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

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To: Cytokine1 who wrote (7707)3/14/2000 7:42:00 PM
From: Cytokine1  Read Replies (1) of 9719
 
VD's MODEL PORTFOLIO 3/14/00 Change -$217627 DOWN -14.39%
Started 4/9/97, $100K . INDEX ^IXB DOWN -12.57%
YTD EQUITY CHANGE 105.4%

# CURRENT DAILY CURRENT COST TOTAL %GAIN/ % OF
SYMBOL SHRS PRICE CHANGE %CHG VALUE SHR COST LOSS TOTAL
======= ======= ======= ======= ======= ======= ======= ======= ======= =======
NBIX 1500 31.25 -4.73 -13.16% 46875 12.646 18969 147.1% 3.6%
INCY 900 143.50 -53.50 -27.16% 129150 28.95 26059 395.6% 10.0%
BTRN 3000 13.31 -1.63 -10.88% 39938 2.25 6750 491.7% 3.1%
NPSP 2000 21.25 -1.38 -6.08% 42500 5.50 11000 286.4% 3.3%
CELG 1800 131.75 -31.25 -19.17% 237150 27.10 48780 386.2% 18.3%
CGPI 2000 17.75 -0.69 -3.73% 35500 9.00 18000 97.2% 2.7%
GZTC 1800 24.50 -5.63 -18.67% 44100 7.737 13927 216.6% 3.4%
MOGN 1500 38.88 -2.13 -5.18% 58313 8.667 13000 348.6% 4.5%
TRMS 2500 45.50 -8.69 -16.03% 113750 21.771 54427 109.0% 8.8%
SEPR 2000 92.75 -8.28 -8.20% 185500 42.356 84713 119.0% 14.3%
CLTR 5000 35.00 -4.50 -11.39% 175000 16.756 83778 108.9% 13.5%
EPPH.OB 2500 17.13 -0.88 -4.86% 42813 6.250 15625 174.0% 3.3%
VRTX 1500 52.63 -8.94 -14.52% 78938 70.083 105125 -24.9% 6.1%
GLIA 3500 18.50 -2.13 -10.30% 64750 17.563 61469 5.3% 5.0%



STOCK ______ ______ ______ ______ 1294275 561622 130.5% 100.0%
SHORT SALE CREDIT ______ ______ 0
MARGIN MTCE. EQUITY 99.5% MIN 30% (6294)
BUYING POWER $ ______ 1281687
EQUITY (NAV) ______ ______ ______ 1287981 100000 1188.0%


^IXB INDEX 1,143.28 -164.39 -12.57% 302.42 278.0%


NOTES: OPEN orders subject to available buying power---
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03/10/2000 -32500 BUY 500 VRTX @ $65.00
02/29/99 -72625 BUY 1000 VRTX @ $72.625
02/28/2000 0 SEPR 2/1 split, credit 1000 shrs
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