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

To: Cytokine1 who wrote (8757)	4/24/2001 9:43:06 PM
From: Torben Noerup Nielsen	Respond to of 9719

V1, How about allocating a portion of the portfolio to someone with at least a possible cure for hemorrhagic fever? Given the amount of blood flowing from everyone, this would have to be a hit! I really appreciate the work you and others have done in assembling this portfolio. Yes, it's down along with everything else. But if there was an index fund available for the VD Model Portfolio, I would be sorely tempted to put all my money there and ignore the market for a few years. I realize that it is possible to make more money by buying and selling for short term gain. The problem is that doing this takes a lot of time and effort. Torben

To: Cytokine1 who wrote (8757)	4/28/2001 10:39:13 AM
From: Cytokine1	Read Replies (1) \| Respond to of 9719

VD's MODEL PORTFOLIO 4/27/01 Change $8265 UP 0.97% Started 4/9/97, $100K . INDEX ^NBI UP 4.53% YTD EQUITY CHANGE -54.2% # CURR . DAILY CURR COST TOTAL %GAIN/ % OF SYMBOL SHRS PRICE CHG %CHG VALUE SHR COST LOSS TOTAL . . . . . . . . . . INCY 5000 15.33 -0.43 -2.73% 76650 26.452 132259 -42.0% 9.0% BTRN 14000 5.14 0.09 1.78% 71960 9.205 128875 -44.2% 8.4% CELG 7000 15.93 0.72 4.73% 111510 16.452 115167 -3.2% 13.0% TRMS 2500 33.49 0.55 1.67% 83725 21.771 54427 53.8% 9.8% SEPR 5000 26.33 -1.68 -6.00% 131650 59.443 297213 -55.7% 15.4% VRTX 2000 39.25 -0.51 -1.28% 78500 35.042 70083 12.0% 9.2% MLNM 1000 35.25 0.58 1.67% 35250 25.000 25000 41.0% 4.1% LEXG 4000 8.75 0.21 2.46% 35000 9.813 39250 -10.8% 4.1% CBST 3000 30.62 2.64 9.44% 91860 15.310 45930 100.0% 10.7% OSIP 2000 49.66 3.66 7.96% 99320 45.000 90000 10.4% 11.6% PRCS 2000 20.35 -2.25 -9.96% 40700 25.155 50310 -19.1% 4.8% STOCK ______ ______ ______ ______ 856125 1048514 -18.3% 100.0% SHORT SALE CREDIT ______ ______ 0 MARGIN MTCE. EQUITY 68.2% MIN 30% (272392) BUYING POWER $ ______ 311342 EQUITY (NAV) ______ ______ ______ 583733 100000 483.7% ^NBI INDEX 876 37.98 4.53% 302.42 189.7% NOTES: OPEN orders subject to available buying power--- 4/12/01 44382.75 SELL 5015 CRXA @ $8.85 4/12/01 -90000 BUY 2000 OSIP @ $45.00 4/9/01 -7247.19 Yearly expenses ending 4/8/01 3/28/01 -14500 BUY 2000 LEXG @ $7.25 (Post 8713) 3/22/01 -45930 BUY 3000 CBST @ $15.31 3/22/01 -28000 BUY 1000 SEPR @ $28.00 3/22/01 -16310 BUY 1000 PRCS @ $16.31 1/4/01 60000 SELL 1000 MLNM @ $60.00 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) 11/29/00 28800 SELL 1800 GZTC @ $16.00 (avg cost $7.7373) 10/31/00 78500 SELL 2000 NPSP @ $39.25 10/19/00 -81500 BUY 1000 SEPR @ $81.50 10/5/00 0 MLNM 2/1 split, credit 1000 shares 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 7/17/00 -34000 BUY 1000 PCRS @ $34.00 7/14/00 -33000 BUY 3000 BTRN @ $11.00 7/14/00 -33187.5 BUY 3000 BTRN @ $11.0625 7/11/00 14000 SELL 500 MOGN @ $28.00 7/11/00 92500 SELL 500 PDLI @ $185.00 6/16/00 22650 SELL 400 CELG @ $56.625 4/18/00 0 MLNM split 2/1, 500 shrs credit 4/17/00 0 CELG split 3/1, 3600 shrs credit 4/11/00 31687.5 SELL 1500 NBIX @ $21.125 4/9/00 -11055.86 FISCAL YEAR EXPENSES YR ENDING 4/8/00