VD's MODEL PORTFOLIO 9/30/97 Change $1,403 UP 0.53% Started 4/9/97, $100K . INDEX ^IXB UP 0.77% 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 ======= ======= ======= ======= ======= ======= ======= ======= ======= ======= AFFX 250 46.00 1.75 3.95% 11500 25.77 6441 78.5% 4.3% INCY 290 84.00 1.50 1.82% 24360 48.55 14080 73.0% 9.1% GZTC 2,770 11.50 0.00 0.00% 31855 7.74 21432 48.6% 11.9% LGND 2,800 16.50 0.00 0.00% 46200 12.432 34810 32.7% 17.3% GENZ 530 29.75 -0.88 -2.86% 15768 23.50 12455 26.6% 5.9% CLTR 1,000 13.38 1.13 9.18% 13375 10.88 10875 23.0% 5.0% MDYN 500 27.00 -0.25 -0.92% 13500 23.50 11750 14.9% 5.1% GLFD 500 29.50 0.50 1.72% 14750 28.25 14125 4.4% 5.5% ISIP 500 17.81 0.44 2.52% 8906 17.13 8563 4.0% 3.3% FUSE 400 14.13 0.25 1.80% 5650 14.188 5675 -0.4% 2.1% ABSC 400 14.31 0.00 0.00% 5725 14.938 5975 -4.2% 2.1% GENZL 2,015 9.75 0.00 0.00% 19646 10.36 20880 -5.9% 7.3% BGEN 400 32.44 -0.88 -2.63% 12975 35.88 14350 -9.6% 4.9% MATX 1,000 4.94 0.56 12.86% 4938 5.72 5718 -13.6% 1.8% NSTA 200 23.25 0.13 0.54% 4650 28.50 5700 -18.4% 1.7% CGPI 500 10.13 -0.13 -1.22% 5063 12.75 6375 -20.6% 1.9% CYTO 4,400 3.94 -0.09 -2.33% 17325 5.335 23475 -26.2% 6.5% GSII 2,700 4.13 -0.13 -2.94% 11138 5.69 15354 -27.5% 4.2% SUBTOT ______ ______ ______ ______ 267323 238033 12.3% 100.0% CASH ______ ______ ______ ______ 0 MARGIN ______ ______ ______ ______ (144587) TOTALS 122735 100000 22.7% ^IXB INDEX 342.06 2.60 0.77% 302.42 13.1% NOTES: OPEN limit sell order MATX @ 5.5 or better NSTA bought 9/18/97, 400 @ 28.5 ($11400) MDYN bought 9/18/97, 500 @ 23.5 ($11750) CMTR sell 9/23/97 5100 @ .75 ($3825), loss $3672, -49% FUSE bought 9/24/97, 400 @ 14.1875 ($5675) ABSC bought 9/24/97, 400 @ 14.9375 ($5975) NSTA sold 9/26/97. 200 @ 24 $(4800), loss $900, -15.8% |