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

To: Cytokine1 who wrote (5716)	10/5/1998 2:43:00 PM
From: Mike McFarland	Read Replies (3) \| Respond to of 9719

GZTC is marked down again today, bot some more, now have half a position w/ cost 3 3/8. Bear markets seem to be a good time to shop, when the margin calls begin it will be time to start writing checks, for now tho, still playing with house money from last spring. I feel bad for you guys and that model portfolio, but not bad enough to keep me from getting preachy about evils of margin. Dow 6000 will be a good place to be fully invested again. I will say it for you... *Go to hell Mike!* --MM

To: Cytokine1 who wrote (5716)	10/5/1998 7:54:00 PM
From: Cytokine1	Read Replies (3) \| Respond to of 9719

VD's MODEL PORTFOLIO 10/5/98 Change -$3883 DOWN -2.53% Started 4/9/97, $100K . INDEX ^IXB DOWN -4.07% YTD EQUITY CHANGE -17.8% # CURRENT DAILY CURRENT COST TOTAL %GAIN/ % OF SYMBOL SHRS PRICE CHANGE %CHG VALUE SHR COST LOSS TOTAL ======= ======= ======= ======= ======= ======= ======= ======= ======= ======= CLTR 1000 23.75 0.38 1.60% 23750 10.88 10875 118.4% 15.9% SEPR 272 61.44 -0.44 -0.71% 16711 37.55 10214 63.6% 11.2% GENZ 830 32.88 -2.25 -6.41% 27286 25.17 20893 30.6% 18.2% AGPH 300 35.19 1.22 3.59% 10556 26.00 7800 35.3% 7.0% MOGN 2000 7.13 -0.13 -1.72% 14250 7.00 14000 1.8% 9.5% DURA 200 9.94 0.44 4.61% 1988 24.63 4925 -59.6% 1.3% INCY 1000 22.63 -0.38 -1.63% 22625 29.41 29409 -23.1% 15.1% MLNM 300 14.75 -2.00 -11.94% 4425 18.63 5588 -20.8% 3.0% GZTC 2000 3.06 -0.56 -15.52% 6125 7.737 15475 -60.4% 4.1% ABSC 2000 5.06 0.19 3.85% 10125 8.735 17470 -42.0% 6.8% LGNDW 3000 4.00 -0.25 -5.88% 12000 8.75 26250 -54.3% 8.0% STOCK ______ ______ ______ ______ 149841 162898 -8.0% 100.0% SHORT SALE CREDIT ______ ______ MARGIN MTCE. EQUITY 43.4% MIN 30% (74577) BUYING POWER $ ______ -17439 EQUITY (NAV) ______ ______ ______ 75264 100000 -24.7% ^IXB INDEX 303.36 -12.86 -4.07% 302.42 0.3% NOTES: OPEN orders subject to available buying power--- Open limit sell order, 260 shrs GENZ @ $40 10/1/98 -168.75 ICOS covered short, 300 shrs @ 18.0625 8/21/98 5250.00 ICOS sold short 300 @ $17.50 8/21/98 12436.875 AVIR sold 737 @ $28.94, loss 40.4% 8/21/98 4825 ENMD covered short 400 shrs @ $22.00 (cost $13625.00)