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

To: Cytokine1 who wrote (8923)	9/19/2001 8:41:32 PM
From: tom pope	Read Replies (1) \| Respond to of 9719

Down 20% in three days. That strikes me as a trifle oversold.

To: Cytokine1 who wrote (8923)	9/21/2001 9:33:10 PM
From: Cytokine1	Read Replies (1) \| Respond to of 9719

VD's MODEL PORTFOLIO 9/21/01 Change -$35086 DOWN -4.20% Started 4/9/97, $100K . INDEX ^NBI DOWN -4.56% YTD EQUITY CHANGE -62.1% # CURR . DAILY CURR COST TOTAL %GAIN/ % OF SYMBOL SHRS PRICE CHG %CHG VALUE SHR COST LOSS TOTAL . . . . . . . . . . INCY 5000 11.97 0.78 6.97% 59850 26.452 132259 -54.7% 7.5% BTRN 14000 4.31 -0.09 -2.02% 60340 9.205 128875 -53.2% 7.5% CELG 7000 21.32 -1.63 -7.10% 149240 16.452 115167 29.6% 18.6% TRMS 2500 33.11 -4.40 -11.73% 82775 21.771 54427 52.1% 10.3% SEPR 5000 31.96 -0.84 -2.56% 159800 59.443 297213 -46.2% 20.0% VRTX 2000 23.47 -2.53 -9.73% 46940 35.042 70083 -33.0% 5.9% MLNM 1000 16.60 -1.17 -6.58% 16600 25.000 25000 -33.6% 2.1% LEXG 4000 5.87 -0.21 -3.45% 23480 9.813 39250 -40.2% 2.9% CBST 3000 32.61 0.06 0.18% 97830 15.310 45930 113.0% 12.2% OSIP 2000 33.90 -1.04 -2.98% 67800 45.000 90000 -24.7% 8.5% AFFX 2000 14.50 -0.99 -6.39% 29000 22.300 44600 -35.0% 3.6% PRCS 2000 3.67 -0.09 -2.39% 7340 25.155 50310 -85.4% 0.9% STOCK ______ ______ ______ ______ 800995 1093114 -26.7% 100.0% SHORT SALE CREDIT ______ ______ 0 MARGIN MTCE. EQUITY 60.1% MIN 30% (316992) BUYING POWER $ ______ 159672 EQUITY (NAV) ______ ______ ______ 484003 100000 384.0% ^NBI INDEX 687 -32.83 -4.56% 302.42 127.2% 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