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

To: CYBERKEN who wrote (8331)	10/13/2000 2:28:54 AM
From: scaram(o)uche	Read Replies (1) \| Respond to of 9719

Cyberken: >> I hope Rick is right about a market turn. << Not upset at your interpretation at all, but that's not what I was trying to say. I was trying to say that small caps with good pipelines should do well -- selected ones, with decent downside protection. I also still like "trickle down" to lab instruments and virtually to anything used in molecular biology labs. I don't expect a market turn. I don't expect anything with respect to the overall market. >> Stocks like those in the portfolio, IMO, don't need to be traded or timed so much as held for a longer horizon. << What, you mean that I would have done just as well if I'd not joined the frantic trading crowd, and just held MLNM? Uh........... <g> Good luck, all. Rick

To: CYBERKEN who wrote (8331)	10/13/2000 8:49:51 PM
From: Cytokine1	Read Replies (1) \| Respond to of 9719

VD's MODEL PORTFOLIO 10/13/00 Change $68575 UP 4.24% Started 4/9/97, $100K . INDEX ^IXB UP 4.67% YTD EQUITY CHANGE 156.2% # CURRENT DAILY CURRENT COST TOTAL %GAIN/ % OF SYMBOL SHRS PRICE CHANGE %CHG VALUE SHR COST LOSS TOTAL ======= ======= ======= ======= ======= ======= ======= ======= ======= ======= INCY 4000 30.00 1.75 6.19% 120000 26.8147 107259 11.9% 7.1% BTRN 14000 12.75 0.50 4.08% 178500 9.2054 128875 38.5% 10.6% NPSP 2000 42.75 0.44 1.03% 85500 5.50 11000 677.3% 5.1% CELG 5000 56.19 4.06 7.79% 280938 9.033 45167 522.0% 16.6% GZTC 1800 25.00 1.81 7.82% 45000 7.737 13927 223.1% 2.7% TRMS 2500 67.69 1.44 2.17% 169219 21.771 54427 210.9% 10.0% SEPR 3000 116.28 3.34 2.96% 348844 62.571 187713 85.8% 20.7% CLTR 5000 30.94 1.00 3.34% 154688 16.756 83778 84.6% 9.2% VRTX 2000 70.25 3.38 5.05% 140500 35.042 70083 100.5% 8.3% MLNM 2000 66.19 3.06 4.85% 132375 25.000 50000 164.8% 7.8% PRCS 1000 32.00 -1.38 -4.12% 32000 34.000 34000 -5.9% 1.9% STOCK ______ ______ ______ ______ 1687563 786229 114.6% 100.0% SHORT SALE CREDIT ______ ______ 0 MARGIN MTCE. EQUITY 95.2% MIN 30% (80837) BUYING POWER $ ______ 1525888 EQUITY (NAV) ______ ______ ______ 1606725 100000 1506.7% ^IXB INDEX 1,160 51.78 4.67% 302.42 283.5% NOTES: OPEN orders subject to available buying power--- Buy 1000 SEPR at $90.00, 8-12-00 post 8159 10/5/00 0 MLNM 2/1 split, credit 1000 shares 9/1/00 0 INCY 2/1 split, credit 2000 shares