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

To: Cytokine1 who wrote (7998)	6/9/2000 8:22:00 PM
From: Jack Hartmann	Read Replies (1) \| Respond to of 9719

So the difference is ~4% between the Nasdaq and the VD Model. Maybe an indicator as before to add some second tier stocks. Are you going to delete GLIA when absorbed by GLFD? Jack

To: Cytokine1 who wrote (7998)	6/11/2000 8:36:00 AM
From: Robert K.	Respond to of 9719

And for what its worth, I heard (dont know if its old or pending or even accurate) that pdli is in patent turmoil in europe with humanization tech. Again, I dont know if its even true, just thought I would let the group know, but I kinda think you guys are already on it. Standard K disclaimers always.

To: Cytokine1 who wrote (7998)	6/12/2000 8:21:00 PM
From: Cytokine1	Read Replies (1) \| Respond to of 9719

VD's MODEL PORTFOLIO 6/12/00 Change -$44888 DOWN -3.21% Started 4/9/97, $100K . INDEX ^IXB DOWN -4.75% YTD EQUITY CHANGE 103.9% # CURRENT DAILY CURRENT COST TOTAL %GAIN/ % OF SYMBOL SHRS PRICE CHANGE %CHG VALUE SHR COST LOSS TOTAL ======= ======= ======= ======= ======= ======= ======= ======= ======= ======= INCY 1000 80.31 -5.63 -6.55% 80313 34.26 34259 134.4% 5.9% BTRN 3000 6.72 -0.88 -11.52% 20156 2.25 6750 198.6% 1.5% NPSP 2000 19.06 1.44 8.16% 38125 5.50 11000 246.6% 2.8% CELG 5400 50.31 2.56 5.37% 271688 9.033 48780 457.0% 20.0% CGPI 2000 9.88 -0.50 -4.82% 19750 9.00 18000 9.7% 1.5% GZTC 1800 24.38 -0.75 -2.99% 43875 7.737 13927 215.0% 3.2% MOGN 2500 26.56 1.69 6.78% 66406 17.00 42500 56.3% 4.9% TRMS 2500 58.00 2.25 4.04% 145000 21.771 54427 166.4% 10.7% SEPR 2000 99.94 -16.56 -14.22% 199875 42.356 84713 135.9% 14.7% CLTR 5000 19.06 -0.69 -3.48% 95313 16.756 83778 13.8% 7.0% VRTX 1500 80.06 -3.31 -3.97% 120094 70.083 105125 14.2% 8.9% PDLI 500 151.00 -14.56 -8.80% 75500 74.000 37000 104.1% 5.6% MLNM 1000 109.25 -12.25 -10.08% 109250 50.000 50000 118.5% 8.1% GLIA 3500 20.06 0.06 0.31% 70219 17.563 61469 14.2% 5.2% STOCK ______ ______ ______ ______ 1355563 651728 108.0% 100.0% SHORT SALE CREDIT ______ ______ 0 MARGIN MTCE. EQUITY 94.3% MIN 30% (76925) BUYING POWER $ ______ 1201713 EQUITY (NAV) ______ ______ ______ 1278638 100000 1178.6% ^IXB INDEX 1,050 -52.37 -4.75% 302.42 247.2%