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

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To: biowa who wrote (2572)9/22/1997 8:55:00 PM
From: Cytokine1   of 9719
 
VD's MODEL PORTFOLIO 9/22/97 Change $5,423 UP 2.04%
Started 4/9/97, $100K . INDEX ^IXB UP 1.22%
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 81.13 0.00 0.00% 23526 48.55 14080 67.1% 8.7%
AFFX 250 41.38 0.38 0.91% 10344 25.77 6441 60.6% 3.8%
GZTC 2,770 11.13 -0.50 -4.30% 30816 7.74 21432 43.8% 11.4%
GENZ 530 32.75 1.00 3.15% 17358 23.50 12455 39.4% 6.4%
LGND 2,800 17.00 0.06 0.37% 47600 12.432 34810 36.7% 17.6%
CLTR 1,000 13.38 0.25 1.90% 13375 10.88 10875 23.0% 4.9%
MDYN 500 26.00 1.50 6.12% 13000 23.50 11750 10.6% 4.8%
GLFD 500 30.25 0.50 1.68% 15125 28.25 14125 7.1% 5.6%
ISIP 500 17.75 0.75 4.41% 8875 17.13 8563 3.6% 3.3%
GENZL 2,015 10.50 1.00 10.53% 21158 10.36 20880 1.3% 7.8%
BGEN 400 34.75 0.25 0.72% 13900 35.88 14350 -3.1% 5.1%
NSTA 400 26.25 0.75 2.94% 10500 28.50 11400 -7.9% 3.9%
CGPI 500 11.00 -0.38 -3.30% 5500 12.75 6375 -13.7% 2.0%
GSII 2,700 4.88 0.06 1.30% 13163 5.69 15354 -14.3% 4.9%
CYTO 4,400 4.25 0.44 11.48% 18700 5.335 23475 -20.3% 6.9%
MATX 1,000 4.19 0.06 1.52% 4188 5.72 5718 -26.8% 1.5%
CMTR 5,100 0.78 0.00 0.00% 3984 1.47 7497 -46.9% 1.5%

SUBTOT ______ ______ ______ ______ 271111 239580 13.2% 100.0%
CASH ______ ______ ______ ______ 0
MARGIN ______ ______ ______ ______ (141562)

TOTALS 129549 100000 29.5%

^IXB INDEX 344.87 4.16 1.22% 302.42 14.0%

NOTES:
OPEN limit sell order MATX @ 5.5 or better
OPEN limit buy order CHIR 500 @ 17
OPEN limit buy order AFFX 200 @ 26
MDYN bought 9/18/97, 500 @ 23.5 ($11750)
NSTA bought 9/18/97, 400 @ 28.5 ($11400)
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