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

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To: Cytokine1 who wrote (9011)11/13/2001 8:12:43 PM
From: Cytokine1  Read Replies (1) of 9719
 
VD's MODEL PORTFOLIO 11/13/01 Change $53820 UP 4.86%
Started 4/9/97, $100K . INDEX ^NBI UP 3.74%
YTD EQUITY CHANGE -34.6%

# CURR . DAILY CURR COST TOTAL %GAIN/ % OF
SYMBOL SHRS PRICE CHG %CHG VALUE SHR COST LOSS TOTAL
. . . . . . . . . .
INCY 5000 14.17 0.72 5.35% 70850 26.452 132259 -46.4% 6.1%
BTRN 14000 5.55 0.05 0.91% 77700 9.205 128875 -39.7% 6.7%
CELG 7000 38.13 2.69 7.59% 266910 16.452 115167 131.8% 23.0%
CRXA 4000 13.00 0.00 0.00% 52000 14.250 57000 -8.8% 4.5%
SEPR 5000 47.51 1.50 3.26% 237550 59.443 297213 -20.1% 20.5%
VRTX 2000 27.15 1.72 6.76% 54300 35.042 70083 -22.5% 4.7%
MLNM 2000 29.10 1.64 5.97% 58200 23.425 46850 24.2% 5.0%
LEXG 4000 9.34 0.54 6.14% 37360 9.813 39250 -4.8% 3.2%
CBST 3000 38.13 1.41 3.84% 114390 15.310 45930 149.1% 9.9%
OSIP 2000 47.95 1.80 3.90% 95900 45.000 90000 6.6% 8.3%
MOGN 2000 14.87 0.65 4.57% 29740 15.550 31100 -4.4% 2.6%
AFFX 2000 32.74 2.59 8.59% 65480 22.300 44600 46.8% 5.6%



STOCK ______ ______ ______ ______ 1160380 1098326 5.6% 100.0%
SHORT SALE CREDIT ______ ______ 0
MARGIN MTCE. EQUITY 71.9% MIN 30% (325617)
BUYING POWER $ ______ 509147
EQUITY (NAV) ______ ______ ______ 834763 100000 734.8%


^NBI INDEX 889 32.09 3.74% 302.42 194.0%


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




10/12/01 -21850 BUY 1000 MLNM @ 21.85
10/12/01 -57000 BUY 4000 CRXA @ 14.25
10/12/01 93825 SELL 2500 TRMS @ 37.53
10/11/01 -31100 BUY 2000 MOGN @ 15.55
10/4/01 7500 SELL 2000 PRCS @ $3.75
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