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

To: Cytokine1 who wrote (8278)	10/1/2000 5:29:07 PM
From: Arthur Radley	Read Replies (1) \| Respond to of 9719

Cytokine, With your handle you need to add Inkine(INKP) to your portfolio. Granted! Inkine's newly approved drug isn't rocket science material ....but will it be a money maker! I think ...YES! Colon cancer is second leading cause of cancer-related deaths in the U.S. To address this growing concern, it is estimated that here in the U.S. 7.5million colonoscopies will be performed. By 2003, this number will grow to 10 million and to 24 million worldwide. One process has to take place before these colonscopies are performed....cleanse the colon for an unobstructed view of the colon. Until INKINE's purgative pill was approved, the method of cleansing was by drinking four liters of polyethylene-glycol electrolyte solution or drink 90ml of a bitter tasting sodium phosphate solution. Now which process would you think patients undergoing colonscopies will select. Taking a few pills with water or either of the above. INKP's CEO will be on Power Lunch tomorrow(CNBC).

To: Cytokine1 who wrote (8278)	10/2/2000 7:36:38 PM
From: Cytokine1	Read Replies (2) \| Respond to of 9719

VD's MODEL PORTFOLIO 10/2/00 Change -$48875 DOWN -2.54% Started 4/9/97, $100K . INDEX ^IXB DOWN -6.29% YTD EQUITY CHANGE 185.9% # CURRENT DAILY CURRENT COST TOTAL %GAIN/ % OF SYMBOL SHRS PRICE CHANGE %CHG VALUE SHR COST LOSS TOTAL ======= ======= ======= ======= ======= ======= ======= ======= ======= ======= INCY 4000 39.75 -1.38 -3.34% 159000 26.8147 107259 48.2% 8.5% BTRN 14000 16.31 -0.75 -4.40% 228375 9.2054 128875 77.2% 12.2% NPSP 2000 52.38 -4.19 -7.40% 104750 5.50 11000 852.3% 5.6% CELG 5000 59.00 -0.50 -0.84% 295000 9.033 45167 553.1% 15.7% GZTC 1800 32.75 -2.50 -7.09% 58950 7.737 13927 323.3% 3.1% TRMS 2500 67.31 -2.63 -3.75% 168281 21.771 54427 209.2% 9.0% SEPR 3000 119.94 -2.75 -2.24% 359813 62.571 187713 91.7% 19.2% CLTR 5000 31.44 2.56 8.87% 157188 16.756 83778 87.6% 8.4% VRTX 2000 82.00 -2.50 -2.96% 164000 35.042 70083 134.0% 8.8% MLNM 1000 135.81 -10.25 -7.02% 135813 50.000 50000 171.6% 7.2% PRCS 1000 42.25 -0.25 -0.59% 42250 34.000 34000 24.3% 2.3% STOCK ______ ______ ______ ______ 1873419 786229 138.3% 100.0% SHORT SALE CREDIT ______ ______ 0 MARGIN MTCE. EQUITY 95.7% MIN 30% (80837) BUYING POWER $ ______ 1711744 EQUITY (NAV) ______ ______ ______ 1792582 100000 1692.6% ^IXB INDEX 1,232 -82.69 -6.29% 302.42 307.5% 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