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

To: Cytokine1 who wrote (9023)	11/23/2001 2:34:49 PM
From: Vector1	Respond to of 9719

Nice day all around. I think this is real and we are going to have a nice recovery in q2 or q3 of next year. Loaded up on SEPR and CELG. Looking at adding one more high impact name. Stocks I am considering include EBIO, MEDX, ZMTX and ABGX. V1

To: Cytokine1 who wrote (9023)	11/26/2001 8:12:09 PM
From: Cytokine1	Read Replies (1) \| Respond to of 9719

VD's MODEL PORTFOLIO 11/26/01 Change $13180 UP 1.07% Started 4/9/97, $100K . INDEX ^NBI UP 2.62% YTD EQUITY CHANGE -30.4% # CURR . DAILY CURR COST TOTAL %GAIN/ % OF SYMBOL SHRS PRICE CHG %CHG VALUE SHR COST LOSS TOTAL . . . . . . . . . . INCY 5000 16.19 0.04 0.25% 80950 26.452 132259 -38.8% 6.5% BTRN 14000 7.03 0.33 4.93% 98420 9.205 128875 -23.6% 7.9% CELG 7000 37.37 -0.93 -2.43% 261590 16.452 115167 127.1% 21.0% CRXA 4000 15.28 -0.04 -0.26% 61120 14.250 57000 7.2% 4.9% SEPR 7000 47.56 0.78 1.67% 332920 55.630 389413 -14.5% 26.7% VRTX 2000 26.96 -0.04 -0.15% 53920 35.042 70083 -23.1% 4.3% LEXG 4000 9.25 0.09 0.98% 37000 9.813 39250 -5.7% 3.0% CBST 3000 38.45 2.75 7.70% 115350 15.310 45930 151.1% 9.3% OSIP 2000 49.92 -0.07 -0.14% 99840 45.000 90000 10.9% 8.0% MOGN 2000 14.29 -0.15 -1.04% 28580 15.550 31100 -8.1% 2.3% AFFX 2000 37.87 0.74 1.99% 75740 22.300 44600 69.8% 6.1% STOCK ______ ______ ______ ______ 1245430 1143676 8.9% 100.0% SHORT SALE CREDIT ______ ______ 0 MARGIN MTCE. EQUITY 71.3% MIN 30% (357817) BUYING POWER $ ______ 529797 EQUITY (NAV) ______ ______ ______ 887613 100000 787.6% ^NBI INDEX 955 24.35 2.62% 302.42 215.9% NOTES: OPEN orders subject to available buying power--- 11/21/01 -92200 BUY 2000 SEPR @ 46.10 11/21/01 60000 SELL 2000 MLNM @ 30.00 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