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

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To: Cytokine1 who wrote (7029)9/3/1999 10:13:00 PM
From: Cytokine1  Read Replies (1) of 9719
 
VD's MODEL PORTFOLIO 9/3/99 Change $13641 UP 3.09%
Started 4/9/97, $100K . INDEX ^IXB UP 4.34%
YTD EQUITY CHANGE 31.2%

# CURRENT DAILY CURRENT COST TOTAL %GAIN/ % OF
SYMBOL SHRS PRICE CHANGE %CHG VALUE SHR COST LOSS TOTAL
======= ======= ======= ======= ======= ======= ======= ======= ======= =======
BTRN 6000 5.13 0.00 0.00% 30750 2.25 13500 127.8% 6.8%
CLTR 2500 21.00 0.25 1.20% 52500 17.31 43281 21.3% 11.6%
MOGN 3000 11.88 0.38 3.26% 35625 8.667 26000 37.0% 7.8%
CELG 3000 19.13 1.00 5.52% 57375 16.133 48400 18.5% 12.6%
CGPI 2000 10.69 0.19 1.79% 21375 9.00 18000 18.8% 4.7%
INHL 1000 31.88 1.50 4.94% 31875 24.50 24500 30.1% 7.0%
SEPR 500 80.09 3.66 4.78% 40047 78.20 39100 2.4% 8.8%
INCY 2000 29.88 1.91 6.82% 59750 28.95 57909 3.2% 13.1%
ABSC 3000 11.44 -0.06 -0.54% 34313 8.761 26283 30.6% 7.6%
GZTC 2000 7.00 0.38 5.66% 14000 7.737 15475 -9.5% 3.1%
GLIA 1500 19.88 -0.38 -1.85% 29813 22.979 34469 -13.5% 6.6%
TRMS 2000 23.50 0.69 3.01% 47000 22.500 45000 4.4% 10.3%



STOCK ______ ______ ______ ______ 454422 391916 15.9% 100.0%
SHORT SALE CREDIT ______ ______ 0
MARGIN MTCE. EQUITY 53.4% MIN 30% (211969)
BUYING POWER $ ______ 30484
EQUITY (NAV) ______ ______ ______ 242453 100000 142.5%


^IXB INDEX 654.93 27.24 4.34% 302.42 116.6%


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




09/03/1999 -9125 BUY 500 CELG @ $18.25
08/27/1999 -45000 BUY 2000 TRMS @ $22.5
08/14/1999 -15625 BUY 1000 CELG @ $15.625
08/05/1999 57250 SOLD 1000 MLNM @ $57.25
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