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

To: Cytokine1 who wrote (5912)	11/11/1998 8:18:00 PM
From: Rocketman	Read Replies (1) \| Respond to of 9719

CYTO, actually only up $2459 on the day. This spread sheet calculates the gain on the ENMD short based on yesterdays close, not our basis price. We made $1500 on ENMD today, not $2750. No big deal and not worth reposting the daily results, but thought I'd note it for the record.

To: Cytokine1 who wrote (5912)	11/11/1998 8:20:00 PM
From: Rocketman	Respond to of 9719

MODEL BUY LIMIT ORDER 2000 GERN @ $9 TO COVER SHORTED SHARES Well at least $9 is my target, I might pull the trigger earlier if I'm in the trigger pulling mood. Rman

To: Cytokine1 who wrote (5912)	11/11/1998 8:21:00 PM
From: Rocketman	Respond to of 9719

Not Biotech's but sure looks like EBAY and KTEL are ripe for short selling now. KTEL might have a bit more life in it, but I sure doubt it keeps its loft. EBAY reminds me of Netscape after it's IPO when it went to such ridiculous heights. Rman

To: Cytokine1 who wrote (5912)	11/12/1998 1:26:00 PM
From: Rocketman	Read Replies (2) \| Respond to of 9719

MODEL SHORT SELLS 1000 MORE ENMD @ $25 1/4 This news is not widespread enough to show the hit fully, hell it still isn't even on Yahoo or on the Newslink at Discover Online Brokerage (who by the way SUCK!!!). And I have to quote V1's email to me: <<<<<<< The volume is big. I don't know what is holding ENMD up. I don't see a bottom. If this article came our when the stock was in the mid twenties we would be looking at the mid teens which is where it is headed. In fact I think we should short another 1000 shares at 25. >>>>>>> Look out below!!! If you are long on ENMD get the hell out fast before the popular press picks this up. This ugly news will be everywhere by tomorrow AM. Could be another big gap down tomorrow AM as the panicky small time longs put in their market orders to sell in the AM. Rman

To: Cytokine1 who wrote (5912)	11/12/1998 8:01:00 PM
From: Cytokine1	Read Replies (1) \| Respond to of 9719

VD's MODEL PORTFOLIO 11/12/98 Change $8361 UP 6.38% Started 4/9/97, $100K . INDEX ^IXB UP 0.01% YTD EQUITY CHANGE 62.1% "BIOTECHS 'R' US" # CURRENT DAILY CURRENT COST TOTAL %GAIN/ % OF SYMBOL SHRS PRICE CHANGE %CHG VALUE SHR COST LOSS TOTAL ======= ======= ======= ======= ======= ======= ======= ======= ======= ======= CLTR 1000 29.06 -1.44 -4.71% 29063 10.88 10875 167.2% 20.6% SEPR 272 72.50 -2.25 -3.01% 19720 37.55 10214 93.1% 13.9% GENZ 570 43.88 0.50 1.15% 25009 25.17 14348 74.3% 17.7% AGPH 300 39.38 -0.50 -1.25% 11813 26.00 7800 51.4% 8.4% CGPI 2000 12.00 0.00 0.00% 24000 9.00 18000 33.3% 17.0% MOGN 2000 7.75 -0.19 -2.36% 15500 7.00 14000 10.7% 11.0% INCY 1500 30.69 -1.31 -4.10% 46031 30.61 45909 0.3% 32.6% MLNM 300 19.13 0.19 0.99% 5738 18.63 5588 2.7% 4.1% GZTC 2000 6.50 0.38 6.12% 13000 7.737 15475 -16.0% 9.2% LGNDW 3000 5.38 0.06 1.18% 16125 8.75 26250 -38.6% 11.4% ABSC 2000 5.00 -0.13 -2.44% 10000 8.735 17470 -42.8% 7.1% GERN -2000 13.38 1.81 15.68% -26750 19.000 -38000 29.6% ENMD -3000 24.88 -7.75 -23.75% -74625 30.667 -92000 18.9% STOCK ______ ______ ______ ______ 114623 55928 104.9% 152.8% SHORT SALE CREDIT ______ ______ 130000 MARGIN MTCE. EQUITY 138.2% MIN 30% (96177) BUYING POWER $ ______ 62268 EQUITY (NAV) ______ ______ ______ 148445 100000 48.4% ^IXB INDEX 361.57 0.04 0.01% 302.42 19.6% NOTES: OPEN orders subject to available buying power--- 11/12/98 25250 ENMD sold short 1000 @ 25.25 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