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

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To: Machaon who wrote (4553)4/4/1998 12:13:00 PM
From: Cytokine1  Read Replies (1) of 9719
 
VD's MODEL PORTFOLIO 4/3/98 Change $146 UP 0.06%
Started 4/9/97, $100K . INDEX ^IXB DOWN -1.01%
VD Inc: From Transgenic Goats to IntraCellular Receptors

# CURRENT DAILY CURRENT COST TOTAL %GAIN/ % OF
SYMBOL SHRS PRICE CHANGE %CHG VALUE SHR COST LOSS TOTAL
======= ======= ======= ======= ======= ======= ======= ======= ======= =======
CLTR 1000 27.25 0.25 0.93% 27250 10.88 10875 150.6% 10.9%
INCY 580 46.75 -0.50 -1.06% 27115 24.28 14080 92.6% 10.8%
MOGN 3000 8.25 0.38 4.76% 24750 5.125 15375 61.0% 9.9%
GZTC 2770 11.63 -0.13 -1.06% 32201 7.737 21432 50.2% 12.9%
GENZ 530 31.88 -0.19 -0.58% 16894 23.50 12455 35.6% 6.7%
BGEN 200 46.63 -2.00 -4.11% 9325 35.88 7175 30.0% 3.7%
LGND 2800 16.00 -0.06 -0.39% 44800 12.43 34810 28.7% 17.9%
SEPR 146 43.50 0.00 0.00% 6351 37.16 5426 17.1% 2.5%
DURA 300 23.81 0.31 1.33% 7144 24.63 7387.5 -3.3% 2.9%
MLNM 300 18.00 0.00 0.00% 5400 18.63 5587.5 -3.4% 2.2%
AVIR 500 22.94 -0.56 -2.39% 11469 25.00 12500 -8.3% 4.6%
FUSE 400 12.50 -0.19 -1.48% 5000 14.19 5675 -11.9% 2.0%
GENZL 1000 8.78 -0.28 -3.10% 8781 10.36 10363 -15.3% 3.5%
ABSC 400 12.00 0.50 4.35% 4800 14.94 5975 -19.7% 1.9%
GLFD 500 22.13 0.75 3.51% 11063 28.25 14125 -21.7% 4.4%
REGN 1000 8.13 0.50 6.56% 8125 12.00 12000 -32.3% 3.2%
QGENF -100 70.50 4.50 6.82% -7050 69.82 -6982 -1.0%

SUBTOT ______ ______ ______ ______ 243417 188259 29.3% 100.0%
SHORT SALE CREDIT ______ ______ 6982
MARGIN MTCE. EQUITY 51.0% MIN 30% (119261)
BUYING POWER $ ______ 4895
EQUITY ______ ______ ______ ______ 131138 100000 31.1%

^IXB INDEX 337.45 -3.45 -1.01% 302.42 11.6%


NOTES: OPEN orders subject to available buying power---
Open limit buy order, min 50 shrs, max 154 shrs SEPR @ 38 or less
Open limit buy order, 100 shrs INCY @ 43 or less
Open limit buy order, 100 shrs QGENF @ 60 to cover short position
Open limit sell order, 260 shrs GENZ @35 or higher
4/1/98 -7387.5 DURA bought 300 @ $24.625
4/1/98 -5587.5 MLNM bought 300 @ $18.625
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