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

To: Cytokine1 who wrote (5725)	10/6/1998 4:19:00 PM
From: Russian Bear	Read Replies (1) \| Respond to of 9719

It is a good thing that the Model covered the ENMD short, a few weeks ago. Does anyone have any idea what could have caused today's sudden jump of $5? Is it time to start to think about initiating another short position? RB Edit: Sorry, it closed up only 3 1/2, not 5. Still, I can find no news to explain it.

To: Cytokine1 who wrote (5725)	10/6/1998 9:14:00 PM
From: Cytokine1	Respond to of 9719

VD's MODEL PORTFOLIO 10/6/98 Change $1442 UP 0.97% Started 4/9/97, $100K . INDEX ^IXB UP 0.10% YTD EQUITY CHANGE -18.3% # CURRENT DAILY CURRENT COST TOTAL %GAIN/ % OF SYMBOL SHRS PRICE CHANGE %CHG VALUE SHR COST LOSS TOTAL ======= ======= ======= ======= ======= ======= ======= ======= ======= ======= CLTR 1000 24.25 0.50 2.11% 24250 10.88 10875 123.0% 16.2% SEPR 272 62.13 0.69 1.12% 16898 37.55 10214 65.4% 11.3% GENZ 830 32.00 -0.88 -2.66% 26560 25.17 20893 27.1% 17.8% AGPH 300 34.25 -0.94 -2.66% 10275 26.00 7800 31.7% 6.9% MOGN 2000 7.13 0.00 0.00% 14250 7.00 14000 1.8% 9.5% DURA 200 9.44 -0.50 -5.03% 1888 24.63 4925 -61.7% 1.3% INCY 1000 23.50 0.88 3.87% 23500 29.41 29409 -20.1% 15.7% MLNM 300 15.75 1.00 6.78% 4725 18.63 5588 -15.4% 3.2% GZTC 2000 3.06 0.00 0.00% 6125 7.737 15475 -60.4% 4.1% ABSC 2000 4.94 -0.13 -2.47% 9875 8.735 17470 -43.5% 6.6% LGNDW 3000 3.69 0.31 9.26% 11063 8.75 26250 -57.9% 7.4% STOCK ______ ______ ______ ______ 149408 162898 -8.3% 100.0% SHORT SALE CREDIT ______ ______ MARGIN MTCE. EQUITY 43.6% MIN 30% (74577) BUYING POWER $ ______ -16934 EQUITY (NAV) ______ ______ ______ 74831 100000 -25.2% ^IXB INDEX 303.65 0.29 0.10% 302.42 0.4% 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)

To: Cytokine1 who wrote (5725)	10/7/1998 12:07:00 AM
From: Cytokine1	Read Replies (1) \| Respond to of 9719

corrected MODEL PORTFOLIO 10/6/98 Change $505 UP 0.35% Started 4/9/97, $100K . INDEX ^IXB UP 0.10% YTD EQUITY CHANGE -23.0% 91604 # CURRENT DAILY CURRENT COST TOTAL %GAIN/ % OF SYMBOL SHRS PRICE CHANGE %CHG VALUE SHR COST LOSS TOTAL ======= ======= ======= ======= ======= ======= ======= ======= ======= ======= CLTR 1000 24.25 0.50 2.11% 24250 10.88 10875 123.0% 16.7% SEPR 272 62.13 0.69 1.12% 16898 37.55 10214 65.4% 11.6% GENZ 830 32.00 -0.88 -2.66% 26560 25.17 20893 27.1% 18.3% AGPH 300 34.25 -0.94 -2.66% 10275 26.00 7800 31.7% 7.1% MOGN 2000 7.13 0.00 0.00% 14250 7.00 14000 1.8% 9.8% DURA 200 9.44 -0.50 -5.03% 1888 24.63 4925 -61.7% 1.3% INCY 1000 23.50 0.88 3.87% 23500 29.41 29409 -20.1% 16.2% MLNM 300 15.75 1.00 6.78% 4725 18.63 5588 -15.4% 3.3% GZTC 2000 3.06 0.00 0.00% 6125 7.737 15475 -60.4% 4.2% ABSC 2000 4.94 -0.13 -2.47% 9875 8.735 17470 -43.5% 6.8% LGNDW 3000 2.25 0.00 0.00% 6750 8.75 26250 -74.3% 4.7% gain STOCK ______ ______ ______ ______ 145096 162898 -10.9% 100.0% 0.35% SHORT SALE CREDIT ______ ______ MARGIN MTCE. EQUITY 43.6% MIN 30% (74577) marginable equity/marginable BUYING POWER $ ______ -16934 stock times 100 =eq mtce % EQUITY (NAV) ______ ______ ______ 70518 100000 -29.5% buying power is marginable equity minus margin minus short sale credits ^IXB INDEX 303.65 0.29 0.10% 302.42 0.4% 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)