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

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To: Cytokine1 who wrote (7589)2/16/2000 11:51:00 PM
From: Cytokine1  Read Replies (2) of 9719
 
VD's MODEL PORTFOLIO 2/16/00 Change $139242 UP 10.14%
Started 4/9/97, $100K . INDEX ^IXB UP 8.17%
YTD EQUITY CHANGE 118.3%

# CURRENT DAILY CURRENT COST TOTAL %GAIN/ % OF
SYMBOL SHRS PRICE CHANGE %CHG VALUE SHR COST LOSS TOTAL
======= ======= ======= ======= ======= ======= ======= ======= ======= =======
NBIX 1500 35.00 4.44 14.52% 52500 12.646 18969 176.8% 3.5%
INCY 1000 217.00 21.56 11.03% 217000 28.95 28954 649.5% 14.3%
ABSC 1500 61.06 6.14 11.18% 91594 8.761 13141 597.0% 6.1%
BTRN 3000 15.56 0.88 5.96% 46688 2.25 6750 591.7% 3.1%
NPSP 2000 20.63 3.13 17.86% 41250 5.50 11000 275.0% 2.7%
CELG 2000 134.00 20.25 17.80% 268000 27.10 54200 394.5% 17.7%
CGPI 2000 18.06 -3.19 -15.00% 36125 9.00 18000 100.7% 2.4%
GZTC 2000 30.75 2.25 7.89% 61500 7.737 15475 297.4% 4.1%
MOGN 1500 30.50 1.38 4.72% 45750 8.667 13000 251.9% 3.0%
TRMS 3000 57.75 7.25 14.36% 173250 21.77 65313 165.3% 11.5%
SEPR 1000 160.75 11.63 7.80% 160750 84.71 84713 89.8% 10.6%
CLTR 5000 40.25 2.19 5.75% 201250 16.756 83778 140.2% 13.3%
EPPH.OB 3000 15.19 1.84 13.82% 45563 6.25 18750 143.0% 3.0%
GLIA 3500 20.38 0.69 3.49% 71313 17.5625 61469 16.0% 4.7%



STOCK ______ ______ ______ ______ 1512531 493511 206.5% 100.0%
SHORT SALE CREDIT ______ ______ 0
MARGIN MTCE. EQUITY 90.5% MIN 30% (143688)
BUYING POWER $ ______ 1225156
EQUITY (NAV) ______ ______ ______ 1368844 100000 1268.8%


^IXB INDEX 1,299.19 98.08 8.17% 302.42 329.6%


NOTES: OPEN orders subject to available buying power---
. BUY 500 SEPR @ $90
. BUY 500 SEPR @ $95
. . .


02/10/2000 16500 SELL 500 CLTR @ $33.00
02/02/2000 -12968.75 BUY 500 NBIX @ $25.9375
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