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

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To: Cytokine1 who wrote (9685)	2/1/2004 9:00:41 PM
From: Cytokine1	Read Replies (1) of 9719

VD's MODEL PORTFOLIO 1/30/2004 Change -$3550 DOWN -1.13% Started 4/9/97, $100K . INDEX ^NBI DOWN -0.84% YTD EQUITY CHANGE 5.7% # CURR . DAILY CURR COST TOTAL %GAIN/ % OF SYMB SHRS PRICE CHG %CHG VALUE SHR COST LOSS TOTAL . . . . . . . . . . CELG 2500 40.47 -0.57 -1.4% 101175 16.45 41131 146.0% 32.7% SEPR 4000 26.98 -0.14 -0.5% 107920 54.43 217706 -50.4% 34.8% BIIB 500 42.98 -0.42 -1.0% 21490 31.70 15850 35.6% 6.9% CRXA 2500 5.92 -0.29 -4.7% 14800 7.67 19170 -22.8% 4.8% MLNM 1000 17.60 -0.30 -1.7% 17600 7.78 7780 126.2% 5.7% AFFX 1500 31.23 -0.22 -0.7% 46845 24.53 36800 27.3% 15.1% STOCK ______ ______ ______ ______ 309830 338437 -8.5% 100.0% SHORT SALE CREDIT ______ ______ 0 MARGIN MTCE. EQUITY 76.7% MIN 30% (72223) BUYING POWER $ ______ 165384 EQUITY (NAV) ______ ______ ______ 237607 100000 137.6% ^NBI INDEX 775 -6.54 -0.84% 302.42 156.2%

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