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

To: Cytokine1 who wrote (8893)	8/18/2001 2:30:01 PM
From: CYBERKEN	Respond to of 9719

While this bear market has been awesome in its breadth and length, the ultimate recovery might be of even greater magnitude. The recent trend in the business press toward resignation to admitting recession and pushing back predictions of a market recovery into next year are, IMO, psychological positives. I squeezed in a little more INCY last week. The price, under 17, just looked too attractive...

To: Cytokine1 who wrote (8893)	8/21/2001 8:24:30 PM
From: Cytokine1	Read Replies (1) \| Respond to of 9719

VD's MODEL PORTFOLIO 8/21/01 Change -$1005 DOWN -0.10% Started 4/9/97, $100K . INDEX ^NBI DOWN -0.84% YTD EQUITY CHANGE -48.8% # CURR . DAILY CURR COST TOTAL %GAIN/ % OF SYMBOL SHRS PRICE CHG %CHG VALUE SHR COST LOSS TOTAL . . . . . . . . . . INCY 5000 16.63 0.79 4.99% 83150 26.452 132259 -37.1% 8.6% BTRN 14000 5.30 0.04 0.76% 74200 9.205 128875 -42.4% 7.7% CELG 7000 21.54 -0.28 -1.28% 150780 16.452 115167 30.9% 15.6% TRMS 2500 40.25 -0.05 -0.12% 100625 21.771 54427 84.9% 10.4% SEPR 5000 37.72 -0.18 -0.47% 188600 59.443 297213 -36.5% 19.5% VRTX 2000 34.84 -1.16 -3.22% 69680 35.042 70083 -0.6% 7.2% MLNM 1000 23.41 -0.53 -2.21% 23410 25.000 25000 -6.4% 2.4% LEXG 4000 9.09 0.19 2.13% 36360 9.813 39250 -7.4% 3.8% CBST 3000 35.37 0.32 0.91% 106110 15.310 45930 131.0% 10.9% OSIP 2000 38.15 0.44 1.17% 76300 45.000 90000 -15.2% 7.9% AFFX 2000 20.80 -0.95 -4.37% 41600 22.300 44600 -6.7% 4.3% PRCS 2000 9.36 -0.19 -1.99% 18720 25.155 50310 -62.8% 1.9% STOCK ______ ______ ______ ______ 969535 1093114 -11.3% 100.0% SHORT SALE CREDIT ______ ______ 0 MARGIN MTCE. EQUITY 67.3% MIN 30% (316992) BUYING POWER $ ______ 335552 EQUITY (NAV) ______ ______ ______ 652543 100000 552.5% ^NBI INDEX 806 -6.79 -0.84% 302.42 166.4% NOTES: OPEN orders subject to available buying power--- 7/12/01 -19600 BUY 1000 AFFX @ $19.60 6/14/01 -25000 BUY 1000 AFFX @ $25.00