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

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To: Cytokine1 who wrote (7070)9/21/1999 10:07:00 PM
From: Cytokine1  Read Replies (1) of 9719
 
VD's MODEL PORTFOLIO 9/21/99 Change -$3594 DOWN -0.75%
Started 4/9/97, $100K . INDEX ^IXB DOWN -3.16%
YTD EQUITY CHANGE 43.1%

# CURRENT DAILY CURRENT COST TOTAL %GAIN/ % OF
SYMBOL SHRS PRICE CHANGE %CHG VALUE SHR COST LOSS TOTAL
======= ======= ======= ======= ======= ======= ======= ======= ======= =======
BTRN 6000 5.94 0.13 2.15% 35625 2.25 13500 163.9% 7.5%
CLTR 2500 17.69 -0.19 -1.05% 44219 17.31 43281 2.2% 9.3%
MOGN 1500 11.94 -0.56 -4.50% 17906 8.667 13000 37.7% 3.7%
CELG 3000 26.94 0.06 0.23% 80813 16.133 48400 67.0% 16.9%
CGPI 2000 15.44 0.94 6.47% 30875 9.00 18000 71.5% 6.5%
INHL 1000 33.25 0.13 0.38% 33250 24.50 24500 35.7% 7.0%
SEPR 500 70.88 -2.06 -2.83% 35438 78.20 39100 -9.4% 7.4%
INCY 2000 23.00 -0.91 -3.79% 46000 28.95 57909 -20.6% 9.6%
ABSC 3000 14.31 -0.50 -3.38% 42938 8.761 26283 63.4% 9.0%
GZTC 2000 6.56 -0.44 -6.25% 13125 7.737 15475 -15.2% 2.7%
GLIA 1500 18.13 -0.13 -0.68% 27188 22.979 34469 -21.1% 5.7%
TRMS 3000 23.44 0.06 0.27% 70313 21.771 65313 7.7% 14.7%



STOCK ______ ______ ______ ______ 477688 399229 19.7% 100.0%
SHORT SALE CREDIT ______ ______ 0
MARGIN MTCE. EQUITY 55.4% MIN 30% (213156)
BUYING POWER $ ______ 51375
EQUITY (NAV) ______ ______ ______ 264531 100000 164.5%


^IXB INDEX 615.13 -20.10 -3.16% 302.42 103.4%


NOTES: OPEN orders subject to available buying power---
INCY limit buy 1000 @ $20.00
SEPR limit buy 500 @ $66.00



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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