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

To: Cytokine1 who wrote (6360)	1/20/1999 9:32:00 PM
From: LLCF	Read Replies (2) \| Respond to of 9719

I noticed that you and Rick have entirely different portfolios! Is this on purpose, or do you really differ that much in opinion? I'm looking for 7-10 new biotechs for my "risky" portfolio, and although I've poked around here for a couple of weeks, I don't see a core few stocks that you guys seem to really love. I noticed TTP, BTRN, and one or 2 others seem to be in common. Are there a few others that you would definitely own? (Anyone chime in please!) DAK

To: Cytokine1 who wrote (6360)	1/21/1999 2:07:00 PM
From: scaram(o)uche	Respond to of 9719

January 21, 1999 01:55 PM DENTON, TX, Jan. 21 /PRNewswire/ -- International Isotopes Inc INIS (III), today announced that the Texas Department of Public Health, Bureau of Radiation Control has approved the license amendment for acceptance testing for production of limited quantities (snip)

To: Cytokine1 who wrote (6360)	1/21/1999 8:26:00 PM
From: Cytokine1	Read Replies (1) \| Respond to of 9719

VD's MODEL PORTFOLIO 1/21/99 Change -$6088 DOWN -2.61% Started 4/9/97, $100K . INDEX ^IXB DOWN -2.45% YTD EQUITY CHANGE 4.4% # CURRENT DAILY CURRENT COST TOTAL %GAIN/ % OF SYMBOL SHRS PRICE CHANGE %CHG VALUE SHR COST LOSS TOTAL ======= ======= ======= ======= ======= ======= ======= ======= ======= ======= CLTR 1000 26.00 -0.88 -3.26% 26000 10.88 10875 139.1% 11.5% MLNM 1000 33.81 -0.53 -1.55% 33813 18.93 18931 78.6% 14.9% MOGN 3000 11.63 0.13 1.09% 34875 8.667 26000 34.1% 15.4% INIS 1000 14.25 0.06 0.44% 14250 11.25 11250 26.7% 6.3% CGPI 2000 9.88 0.00 0.00% 19750 9.00 18000 9.7% 8.7% SEPR 300 99.63 -1.13 -1.12% 29888 86.00 25800 15.8% 13.2% INCY 1500 28.81 -2.69 -8.53% 43219 30.61 45909 -5.9% 19.1% ABSC 2000 8.94 -0.06 -0.69% 17875 8.735 17470 2.3% 7.9% BTRN 6000 2.53 0.00 0.00% 15188 2.25 13500 12.5% 6.7% GZTC 2000 6.00 0.00 0.00% 12000 7.737 15475 -22.5% 5.3% LGNDW 2000 5.25 -0.13 -2.33% 10500 8.75 17500 -40.0% 4.6% ENMD -1000 30.63 0.38 1.24% -30625 33.00 -33000 7.2% -13.5% STOCK ______ ______ ______ ______ 226731 187710 20.8% 100.0% SHORT SALE CREDIT ______ ______ 33000 MARGIN MTCE. EQUITY 68.5% MIN 30% (66713) BUYING POWER $ ______ 78117 EQUITY (NAV) ______ ______ ______ 193018 100000 93.0% ^IXB INDEX 441.32 -11.09 -2.45% 302.42 45.9% NOTES: OPEN orders subject to available buying power--- 1/14/99 -13500 BTRN bought 6000 @ $2.25 1/14/99 -33000 ENMD shorted 1000 @ $33.00 1/14/99 6000 LGNDW sold 1000 @ $6.00 1/7/99 16725 AGPH sold 300 @ $55.75