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

To: Cytokine1 who wrote (6569)	3/29/1999 9:55:00 PM
From: Rocketman	Read Replies (1) \| Respond to of 9719

MODEL SELLS 1000 SHARES OF ICOS SHORT @ $35 3/8 SEEMS LIKE THIS ONE IS GETTING AHEAD OF ITSELF AGAIN WITH A $1.4B MARKET CAP. RATHMANN IS GOOD, AND HAVING GATES ONBOARD IS NICE TOO, BUT THAT DOESN'T JUSTIFY THIS CAP WITH YEARS OF LOSSES STILL AHEAD. Rman

To: Cytokine1 who wrote (6569)	3/30/1999 8:34:00 PM
From: Cytokine1	Read Replies (1) \| Respond to of 9719

VD's MODEL PORTFOLIO 3/30/99 Change -$3525 DOWN -1.54% Started 4/9/97, $100K . INDEX ^IXB DOWN -0.19% YTD EQUITY CHANGE -16.3% # CURRENT DAILY CURRENT COST TOTAL %GAIN/ % OF SYMBOL SHRS PRICE CHANGE %CHG VALUE SHR COST LOSS TOTAL ======= ======= ======= ======= ======= ======= ======= ======= ======= ======= MLNM 1000 32.16 -0.97 -2.92% 32156 18.93 18931 69.9% 14.2% SEPR 300 110.50 -5.19 -4.48% 33150 86.00 25800 28.5% 14.7% CLTR 2000 22.00 -0.31 -1.40% 44000 16.45 32906 33.7% 19.5% CGPI 2000 8.75 -0.19 -2.10% 17500 9.00 18000 -2.8% 7.8% BTRN 6000 2.25 0.16 7.46% 13500 2.25 13500 0.0% 6.0% MOGN 3000 8.63 -0.19 -2.13% 25875 8.667 26000 -0.5% 11.5% INIS 1000 9.13 -0.13 -1.35% 9125 11.25 11250 -18.9% 4.0% GSII 2000 3.88 0.00 0.00% 7750 4.00 8000 -3.1% 3.4% INCY 2000 20.38 -0.69 -3.26% 40750 28.95 57909 -29.6% 18.1% ABSC 2000 6.34 -0.53 -7.73% 12688 8.735 17470 -27.4% 5.6% CELG 1000 14.63 0.75 5.41% 14625 15.21 15213 -3.9% 6.5% GZTC 2000 4.19 -0.06 -1.47% 8375 7.737 15475 -45.9% 3.7% ICOS -1000 33.81 -1.56 -4.42% -33813 35.375 -35375 -4.4% STOCK ______ ______ ______ ______ 225681 225079 0.3% 115.0% SHORT SALE CREDIT ______ ______ 35375 MARGIN MTCE. EQUITY 47.9% MIN 30% (106457) BUYING POWER $ ______ -8483 EQUITY (NAV) ______ ______ ______ 154599 100000 54.6% ^IXB INDEX 510.30 -0.98 -0.19% 302.42 68.7% NOTES: OPEN orders subject to available buying power--- INCY limit buy 1000 @ $20.00 incy order on hold until buying power returns. portfolio fiscal year expenses will be posted 4-9-99 3/30/99 35375 ICOS sold short 1000 shrs @ 35.375 3/1/99 -10000 CLTR bought 500 @ $20.00 3/1/99 8500 LGNDW sold 2000 @ $6.00