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

To: Cytokine1 who wrote (6387)	1/30/1999 6:34:00 PM
From: Rocketman	Read Replies (2) \| Respond to of 9719

What do you figure is going to happen to Amylin's share price now that they are getting kicked from Nasdaq to the Nasdaq Small Cap exchange? biz.yahoo.com This sucker really seems like a one horse show and the horse is coming up lame. Big built up staff and lots of long term debt to J&J, their ex-partner. A negative $0.65 bookvalue! There has been like $250M in loss built up in this sucker - lots of R&D $$$ invested. But Pramlintide is not looking overwhelming in the clinicals and they've got a long way to get to the market yet. Ugly! They've got another molecule just entering clinicals, but that's just going to get dragged down by the first unless they have great clinical data in 3Q 99. This is a company in serious need of a sugar daddy to fund the joint. I don't think V1 would want to play this one, but I figure this sucker to really drop next week when small cap trading starts and some fleeing begins. Could even maybe see an over reaction with a deadcat bounce??? Not sure if you could short it in time to catch the downdraft??? The more I look though the more I want to just stay away!!! Rman

To: Cytokine1 who wrote (6387)	2/1/1999 8:04:00 PM
From: Cytokine1	Read Replies (2) \| Respond to of 9719

VD's MODEL PORTFOLIO 2/1/99 Change -$4963 DOWN -1.92% Started 4/9/97, $100K . INDEX ^IXB DOWN -0.67% YTD EQUITY CHANGE 8.3% # CURRENT DAILY CURRENT COST TOTAL %GAIN/ % OF SYMBOL SHRS PRICE CHANGE %CHG VALUE SHR COST LOSS TOTAL ======= ======= ======= ======= ======= ======= ======= ======= ======= ======= MLNM 1000 38.13 0.16 0.41% 38125 18.93 18931 101.4% 15.0% CLTR 1500 24.63 -0.44 -1.75% 36938 15.27 22906 61.3% 14.5% SEPR 300 114.25 -0.50 -0.44% 34275 86.00 25800 32.8% 13.5% CGPI 2000 11.00 -0.75 -6.38% 22000 9.00 18000 22.2% 8.7% MOGN 3000 11.50 0.31 2.79% 34500 8.667 26000 32.7% 13.6% INIS 1000 11.69 -0.38 -3.11% 11688 11.25 11250 3.9% 4.6% BTRN 6000 2.38 0.00 0.00% 14250 2.25 13500 5.6% 5.6% INCY 1500 27.63 -2.38 -7.92% 41438 30.61 45909 -9.7% 16.3% ABSC 2000 8.56 0.19 2.24% 17125 8.735 17470 -2.0% 6.7% CELG 500 15.00 -0.13 -0.83% 7500 16.00 8000 -6.3% 3.0% LGNDW 2000 6.25 -0.63 -9.09% 12500 8.75 17500 -28.6% 4.9% GZTC 2000 5.56 -0.31 -5.32% 11125 7.737 15475 -28.1% 4.4% ENMD -1000 27.50 -1.75 -5.98% -27500 33.00 -33000 16.7% -10.8% STOCK ______ ______ ______ ______ 253963 207741 22.2% 100.0% SHORT SALE CREDIT ______ ______ 33000 MARGIN MTCE. EQUITY 63.8% MIN 30% (86745) BUYING POWER $ ______ 66223 EQUITY (NAV) ______ ______ ______ 200218 100000 100.2% ^IXB INDEX 478.79 -3.24 -0.67% 302.42 58.3% NOTES: OPEN orders subject to available buying power--- INCY limit buy 500 @ $24.00 LGNDW limit sell 2000 @ $8.75 ENMD stop loss buy 1000 shrs @ $31.00 to cover short 1/26/99 -8000 CELG bought 500 @ $16.00 1/25/99 -12031.25 CLTR bought 500 @ $24.0625