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

To: Cytokine1 who wrote (8268)	9/25/2000 10:32:47 PM
From: blackmerlin	Read Replies (1) \| Respond to of 9719

Please visit the new and improved web site of The Biotechnology Business Network at biobiznet.com for information on biotech stocks, the latest news on biotech patents, biotechnology industry trends and policy, genomics, bioinformatics, scientific discussions, and many other exciting and free resources. We tried to assemble key resources that we use ourselves in analyzing stocks and the industry. I hope they will be of interest to biotech stock pickers. We also took the plunge and created the BioBizNet Select Index and have a few stocks in common with those in your fantastic index, like INCY and MLNM. We can only hope to do as well as you have over the past years. Our main goal is to try to be informative and have some fun in trying to decipher trends in the sector. Regards. Jake Blackmerlin

To: Cytokine1 who wrote (8268)	9/26/2000 8:09:13 PM
From: Cytokine1	Read Replies (1) \| Respond to of 9719

VD's MODEL PORTFOLIO 9/26/00 Change -$33898 DOWN -1.84% Started 4/9/97, $100K . INDEX ^IXB DOWN -1.98% YTD EQUITY CHANGE 176.1% # CURRENT DAILY CURRENT COST TOTAL %GAIN/ % OF SYMBOL SHRS PRICE CHANGE %CHG VALUE SHR COST LOSS TOTAL ======= ======= ======= ======= ======= ======= ======= ======= ======= ======= INCY 4000 38.56 0.44 1.15% 154250 26.8147 107259 43.8% 8.5% BTRN 14000 13.56 0.06 0.46% 189875 9.2054 128875 47.3% 10.5% NPSP 2000 49.25 1.19 2.47% 98500 5.50 11000 795.5% 5.4% CELG 5000 59.56 -3.88 -6.11% 297813 9.033 45167 559.4% 16.4% GZTC 1800 30.34 1.72 6.00% 54619 7.737 13927 292.2% 3.0% TRMS 2500 61.39 -1.92 -3.04% 153477 21.771 54427 182.0% 8.5% SEPR 3000 116.38 -0.19 -0.16% 349125 62.571 187713 86.0% 19.3% CLTR 5000 31.69 -1.44 -4.34% 158438 16.756 83778 89.1% 8.7% VRTX 2000 84.38 -1.50 -1.75% 168750 35.042 70083 140.8% 9.3% MLNM 1000 147.44 -6.13 -3.99% 147438 50.000 50000 194.9% 8.1% PRCS 1000 39.69 -0.94 -2.31% 39688 34.000 34000 16.7% 2.2% STOCK ______ ______ ______ ______ 1811970 786229 130.5% 100.0% SHORT SALE CREDIT ______ ______ 0 MARGIN MTCE. EQUITY 95.5% MIN 30% (80837) BUYING POWER $ ______ 1650296 EQUITY (NAV) ______ ______ ______ 1731133 100000 1631.1% ^IXB INDEX 1,301 -26.33 -1.98% 302.42 330.3% 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