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

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To: Cytokine1 who wrote (8887)8/9/2001 8:12:29 PM
From: Cytokine1  Read Replies (1) of 9719
 
VD's MODEL PORTFOLIO 8/9/01 Change -$3650 DOWN -0.35%
Started 4/9/97, $100K . INDEX ^NBI DOWN -0.73%
YTD EQUITY CHANGE -44.0%

# CURR . DAILY CURR COST TOTAL %GAIN/ % OF
SYMBOL SHRS PRICE CHG %CHG VALUE SHR COST LOSS TOTAL
. . . . . . . . . .
INCY 5000 17.00 -0.02 -0.12% 85000 26.452 132259 -35.7% 8.2%
BTRN 14000 6.30 0.02 0.32% 88200 9.205 128875 -31.6% 8.6%
CELG 7000 25.93 0.23 0.89% 181510 16.452 115167 57.6% 17.6%
TRMS 2500 39.45 1.70 4.50% 98625 21.771 54427 81.2% 9.6%
SEPR 5000 40.05 -1.45 -3.49% 200250 59.443 297213 -32.6% 19.4%
VRTX 2000 34.89 -0.75 -2.10% 69780 35.042 70083 -0.4% 6.8%
MLNM 1000 26.75 -0.77 -2.80% 26750 25.000 25000 7.0% 2.6%
LEXG 4000 8.55 -0.15 -1.72% 34200 9.813 39250 -12.9% 3.3%
CBST 3000 35.19 1.35 3.99% 105570 15.310 45930 129.8% 10.2%
OSIP 2000 39.25 -0.93 -2.31% 78500 45.000 90000 -12.8% 7.6%
AFFX 2000 22.36 -0.80 -3.45% 44720 22.300 44600 0.3% 4.3%
PRCS 2000 9.20 -0.08 -0.86% 18400 25.155 50310 -63.4% 1.8%



STOCK ______ ______ ______ ______ 1031505 1093114 -5.6% 100.0%
SHORT SALE CREDIT ______ ______ 0
MARGIN MTCE. EQUITY 69.3% MIN 30% (316992)
BUYING POWER $ ______ 397522
EQUITY (NAV) ______ ______ ______ 714513 100000 614.5%


^NBI INDEX 817 -5.98 -0.73% 302.42 170.2%


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




7/12/01 -19600 BUY 1000 AFFX @ $19.60
6/14/01 -25000 BUY 1000 AFFX @ $25.00
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