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

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To: Cytokine1 who wrote (8224)9/14/2000 7:44:25 PM
From: Cytokine1  Read Replies (3) of 9719
 
VD's MODEL PORTFOLIO 9/14/00 Change $55738 UP 3.12%
Started 4/9/97, $100K . INDEX ^IXB DOWN -1.09%
YTD EQUITY CHANGE 181.3%

# CURRENT DAILY CURRENT COST TOTAL %GAIN/ % OF
SYMBOL SHRS PRICE CHANGE %CHG VALUE SHR COST LOSS TOTAL
======= ======= ======= ======= ======= ======= ======= ======= ======= =======
INCY 4000 42.06 2.00 4.99% 168250 26.8147 107259 56.9% 9.1%
BTRN 14000 13.88 0.25 1.83% 194250 9.2054 128875 50.7% 10.5%
NPSP 2000 41.69 3.38 8.81% 83375 5.50 11000 658.0% 4.5%
CELG 5000 68.75 2.25 3.38% 343750 9.033 45167 661.1% 18.6%
GZTC 1800 33.19 0.69 2.12% 59738 7.737 13927 328.9% 3.2%
TRMS 2500 67.50 -0.44 -0.64% 168750 21.771 54427 210.0% 9.1%
SEPR 3000 107.63 5.66 5.55% 322875 62.571 187713 72.0% 17.5%
CLTR 5000 34.56 1.25 3.75% 172813 16.756 83778 106.3% 9.4%
VRTX 2000 76.88 1.13 1.49% 153750 35.042 70083 119.4% 8.3%
MLNM 1000 137.13 2.19 1.62% 137125 50.000 50000 174.3% 7.4%
PRCS 1000 40.31 -1.56 -3.73% 40313 34.000 34000 18.6% 2.2%



STOCK ______ ______ ______ ______ 1844988 786229 134.7% 100.0%
SHORT SALE CREDIT ______ ______ 0
MARGIN MTCE. EQUITY 95.6% MIN 30% (80837)
BUYING POWER $ ______ 1683313
EQUITY (NAV) ______ ______ ______ 1764150 100000 1664.2%


^IXB INDEX 1,288 -14.23 -1.09% 302.42 326.0%


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




9/1/00 0 INCY 2/1 split, credit 2000 shares
8/30/00 -55937.50 BUY 5000 BTRN @ $11.1875
8/29/00 34562.5 SELL 3500 GLIA @ $9.875
8/29/00 80000 SELL 1000 VRTX @ $80.00
8/29/00 66000 SELL 2000 MOGN @ $33.00
8/24/00 0 VRTX 2/1 split, credit 1500 shares
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
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