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

To: Cytokine1 who wrote (6573)	4/1/1999 8:31:00 PM
From: Mike McFarland	Read Replies (1) \| Respond to of 9719

I noticed that CGPI has in the last year moved from $8-$9 to above $12 four times, it is at the lower end of that range once again. I'll be going in next week for a tooth cleaning, probably followed by some drilling. For fun I can see how many Rx's he has been writing for periostat.

To: Cytokine1 who wrote (6573)	4/5/1999 9:43:00 PM
From: Cytokine1	Read Replies (1) \| Respond to of 9719

VD's MODEL PORTFOLIO 4/5/99 Change $8188 UP 3.69% Started 4/9/97, $100K . INDEX ^IXB UP 0.90% YTD EQUITY CHANGE -14.0% # CURRENT DAILY CURRENT COST TOTAL %GAIN/ % OF SYMBOL SHRS PRICE CHANGE %CHG VALUE SHR COST LOSS TOTAL ======= ======= ======= ======= ======= ======= ======= ======= ======= ======= MLNM 1000 32.38 2.13 7.02% 32375 18.93 18931 71.0% 14.1% SEPR 300 120.13 3.13 2.67% 36038 86.00 25800 39.7% 15.7% CLTR 2000 22.75 1.00 4.60% 45500 16.45 32906 38.3% 19.8% CGPI 2000 9.25 0.75 8.82% 18500 9.00 18000 2.8% 8.0% BTRN 6000 2.13 0.00 0.00% 12750 2.25 13500 -5.6% 5.5% MOGN 3000 8.75 0.38 4.48% 26250 8.667 26000 1.0% 11.4% INIS 1000 9.13 0.00 0.00% 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 19.13 -0.94 -4.67% 38250 28.95 57909 -33.9% 16.6% ABSC 2000 6.94 0.88 14.43% 13875 8.735 17470 -20.6% 6.0% CELG 1000 16.94 1.38 8.84% 16938 15.21 15213 11.3% 7.4% GZTC 2000 3.94 0.00 0.00% 7875 7.737 15475 -49.1% 3.4% ICOS -1000 35.13 0.75 2.18% -35125 35.375 -35375 -0.7% STOCK ______ ______ ______ ______ 230100 225079 2.2% 115.3% SHORT SALE CREDIT ______ ______ 35375 MARGIN MTCE. EQUITY 47.2% MIN 30% (106457) BUYING POWER $ ______ -11189 EQUITY (NAV) ______ ______ ______ 159018 100000 59.0% ^IXB INDEX 510.88 4.58 0.90% 302.42 68.9% 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