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

To: Cytokine1 who wrote (8089)	7/10/2000 9:15:27 PM
From: Biotech Jim	Read Replies (1) \| Respond to of 9719

Vector and Cytokine, or others- I've been following your portfolio every evening when I come home from work, and comparing it to my personal biotech fund that contains a few less in number of overall companies. Both have done quite well, but I notice a couple of underperformers in both portfolios. In mine, GLIA and CAMH have not moved that much since purchase and in yours CPGI and GLIA have not moved that much. Of course that is compared to spectacular gains in the others. In a constant evaluation of our portfolios, I wonder what your current buys at present valuations would be from your portfolio. Would you prefer your strong performers, or would you consider the laggards? Myself, I think that the strong runners of late may be ready for a consolidation phase. That includes SEPR, MLNM, NBIX VRTX and possibly INCY. I spoke to a savvy biotech investor today who indicated that he was taking some money off the table. Just wondering what your respected opinion is, considering your public portfolio listed here is long term and fundamentally driven. Thanks for your input.

To: Cytokine1 who wrote (8089)	7/11/2000 8:32:56 PM
From: Cytokine1	Read Replies (1) \| Respond to of 9719

VD's MODEL PORTFOLIO 7/11/00 Change -$216 DOWN -0.01% Started 4/9/97, $100K . INDEX ^IXB UP 1.07% YTD EQUITY CHANGE 153.1% # CURRENT DAILY CURRENT COST TOTAL %GAIN/ % OF SYMBOL SHRS PRICE CHANGE %CHG VALUE SHR COST LOSS TOTAL ======= ======= ======= ======= ======= ======= ======= ======= ======= ======= INCY 1000 106.00 5.06 5.02% 106000 34.26 34259 209.4% 6.9% BTRN 3000 9.38 0.38 4.17% 28125 2.25 6750 316.7% 1.8% NPSP 2000 28.63 -0.06 -0.22% 57250 5.50 11000 420.5% 3.7% CELG 5000 53.38 -1.61 -2.93% 266875 9.033 45167 490.9% 17.4% CGPI 2000 9.44 0.56 6.34% 18875 9.00 18000 4.9% 1.2% GZTC 1800 32.38 1.63 5.28% 58275 7.737 13927 318.4% 3.8% MOGN 2000 28.25 0.63 2.26% 56500 17.00 34000 66.2% 3.7% TRMS 2500 70.38 -2.00 -2.76% 175938 21.7708 54427 223.3% 11.5% SEPR 2000 133.13 -2.00 -1.48% 266250 42.356 84713 214.3% 17.3% CLTR 5000 21.31 0.13 0.59% 106563 16.756 83778 27.2% 6.9% VRTX 1500 125.56 5.44 4.53% 188344 70.083 105125 79.2% 12.3% MLNM 1000 126.56 -9.44 -6.94% 126563 50.000 50000 153.1% 8.2% GLIA 3500 22.63 1.75 8.38% 79188 17.563 61469 28.8% 5.2% STOCK ______ ______ ______ ______ 1534744 602615 154.7% 100.0% SHORT SALE CREDIT ______ ______ 0 MARGIN MTCE. EQUITY 103.4% MIN 30% 52225 BUYING POWER $ ______ 1639194 EQUITY (NAV) ______ ______ ______ 1586969 100000 1487.0% ^IXB INDEX 1,349 14.27 1.07% 302.42 345.9% NOTES: OPEN orders subject to available buying power--- BUY 1000 INCY limit $82 7/11/00 14000 SELL 500 MOGN @ $28.00 7/11/00 92500 SELL 500 PDLI @ $185.00 6/16/00 22650 SELL 400 CELG @ $56.625