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

To: Cytokine1 who wrote (7910)	4/29/2000 12:19:00 PM
From: Biotech Jim	Read Replies (1) \| Respond to of 9719

Looking over your last year's performance, you and Vector 1 have done the biotech community and your threadmates proud. All trades documented, and so many good moves over the past year. Who could have predicted the recent biotech run and fall, and traded out of several near the high? Great picks and great job, guys! I now believe a second run in the biotech sector has just started. I see MLNM, MDRX, ABGX and NPSP retracing to 80% of their previous highs, and SEPR hitting a new high by the end of the year. Jim

To: Cytokine1 who wrote (7910)	4/29/2000 11:34:00 PM
From: Vector1	Read Replies (1) \| Respond to of 9719

CYTO, Great job on calculating the margin interest and transaction cost. It sure has been a great run. I beleive more strongly now than ever we are at the beginning of the golden age of this sector. The best is yet to come. V1

To: Cytokine1 who wrote (7910)	5/1/2000 9:00:00 PM
From: Cytokine1	Read Replies (2) \| Respond to of 9719

VD's MODEL PORTFOLIO 5/1/00 Change $98517 UP 8.87% Started 4/9/97, $100K . INDEX ^IXB UP 5.23% YTD EQUITY CHANGE 80.5% # CURRENT DAILY CURRENT COST TOTAL %GAIN/ % OF SYMBOL SHRS PRICE CHANGE %CHG VALUE SHR COST LOSS TOTAL ======= ======= ======= ======= ======= ======= ======= ======= ======= ======= INCY 1000 87.63 10.63 13.80% 87625 34.26 34259 155.8% 7.2% BTRN 3000 8.16 0.84 11.54% 24469 2.25 6750 262.5% 2.0% NPSP 2000 13.25 0.25 1.92% 26500 5.50 11000 140.9% 2.2% CELG 5400 47.38 0.31 0.66% 255825 9.033 48780 424.4% 21.2% CGPI 2000 10.88 0.75 7.41% 21750 9.00 18000 20.8% 1.8% GZTC 1800 20.50 3.94 23.77% 36900 7.737 13927 164.9% 3.1% MOGN 2500 28.75 5.63 24.32% 71875 17.00 42500 69.1% 5.9% TRMS 2500 39.38 4.94 14.34% 98438 21.771 54427 80.9% 8.1% SEPR 2000 102.27 10.27 11.16% 204531 42.356 84713 141.4% 16.9% CLTR 5000 19.25 1.00 5.48% 96250 16.756 83778 14.9% 8.0% VRTX 1500 55.38 3.13 5.98% 83063 70.083 105125 -21.0% 6.9% PDLI 500 115.98 14.48 14.27% 57992 74.000 37000 56.7% 4.8% MLNM 1000 92.50 13.13 16.54% 92500 50.000 50000 85.0% 7.7% GLIA 3500 14.56 -0.69 -4.51% 50969 17.563 61469 -17.1% 4.2% STOCK ______ ______ ______ ______ 1208686 651728 85.5% 100.0% SHORT SALE CREDIT ______ ______ 0 MARGIN MTCE. EQUITY 93.6% MIN 30% (76925) BUYING POWER $ ______ 1054837 EQUITY (NAV) ______ ______ ______ 1131761 100000 1031.8% ^IXB INDEX 1,002.54 49.79 5.23% 302.42 231.5% NOTES: OPEN orders subject to available buying power--- Expenses for Fiscal yr ending 4/8/00 will be posted within two weeks? . . . 04/18/2000 0 MLNM split 2/1, 500 shrs credit 04/17/2000 0 CELG split 3/1, 3600 shrs credit 04/11/2000 31687.5 SELL 1500 NBIX @ $21.125 04/09/2000 -11055.86 FISCAL YEAR EXPENSES YR ENDING 4/8/00 04/04/2000 -50000 BUY 500 MLNM @ $100.00