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

To: Cytokine1 who wrote (5491)	8/20/1998 12:10:00 AM
From: Vector1	Read Replies (1) \| Respond to of 9719

Cyto, INCY is getting crushed. poor Rman is going to come home from vacation to a margin call. I the the acquisition and formation of a new unit to create a database of SNPs was a wise stategic move. This is a very good company with nimble management. We are seeing a great buying opportunity. Lets cover ENtreMed at 22. If we get hit we can consider adding more INCY. V1

To: Cytokine1 who wrote (5491)	8/20/1998 8:52:00 PM
From: Cytokine1	Read Replies (2) \| Respond to of 9719

VD's MODEL PORTFOLIO 8/20/98 Change -$4372 DOWN -2.59% Started 4/9/97, $100K . INDEX ^IXB DOWN -1.03% YTD EQUITY CHANGE -5.9% # CURRENT DAILY CURRENT COST TOTAL %GAIN/ % OF SYMBOL SHRS PRICE CHANGE %CHG VALUE SHR COST LOSS TOTAL ======= ======= ======= ======= ======= ======= ======= ======= ======= ======= CLTR 1000 24.56 -0.06 -0.25% 24563 10.88 10875 125.9% 14.1% SEPR 272 57.38 -0.38 -0.65% 15606 37.55 10214 52.8% 9.0% GENZ 830 32.00 1.19 3.85% 26560 25.17 20893 27.1% 15.3% INCY 1000 23.06 -4.44 -16.14% 23063 29.41 29409 -21.6% 13.3% AVIR 737 27.50 -0.31 -1.12% 20268 27.88 20544 -1.3% 11.7% DURA 200 20.88 -0.38 -1.76% 4175 24.63 4925 -15.2% 2.4% AGPH 300 26.75 0.38 1.42% 8025 26.00 7800 2.9% 4.6% MOGN 2000 6.19 0.00 0.00% 12375 7.00 14000 -11.6% 7.1% MLNM 300 15.63 0.25 1.63% 4688 18.63 5588 -16.1% 2.7% GZTC 2000 6.50 -0.13 -1.89% 13000 7.737 15475 -16.0% 7.5% ABSC 2000 5.13 -0.31 -5.75% 10250 8.735 17470 -41.3% 5.9% LGNDW 3000 3.69 0.06 1.72% 11063 8.75 26250 -57.9% 6.4% ENMD -400 23.38 -0.13 -0.53% -9350 34.06 -13625 31.4% STOCK ______ ______ ______ ______ 164284 169817 -3.3% 100.0% SHORT SALE CREDIT ______ ______ 13625 MARGIN MTCE. EQUITY 46.8% MIN 30% (91670) BUYING POWER $ ______ -14782 EQUITY (NAV) ______ ______ ______ 86238 100000 -13.8% ^IXB INDEX 310.48 -3.24 -1.03% 302.42 2.7%