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

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To: Vector1 who wrote (2578)9/23/1997 4:53:00 PM
From: Cytokine1   of 9719
 
VD's MODEL PORTFOLIO 9/23/97 Change -$2,631 DOWN -0.99%
Started 4/9/97, $100K . INDEX ^IXB DOWN -0.24%
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
======= ======= ======= ======= ======= ======= ======= ======= ======= =======
AFFX 250 46.75 5.38 12.99% 11688 25.77 6441 81.4% 4.4%
INCY 290 80.63 -0.50 -0.62% 23381 48.55 14080 66.1% 8.8%
GZTC 2,770 11.00 -0.13 -1.12% 30470 7.74 21432 42.2% 11.5%
GENZ 530 31.88 -0.88 -2.67% 16894 23.50 12455 35.6% 6.4%
LGND 2,800 16.38 -0.63 -3.68% 45850 12.432 34810 31.7% 17.3%
CLTR 1,000 13.75 0.38 2.80% 13750 10.88 10875 26.4% 5.2%
MDYN 500 28.00 2.00 7.69% 14000 23.50 11750 19.1% 5.3%
GLFD 500 30.13 -0.13 -0.41% 15063 28.25 14125 6.6% 5.7%
ISIP 500 17.50 -0.25 -1.41% 8750 17.13 8563 2.2% 3.3%
GENZL 2,015 10.00 -0.50 -4.76% 20150 10.36 20880 -3.5% 7.6%
BGEN 400 34.31 -0.44 -1.26% 13725 35.88 14350 -4.4% 5.2%
NSTA 400 25.13 -1.13 -4.29% 10050 28.50 11400 -11.8% 3.8%
CGPI 500 10.88 -0.13 -1.14% 5438 12.75 6375 -14.7% 2.1%
GSII 2,700 4.63 -0.25 -5.13% 12488 5.69 15354 -18.7% 4.7%
CYTO 4,400 4.19 -0.06 -1.47% 18425 5.335 23475 -21.5% 7.0%
MATX 1,000 4.38 0.19 4.48% 4375 5.72 5718 -23.5% 1.7%


SUBTOT ______ ______ ______ ______ 264495 232083 14.0% 100.0%
CASH ______ ______ ______ ______ 0
MARGIN ______ ______ ______ ______ (137737)

TOTALS 126758 100000 26.8%

^IXB INDEX 344.04 -0.83 -0.24% 302.42 13.8%

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)
CMTR sell 9/23/97 5100 @ .75 ($3825), loss $3672, -49%
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