Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: Cytokine1 who wrote (9142)	2/1/2002 12:30:29 PM
From: Vector1	Read Replies (1) \| Respond to of 9719

Model sells 2000 shares of CELG at 27.85 (last trade) 2000 shares of VRTX at 20 Model buys 1000 shares of AFFX at 29 1000 shares of SEPR at 46 V1

To: Cytokine1 who wrote (9142)	2/3/2002 1:02:38 PM
From: Cytokine1	Read Replies (1) \| Respond to of 9719

VD's MODEL PORTFOLIO 2/1/02 Change -$12070 DOWN -1.09% Started 4/9/97, $100K . INDEX ^NBI UP 1.55% YTD EQUITY CHANGE -28.5% # CURR . DAILY CURR COST TOTAL %GAIN/ % OF SYMBOL-- SHRS PRICE CHG %CHG VALUE SHR COST LOSS TOTAL . . . . . . . . . . INCY 3000 14.95 0.20 1.36% 44850 26.45 79355 -43.5% 4.1% BTRN 14000 7.00 -0.05 -0.71% 98000 9.21 128875 -24.0% 8.9% CELG 5000 28.16 0.74 2.70% 140800 16.45 82262 71.2% 12.8% CRXA 4000 11.18 0.13 1.18% 44720 14.25 57000 -21.5% 4.1% SEPR 8000 47.00 -2.36 -4.78% 376000 54.43 435413 -13.6% 34.2% LEXG 4000 11.10 -0.35 -3.06% 44400 9.81 39250 13.1% 4.0% CBST 4000 17.09 -0.84 -4.68% 68360 15.61 62430 9.5% 6.2% OSIP 2000 40.01 -0.08 -0.20% 80020 45.00 90000 -11.1% 7.3% MOGN 2000 15.44 -0.11 -0.71% 30880 15.55 31100 -0.7% 2.8% KOSP 3000 24.68 0.68 2.83% 74040 29.48 88450 -16.3% 6.7% EBIO 3000 2.18 0.03 1.40% 6540 2.00 6000 9.0% 0.6% AFFX 3000 30.05 1.90 6.75% 90150 24.53 73600 22.5% 8.2% STOCK ______ ______ ______ ______ 1098760 1173735 -6.4% 100.0% SHORT SALE CREDIT ______ ______ 0 MARGIN MTCE. EQUITY 62.5% MIN 30% (409217) BUYING POWER $ ______ 273787 EQUITY (NAV) ______ ______ ______ 689543 100000 589.5% ^NBI INDEX 792 12.10 1.55% 302.42 161.9% NOTES: OPEN orders subject to available buying power--- 2/1/02 -46000 BUY 1000 SEPR @ 46.00 2/1/02 -29000 BUY 1000 AFFX @ 29.00 2/1/02 40000 SELL 2000 VRTX @ 20.00 2/1/02 55700 SELL 2000 CELG @ 27.85 1/17/02 -16500 BUY 1000 CBST @ 16.50