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

To: Cytokine1 who wrote (6689)	5/22/1999 4:07:00 PM
From: Vector1	Read Replies (1) \| Respond to of 9719

Cyto, I suggest we sell covered calls on SEPR. The Jan 2000 at 130 will net us 10 and 1/8th (thats the offer) today and the stock has to go above 130 to take us out, a 100% return. VDers have the weekend to convince me otherwise. V1

To: Cytokine1 who wrote (6689)	5/25/1999 12:19:00 AM
From: Cytokine1	Read Replies (2) \| Respond to of 9719

VD's MODEL PORTFOLIO 5/24/99 Change -$9650 DOWN -3.84% Started 4/9/97, $100K . INDEX ^IXB DOWN -1.93% YTD EQUITY CHANGE -11.5% # CURRENT DAILY CURRENT COST TOTAL %GAIN/ % OF SYMBOL SHRS PRICE CHANGE %CHG VALUE SHR COST LOSS TOTAL ======= ======= ======= ======= ======= ======= ======= ======= ======= ======= MLNM 1000 38.88 0.44 1.14% 38875 18.93 18931 105.3% 16.1% SEPR 300 62.00 -6.75 -9.82% 18600 86.00 25800 -27.9% 7.7% CLTR 2000 24.63 0.50 2.07% 49250 16.45 32906 49.7% 20.4% CGPI 2000 10.00 -0.25 -2.44% 20000 9.00 18000 11.1% 8.3% BTRN 6000 3.38 -0.44 -11.48% 20250 2.25 13500 50.0% 8.4% MOGN 3000 11.00 -0.13 -1.12% 33000 8.667 26000 26.9% 13.7% INIS 1000 11.25 -0.31 -2.70% 11250 11.25 11250 0.0% 4.7% GSII 2000 3.75 0.31 9.09% 7500 4.00 8000 -6.3% 3.1% INCY 2000 23.50 -2.50 -9.62% 47000 28.95 57909 -18.8% 19.5% ABSC 2000 6.25 0.31 5.26% 12500 8.735 17470 -28.4% 5.2% CELG 1000 16.25 -1.00 -5.80% 16250 15.21 15213 6.8% 6.7% GZTC 2000 4.63 -0.25 -5.13% 9250 7.737 15475 -40.2% 3.8% ICOS -1000 42.13 0.00 0.00% -42125 35.375 -35375 -19.1% STOCK ______ ______ ______ ______ 241600 225079 7.3% 117.4% SHORT SALE CREDIT ______ ______ 35375 MARGIN MTCE. EQUITY 47.0% MIN 30% (113325) BUYING POWER $ ______ -12800 EQUITY (NAV) ______ ______ ______ 163650 100000 63.6% ^IXB INDEX 474.57 -9.32 -1.93% 302.42 56.9% 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 4/9/98 -6867.94 fiscal yr expenses $6177.94 margin interest (7.00%) plus $690 transaction expense