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

To: Cytokine1 who wrote (8985)	10/26/2001 1:37:35 PM
From: Vector1	Read Replies (1) \| Respond to of 9719

Expected but great news for CBST. Probably our best trade of the year. V1 -------------------------------------------------------------------------------- 10/26 11:20A (DJ) +DJ Cubist Pharma: Cidecin Meets Efficacy Endpoint In Study Story 4165 DJ Cubist Pharma/Cidecin -2: Success Ranged 65%-75% >CBST LEXINGTON, Mass. (Dow Jones)--Cubist Pharmaceuticals Inc. (CBST) said clinical results show the company's Cidecin, or daptomycin for injection, works as well as current standards of therapy. The company developed Cidecin for the treatment of complicated skin and soft tissue infection caused by Gram-positive pathogens. In a press release Friday, Cubist said it is hopeful Cidecin, should it receive full Food & Drug Administration approval, will fill a need for novel pharmaceutials to treat serious and life-threatening bacterial infections. Patients in the second Phase III studies for were treated for 7 to 14 days and randomly received Cidecin 4 mg/kg once daily, or a comparator, in which investigators had the choice of vancomycin, given twice daily, or a semi-synthetic penicillin, usually oxacillin, given four times daily. The multi-center, randomized and double-blinded study enrolled 517 patients between 18 to 85 years old, who had skin and soft tissue infections, caused by Gram-positive bacteria, that required hospitalization. In all groups analyzed, Cubist said, clinical success rates ranged between 65% and 75% for the Cidecin patients, versus 64% to 75% Cubist shares of recently traded at $40.85, up 80 cents or 2%, on Nasdaq

To: Cytokine1 who wrote (8985)	10/27/2001 10:57:12 AM
From: Cytokine1	Read Replies (1) \| Respond to of 9719

VD's MODEL PORTFOLIO 10/26/01 Change $32470 UP 2.92% Started 4/9/97, $100K . INDEX ^NBI UP 2.18% YTD EQUITY CHANGE -35.9% # CURR . DAILY CURR COST TOTAL %GAIN/ % OF SYMBOL SHRS PRICE CHG %CHG VALUE SHR COST LOSS TOTAL . . . . . . . . . . INCY 5000 16.25 0.01 0.06% 81250 26.452 132259 -38.6% 7.1% BTRN 14000 5.60 -0.30 -5.08% 78400 9.205 128875 -39.2% 6.9% CELG 7000 33.44 1.32 4.11% 234080 16.452 115167 103.3% 20.5% CRXA 4000 13.45 0.25 1.89% 53800 14.250 57000 -5.6% 4.7% SEPR 5000 49.00 0.48 0.99% 245000 59.443 297213 -17.6% 21.4% VRTX 2000 25.75 0.69 2.75% 51500 35.042 70083 -26.5% 4.5% MLNM 2000 27.07 1.48 5.78% 54140 23.425 46850 15.6% 4.7% LEXG 4000 9.50 -0.15 -1.55% 38000 9.813 39250 -3.2% 3.3% CBST 3000 41.69 1.64 4.09% 125070 15.310 45930 172.3% 10.9% OSIP 2000 46.21 3.61 8.47% 92420 45.000 90000 2.7% 8.1% MOGN 2000 13.13 -0.09 -0.68% 26260 15.550 31100 -15.6% 2.3% AFFX 2000 31.70 4.14 15.02% 63400 22.300 44600 42.2% 5.5% STOCK ______ ______ ______ ______ 1143320 1098326 4.1% 100.0% SHORT SALE CREDIT ______ ______ 0 MARGIN MTCE. EQUITY 71.5% MIN 30% (325617) BUYING POWER $ ______ 492087 EQUITY (NAV) ______ ______ ______ 817703 100000 717.7% ^NBI INDEX 904 19.26 2.18% 302.42 198.9% NOTES: OPEN orders subject to available buying power--- 10/12/01 -21850 BUY 1000 MLNM @ 21.85 10/12/01 -57000 BUY 4000 CRXA @ 14.25 10/12/01 93825 SELL 2500 TRMS @ 37.53 10/11/01 -31100 BUY 2000 MOGN @ 15.55 10/4/01 7500 SELL 2000 PRCS @ $3.75