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

To: Cytokine1 who wrote (5986)	11/20/1998 3:17:00 PM
From: Rocketman	Read Replies (3) \| Respond to of 9719

MODEL SELLS 272 SEPR @ $80 1/8 Taking a little profit, we still like the long term on this one, but feel we can buy it back in early '99 cheaper. Rman

To: Cytokine1 who wrote (5986)	11/20/1998 3:19:00 PM
From: Rocketman	Respond to of 9719

MODEL COVERS PART OF ENMD SHORT BY BUYING 1000 @ $23 1/4 V1 is nervous about another irrational news driven spurt, so thinks we should lock in some profit. I can't argue with that logic. Rman

To: Cytokine1 who wrote (5986)	11/20/1998 3:26:00 PM
From: Rocketman	Respond to of 9719

MODEL BUYS 700 MLNM @ 19 1/16 The more the merrier! Rman

To: Cytokine1 who wrote (5986)	11/20/1998 3:35:00 PM
From: Rocketman	Respond to of 9719

MODEL PLACES A SELL LIMIT ORDER FOR 300 AGPH @ $50 V1 figures that would be a fair value to sell for. Rman

To: Cytokine1 who wrote (5986)	11/20/1998 8:56:00 PM
From: Cytokine1	Read Replies (3) \| Respond to of 9719

VD's MODEL PORTFOLIO 11/20/98 Change $3252 UP 2.65% Started 4/9/97, $100K . INDEX ^IXB DOWN -0.28% YTD EQUITY CHANGE 74.0% # CURRENT DAILY CURRENT COST TOTAL %GAIN/ % OF SYMBOL SHRS PRICE CHANGE %CHG VALUE SHR COST LOSS TOTAL ======= ======= ======= ======= ======= ======= ======= ======= ======= ======= CLTR 1000 28.75 0.63 2.22% 28750 10.88 10875 164.4% 16.2% AGPH 300 45.00 0.69 1.55% 13500 26.00 7800 73.1% 7.6% CGPI 2000 12.50 -0.25 -1.96% 25000 9.00 18000 38.9% 14.1% MOGN 2000 9.13 0.38 4.29% 18250 7.00 14000 30.4% 10.3% INCY 1500 30.25 -0.38 -1.22% 45375 30.61 45909 -1.2% 25.5% MLNM 600 18.88 -0.25 -1.31% 11325 18.84 11306 0.2% 6.4% GZTC 2000 5.75 -0.13 -2.13% 11500 7.737 15475 -25.7% 6.5% LGNDW 3000 4.44 0.06 1.43% 13313 8.75 26250 -49.3% 7.5% ABSC 2000 5.44 0.19 3.57% 10875 8.735 17470 -37.8% 6.1% GERN -2000 11.00 0.38 3.53% -22000 19.000 -38000 42.1% ENMD -1000 23.00 -0.88 -3.66% -23000 33.375 -33375 31.1% STOCK ______ ______ ______ ______ 132888 95710 38.8% 100.0% SHORT SALE CREDIT ______ ______ 71375 MARGIN MTCE. EQUITY 66.3% MIN 30% (44826) BUYING POWER $ ______ 69611 EQUITY (NAV) ______ ______ ______ 159437 100000 59.4% ^IXB INDEX 363.72 -1.02 -0.28% 302.42 20.3% NOTES: OPEN orders subject to available buying power--- GERN limit buy ord 2000 shrs @ $9 to cover short AGPH limit sell ord 3000 shrs @ $ 50.00 11/20/95 10125 ENMD covered short 1000 shrs @ $23.25, cost $33.375 per shr) 11/20/98 21794 SEPR sold 272 shrs @ $80.125 11/20/98 -5718.78 MLNM bought 300 @ $19.0625 11/12/98 -25250 ENMD short sale rejected/cancelled 11/12/98 25250 ENMD sold short 1000 @ 25.25 11/11/98 66750 ENMD sold short 1000 @ $34.00 and 1000 @ $32.75 11/6/97 38000 GERN sold short 2000 shrs @ $19.00 11/6/98 25151.25 GENZ sold 570 @ $44.125 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