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

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To: Andrew H who wrote (2149)8/22/1997 10:25:00 PM
From: Cytokine1   of 9719
 
VD's MODEL PORTFOLIO 8/22/97 Change $71 UP 0.04%
Started 4/9/97, $100K . INDEX ^IXB DOWN -0.42%
VD Inc: The Biotech Century People (waiting for it to start)

# CURRENT DAILY CURRENT COST TOTAL %GAIN/ % OF
SYMBOL SHRS PRICE CHANGE %CHG VALUE SHR COST LOSS TOTAL
======= ======= ======= ======= ======= ======= ======= ======= ======= =======
AFFX 250 35.63 2.63 7.95% 8906 25.77 6441 38.3% 4.8%
INCY 290 63.75 -1.50 -2.30% 18488 48.55 14080 31.3% 9.9%
MATX 1,000 6.63 -0.06 -0.93% 6625 5.72 5718 15.9% 3.6%
GENZ 530 26.56 -0.25 -0.93% 14078 23.50 12455 13.0% 7.6%
BGEN 400 39.50 -0.38 -0.94% 15800 35.88 14350 10.1% 8.5%
GZTC 2,770 8.50 -0.25 -2.86% 23545 7.74 21432 9.9% 12.6%
LGND 1,800 12.50 0.00 0.00% 22500 11.42 20560 9.4% 12.1%
GENZL 2,015 10.63 1.00 10.39% 21409 10.36 20880 2.5% 11.5%
CGPI 500 11.75 -0.13 -1.05% 5875 12.75 6375 -7.8% 3.2%
CLTR 1,000 9.13 -0.25 -2.67% 9125 10.88 10875 -16.1% 4.9%
ISIP 500 14.00 0.13 0.90% 7000 17.13 8563 -18.2% 3.8%
CYTO 4,400 4.00 -0.13 -3.03% 17600 5.34 23475 -25.0% 9.5%
GSII 2,700 4.19 -0.06 -1.47% 11306 5.69 15354 -26.4% 6.1%
CMTR 5,100 0.78 -0.03 -3.85% 3984 1.47 7497 -46.9% 2.1%
0

SUBTOT ------- ------- ------- ------- 186242 188055 -1.0% 100.0%
CASH ------- ------- ------- ------- 0
MARGIN ------- ------- ------- ------- (90037)

TOTALS 96205 100000 -3.8%

^IXB INDEX 310.36 -1.32 -0.42% 302.42 2.6%

NOTES:
CYTO sell 8/21/97, 4400 @ 4.125 ($18125), loss $5325, -22.68%
OPEN limit buy order CHIR 500 @ 17
OPEN limit buy order AFFX 200 @ 26
LGND bought 8/21/97, 1000 additional @ 12.5 ($12500)
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