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

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To: Cytokine1 who wrote (9080)12/31/2001 11:24:31 PM
From: Cytokine1  Read Replies (1) of 9719
 
VD's MODEL PORTFOLIO 12/31/01 Change -$28760 DOWN -2.05%
Started 4/9/97, $100K . INDEX ^NBI DOWN -3.56%
YTD EQUITY CHANGE -24.4%

# CURR . DAILY CURR COST TOTAL %GAIN/ % OF
SYMBOL SHRS PRICE CHG %CHG VALUE SHR COST LOSS TOTAL
. . . . . . . . . .
INCY 3000 19.44 -0.80 -3.95% 58320 26.45 79355 -26.5% 4.2%
BTRN 14000 8.85 0.67 8.19% 123900 9.21 128875 -3.9% 9.0%
CELG 7000 31.92 -1.02 -3.10% 223440 16.45 115167 94.0% 16.2%
CRXA 4000 15.07 -0.67 -4.26% 60280 14.25 57000 5.8% 4.4%
SEPR 7000 57.06 -2.26 -3.81% 399420 55.63 389413 2.6% 29.0%
VRTX 2000 24.59 -0.95 -3.72% 49180 35.04 70083 -29.8% 3.6%
LEXG 4000 11.54 -0.36 -3.03% 46160 9.81 39250 17.6% 3.4%
CBST 3000 35.96 -1.39 -3.72% 107880 15.31 45930 134.9% 7.8%
OSIP 2000 45.74 -0.30 -0.65% 91480 45.00 90000 1.6% 6.6%
MOGN 2000 15.28 -0.37 -2.36% 30560 15.55 31100 -1.7% 2.2%
KOSP 3000 34.60 0.60 1.76% 103800 29.48 88450 17.4% 7.5%
EBIO 3000 2.50 0.45 21.95% 7500 2.00 6000 25.0% 0.5%
AFFX 2000 37.75 -2.20 -5.51% 75500 22.30 44600 69.3% 5.5%



STOCK ______ ______ ______ ______ 1377420 1185223 16.2% 100.0%
SHORT SALE CREDIT ______ ______ 0
MARGIN MTCE. EQUITY 69.8% MIN 30% (413417)
BUYING POWER $ ______ 543087
EQUITY (NAV) ______ ______ ______ 964003 100000 864.0%


^NBI INDEX 909 -33.55 -3.56% 302.42 200.5%


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




12/27/01 19450 SELL 1000 INCY @ 19.45
12/20/01 -28000 BUY 1000 KOSP @ 28.00
12/19/01 -30000 BUY 1000 KOSP @ 30.00
11/30/01 -30450 BUY 1000 KOSP @ 30.45 (Opening Price)
11/29/01 -6000 BUY 3000 EBIO @ 2.00
11/29/01 19400 SELL 1000 INCY @ 19.40
11/21/01 -92200 BUY 2000 SEPR @ 46.10
11/21/01 60000 SELL 2000 MLNM @ 30.00
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