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

To: Cytokine1 who wrote (7619)	2/26/2000 12:46:00 AM
From: Pseudo Biologist	Read Replies (1) \| Respond to of 9719

Cyto, make sure you don't get a net cash position. Have to worry about keeping track of interest paid to you. What a concept! 15X and keeps ongoing. Now I am getting envious. PB

To: Cytokine1 who wrote (7619)	2/28/2000 3:14:00 PM
From: Vector1	Read Replies (1) \| Respond to of 9719

CYTO, Sell all remaining shares of ABSC at 99 1/4, (last trade on my screen). I still like the company but the valuation is too rich for me. V1

To: Cytokine1 who wrote (7619)	2/28/2000 7:58:00 PM
From: Cytokine1	Read Replies (2) \| Respond to of 9719

VD's MODEL PORTFOLIO 2/28/00 Change $40869 UP 2.95% Started 4/9/97, $100K . INDEX ^IXB DOWN -1.67% YTD EQUITY CHANGE 143.5% # CURRENT DAILY CURRENT COST TOTAL %GAIN/ % OF SYMBOL SHRS PRICE CHANGE %CHG VALUE SHR COST LOSS TOTAL ======= ======= ======= ======= ======= ======= ======= ======= ======= ======= NBIX 1500 35.19 0.44 1.26% 52781 12.646 18969 178.3% 3.7% INCY 900 273.81 -6.69 -2.38% 246431 28.95 26059 845.7% 17.3% BTRN 3000 17.38 0.63 3.73% 52125 2.25 6750 672.2% 3.6% NPSP 2000 28.69 3.13 12.22% 57375 5.50 11000 421.6% 4.0% CELG 1800 159.00 16.81 11.82% 286200 27.10 48780 486.7% 20.0% CGPI 2000 18.13 0.88 5.07% 36250 9.00 18000 101.4% 2.5% GZTC 1800 46.75 0.00 0.00% 84150 7.737 13927 504.2% 5.9% MOGN 1500 48.00 1.50 3.23% 72000 8.667 13000 453.8% 5.0% TRMS 2500 58.69 -1.31 -2.19% 146719 21.771 54427 169.6% 10.3% SEPR 1000 97.94 -0.50 -0.51% 97938 84.71 84713 15.6% 6.9% CLTR 5000 37.25 1.25 3.47% 186250 16.756 83778 122.3% 13.0% EPPH.OB 2500 15.38 -0.06 -0.40% 38438 6.250 15625 146.0% 2.7% GLIA 3500 20.50 0.44 2.18% 71750 17.563 61469 16.7% 5.0% STOCK ______ ______ ______ ______ 1428406 456497 212.9% 100.0% SHORT SALE CREDIT ______ ______ 0 MARGIN MTCE. EQUITY 106.9% MIN 30% 98831 BUYING POWER $ ______ 1626069 EQUITY (NAV) ______ ______ ______ 1527237 100000 1427.2% ^IXB INDEX 1,420.09 -24.13 -1.67% 302.42 369.6% NOTES: OPEN orders subject to available buying power--- . BUY 500 SEPR @ $90 . BUY 500 SEPR @ $95 . . . 02/28/2000 99250 SELL 1000 ABSC @ $99.25 02/18/1999 36750 SELL 500 ABSC @ $73.50 02/18/2000 32875 SELL 500 TRMS @ $65.75 02/18/2000 28987.5 SELL 200 CELG @ $144.9375 02/18/2000 27600 SELL 100 INCY @ $$276.00 02/18/2000 7712.5 SELL 200 GZTC @ $38.5625 02/18/2000 9343.75 SELL 500 EPPH.OB @ $18.6875 02/10/2000 16500 SELL 500 CLTR @ $33.00 02/02/2000 -12968.75 BUY 500 NBIX @ $25.9375