VD's MODEL PORTFOLIO 9/11/97 Change -$3,039 DOWN -1.31% Started 4/9/97, $100K . INDEX ^IXB UP 0.60% VD Inc: Cytokines to Monoclonal Antibodies to Retinoids # CURRENT DAILY CURRENT COST TOTAL %GAIN/ % OF SYMBOL SHRS PRICE CHANGE %CHG VALUE SHR COST LOSS TOTAL ======= ======= ======= ======= ======= ======= ======= ======= ======= ======= INCY 290 70.13 1.38 2.00% 20336 48.55 14080 44.4% 8.9% AFFX 250 35.63 -0.25 -0.70% 8906 25.77 6441 38.3% 3.9% GZTC 2,770 10.38 -0.50 -4.60% 28739 7.74 21432 34.1% 12.6% LGND 2,800 16.06 0.06 0.39% 44975 12.432 34810 29.2% 19.7% GENZ 530 29.63 -0.13 -0.42% 15701 23.50 12455 26.1% 6.9% GLFD 500 29.75 -0.13 -0.42% 14875 28.25 14125 5.3% 6.5% ISIP 500 16.88 0.13 0.75% 8438 17.13 8563 -1.5% 3.7% BGEN 400 34.13 -0.50 -1.44% 13650 35.88 14350 -4.9% 6.0% CLTR 1,000 9.88 -0.19 -1.86% 9875 10.88 10875 -9.2% 4.3% GENZL 2,015 9.38 -0.13 -1.32% 18891 10.36 20880 -9.5% 8.3% CGPI 500 11.25 0.13 1.12% 5625 12.75 6375 -11.8% 2.5% MATX 1,000 4.88 -2.00 -29.09% 4875 5.72 5718 -14.7% 2.1% CYTO 4,400 4.00 0.00 0.00% 17600 5.335 23475 -25.0% 7.7% GSII 2,700 4.13 0.00 0.00% 11138 5.69 15354 -27.5% 4.9% CMTR 5,100 0.88 0.09 12.00% 4463 1.47 7497 -40.5% 2.0% SUBTOT ------- ------- ------- ------- 228086 216430 5.4% 100.0% CASH ------- ------- ------- ------- 0 MARGIN ------- ------- ------- ------- (118412) TOTALS 109674 100000 9.7% ^IXB INDEX 323.34 1.94 0.60% 302.42 6.9% NOTES: CYTO sell 8/21/97, 4400 @ 4.125 ($18125), loss $5325, -22.68% OPEN limit buy order CHIR 500 @ 17 OPEN limit buy order AFFX 200 @ 26 GLFD bought 8/25/97, 500 @ 28.25 ($14125) LGND bought 8/21/97, 1000 additional @ 12.50 ($12500) LGND bought 8/27/97, 1000 additional @ 14.25 ($14250) OPEN limit sell order MATX @ 5.5 or better |