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

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To: Cytokine1 who wrote (9201)3/22/2002 5:17:53 PM
From: Cytokine1  Read Replies (1) of 9719
 
VD's MODEL PORTFOLIO 3/22/02 Change -$3010 DOWN -0.39%
Started 4/9/97, $100K . INDEX ^NBI DOWN -1.35%
YTD EQUITY CHANGE -57.2%

# CURR . DAILY CURR COST TOTAL %GAIN/ % OF
SYMB SHRS PRICE CHG %CHG VALUE SHR COST LOSS TOTAL
. . . . . . . . . .
BTRN 14000 5.52 -0.03 -0.54% 77280 9.21 128875 -40.0% 10.1%
CELG 5000 25.70 0.66 2.64% 128500 16.45 82262 56.2% 16.8%
SEPR 8000 19.76 -0.72 -3.52% 158080 54.43 435413 -63.7% 20.7%
LEXG 4000 8.90 0.09 1.02% 35600 9.81 39250 -9.3% 4.7%
CBST 4000 20.63 0.63 3.15% 82520 15.61 62430 32.2% 10.8%
OSIP 2000 40.75 -0.29 -0.71% 81500 45.00 90000 -9.4% 10.7%
MOGN 2000 13.89 -0.03 -0.22% 27780 15.55 31100 -10.7% 3.6%
KOSP 3000 27.67 0.23 0.84% 83010 29.48 88450 -6.2% 10.9%
EBIO 3000 1.82 -0.03 -1.62% 5460 2.00 6000 -9.0% 0.7%
AFFX 3000 27.96 -0.99 -3.42% 83880 24.53 73600 14.0% 11.0%



STOCK ______ ______ ______ ______ 763610 1037379 -26.4% 100.0%
SHORT SALE CREDIT ______ ______ 0
MARGIN MTCE. EQUITY 53.7% MIN 30% (351257)
BUYING POWER $ ______ 55637
EQUITY (NAV) ______ ______ ______ 412353 100000 312.4%


^NBI INDEX 814 -11.17 -1.35% 302.42 169.2%


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



3/13/02 24120 SELL 4000 CRXA @ 6.03
2/22/02 33840 SELL 3000 INCY @ 11.28
2/1/02 -46000 BUY 1000 SEPR @ 46.00
2/1/02 -29000 BUY 1000 AFFX @ 29.00
2/1/02 40000 SELL 2000 VRTX @ 20.00
2/1/02 55700 SELL 2000 CELG @ 27.85
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