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

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To: Cytokine1 who wrote (8386)10/30/2000 7:33:31 PM
From: Cytokine1  Read Replies (2) of 9719
 
VD's MODEL PORTFOLIO 10/30/00 Change -$27806 DOWN -1.60%
Started 4/9/97, $100K . INDEX ^IXB DOWN -3.44%
YTD EQUITY CHANGE 173.4%

# CURRENT DAILY CURRENT COST TOTAL %GAIN/ % OF
SYMBOL SHRS PRICE CHANGE %CHG VALUE SHR COST LOSS TOTAL
======= ======= ======= ======= ======= ======= ======= ======= ======= =======
INCY 4000 33.13 -2.25 -6.36% 132500 26.8147 107259 23.5% 7.7%
BTRN 14000 12.75 -0.13 -0.97% 178500 9.2054 128875 38.5% 10.4%
NPSP 2000 39.63 3.25 8.93% 79250 5.50 11000 620.5% 4.6%
CELG 5000 63.69 1.44 2.31% 318438 9.033 45167 605.0% 18.6%
GZTC 1800 20.00 -1.75 -8.05% 36000 7.737 13927 158.5% 2.1%
TRMS 2500 69.88 -1.06 -1.50% 174688 21.771 54427 221.0% 10.2%
SEPR 4000 64.50 -5.56 -7.94% 258000 67.303 269213 -4.2% 15.1%
CLTR 5000 37.25 1.56 4.38% 186250 16.756 83778 122.3% 10.9%
VRTX 2000 90.50 -0.50 -0.55% 181000 35.042 70083 158.3% 10.6%
MLNM 2000 70.44 -4.38 -5.85% 140875 25.000 50000 181.8% 8.2%
PRCS 1000 28.63 -0.75 -2.55% 28625 34.000 34000 -15.8% 1.7%



STOCK ______ ______ ______ ______ 1714125 867729 97.5% 100.0%
SHORT SALE CREDIT ______ ______ 0
MARGIN MTCE. EQUITY 100.0% MIN 30% 663
BUYING POWER $ ______ 1715451
EQUITY (NAV) ______ ______ ______ 1714788 100000 1614.8%


^IXB INDEX 1,160 -41.28 -3.44% 302.42 283.5%


NOTES: OPEN orders subject to available buying power---





10/19/00 81500 BUY 1000 SEPR @ $81.50
10/5/00 0 MLNM 2/1 split, credit 1000 shares
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