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

To: Cytokine1 who wrote (6067)	12/3/1998 10:26:00 AM
From: Rocketman	Respond to of 9719

MODEL COVERS 1000 ENMD SHORT BUYING 1000 @ $24 FOR A PROFIT OF $9375 I THINK THAT ENMD IS STILL OVERVALUED, BUT THE MARKET JUST DOESN'T SEEM TO AGREE AND THIS ONE IS JUST SITTIN' PRETTY STILL. SINCE I WOULDN'T INITIATE A SHORT AT THIS PRICE AND WITH THE MACRO CONDITIONS, FIGURE I SHOULD COVER AND WAIT FOR THIS SUCKER TO POP INTO THE $30'S AGAIN (WHICH IT WILL AGAIN SOMETIME - MO ALWAYS SEEMS TO STRIKE AGAIN AND AGAIN) AND WE'LL SHORT IT AGAIN. RMAN

To: Cytokine1 who wrote (6067)	12/3/1998 9:31:00 PM
From: Cytokine1	Read Replies (1) \| Respond to of 9719

VD's MODEL PORTFOLIO 12/3/98 Change -$5988 DOWN -3.04% Started 4/9/97, $100K . INDEX ^IXB DOWN -1.73% YTD EQUITY CHANGE 74.2% # CURRENT DAILY CURRENT COST TOTAL %GAIN/ % OF SYMBOL SHRS PRICE CHANGE %CHG VALUE SHR COST LOSS TOTAL ======= ======= ======= ======= ======= ======= ======= ======= ======= ======= CLTR 1000 28.63 -1.38 -4.58% 28625 10.88 10875 163.2% 15.0% AGPH 300 44.25 0.25 0.57% 13275 26.00 7800 70.2% 7.0% CGPI 2000 12.00 -0.38 -3.03% 24000 9.00 18000 33.3% 12.6% MOGN 2000 11.25 -0.75 -6.25% 22500 7.00 14000 60.7% 11.8% INCY 1500 31.88 -0.50 -1.54% 47813 30.61 45909 4.1% 25.1% MLNM 1000 19.50 -1.38 -6.59% 19500 18.931 18931 3.0% 10.2% GZTC 2000 5.63 -0.13 -2.17% 11250 7.737 15475 -27.3% 5.9% LGNDW 3000 4.56 0.06 1.39% 13688 8.75 26250 -47.9% 7.2% ABSC 2000 5.00 -0.13 -2.44% 10000 8.735 17470 -42.8% 5.2% STOCK ______ ______ ______ ______ 190650 174710 9.1% 100.0% SHORT SALE CREDIT ______ ______ MARGIN MTCE. EQUITY 83.7% MIN 30% (31076) BUYING POWER $ ______ 128498 EQUITY (NAV) ______ ______ ______ 159574 100000 59.6% ^IXB INDEX 360.20 -6.33 -1.73% 302.42 19.1% NOTES: OPEN orders subject to available buying power--- 12/3/98 9375 ENMD covered short 1000 shrs @ $24.00, cost $33.375 per shr) 11/27/98 12000 GERN covered short 2000 shrs @ $13.00, cost $19.00 per shr 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 -13343.82 MLNM bought 700 @ $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