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Biotech / Medical : VD's Model Portfolio & Discussion Thread

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To: Cytokine1 who wrote (6816)7/1/1999 9:05:00 PM
From: Cytokine1  Read Replies (1) of 9719
 
VD's MODEL PORTFOLIO 7/1/99 Change $4141 UP 1.22%
Started 4/9/97, $100K . INDEX ^IXB UP 1.46%
YTD EQUITY CHANGE 3.4%

# CURRENT DAILY CURRENT COST TOTAL %GAIN/ % OF
SYMBOL SHRS PRICE CHANGE %CHG VALUE SHR COST LOSS TOTAL
======= ======= ======= ======= ======= ======= ======= ======= ======= =======
MLNM 1000 36.75 0.75 2.08% 36750 18.93 18931 94.1% 10.7%
BTRN 6000 4.88 0.06 1.30% 29250 2.25 13500 116.7% 8.5%
CLTR 2000 22.81 0.25 1.11% 45625 16.45 32906 38.7% 13.3%
MOGN 3000 10.97 0.47 4.46% 32906 8.667 26000 26.6% 9.6%
CELG 1000 17.75 0.19 1.07% 17750 15.21 15213 16.7% 5.2%
CGPI 2000 10.13 0.13 1.25% 20250 9.00 18000 12.5% 5.9%
GSII 2000 4.44 0.13 2.90% 8875 4.00 8000 10.9% 2.6%
SEPR 500 83.09 1.84 2.27% 41547 78.20 39100 6.3% 12.1%
INCY 2000 26.25 -0.19 -0.71% 52500 28.95 57909 -9.3% 15.3%
INIS 1000 9.75 0.50 5.41% 9750 11.25 11250 -13.3% 2.8%
ABSC 2000 7.13 -0.13 -1.72% 14250 8.735 17470 -18.4% 4.1%
GZTC 2000 4.50 -0.06 -1.37% 9000 7.737 15475 -41.8% 2.6%
GLIA 1000 25.25 -0.25 -0.98% 25250 23.000 23000 9.8% 7.3%



STOCK ______ ______ ______ ______ 343703 296754 15.8% 100.0%
SHORT SALE CREDIT ______ ______ 0
MARGIN MTCE. EQUITY 55.6% MIN 30% (152688)
BUYING POWER $ ______ 38328
EQUITY (NAV) ______ ______ ______ 191016 100000 91.0%


^IXB INDEX 514.65 7.43 1.46% 302.42 70.2%


NOTES: OPEN orders subject to available buying power---
INCY limit buy 1000 @ $20.00




6/22/99 -23000 GLIA bought 1000 @ $23.00
6/22/99 -3062.5 ICOS covered short 1000 shrs @ $38.4375
6/1/99 -13300 SEPR bought 200 @ $66.50
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