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

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To: Cytokine1 who wrote (6998)8/23/1999 8:12:00 PM
From: Cytokine1  Read Replies (2) of 9719
 
VD's MODEL PORTFOLIO 8/23/99 Change $13281 UP 3.38%
Started 4/9/97, $100K . INDEX ^IXB UP 4.30%
YTD EQUITY CHANGE 34.4%

# CURRENT DAILY CURRENT COST TOTAL %GAIN/ % OF
SYMBOL SHRS PRICE CHANGE %CHG VALUE SHR COST LOSS TOTAL
======= ======= ======= ======= ======= ======= ======= ======= ======= =======
BTRN 6000 5.50 -0.25 -4.35% 33000 2.25 13500 144.4% 8.1%
CLTR 2500 31.00 2.13 7.36% 77500 17.31 43281 79.1% 19.1%
MOGN 3000 12.00 0.25 2.13% 36000 8.667 26000 38.5% 8.9%
CELG 2500 16.50 0.50 3.13% 41250 15.71 39275 5.0% 10.2%
CGPI 2000 10.88 0.50 4.82% 21750 9.00 18000 20.8% 5.4%
INHL 1000 33.38 3.75 12.66% 33375 24.50 24500 36.2% 8.2%
SEPR 500 81.50 4.00 5.16% 40750 78.20 39100 4.2% 10.0%
INCY 2000 25.19 0.00 0.00% 50375 28.95 57909 -13.0% 12.4%
ABSC 3000 8.84 0.34 4.04% 26531 8.761 26283 0.9% 6.5%
GZTC 2000 6.38 0.13 2.00% 12750 7.737 15475 -17.6% 3.1%
GLIA 1500 22.00 -0.38 -1.68% 33000 22.979 34469 -4.3% 8.1%



STOCK ______ ______ ______ ______ 406281 337791 20.3% 100.0%
SHORT SALE CREDIT ______ ______ 0
MARGIN MTCE. EQUITY 61.1% MIN 30% (157844)
BUYING POWER $ ______ 90594
EQUITY (NAV) ______ ______ ______ 248437 100000 148.4%


^IXB INDEX 638.31 26.29 4.30% 302.42 111.1%


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




08/14/1999 -15625 BUY 1000 CELG @ $15.625
08/05/1999 57250 SOLD 1000 MLNM @ $57.25
07/29/1999 -8812.5 BUY 1000 ABSC @ 8.8125
07/23/1999 -24500 BUY 1000 INHL @ $24.50
07/23/1999 9375 SELL 2000 GSII @ $4.6875
07/16/1999 7437.5 INIS sold 1000 @ $7.4375
07/12/1999 -10375 CLTR bought 500 @ $20.75
07/12/1999 -8437.5 CELG bought 500 @ $16.875
07/12/1999 -11468.75 GLIA bought 500 @ $22.9375
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