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

To: Cytokine1 who wrote (8959)	10/10/2001 7:38:49 PM
From: Rocketman	Read Replies (1) \| Respond to of 9719

Nothing like a little Bioterror scare to bring the industry back in favor (thank you CNN!). You damn well know that the feds are going to have to sink a whole bunch of bucks into R&D for rapid diagnostics and treatment technologies. They certainly are in a spend money mode these days, deficits be damned. That of course will trickle down into the industry as a whole. Hopefully one of these suicidal zealots doesn't figure out how to make a superinfectious, sure killing bug that will kill everyone on the planet. Such a critter never evolves naturally, as anything that is toxic enough to kill all its hosts, kills itself too, and mama nature is just to smart for that. I always figured that mankind goes out trying to emulate the sun and burn the whole planet, but maybe we just figure out how to kill all the people and leave the planet prospering. Good for earth, bad for us.... OK, how does one stop the spread of a nasty 100% lethal bug that is distributed over a huge geographic area? Nuke it of course! A bit of the wide area sterilization. OK enough doom and gloom for now, I think I'll go watch the evening news - Doh! Better stick to game shows, even MASH reruns are too serious these days. V1, we were tossing around a list of things we were thinking of adding, which we never acted on. Ready to commit or are you more inclined to let it ride for now? Rman

To: Cytokine1 who wrote (8959)	10/10/2001 8:14:10 PM
From: Cytokine1	Read Replies (2) \| Respond to of 9719

VD's MODEL PORTFOLIO 10/10/01 Change $50879 UP 5.81% Started 4/9/97, $100K . INDEX ^NBI UP 5.01% YTD EQUITY CHANGE -51.6% # CURR . DAILY CURR COST TOTAL %GAIN/ % OF SYMBOL SHRS PRICE CHG %CHG VALUE SHR COST LOSS TOTAL . . . . . . . . . . INCY 5000 13.99 1.31 10.33% 69950 26.452 132259 -47.1% 7.6% BTRN 14000 4.85 0.06 1.26% 67900 9.205 128875 -47.3% 7.3% CELG 7000 26.07 1.30 5.25% 182490 16.452 115167 58.5% 19.7% TRMS 2500 35.70 1.01 2.91% 89250 21.771 54427 64.0% 9.6% SEPR 5000 40.74 1.64 4.19% 203700 59.443 297213 -31.5% 22.0% VRTX 2000 19.90 1.93 10.74% 39800 35.042 70083 -43.2% 4.3% MLNM 1000 21.20 1.57 8.00% 21200 25.000 25000 -15.2% 2.3% LEXG 4000 7.99 0.74 10.21% 31960 9.813 39250 -18.6% 3.5% CBST 3000 37.42 2.97 8.62% 112260 15.310 45930 144.4% 12.1% OSIP 2000 37.06 2.56 7.42% 74120 45.000 90000 -17.6% 8.0% AFFX 2000 16.82 0.62 3.83% 33640 22.300 44600 -24.6% 3.6% STOCK ______ ______ ______ ______ 926270 1042804 -11.2% 100.0% SHORT SALE CREDIT ______ ______ 0 MARGIN MTCE. EQUITY 66.6% MIN 30% (309492) BUYING POWER $ ______ 307287 EQUITY (NAV) ______ ______ ______ 616778 100000 516.8% ^NBI INDEX 798 38.06 5.01% 302.42 163.8% NOTES: OPEN orders subject to available buying power--- 10/4/01 7500 SELL 2000 PRCS @ $3.75