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

To: Cytokine1 who wrote (5653)	9/24/1998 1:22:00 AM
From: Rocketman	Read Replies (2) \| Respond to of 9719

OH MY GOD WE HAVE BUYING POWER AGAIN!!! I agree with V1 on the MLNM deal reminding folks of INCY potential. Plus, INCY has recovered somewhat as it has been way undervalued for a while now. Think about it as being up nearly 50% from its low in 3 weeks. Not a bad return for those who took the opportunity, and I believe its recovery is just beginning. V1, I would have covered the ENMD short long ago, but in the mid teens, not the $20's. It seems to be rising a bit too much too, but I'd have to see it back to ridiculous levels like the mid-30's again to want to short it. I don't see ICOS as a short until they are in the mid-20s. I'm hesitant to short anything with a possible interest rate cut looming. All ships may suddenly rise. Our models equity is up huge in a short period of time. Sure hope the trend continues, it sure would be nice to be back in the black. Rman

To: Cytokine1 who wrote (5653)	9/24/1998 8:02:00 PM
From: Cytokine1	Read Replies (2) \| Respond to of 9719

VD's MODEL PORTFOLIO 9/24/98 Change -$1233 DOWN -0.71% Started 4/9/97, $100K . INDEX ^IXB DOWN -3.45% YTD EQUITY CHANGE -5.3% # CURRENT DAILY CURRENT COST TOTAL %GAIN/ % OF SYMBOL SHRS PRICE CHANGE %CHG VALUE SHR COST LOSS TOTAL ======= ======= ======= ======= ======= ======= ======= ======= ======= ======= CLTR 1000 24.25 1.25 5.43% 24250 10.88 10875 123.0% 14.0% SEPR 272 67.13 -2.25 -3.24% 18258 37.55 10214 78.8% 10.5% GENZ 830 34.75 -0.31 -0.89% 28843 25.17 20893 38.1% 16.6% AGPH 300 32.63 -0.88 -2.61% 9788 26.00 7800 25.5% 5.6% MOGN 2000 8.56 0.38 4.58% 17125 7.00 14000 22.3% 9.9% DURA 200 10.63 -1.31 -10.99% 2125 24.63 4925 -56.9% 1.2% INCY 1000 23.25 -2.00 -7.92% 23250 29.41 29409 -20.9% 13.4% MLNM 300 18.31 -0.38 -2.01% 5494 18.63 5588 -1.7% 3.2% GZTC 2000 4.25 -0.31 -6.85% 8500 7.737 15475 -45.1% 4.9% ABSC 2000 4.94 -0.19 -3.66% 9875 8.735 17470 -43.5% 5.7% AVIR 737 15.06 -0.81 -5.12% 11101 27.88 20544 -46.0% 6.4% LGNDW 3000 5.00 0.63 14.29% 15000 8.75 26250 -42.9% 8.6% STOCK ______ ______ ______ ______ 173608 183442 -5.4% 100.0% SHORT SALE CREDIT ______ ______ MARGIN MTCE. EQUITY 50.0% MIN 30% (86845) BUYING POWER $ ______ -83 EQUITY (NAV) ______ ______ ______ 86762 100000 -13.2% ^IXB INDEX 321.68 -11.50 -3.45% 302.42 6.4% NOTES: OPEN orders subject to available buying power--- Open limit sell order, 260 shrs GENZ @ $40