VD's MODEL PORTFOLIO 9/15/97 Change $187 UP 0.08% Started 4/9/97, $100K . INDEX ^IXB DOWN -0.28% 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 74.63 3.06 4.28% 21641 48.55 14080 53.7% 9.2% AFFX 250 38.88 2.50 6.87% 9719 25.77 6441 50.9% 4.1% GZTC 2,770 10.75 -0.25 -2.27% 29778 7.74 21432 38.9% 12.7% LGND 2,800 16.50 -0.13 -0.75% 46200 12.432 34810 32.7% 19.7% GENZ 530 28.38 -0.50 -1.73% 15039 23.50 12455 20.7% 6.4% GLFD 500 30.13 0.25 0.84% 15063 28.25 14125 6.6% 6.4% ISIP 500 18.00 0.66 3.78% 9000 17.13 8563 5.1% 3.8% BGEN 400 34.00 -0.13 -0.37% 13600 35.88 14350 -5.2% 5.8% CLTR 1,000 10.25 0.63 6.49% 10250 10.88 10875 -5.7% 4.4% GENZL 2,015 9.75 0.00 0.00% 19646 10.36 20880 -5.9% 8.4% CGPI 500 11.25 -0.13 -1.10% 5625 12.75 6375 -11.8% 2.4% MATX 1,000 4.81 -0.13 -2.53% 4813 5.72 5718 -15.8% 2.1% CYTO 4,400 4.13 -0.13 -2.94% 18150 5.335 23475 -22.7% 7.7% GSII 2,700 4.31 0.06 1.47% 11644 5.69 15354 -24.2% 5.0% CMTR 5,100 0.84 -0.09 -10.00% 4303 1.47 7497 -42.6% 1.8% SUBTOT .... .... .... .... 234469 216430 8.3% 100.0% CASH .... .... .... .... 0 MARGIN .... .... .... .... (118412) TOTALS 116057 100000 16.1% ^IXB INDEX 326.65 -0.91 -0.28% 302.42 8.0% 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 |