VD's MODEL PORTFOLIO 9/25/97 Change -$1,354 DOWN -0.49% Started 4/9/97, $100K . INDEX ^IXB DOWN -1.45% 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 46.13 0.00 0.00% 11531 25.77 6441 79.0% 4.2% INCY 290 81.00 -0.13 -0.15% 23490 48.55 14080 66.8% 8.5% GZTC 2,770 11.50 0.00 0.00% 31855 7.74 21432 48.6% 11.6% LGND 2,800 16.94 0.56 3.44% 47425 12.432 34810 36.2% 17.2% CLTR 1,000 14.13 -0.25 -1.74% 14125 10.88 10875 29.9% 5.1% GENZ 530 30.00 -2.25 -6.98% 15900 23.50 12455 27.7% 5.8% MDYN 500 26.75 -0.50 -1.83% 13375 23.50 11750 13.8% 4.9% GLFD 500 29.25 -0.06 -0.21% 14625 28.25 14125 3.5% 5.3% ISIP 500 17.25 0.00 0.00% 8625 17.13 8563 0.7% 3.1% ABSC 400 14.81 -0.13 -0.84% 5925 14.938 5975 -0.8% 2.2% FUSE 400 13.69 -0.50 -3.52% 5475 14.188 5675 -3.5% 2.0% GENZL 2,015 9.88 0.38 3.95% 19898 10.36 20880 -4.7% 7.2% BGEN 400 33.44 -1.56 -4.46% 13375 35.88 14350 -6.8% 4.9% CGPI 500 11.00 -0.31 -2.76% 5500 12.75 6375 -13.7% 2.0% NSTA 400 23.88 -1.50 -5.91% 9550 28.50 11400 -16.2% 3.5% GSII 2,700 4.50 -0.13 -2.70% 12150 5.69 15354 -20.9% 4.4% CYTO 4,400 4.09 0.03 0.77% 18013 5.335 23475 -23.3% 6.5% MATX 1,000 4.38 -0.09 -2.10% 4375 5.72 5718 -23.5% 1.6% SUBTOT ______ ______ ______ ______ 275212 243733 12.9% 100.0% CASH ______ ______ ______ ______ 0 MARGIN ______ ______ ______ ______ (149387) TOTALS 125825 100000 25.8% ^IXB INDEX 338.09 -4.99 -1.45% 302.42 11.8% NOTES: OPEN limit sell order MATX @ 5.5 or better NSTA bought 9/18/97, 400 @ 28.5 ($11400) MDYN bought 9/18/97, 500 @ 23.5 ($11750) CMTR sell 9/23/97 5100 @ .75 ($3825), loss $3672, -49% FUSE bought 9/24/97, 400 @ 14.1875 ($5675) ABSC bought 9/24/97, 400 @ 14.9375 ($5975) |