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

To: Cytokine1 who wrote (9690)	2/29/2004 11:50:29 AM
From: scaram(o)uche	Respond to of 9719

>> YTD EQUITY CHANGE 48.5% << (eom)

To: Cytokine1 who wrote (9690)	2/29/2004 5:02:50 PM
From: Vector1	Read Replies (1) \| Respond to of 9719

Cyto, tomorrow should be a good day for our largest holding SEPR. They got an approvable letter on Estorra. Launch sometime this year (see SEPR board). We have come a long way from the days SEPR was in the single digits. v1

To: Cytokine1 who wrote (9690)	3/19/2004 8:45:37 PM
From: Cytokine1	Read Replies (1) \| Respond to of 9719

VD's MODEL PORTFOLIO 3/19/2004 Change -$3750 DOWN -0.90% Started 4/9/97, $100K . INDEX ^NBI DOWN -0.63% YTD EQUITY CHANGE 86.4% # CURR . DAILY CURR COST TOTAL %GAIN/ % OF SYMB SHRS PRICE CHG %CHG VALUE SHR COST LOSS TOTAL . . . . . . . . . . CELG 2500 47.26 -0.51 -1.1% 118150 9.87 24679 378.8% 28.6% SEPR 4000 46.47 -0.28 -0.6% 185880 40.82 163280 13.8% 45.0% BIIB 500 52.88 -0.63 -1.2% 26440 31.70 15850 66.8% 6.4% CRXA 2500 6.14 -0.16 -2.5% 15350 7.67 19170 -19.9% 3.7% MLNM 1000 17.72 -0.13 -0.7% 17720 7.78 7780 127.8% 4.3% AFFX 1500 32.86 -0.34 -1.0% 49290 24.53 36800 33.9% 11.9% STOCK ______ ______ ______ ______ 412830 267558 54.3% 100.0% SHORT SALE CREDIT ______ ______ 0 MARGIN MTCE. EQUITY 101.5% MIN 30% 6127 BUYING POWER $ ______ 425084 EQUITY (NAV) ______ ______ ______ 418957 100000 319.0% ^NBI INDEX 764 -4.82 -0.63% 302.42 152.5%