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

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To: Cytokine1 who wrote (5853)11/2/1998 8:37:00 PM
From: Cytokine1  Read Replies (1) of 9719
 
VD's MODEL PORTFOLIO 11/2/98 Change $5372 UP 2.78%
Started 4/9/97, $100K . INDEX ^IXB UP 1.96%
YTD EQUITY CHANGE 26.4%

# CURRENT DAILY CURRENT COST TOTAL %GAIN/ % OF
SYMBOL SHRS PRICE CHANGE %CHG VALUE SHR COST LOSS TOTAL
======= ======= ======= ======= ======= ======= ======= ======= ======= =======
CLTR 1000 28.38 0.13 0.44% 28375 10.88 10875 160.9% 14.4%
SEPR 272 68.44 -0.19 -0.27% 18615 37.55 10214 82.3% 9.5%
GENZ 570 41.94 -0.13 -0.30% 23904 25.17 14348 66.6% 12.2%
AGPH 300 38.94 0.19 0.48% 11681 26.00 7800 49.8% 5.9%
CGPI 2000 11.00 1.25 12.82% 22000 9.00 18000 22.2% 11.2%
MOGN 2000 7.88 0.38 5.00% 15750 7.00 14000 12.5% 8.0%
INCY 1000 31.69 1.19 3.89% 31688 29.41 29409 7.7% 16.1%
AMLN 2000 0.47 0.00 0.00% 938 0.4688 938 0.0% 0.5%
MLNM 300 19.13 0.75 4.08% 5738 18.63 5588 2.7% 2.9%
GZTC 2000 6.13 -0.25 -3.92% 12250 7.737 15475 -20.8% 6.2%
LGNDW 3000 5.69 0.31 5.81% 17063 8.75 26250 -35.0% 8.7%
DURA 200 12.50 0.44 3.63% 2500 24.63 4925 -49.2% 1.3%
ABSC 2000 4.19 0.06 1.52% 8375 8.735 17470 -52.1% 4.3%


STOCK ______ ______ ______ ______ 198876 175290 13.5% 101.3%
SHORT SALE CREDIT ______ ______
MARGIN MTCE. EQUITY 59.3% MIN 30% (83115)
BUYING POWER $ ______ 34209
EQUITY (NAV) ______ ______ ______ 115761 100000 15.8%


^IXB INDEX 351.85 6.77 1.96% 302.42 16.3%


NOTES: OPEN orders subject to available buying power---
AMLN limit sell ord 2000 shrs @ $0.75




10/26/98 -18000 CGPI bought 2000 shrs @ $9.00
10/23/98 -937.5 AMLN bought 2000 shrs @ $0.46875
10/19/98 10400 GENZ sold 260 @ $40 per share.
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