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Biotech / Medical : VD's Model Portfolio & Discussion Thread -- Ignore unavailable to you. Want to Upgrade?

To: Cytokine1 who wrote (7477)	1/15/2000 10:31:00 PM
From: Rocketman	Read Replies (3) \| Respond to of 9719

Just a reminder of our beginnings: VD's MODEL BIOTECH Portfolio 4/14/97 VD Inc, Portfolio Ramrods # CURRENT CURRENT COST TOTAL %GAIN/ % OF SYMBOL SHRS PRICE VALUE SHR COST LOSS TOTAL _______ _______ _______ _______ _______ _______ _______ _______ INCY 190 50.00 9500 52 9880 -3.8% 9.9% GENZ 530 21.50 11395 23.5 12455 -8.5% 11.9% CYTO 1,900 5.38 10213 5.5 10450 -2.3% 10.6% AFFX 370 26.88 9944 27 9990 -0.5% 10.3% GSII 1,700 5.63 9563 5.87 9979 -4.2% 9.9% MATX 870 6.00 5220 5.75 5003 4.3% 5.4% GZTC 1,270 7.63 9684 7.87 9995 -3.1% 10.1% LGND 500 9.88 4938 10.12 5060 -2.4% 5.1% HGSI 75 33.50 2513 34.25 2569 -2.2% 2.6% BGEN 200 32.88 6575 38 7600 -13.5% 6.8% CMTR 5,100 1.53 7809 1.47 7497 4.2% 8.1% IDXX 540 12.88 6953 13.94 7528 -7.6% 7.2% GENZL 240 9.75 2340 10.5 2520 -7.1% 2.4% CASH _______ _______ 0 MARGIN _______ _______ (525.00) TOTALS 96119 100525 -4.4% PORTFOLIO STARTED 4/9/97 Cytochevybugeatin1 you've done one hell of a great job keeping track all of this time! You've just been elected to the Board of Directors of VDXXX - Congratulations!!! Big stock option too! Rman

To: Cytokine1 who wrote (7477)	1/18/2000 9:14:00 PM
From: Cytokine1	Read Replies (1) \| Respond to of 9719

VD's MODEL PORTFOLIO 1/18/00 Change $26625 UP 2.81% Started 4/9/97, $100K . INDEX ^IXB UP 2.43% YTD EQUITY CHANGE 31.9% # CURRENT DAILY CURRENT COST TOTAL %GAIN/ % OF SYMBOL SHRS PRICE CHANGE %CHG VALUE SHR COST LOSS TOTAL ======= ======= ======= ======= ======= ======= ======= ======= ======= ======= BTRN 3000 7.13 -0.50 -6.56% 21375 2.25 6750 216.7% 2.2% CGPI 2000 24.44 1.06 4.55% 48875 9.00 18000 171.5% 5.0% ABSC 1500 37.63 2.00 5.61% 56438 8.761 13141 329.5% 5.8% CELG 2000 63.69 0.06 0.10% 127375 27.10 54200 135.0% 13.1% MOGN 1500 18.88 1.81 10.62% 28313 8.667 13000 117.8% 2.9% CLTR 5500 29.06 1.69 6.16% 159844 16.76 92156 73.4% 16.4% SEPR 1000 130.25 4.13 3.27% 130250 84.71 84713 53.8% 13.4% NBIX 1000 29.00 -0.25 -0.85% 29000 6.00 6000 383.3% 3.0% TRMS 3000 35.63 0.25 0.71% 106875 21.77 65313 63.6% 11.0% GZTC 2000 17.25 2.38 15.97% 34500 7.737 15475 122.9% 3.5% INCY 1000 130.06 -1.75 -1.33% 130063 28.95 28954 349.2% 13.4% NPSP 2000 11.56 -0.56 -4.64% 23125 5.50 11000 110.2% 2.4% EPPH.OB 3000 5.97 0.00 0.00% 17906 6.25 18750 -4.5% 1.8% GLIA 3500 17.19 1.25 7.84% 60156 17.5625 61469 -2.1% 6.2% STOCK ______ ______ ______ ______ 974094 488920 99.2% 100.0% SHORT SALE CREDIT ______ ______ 0 MARGIN MTCE. EQUITY 84.9% MIN 30% (147219) BUYING POWER $ ______ 679656 EQUITY (NAV) ______ ______ ______ 826875 100000 726.9% ^IXB INDEX 1,024.90 24.34 2.43% 302.42 238.9% NOTES: OPEN orders subject to available buying power--- BUY 500 NBIX @ $20 . BUY 500 SEPR @ $90 . BUY 500 SEPR @ $95 . . . 01/11/1999 -16000 BUY 1000 GLIA @ $16.00 01/11/2000 -18750 BUY 3000 EPPH.OB @ $6.25 01/07/2000 -30000 BUY 500 CELG @ $60.00 01/04/2000 -20712.5 BUY 200 SEPR @ $103.5625