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

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To: Cytokine1 who wrote (5088)6/5/1998 8:21:00 PM
From: Cytokine1  Read Replies (1) of 9719
 
VD's MODEL PORTFOLIO 6/5/98 Change $1926 UP 0.94%
Started 4/9/97, $100K . INDEX ^IXB UP 1.59%
YTD EQUITY CHANGE 13.1%

# CURRENT DAILY CURRENT COST TOTAL %GAIN/ % OF
SYMBOL SHRS PRICE CHANGE %CHG VALUE SHR COST LOSS TOTAL
======= ======= ======= ======= ======= ======= ======= ======= ======= =======
CLTR 1000 24.69 0.00 0.00% 24688 10.88 10875 127.0% 11.9%
INCY 1000 32.75 -0.75 -2.24% 32750 29.41 29409 11.4% 15.8%
GZTC 2770 8.88 0.25 2.90% 24584 7.737 21432 14.7% 11.8%
GENZ 830 27.13 0.94 3.58% 22514 25.17 20893 7.8% 10.8%
DURA 300 25.94 0.38 1.47% 7781 24.63 7388 5.3% 3.7%
AVIR 1000 29.00 0.50 1.75% 29000 27.88 27875 4.0% 14.0%
MOGN 3000 7.19 0.03 0.44% 21563 7.00 21000 2.7% 10.4%
SEPR 272 39.25 2.50 6.80% 10676 37.55 10214 4.5% 5.1%
MLNM 300 16.94 -0.19 -1.09% 5081 18.63 5588 -9.1% 2.4%
LGNDW 3000 7.25 0.00 0.00% 21750 8.75 26250 -17.1% 10.5%
ABSC 1000 7.38 -0.13 -1.67% 7375 11.19 11189 -34.1% 3.5%




STOCK ______ ______ ______ ______ 207761 192112 8.1% 100.0%
SHORT SALE CREDIT ______ ______
MARGIN MTCE. EQUITY 50.7% MIN 30% (102408)
BUYING POWER $ ______ 2945
EQUITY (NAV) ______ ______ ______ 105353 100000 5.4%

^IXB INDEX 318.15 4.97 1.59% 302.42 5.2%


NOTES: OPEN orders subject to available buying power---





Open limit sell order, 260 shrs GENZ @ $35
6/4/98 -4788 SEPR bought 126 shrs @ $38.00
6/3/98 7250 GENZL sold, 1000 @ $7.25, loss $3117, 30%
6/3/98 9500 REGN sold 1000 @ $9.5 loss $2500, -20.8%
6/3/98 -21000 MOGN bought 3000 @ $7.00
6/1/98 2062.5 ICOS covered short, bought 1000 shrs @ 19.9375, gain 9.4%
5/29/98 22000 ICOS sold short 1000 shrs @$22.00
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