VD's MODEL PORTFOLIO 9/17/97 Change $2,584 UP 1.08% Started 4/9/97, $100K . INDEX ^IXB UP 0.96% VD Inc: Cytokines to Monoclonal Antibodies to Retinoids # CURRENT DAILY CURRENT COST TOTAL %GAIN/ % OF SYMBOL SHRS PRICE CHANGE %CHG VALUE SHR COST LOSS TOTAL ======= ======= ======= ======= ======= ======= ======= ======= ======= ======= INCY 290 80.25 0.75 0.94% 23273 48.55 14080 65.3% 9.6% AFFX 250 41.38 1.94 4.91% 10344 25.77 6441 60.6% 4.3% GZTC 2,770 10.63 -0.13 -1.16% 29431 7.74 21432 37.3% 12.2% LGND 2,800 16.81 0.56 3.46% 47075 12.432 34810 35.2% 19.5% GENZ 530 31.31 -0.31 -0.99% 16596 23.50 12455 33.2% 6.9% CLTR 1,000 13.25 2.00 17.78% 13250 10.88 10875 21.8% 5.5% GLFD 500 29.38 -1.13 -3.69% 14688 28.25 14125 4.0% 6.1% GENZL 2,015 10.38 0.25 2.47% 20906 10.36 20880 0.1% 8.7% ISIP 500 17.13 -0.25 -1.44% 8563 17.13 8563 0.0% 3.5% BGEN 400 32.75 -1.94 -5.59% 13100 35.88 14350 -8.7% 5.4% GSII 2,700 5.00 0.38 8.11% 13500 5.69 15354 -12.1% 5.6% CGPI 500 11.00 0.00 0.00% 5500 12.75 6375 -13.7% 2.3% MATX 1,000 4.44 -0.25 -5.33% 4438 5.72 5718 -22.4% 1.8% CYTO 4,400 3.75 -0.19 -4.76% 16500 5.335 23475 -29.7% 6.8% CMTR 5,100 0.81 -0.03 -3.70% 4144 1.47 7497 -44.7% 1.7% SUBTOT ______ ______ ______ ______ 241305 216430 11.5% 100.0% CASH ______ ______ ______ ______ 0 MARGIN ______ ______ ______ ______ (118412) TOTALS 122893 100000 22.9% ^IXB INDEX 336.23 3.21 0.96% 302.42 11.2% 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 GLFD bought 8/25/97, 500 @ 28.25 ($14125) LGND bought 8/21/97, 1000 additional @ 12.50 ($12500) LGND bought 8/27/97, 1000 additional @ 14.25 ($14250) OPEN limit sell order MATX @ 5.5 or better |