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

To: Cytokine1 who wrote (6695)	5/25/1999 2:16:00 AM
From: Rocketman	Read Replies (1) \| Respond to of 9719

Good to see y'all holding down the VDXXX fort. Sorry for the absence, but I had to move the family as we done lost our lease (landlord selling the house). After the "Moving is Hell" event, I picked up a couple of consulting gigs and have rejoined the ranks of the working stiffs. YES, THE ROCKETMAN HAS GOT A JOB, ACTUALLY TWO OF THEM - LIFE CAN BE UGLY!!! Actually, it has been a lot of fun so far, but the time for hanging out on SI and following stocks has certainly been impinged upon. I also find myself posting still on the INCY thread on Yahoo to help those who populate it along - and I can't resist at least some countering of the short selling lout suckerally over there who really does suck. I've actually had INCY people thank me for doing so. Plus, since we have this kind of long term perspective usually, and our buying power is kaput, it seems like there is less to do on the thread these days and more sitting around and waiting. I have been peering in and keeping an eye on things though. And I still think ICOS is overvalued, and that I should have convinced V1 to sell SEPR when it was $135 (damn short term attitude that I can have sometimes). V1, do with the options what you like, just remember that we are in the negative on buying power. Hope all the other V's are doing well and that you have kicked into the enjoy the summer mode. We should do some mail soon and catch up. Rman out.

To: Cytokine1 who wrote (6695)	5/26/1999 12:59:00 AM
From: Cytokine1	Read Replies (1) \| Respond to of 9719

VD's MODEL PORTFOLIO 5/25/99 Change -$2850 DOWN -1.18% Started 4/9/97, $100K . INDEX ^IXB UP 0.48% YTD EQUITY CHANGE -13.0% # CURRENT DAILY CURRENT COST TOTAL %GAIN/ % OF SYMBOL SHRS PRICE CHANGE %CHG VALUE SHR COST LOSS TOTAL ======= ======= ======= ======= ======= ======= ======= ======= ======= ======= MLNM 1000 38.88 0.00 0.00% 38875 18.93 18931 105.3% 16.3% SEPR 300 60.00 -2.00 -3.23% 18000 86.00 25800 -30.2% 7.5% CLTR 2000 25.00 0.38 1.52% 50000 16.45 32906 51.9% 20.9% CGPI 2000 9.50 -0.50 -5.00% 19000 9.00 18000 5.6% 8.0% BTRN 6000 3.38 0.00 0.00% 20250 2.25 13500 50.0% 8.5% MOGN 3000 10.50 -0.50 -4.55% 31500 8.667 26000 21.2% 13.2% INIS 1000 11.31 0.06 0.56% 11313 11.25 11250 0.6% 4.7% GSII 2000 3.63 -0.13 -3.33% 7250 4.00 8000 -9.4% 3.0% INCY 2000 23.69 0.19 0.80% 47375 28.95 57909 -18.2% 19.8% ABSC 2000 5.84 -0.41 -6.50% 11688 8.735 17470 -33.1% 4.9% CELG 1000 15.69 -0.56 -3.46% 15688 15.21 15213 3.1% 6.6% GZTC 2000 4.44 -0.19 -4.05% 8875 7.737 15475 -42.6% 3.7% ICOS -1000 41.06 -1.06 -2.52% -41063 35.375 -35375 -16.1% STOCK ______ ______ ______ ______ 238750 225079 6.1% 117.2% SHORT SALE CREDIT ______ ______ 35375 MARGIN MTCE. EQUITY 46.4% MIN 30% (113325) BUYING POWER $ ______ -15400 EQUITY (NAV) ______ ______ ______ 160800 100000 60.8% ^IXB INDEX 476.86 2.29 0.48% 302.42 57.7% 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 4/9/98 -6867.94 fiscal yr expenses $6177.94 margin interest (7.00%) plus $690 transaction expense