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

To: Cytokine1 who wrote (5902)	11/11/1998 11:00:00 AM
From: Rocketman	Read Replies (1) \| Respond to of 9719

MODEL SELLS SHORT 1000 ENMD @ $34 Right back where it was last time we shorted it. I think it got a sympathy boost from the momentum traders when GERN popped and then waited for Monday and Tuesday's conference news for surprises. GERN sympathy and the surprise moment have expired, I think ENMD is headed down. Rman

To: Cytokine1 who wrote (5902)	11/11/1998 11:45:00 AM
From: Rocketman	Read Replies (1) \| Respond to of 9719

Post 5905 should be to you CYTO, for another short sale. Rman

To: Cytokine1 who wrote (5902)	11/11/1998 7:55:00 PM
From: Cytokine1	Read Replies (5) \| Respond to of 9719

VD's MODEL PORTFOLIO 11/11/98 Change $3709 UP 2.91% Started 4/9/97, $100K . INDEX ^IXB DOWN -0.68% YTD EQUITY CHANGE 52.7% # CURRENT DAILY CURRENT COST TOTAL %GAIN/ % OF SYMBOL SHRS PRICE CHANGE %CHG VALUE SHR COST LOSS TOTAL ======= ======= ======= ======= ======= ======= ======= ======= ======= ======= CLTR 1000 30.50 1.50 5.17% 30500 10.88 10875 180.5% 19.8% SEPR 272 74.75 -1.75 -2.29% 20332 37.55 10214 99.1% 13.2% GENZ 570 43.38 -0.13 -0.29% 24724 25.17 14348 72.3% 16.0% AGPH 300 39.88 0.38 0.95% 11963 26.00 7800 53.4% 7.7% CGPI 2000 12.00 -0.63 -4.95% 24000 9.00 18000 33.3% 15.5% MOGN 2000 8.00 0.13 1.59% 16000 7.00 14000 14.3% 10.4% INCY 1500 32.00 0.00 0.00% 48000 30.61 45909 4.6% 31.1% MLNM 300 18.94 -0.56 -2.88% 5681 18.63 5588 1.7% 3.7% GZTC 2000 6.13 0.13 2.08% 12250 7.737 15475 -20.8% 7.9% LGNDW 3000 5.31 -0.31 -5.56% 15938 8.75 26250 -39.3% 10.3% ABSC 2000 5.13 0.19 3.80% 10250 8.735 17470 -41.3% 6.6% GERN -2000 11.56 -0.69 -5.61% -23125 19.000 -38000 39.1% ENMD -2000 32.63 -1.38 -4.04% -65250 33.375 -66750 2.2% STOCK ______ ______ ______ ______ 131262 81178 61.7% 142.3% SHORT SALE CREDIT ______ ______ 104750 MARGIN MTCE. EQUITY 114.3% MIN 30% (96177) BUYING POWER $ ______ 53907 EQUITY (NAV) ______ ______ ______ 139835 100000 39.8% ^IXB INDEX 361.53 -2.48 -0.68% 302.42 19.5% NOTES: OPEN orders subject to available buying power--- 11/11/98 66750 ENMD sold short 1000 @ 34.00, 1000 more @ 32.75 11/6/97 38000 GERN sold short 2000 shrs @ $19.00 11/5/98 1500 AMLN sold 2000 shrs @ $0.75 11/4/98 -16500 INCY bought 500 shrs @ $33.00 11/4/98 1937.5 DURA sold 200 shrs @ 9.6875