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

To: Cytokine1 who wrote (5669)	9/26/1998 6:58:00 PM
From: Vector1	Respond to of 9719

Cyto, Please sell all of our shares of AVIR at 16. Also we are going to short 300 shares of ICOS at Fri close. Lets hope that AGPH has found a cure for the common cold. Thanks V1

To: Cytokine1 who wrote (5669)	9/28/1998 12:14:00 PM
From: Vector1	Read Replies (1) \| Respond to of 9719

AVIR openned at 16 7/8th which is also its low for the day. That's where the sale should be. With the news on their results out today maybe we should have waited but its a long wait till revs and I think the ICOS short is the better trade. Somethings up with CGPI. It looks like someone thinks FDA approval is coming and soon. V1

To: Cytokine1 who wrote (5669)	9/28/1998 9:05:00 PM
From: Cytokine1	Read Replies (2) \| Respond to of 9719

VD's MODEL PORTFOLIO 9/28/98 Change $1851 UP 1.20% Started 4/9/97, $100K . INDEX ^IXB UP 1.46% YTD EQUITY CHANGE -5.6% # CURRENT DAILY CURRENT COST TOTAL %GAIN/ % OF SYMBOL SHRS PRICE CHANGE %CHG VALUE SHR COST LOSS TOTAL ======= ======= ======= ======= ======= ======= ======= ======= ======= ======= CLTR 1000 23.88 0.44 1.87% 23875 10.88 10875 119.5% 14.8% SEPR 272 70.50 1.31 1.90% 19176 37.55 10214 87.7% 11.9% GENZ 830 35.25 0.63 1.81% 29258 25.17 20893 40.0% 18.2% AGPH 300 34.25 1.88 5.79% 10275 26.00 7800 31.7% 6.4% MOGN 2000 7.63 -0.31 -3.94% 15250 7.00 14000 8.9% 9.5% DURA 200 10.44 -0.13 -1.18% 2088 24.63 4925 -57.6% 1.3% INCY 1000 23.75 0.06 0.26% 23750 29.41 29409 -19.2% 14.8% MLNM 300 17.13 -0.13 -0.72% 5138 18.63 5588 -8.1% 3.2% GZTC 2000 4.19 0.00 0.00% 8375 7.737 15475 -45.9% 5.2% ABSC 2000 4.50 -0.75 -14.29% 9000 8.735 17470 -48.5% 5.6% LGNDW 3000 4.88 0.69 16.42% 14625 8.75 26250 -44.3% 9.1% ICOS -300 17.38 -0.13 -0.71% -5213 17.50 -5250 0.7% STOCK ______ ______ ______ ______ 155596 157648 -1.3% 100.0% SHORT SALE CREDIT ______ ______ 5250 MARGIN MTCE. EQUITY 52.2% MIN 30% (74409) BUYING POWER $ ______ 6816 EQUITY (NAV) ______ ______ ______ 86437 100000 -13.6% ^IXB INDEX 329.41 4.74 1.46% 302.42 8.9% NOTES: OPEN orders subject to available buying power--- Open limit sell order, 260 shrs GENZ @ $40 8/21/98 5250.00 ICOS sold short 300 @ $17.50 8/21/98 12436.875 AVIR sold 737 @ $28.94, loss 40.4%