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

To: Cytokine1 who wrote (6438)	2/9/1999 10:36:00 PM
From: Rocketman	Read Replies (1) \| Respond to of 9719

MODEL SHORT SELL LIMIT ORDER 1000 ENMD @ AT THE OPENING IF PRICE IS $15 OR HIGHER TOO BAD I FILLED THAT PRIOR SHORT AT $24 THIS WEEK! SOUNDS LIKE THE INSTANET HAS IT DOWN IN THE $14-17 RANGE ALREADY EVEN BEFORE THE RETAIL DUMP HAS OCCURRED (THANKS DAK FOR THE INFO). GEEZ, YOU'D HAVE TO HOPE THAT THE NY TIMES GIVES THIS FRONT PAGE COVERAGE!!! IT COULDN'T HAPPEN TO A MORE DESERVING COMPANY FULL OF HYPESTERS. I'D LOVE TO SEE THEM ABLE TO CURE CANCER, BUT CONTRARY TO THE HYPE THEY HAVE HELPED SPRED, THIS IS A LONG, LONG, LONG WAY FROM REALITY. THE DEAD CAT BOUNCE TOMORROW OR THURSDAY COULD ALSO BE A NICE PLAY DEPENDING ON CONDITIONS. LOOK OUT BELOW!!!!! THE WIDOWS AND ORPHANS JUST GOT THEIR LIFE SAVINGS TAKEN AWAY..... RMAN

To: Cytokine1 who wrote (6438)	2/10/1999 10:09:00 AM
From: Rocketman	Respond to of 9719

CANCEL THE ENMD SHORT BUY SINCE IT DIDN'T FILL AT $15 OR HIGHER AT OPEN. THE MARKET MAKERS ARE MAKING OUT TODAY! WATCH FOR THE BOUNCE AT SOME POINT. RMAN

To: Cytokine1 who wrote (6438)	2/10/1999 12:48:00 PM
From: Rocketman	Read Replies (2) \| Respond to of 9719

MODEL BUYS 2000 GSII @ $4 Nice cash flow from the patent suit, and a chance for it to double or triple seeing as how the loser cheated on their patent filings. Nice cash hoard already, consensus is for profits next year, and this $13M is a big chunk of change for a company with a $53M market cap. While Guidant might try and drag it out with an appeal, they are clearly the big losers here and IMHO will not prevail. OK, question du jour: is this patent award taxable??? Rman

To: Cytokine1 who wrote (6438)	2/10/1999 5:28:00 PM
From: Cytokine1	Read Replies (3) \| Respond to of 9719

VD's MODEL PORTFOLIO 2/10/99 Change -$2644 DOWN -0.90% Started 4/9/97, $100K . INDEX ^IXB UP 0.55% YTD EQUITY CHANGE 1.2% # CURRENT DAILY CURRENT COST TOTAL %GAIN/ % OF SYMBOL SHRS PRICE CHANGE %CHG VALUE SHR COST LOSS TOTAL ======= ======= ======= ======= ======= ======= ======= ======= ======= ======= MLNM 1000 31.44 -1.94 -5.81% 31438 18.93 18931 66.1% 10.8% CLTR 1500 21.88 -0.88 -3.85% 32813 15.27 22906 43.2% 11.2% SEPR 300 111.19 2.44 2.24% 33356 86.00 25800 29.3% 11.4% CGPI 2000 10.50 0.00 0.00% 21000 9.00 18000 16.7% 7.2% MOGN 3000 10.50 -0.50 -4.55% 31500 8.667 26000 21.2% 10.8% INIS 1000 12.13 0.13 1.04% 12125 11.25 11250 7.8% 4.2% BTRN 6000 2.25 -0.09 -4.00% 13500 2.25 13500 0.0% 4.6% INCY 2000 28.75 1.50 5.50% 57500 28.95 57909 -0.7% 19.7% ABSC 2000 6.75 -0.06 -0.92% 13500 8.735 17470 -22.7% 4.6% CELG 1000 12.50 0.25 2.04% 12500 15.21 15213 -17.8% 4.3% LGNDW 2000 7.25 -0.13 -1.69% 14500 8.75 17500 -17.1% 5.0% GSII 2000 3.81 -0.19 -4.69% 7625 4.000 8000 -4.7% 2.6% GZTC 2000 5.28 -0.34 -6.11% 10563 7.737 15475 -31.7% 3.6% STOCK ______ ______ ______ ______ 291919 267954 8.9% 100.0% SHORT SALE CREDIT ______ ______ 0 MARGIN MTCE. EQUITY 61.2% MIN 30% (104957) BUYING POWER $ ______ 60880 EQUITY (NAV) ______ ______ ______ 186962 100000 87.0% ^IXB INDEX 440.69 2.39 0.55% 302.42 45.7% NOTES: OPEN orders subject to available buying power--- INCY limit buy 1000 @ $20.00 LGNDW limit sell 2000 @ $8.75 2/10/99 -8000 GSII bought 2000 @ $4.00 2/8/99 -2712.5 CELG bought 200 @ $13.5625 2/5/99 9000 ENMD covered short 1000 shrs @ $24.00, cost $33.00 per shr) 2/2/99 -12000 INCY bought 500 shrs @ $24.00 2/2/99 -4500 CELG bought 300 @ $15.00 1/26/99 -8000 CELG bought 500 @ $16.00