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

To: Cytokine1 who wrote (6151)	12/21/1998 11:12:00 PM
From: Biomaven	Read Replies (2) \| Respond to of 9719

IMUL is worth a look for the value-oriented biotech investor (kind of an oxymoron, I guess). After its latest deal: prnewswire.com it is basically a shell, with lots more cash than market cap, and a chance at some upside if any of its licensed products work out. (Something I haven't a clue about). There's a risk, of course, that they'll just sit on their cash and decorate their offices 'til it's all gone. But if there wasn't a little bit of risk it wouldn't be a proper biotech investment now would it? <G> Peter

To: Cytokine1 who wrote (6151)	12/22/1998 5:51:00 PM
From: Cytokine1	Read Replies (1) \| Respond to of 9719

VD's MODEL PORTFOLIO 12/22/98 Change -$831 DOWN -0.31% Started 4/9/97, $100K . INDEX ^IXB UP 1.11% YTD EQUITY CHANGE 88.4% # CURRENT DAILY CURRENT COST TOTAL %GAIN/ % OF SYMBOL SHRS PRICE CHANGE %CHG VALUE SHR COST LOSS TOTAL ======= ======= ======= ======= ======= ======= ======= ======= ======= ======= CLTR 1000 28.13 -0.88 -3.02% 28125 10.875 10875 158.6% 10.6% AGPH 300 53.13 1.13 2.16% 15938 26.00 7800 104.3% 6.0% CELG 1000 15.69 0.19 1.21% 15688 11.563 11563 35.7% 5.9% INCY 1500 37.44 -0.06 -0.17% 56156 30.606 45909 22.3% 21.3% MOGN 3000 10.50 -0.25 -2.33% 31500 8.667 26000 21.2% 11.9% CGPI 2000 9.38 -0.50 -5.06% 18750 9.00 18000 4.2% 7.1% MLNM 1000 23.13 1.06 4.82% 23125 18.931 18931 22.2% 8.8% INIS 1000 11.25 -0.25 -2.17% 11250 11.25 11250 0.0% 4.3% SEPR 300 83.63 -0.25 -0.30% 25088 86.00 25800 -2.8% 9.5% ABSC 2000 6.88 0.19 2.80% 13750 8.735 17470 -21.3% 5.2% GZTC 2000 4.94 -0.06 -1.25% 9875 7.737 15475 -36.2% 3.7% LGNDW 3000 5.00 0.13 2.56% 15000 8.75 26250 -42.9% 5.7% STOCK ______ ______ ______ ______ 264244 235323 12.3% 100.0% SHORT SALE CREDIT ______ ______ MARGIN MTCE. EQUITY 65.3% MIN 30% (91688) BUYING POWER $ ______ 80867 EQUITY (NAV) ______ ______ ______ 172555 100000 72.6% ^IXB INDEX 414.43 4.56 1.11% 302.42 37.0% NOTES: OPEN orders subject to available buying power--- 12/8/98 -11250 INIS bought 1000 @ $11.25 12/8/98 -12000 MOGN bought 1000 @ $12.00 12/7/98 -25800 SEPR bought 300 @ $86.00 12/7/98 -11562.5 CELG bought 1000 @ $11.5625 12/3/98 9375 ENMD covered short 1000 shrs @ $24.00, cost $33.375 per shr)