Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: Cytokine1 who wrote (8214)	9/2/2000 3:02:36 PM
From: CYBERKEN	Read Replies (1) \| Respond to of 9719

Good week for the biotech sector. with the notable exclusion of INCY and AFFX. Perhaps the market is conveying a message that they should take what they're fighting over in court and deal with it more profitably in collaboration or even merger negotiations. Got an initial position in BTRN this week. While I wish I had done that at $5, it's rather impressive to see a sober mind like Rick Harmon sounding like a high school kid with his first car(:->)

To: Cytokine1 who wrote (8214)	9/5/2000 9:40:54 PM
From: Cytokine1	Read Replies (2) \| Respond to of 9719

VD's MODEL PORTFOLIO 9/5/00 Change -$74044 DOWN -3.86% Started 4/9/97, $100K . INDEX ^IXB DOWN -4.27% YTD EQUITY CHANGE 181.5% # CURRENT DAILY CURRENT COST TOTAL %GAIN/ % OF SYMBOL SHRS PRICE CHANGE %CHG VALUE SHR COST LOSS TOTAL ======= ======= ======= ======= ======= ======= ======= ======= ======= ======= INCY 4000 38.56 -1.69 -4.19% 154250 26.8147 107259 43.8% 8.4% BTRN 14000 14.94 1.00 7.17% 209125 9.2054 128875 62.3% 11.3% NPSP 2000 43.13 -3.19 -6.88% 86250 5.50 11000 684.1% 4.7% CELG 5000 71.06 -3.69 -4.93% 355313 9.033 45167 686.7% 19.2% GZTC 1800 34.75 -2.75 -7.33% 62550 7.737 13927 349.1% 3.4% TRMS 2500 67.81 -0.81 -1.18% 169531 21.771 54427 211.5% 9.2% SEPR 3000 106.25 -6.63 -5.87% 318750 62.571 187713 69.8% 17.3% CLTR 5000 27.38 -2.63 -8.75% 136875 16.756 83778 63.4% 7.4% VRTX 2000 81.88 -4.13 -4.80% 163750 35.042 70083 133.7% 8.9% MLNM 1000 147.44 -6.75 -4.38% 147438 50.000 50000 194.9% 8.0% PRCS 1000 42.00 -1.50 -3.45% 42000 34.000 34000 23.5% 2.3% STOCK ______ ______ ______ ______ 1845831 786229 134.8% 100.0% SHORT SALE CREDIT ______ ______ 0 MARGIN MTCE. EQUITY 95.6% MIN 30% (80837) BUYING POWER $ ______ 1684157 EQUITY (NAV) ______ ______ ______ 1764994 100000 1665.0% ^IXB INDEX 1,322 -58.94 -4.27% 302.42 337.0% NOTES: OPEN orders subject to available buying power--- Buy 1000 SEPR at $90.00, 8-12-00 post 8159 9/1/00 0 INCY 2/1 split, credit 2000 shares 8/30/00 -55937.50 BUY 5000 BTRN @ $11.1875 8/29/00 34562.5 SELL 3500 GLIA @ $9.875 8/29/00 80000 SELL 1000 VRTX @ $80.00 8/29/00 66000 SELL 2000 MOGN @ $33.00 8/24/00 0 VRTX 2/1 split, credit 1500 shares 8/14/00 18500 SELL 2000 CGPI @ $9.25 8/14/00 -73000 BUY 1000 INCY @ $73.00 8/9/00 -103000 BUY 1000 SEPR @ $103.00