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

To: Cytokine1 who wrote (9175)	3/9/2002 7:58:39 PM
From: Spekulatius	Read Replies (1) \| Respond to of 9719

<< YTD EQUITY CHANGE -57.8% >> To state the obvious the VD portfolio has been smacked pretty badly due to concentration in two stocks (CELG & SEPR) and due to margin leverage. Vector do you plan to change your strategy after the last blowups? It seems that betting on FDA approval based on public data is no better than gambling nowadays. Do you have an idea how CELG's Thalomid will be affected by the latest FDA decision. During the last CC CELG's management stated that New approvals for T were not build in their forecast for this year, which means that CELG should be able to make their numbers. If so, CELG looks like a bargain to me at 22.5$.

To: Cytokine1 who wrote (9175)	3/13/2002 9:49:18 AM
From: Vector1	Read Replies (2) \| Respond to of 9719

Model sells all CRXA, 4000 shares at 6.03 last trade. When it rains it pours V1

To: Cytokine1 who wrote (9175)	3/13/2002 8:14:48 PM
From: Cytokine1	Read Replies (1) \| Respond to of 9719

VD's MODEL PORTFOLIO 3/13/02 Change $4070 UP 0.54% Started 4/9/97, $100K . INDEX ^NBI UP 1.11% YTD EQUITY CHANGE -57.9% # CURR . DAILY CURR COST TOTAL %GAIN/ % OF SYMB SHRS PRICE CHG %CHG VALUE SHR COST LOSS TOTAL . . . . . . . . . . BTRN 14000 5.93 -0.21 -3.42% 83020 9.21 128875 -35.6% 11.0% CELG 5000 22.70 0.07 0.31% 113500 16.45 82262 38.0% 15.0% SEPR 8000 21.29 0.97 4.77% 170320 54.43 435413 -60.9% 22.5% LEXG 4000 8.25 -0.30 -3.51% 33000 9.81 39250 -15.9% 4.4% CBST 4000 20.33 -0.88 -4.15% 81320 15.61 62430 30.3% 10.7% OSIP 2000 41.38 1.02 2.53% 82760 45.00 90000 -8.0% 10.9% MOGN 2000 14.00 0.07 0.50% 28000 15.55 31100 -10.0% 3.7% KOSP 3000 27.40 0.38 1.41% 82200 29.48 88450 -7.1% 10.9% EBIO 3000 1.82 0.09 5.20% 5460 2.00 6000 -9.0% 0.7% AFFX 3000 25.80 0.01 0.04% 77400 24.53 73600 5.2% 10.2% STOCK ______ ______ ______ ______ 756980 1037379 -27.0% 100.0% SHORT SALE CREDIT ______ ______ 0 MARGIN MTCE. EQUITY 53.3% MIN 30% (351257) BUYING POWER $ ______ 49007 EQUITY (NAV) ______ ______ ______ 405723 100000 305.7% ^NBI INDEX 793 8.67 1.11% 302.42 162.1% NOTES: OPEN orders subject to available buying power--- 3/13/02 24120 SELL 4000 CRXA @ 6.03 2/22/02 33840 SELL 3000 INCY @ 11.28 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