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

To: Cytokine1 who wrote (8496)	12/30/2000 3:25:42 PM
From: CYBERKEN	Read Replies (1) \| Respond to of 9719

+103.4% for 2000. Congratulations!

To: Cytokine1 who wrote (8496)	12/30/2000 10:39:22 PM
From: Vector1	Read Replies (4) \| Respond to of 9719

CYTOKINE 1 Thanks for another great year. It has been a great run since 97 and I could not do it without you. V1

To: Cytokine1 who wrote (8496)	12/31/2000 1:17:16 PM
From: Jack Hartmann	Respond to of 9719

Congrats on a great year. Jack

To: Cytokine1 who wrote (8496)	12/31/2000 8:53:12 PM
From: Pseudo Biologist	Read Replies (2) \| Respond to of 9719

V1 and Cytokine, let me join with the congratulations and thanks for yet another great year of performance, discussion and enlightenment. May 2001 be even better. Happy New Year to you two, and to the regulars and "irregulars" and to the Rocketman too, who is still missed after all this time. As closing thought, when I look down the list of the current ten holdings: INCY, BTRN, CELG, TRMS, SEPR, plus CRXA, VRTX, MLNM, LEXG and PRCS, I can't fail but to notice that I still hold 8 out of these 10 (that is, all but TRMS and PRCS). Can you say I have been influenced? -g- Thanks again, PB

To: Cytokine1 who wrote (8496)	1/3/2001 12:35:51 AM
From: Cytokine1	Read Replies (2) \| Respond to of 9719

VD's MODEL PORTFOLIO 1/2/01 Change -$85291 DOWN -6.09% Started 4/9/97, $100K . INDEX ^IXB DOWN -5.88% YTD EQUITY CHANGE -6.7% # CURRENT DAILY CURRENT COST TOTAL %GAIN/ % OF SYMBOL SHRS PRICE CHANGE %CHG VALUE SHR COST LOSS TOTAL ======= ======= ======= ======= ======= ======= ======= ======= ======= ======= INCY 5000 22.56 -2.31 -9.30% 112813 26.4518 132259 -14.7% 8.6% BTRN 14000 9.06 0.38 4.32% 126875 9.2054 128875 -1.6% 9.6% CELG 7000 32.25 -0.25 -0.77% 225750 16.4524 115167 96.0% 17.2% TRMS 2500 46.81 -8.06 -14.69% 117031 21.771 54427 115.0% 8.9% SEPR 4000 76.38 -3.75 -4.68% 305500 67.303 269213 13.5% 23.2% CRXA 5015 27.25 -0.63 -2.24% 136659 16.706 83778 63.1% 10.4% VRTX 2000 63.13 -8.38 -11.71% 126250 35.042 70083 80.1% 9.6% MLNM 2000 54.19 -7.69 -12.42% 108375 25.000 50000 116.8% 8.2% LEXG 2000 14.00 -2.63 -15.79% 28000 12.375 24750 13.1% 2.1% PRCS 1000 27.69 -1.56 -5.34% 27688 34.000 34000 -18.6% 2.1% STOCK ______ ______ ______ ______ 1314940 962552 36.6% 100.0% SHORT SALE CREDIT ______ ______ 0 MARGIN MTCE. EQUITY 90.5% MIN 30% (124787) BUYING POWER $ ______ 1065366 EQUITY (NAV) ______ ______ ______ 1190153 100000 1090.2% ^IXB INDEX 1,021 -63.81 -5.88% 302.42 237.5% NOTES: OPEN orders subject to available buying power--- 12/22/00 0 CLTR MERGES, NEW SYMBOL CRXA, 15 new shrs based on exchange 1.003 for 1 12/21/00 -24750 BUY 2000 LEXG @ 12.375 (post 8475 12/20/00) 12/21/00 -70000 BUY 2000 CELG @ $35.00 (post 8475 12/20/00) 12/15/00 25000 BUY 1000 INCY @ $25.00 (Buy order from Post #8443,12/1/00)