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

To: Cytokine1 who wrote (7949)	5/16/2000 4:26:00 AM
From: Torben Noerup Nielsen	Read Replies (1) \| Respond to of 9719

V1, What is your current view on NBIX? I know you took it out of the portfolio with the comment that you expected to be able to buy it back at a lower price. Yet you don't have an order in for it. Have you dropped it completely? Thanks, Torben

To: Cytokine1 who wrote (7949)	5/16/2000 7:38:00 PM
From: Cytokine1	Read Replies (1) \| Respond to of 9719

VD's MODEL PORTFOLIO 5/16/00 Change $38456 UP 3.29% Started 4/9/97, $100K . INDEX ^IXB UP 3.63% YTD EQUITY CHANGE 80.2% # CURRENT DAILY CURRENT COST TOTAL %GAIN/ % OF SYMBOL SHRS PRICE CHANGE %CHG VALUE SHR COST LOSS TOTAL ======= ======= ======= ======= ======= ======= ======= ======= ======= ======= INCY 1000 67.38 -0.81 -1.19% 67375 34.26 34259 96.7% 5.6% BTRN 3000 7.00 -0.38 -5.08% 21000 2.25 6750 211.1% 1.7% NPSP 2000 12.63 0.00 0.00% 25250 5.50 11000 129.5% 2.1% CELG 5400 46.25 -0.13 -0.27% 249750 9.033 48780 412.0% 20.7% CGPI 2000 10.13 0.25 2.53% 20250 9.00 18000 12.5% 1.7% GZTC 1800 21.56 3.56 19.79% 38813 7.737 13927 178.7% 3.2% MOGN 2500 24.56 0.56 2.34% 61406 17.00 42500 44.5% 5.1% TRMS 2500 35.88 0.13 0.35% 89688 21.771 54427 64.8% 7.4% SEPR 2000 109.75 6.75 6.55% 219500 42.356 84713 159.1% 18.2% CLTR 5000 19.88 1.63 8.90% 99375 16.756 83778 18.6% 8.2% VRTX 1500 66.50 -0.50 -0.75% 99750 70.083 105125 -5.1% 8.3% PDLI 500 132.63 4.38 3.41% 66313 74.000 37000 79.2% 5.5% MLNM 1000 90.00 7.19 8.68% 90000 50.000 50000 80.0% 7.5% GLIA 3500 16.75 0.63 3.88% 58625 17.563 61469 -4.6% 4.9% STOCK ______ ______ ______ ______ 1207094 651728 85.2% 100.0% SHORT SALE CREDIT ______ ______ 0 MARGIN MTCE. EQUITY 93.6% MIN 30% (76925) BUYING POWER $ ______ 1053244 EQUITY (NAV) ______ ______ ______ 1130169 100000 1030.2% ^IXB INDEX 1,031 36.11 3.63% 302.42 240.9%