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

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To: Cytokine1 who wrote (6916)7/24/1999 12:19:00 PM
From: Cytokine1  Read Replies (4) of 9719
 
VD's MODEL PORTFOLIO 7/23/99 Change $8813 UP 2.30%
Started 4/9/97, $100K . INDEX ^IXB UP 1.24%
YTD EQUITY CHANGE 17.2%

# CURRENT DAILY CURRENT COST TOTAL %GAIN/ % OF
SYMBOL SHRS PRICE CHANGE %CHG VALUE SHR COST LOSS TOTAL
======= ======= ======= ======= ======= ======= ======= ======= ======= =======
MLNM 1000 46.88 1.13 2.46% 46875 18.93 18931 147.6% 12.0%
BTRN 6000 5.63 0.00 0.00% 33750 2.25 13500 150.0% 8.6%
CLTR 2500 29.25 3.19 12.23% 73125 17.313 43281 69.0% 18.6%
MOGN 3000 11.63 -0.75 -6.06% 34875 8.667 26000 34.1% 8.9%
CELG 1500 15.94 0.00 0.00% 23906 15.767 23650 1.1% 6.1%
CGPI 2000 10.00 -0.25 -2.44% 20000 9.00 18000 11.1% 5.1%
GSII 2000 4.69 -0.25 -5.06% 9375 4.00 8000 17.2% 2.4%
SEPR 500 82.06 -1.13 -1.35% 41031 78.20 39100 4.9% 10.5%
INCY 2000 26.25 1.25 5.00% 52500 28.95 57909 -9.3% 13.4%
ABSC 2000 8.50 0.00 0.00% 17000 8.735 17470 -2.7% 4.3%
GZTC 2000 6.00 0.56 10.34% 12000 7.737 15475 -22.5% 3.1%
GLIA 1500 18.44 -0.06 -0.34% 27656 22.979 34469 -19.8% 7.1%



STOCK ______ ______ ______ ______ 392094 315785 24.2% 100.0%
SHORT SALE CREDIT ______ ______ 0
MARGIN MTCE. EQUITY 55.2% MIN 30% (175531)
BUYING POWER $ ______ 41031
EQUITY (NAV) ______ ______ ______ 216562 100000 116.6%


^IXB INDEX 560.88 6.87 1.24% 302.42 85.5%


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




7/16/99 7437.5 INIS sold 1000 @ $7.4375
7/12/99 -10375 CLTR bought 500 @ $20.75
7/12/99 -8437.5 CELG bought 500 @ $16.875
7/12/99 -11468.75 GLIA bought 1000 @ $22.9375
6/22/99 -23000 GLIA bought 1000 @ $23.00
6/22/99 -3062.5 ICOS covered short 1000 shrs @ $38.4375
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