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

To: Cytokine1 who wrote (6624)	4/28/1999 10:06:00 PM
From: aknahow	Respond to of 9719

Interesting article @ TSC by Cory Johnson on H & Q (and any other industry conference). While this time it's a tech conference, everything written applies to the biotech broker conferences also. Not really something all of us did not know but just confirmation that nothing is said in the public meetings. The breakouts are where the real info. comes out. S.E.C. taking a look. thestreet.com

To: Cytokine1 who wrote (6624)	4/29/1999 10:08:00 PM
From: Cytokine1	Read Replies (1) \| Respond to of 9719

VD's MODEL PORTFOLIO 4/29/99 Change -$3847 DOWN -1.74% Started 4/9/97, $100K . INDEX ^IXB DOWN -1.40% YTD EQUITY CHANGE -24.3% # CURRENT DAILY CURRENT COST TOTAL %GAIN/ % OF SYMBOL SHRS PRICE CHANGE %CHG VALUE SHR COST LOSS TOTAL ======= ======= ======= ======= ======= ======= ======= ======= ======= ======= MLNM 1000 34.72 0.22 0.63% 34719 18.93 18931 83.4% 15.9% SEPR 300 86.50 -5.38 -5.85% 25950 86.00 25800 0.6% 11.9% CLTR 2000 19.19 -0.44 -2.23% 38375 16.45 32906 16.6% 17.6% CGPI 2000 8.50 -0.81 -8.72% 17000 9.00 18000 -5.6% 7.8% BTRN 6000 2.63 0.13 5.00% 15750 2.25 13500 16.7% 7.2% MOGN 3000 11.38 0.63 5.81% 34125 8.667 26000 31.3% 15.7% INIS 1000 10.63 -0.38 -3.41% 10625 11.25 11250 -5.6% 4.9% GSII 2000 3.00 0.16 5.49% 6000 4.00 8000 -25.0% 2.8% INCY 2000 17.25 -0.50 -2.82% 34500 28.95 57909 -40.4% 15.8% ABSC 2000 5.38 -0.47 -8.02% 10750 8.735 17470 -38.5% 4.9% CELG 1000 18.94 -0.06 -0.33% 18938 15.21 15213 24.5% 8.7% GZTC 2000 5.06 0.00 0.00% 10125 7.737 15475 -34.6% 4.6% ICOS -1000 39.00 0.52 1.34% -39000 35.375 -35375 -10.2% STOCK ______ ______ ______ ______ 217856 225079 -3.2% 117.9% SHORT SALE CREDIT ______ ______ 35375 MARGIN MTCE. EQUITY 42.2% MIN 30% (113325) BUYING POWER $ ______ -30544 EQUITY (NAV) ______ ______ ______ 139906 100000 39.9% ^IXB INDEX 461.09 -6.57 -1.40% 302.42 52.5% 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 4/9/98 -6867.94 fiscal yr expenses $6177.94 margin interest (7.00%) plus $690 transaction expense