:59:00 PM
From: Cytokine1	Read Replies (3) \| Respond to of 9719

VD's MODEL PORTFOLIO 6/26/98 Change $953 UP 0.53% Started 4/9/97, $100K . INDEX ^IXB UP 0.72% YTD EQUITY CHANGE 12.3% # CURRENT DAILY CURRENT COST TOTAL %GAIN/ % OF SYMBOL SHRS PRICE CHANGE %CHG VALUE SHR COST LOSS TOTAL ======= ======= ======= ======= ======= ======= ======= ======= ======= ======= CLTR 1000 29.38 -0.09 -0.32% 29375 10.88 10875 170.1% 15.2% SEPR 272 41.00 -0.88 -2.09% 11152 37.55 10214 9.2% 5.8% INCY 1000 32.25 -0.50 -1.53% 32250 29.41 29409 9.7% 16.7% GZTC 2000 7.75 -0.19 -2.36% 15500 7.737 15475 0.2% 8.0% AVIR 737 29.50 0.56 1.94% 21742 27.88 20544 5.8% 11.2% GENZ 830 25.41 -0.16 -0.61% 21087 25.17 20893 0.9% 10.9% MOGN 2000 7.00 0.00 0.00% 14000 7.00 14000 0.0% 7.2% DURA 200 23.31 -1.06 -4.36% 4663 24.63 4925 -5.3% 2.4% MLNM 300 14.13 0.00 0.00% 4238 18.63 5588 -24.2% 2.2% LGNDW 3000 6.88 0.00 0.00% 20625 8.75 26250 -21.4% 10.7% ABSC 1000 6.13 0.00 0.00% 6125 11.19 11189 -45.3% 3.2% INHL 500 25.50 2.38 10.27% 12750 23.13 11563 10.3% 6.6% ENMD -400 30.25 -2.25 -6.92% -12100 34.06 -13625 11.2% STOCK ______ ______ ______ ______ 181406 167298 8.4% 100.0% SHORT SALE CREDIT ______ ______ 13625 MARGIN MTCE. EQUITY 50.9% MIN 30% (90527) BUYING POWER $ ______ 1877 EQUITY (NAV) ______ ______ ______ 104504 100000 4.5% ^IXB INDEX 320.81 2.28 0.72% 302.42 6.1% NOTES: OPEN orders subject to available buying power--- Open limit sell order, 260 shrs GENZ @ $35 6/26/98 7000 MOGN sold 1000 @ $7.00 gain 0% 6/26/98 7611.22 AVIR sold 263 @ $28.94 6/26/98 -11562.5 INHL bought 500 @ $23.125 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