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

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To: Cytokine1 who wrote (7051)9/14/1999 9:01:00 PM
From: Cytokine1  Read Replies (1) of 9719
 
VD's MODEL PORTFOLIO 9/14/99 Change -$2156 DOWN -0.44%
Started 4/9/97, $100K . INDEX ^IXB DOWN -1.85%
YTD EQUITY CHANGE 51.2%

# CURRENT DAILY CURRENT COST TOTAL %GAIN/ % OF
SYMBOL SHRS PRICE CHANGE %CHG VALUE SHR COST LOSS TOTAL
======= ======= ======= ======= ======= ======= ======= ======= ======= =======
BTRN 6000 5.50 -0.19 -3.30% 33000 2.25 13500 144.4% 6.7%
CLTR 2500 20.19 -1.81 -8.24% 50469 17.31 43281 16.6% 10.2%
MOGN 1500 13.25 -0.19 -1.40% 19875 8.667 13000 52.9% 4.0%
CELG 3000 28.00 1.69 6.41% 84000 16.133 48400 73.6% 17.1%
CGPI 2000 12.88 0.00 0.00% 25750 9.00 18000 43.1% 5.2%
INHL 1000 34.63 -0.25 -0.72% 34625 24.50 24500 41.3% 7.0%
SEPR 500 75.63 0.81 1.09% 37813 78.20 39100 -3.3% 7.7%
INCY 2000 25.81 -1.44 -5.28% 51625 28.95 57909 -10.9% 10.5%
ABSC 3000 12.06 0.44 3.76% 36188 8.761 26283 37.7% 7.3%
GZTC 2000 7.88 0.81 11.50% 15750 7.737 15475 1.8% 3.2%
GLIA 1500 19.00 -1.00 -5.00% 28500 22.979 34469 -17.3% 5.8%
TRMS 3000 25.00 0.00 0.00% 75000 21.771 65313 14.8% 15.2%



STOCK ______ ______ ______ ______ 492594 399229 23.4% 100.0%
SHORT SALE CREDIT ______ ______ 0
MARGIN MTCE. EQUITY 56.7% MIN 30% (213156)
BUYING POWER $ ______ 66281
EQUITY (NAV) ______ ______ ______ 279437 100000 179.4%


^IXB INDEX 649.80 -12.27 -1.85% 302.42 114.9%


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




09/13/1999 19125 SELL 1500 MOGN @ $12.75
09/08/1999 -20312.5 BUY 1000 TRMS @ 20.3125
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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