VD's MODEL PORTFOLIO 10/2/97 Change $7,123 UP 2.69% Started 4/9/97, $100K . INDEX ^IXB UP 0.71% 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 43.13 -1.88 -4.17% 10781 25.77 6441 67.4% 4.0% INCY 290 86.25 2.25 2.68% 25013 48.55 14080 77.6% 9.2% GZTC 2,770 12.88 1.38 11.96% 35664 7.74 21432 66.4% 13.1% LGND 2,800 16.19 -0.13 -0.77% 45325 12.432 34810 30.2% 16.7% GENZ 530 30.56 1.19 4.04% 16198 23.50 12455 30.1% 6.0% CLTR 1,000 15.50 2.06 15.35% 15500 10.88 10875 42.5% 5.7% MDYN 500 26.63 -0.50 -1.84% 13313 23.50 11750 13.3% 4.9% GLFD 500 29.38 0.25 0.86% 14688 28.25 14125 4.0% 5.4% ISIP 500 17.63 0.25 1.44% 8813 17.13 8563 2.9% 3.2% FUSE 400 13.75 -0.13 -0.90% 5500 14.188 5675 -3.1% 2.0% ABSC 400 14.25 -0.13 -0.87% 5700 14.938 5975 -4.6% 2.1% GENZL 2,015 9.63 0.06 0.65% 19394 10.36 20880 -7.1% 7.1% BGEN 400 33.06 1.50 4.75% 13225 35.88 14350 -7.8% 4.9% NSTA 200 24.63 -0.38 -1.50% 4925 28.50 5700 -13.6% 1.8% CGPI 500 10.25 -0.25 -2.38% 5125 12.75 6375 -19.6% 1.9% MATX 1,000 4.88 0.50 11.43% 4875 5.72 5718 -14.7% 1.8% CYTO 4,400 3.88 -0.03 -0.80% 17050 5.335 23475 -27.4% 6.3% GSII 2,700 4.00 0.00 0.00% 10800 5.69 15354 -29.7% 4.0% SUBTOT ______ ______ ______ ______ 271888 238033 14.2% 100.0% CASH ______ ______ ______ ______ 0 MARGIN ______ ______ ______ ______ (144587) TOTALS 127300 100000 27.3% ^IXB INDEX 341.28 2.39 0.71% 302.42 12.8% 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% |