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

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To: Cytokine1 who wrote (8722)4/5/2001 7:37:59 PM
From: Cytokine1  Read Replies (1) of 9719
 
VD's MODEL PORTFOLIO 4/5/01 Change $62230 UP 8.83%
Started 4/9/97, $100K . INDEX ^NBI UP 8.38%
YTD EQUITY CHANGE -57.1%

# CURR . DAILY CURR COST TOTAL %GAIN/ % OF
SYMBOL SHRS PRICE CHG %CHG VALUE SHR COST LOSS TOTAL
. . . . . . . . . .
INCY 5000 13.50 0.37 2.82% 67500 26.452 132259 -49.0% 8.8%
BTRN 14000 5.50 1.13 25.71% 77000 9.205 128875 -40.3% 10.0%
CELG 7000 18.25 0.88 5.04% 127750 16.452 115167 10.9% 16.7%
TRMS 2500 27.19 0.31 1.16% 67969 21.771 54427 24.9% 8.9%
SEPR 5000 32.25 2.29 7.64% 161250 59.443 297213 -45.7% 21.0%
CRXA 5015 7.25 0.75 11.54% 36359 16.706 83778 -56.6% 4.7%
VRTX 2000 35.19 4.19 13.51% 70375 35.042 70083 0.4% 9.2%
MLNM 1000 28.26 3.20 12.77% 28260 25.000 25000 13.0% 3.7%
LEXG 4000 6.63 0.94 16.48% 26500 9.813 39250 -32.5% 3.5%
CBST 3000 22.50 1.56 7.46% 67500 15.310 45930 47.0% 8.8%
PRCS 2000 18.19 1.25 7.38% 36375 25.155 50310 -27.7% 4.7%



STOCK ______ ______ ______ ______ 766838 1042292 -26.4% 100.0%
SHORT SALE CREDIT ______ ______ 0
MARGIN MTCE. EQUITY 71.4% MIN 30% (219527)
BUYING POWER $ ______ 327783
EQUITY (NAV) ______ ______ ______ 547310 100000 447.3%


^NBI INDEX 731 56.55 8.38% 302.42 141.9%


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





3/28/01 -14500 BUY 2000 LEXG @ $7.25 (Post 8713)
3/22/01 -45930 BUY 3000 CBST @ $15.31
3/22/01 -28000 BUY 1000 SEPR @ $28.00
3/22/01 -16310 BUY 1000 PRCS @ $16.31
1/4/01 60000 SELL 1000 MLNM @ $60.00
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