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

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To: Cytokine1 who wrote (8180)8/21/2000 4:28:41 PM
From: Cytokine1  Read Replies (1) of 9719
 
VD's MODEL PORTFOLIO 8/21/00 Change $6147 UP 0.35%
Started 4/9/97, $100K . INDEX ^IXB UP 1.53%
YTD EQUITY CHANGE 146.7%

# CURRENT DAILY CURRENT COST TOTAL %GAIN/ % OF
SYMBOL SHRS PRICE CHANGE %CHG VALUE SHR COST LOSS TOTAL
======= ======= ======= ======= ======= ======= ======= ======= ======= =======
INCY 2000 88.36 -0.89 -1.00% 176719 53.629 107259 64.8% 10.1%
BTRN 9000 9.78 -0.09 -0.95% 88031 8.104 72938 20.7% 5.0%
NPSP 2000 32.00 -1.00 -3.03% 64000 5.50 11000 481.8% 3.7%
CELG 5000 56.75 -1.00 -1.73% 283750 9.033 45167 528.2% 16.2%
GZTC 1800 38.44 0.44 1.15% 69188 7.737 13927 396.8% 3.9%
MOGN 2000 29.69 -0.31 -1.04% 59375 17.00 34000 74.6% 3.4%
TRMS 2500 59.38 1.50 2.59% 148438 21.771 54427 172.7% 8.5%
SEPR 3000 100.00 6.95 7.47% 300000 62.571 187713 59.8% 17.1%
CLTR 5000 24.38 -0.75 -2.99% 121875 16.756 83778 45.5% 7.0%
VRTX 1500 135.25 -7.94 -5.54% 202875 70.083 105125 93.0% 11.6%
MLNM 1000 111.94 2.88 2.64% 111938 50.000 50000 123.9% 6.4%
PRCS 1000 44.25 2.69 6.47% 44250 34.000 34000 30.1% 2.5%
GLIA 3500 23.38 0.31 1.36% 81813 17.563 61469 33.1% 4.7%



STOCK ______ ______ ______ ______ 1752250 860802 103.6% 100.0%
SHORT SALE CREDIT ______ ______ 0
MARGIN MTCE. EQUITY 88.3% MIN 30% (205462)
BUYING POWER $ ______ 1341326
EQUITY (NAV) ______ ______ ______ 1546788 100000 1446.8%


^IXB INDEX 1,194 17.97 1.53% 302.42 294.8%


NOTES: OPEN orders subject to available buying power---
Buy 1000 SEPR at $90.00, 8-12-00 post 8159




8/14/00 18500 SELL 2000 CGPI @ $9.25
8/14/00 -73000 BUY 1000 INCY @ $73.00
8/9/00 -103000 BUY 1000 SEPR @ $103.00
7/17/00 -34000 BUY 1000 PCRS @ $34.00
7/14/00 -33000 BUY 3000 BTRN @ $11.00
7/14/00 -33187.5 BUY 3000 BTRN @ $11.0625
7/11/00 14000 SELL 500 MOGN @ $28.00
7/11/00 92500 SELL 500 PDLI @ $185.00
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