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

To: Vector1 who wrote (3733)	12/12/1997 10:12:00 AM
From: Cytokine1	Read Replies (1) \| Respond to of 9719

...and we haven't yet figured margin interest or commissions. ;( V1, any thoughts on INCY's recent performance? Beautiful clear day here in SoCal. The Santa Ana winds blew all the grunge out of the air.

To: Vector1 who wrote (3733)	12/12/1997 4:30:00 PM
From: Cytokine1	Respond to of 9719

VD's MODEL PORTFOLIO 12/12/97 Change -$2150 DOWN -0.94% Started 4/9/97, $100K . INDEX ^IXB DOWN -0.94% VD Inc: Enjoy the holiday season, everyone!! # CURRENT DAILY CURRENT COST TOTAL %GAIN/ % OF SYMBOL SHRS PRICE CHANGE %CHG VALUE SHR COST LOSS TOTAL ======= ======= ======= ======= ======= ======= ======= ======= ======= ======= CLTR 1000 17.75 -1.00 -5.33% 17750 10.88 10875 63.2% 7.8% INCY 580 34.50 2.81 8.88% 20010 24.28 14080 42.1% 8.8% AFFX 250 35.13 0.75 2.18% 8781 25.77 6441 36.3% 3.9% GZTC 2770 10.00 -0.63 -5.88% 27700 7.74 21432 29.2% 12.2% GENZ 530 27.50 0.38 1.38% 14575 23.50 12455 17.0% 6.4% LGND 2800 13.19 -0.25 -1.86% 36925 12.43 34810 6.1% 16.2% BGEN 400 36.00 0.06 0.17% 14400 35.88 14350 0.3% 6.3% AVIR 500 23.25 0.25 1.09% 11625 25.00 12500 -7.0% 5.1% ABSC 400 13.25 0.00 0.00% 5300 14.94 5975 -11.3% 2.3% MOGN 3000 4.50 0.06 1.41% 13500 5.125 15375 -12.2% 5.9% GSII 2700 4.69 -0.19 -3.85% 12656 5.69 15354 -17.6% 5.6% REGN 1000 9.31 0.56 6.43% 9313 12.00 12000 -22.4% 4.1% GENZL 2015 7.38 -0.31 -4.07% 14861 10.36 20880 -28.8% 6.5% GLFD 500 18.50 -0.75 -3.90% 9250 28.25 14125 -34.5% 4.1% MDYN 500 14.75 -0.25 -1.67% 7375 23.50 11750 -37.2% 3.2% FUSE 400 8.38 0.00 0.00% 3350 14.19 5675 -41.0% 1.5% SUBTOT ______ ______ ______ ______ 227371 228078 -0.3% 100.0% CASH ______ ______ ______ ______ 0 MARGIN MTCE. EQUITY 36.2% MIN 35% (144950) BUYING POWER $ ______ 0 NAV = ______ ______ ______ ______ 82421 100000 -17.6% ^IXB INDEX 300.25 -2.86 -0.94% 302.42 -0.7%

To: Vector1 who wrote (3733)	12/13/1997 1:38:00 PM
From: Cytokine1	Read Replies (1) \| Respond to of 9719

Vector, Rman, Andy and all VD Clubsters: Preliminary accounting dope: Figured 4/9/97 thru 12/31/97 (will change if additional transactions occur.) ********************* Margin interest: $7422 Transaction costs: $1160 ********************* Based on 7% margin interest times 267 days with average daily balance of the margin account of $109479. Short sale proceeds were not used to decrease ADB, since they are classified as "phantom profits". .07 divided by 365=.000192, daily rate .000192 times 267 days=.051205, rate .051205 times ADB of 109479=$7422 Transaction costs are based on 58 transactions times the arbitrarily selected figure of $20 per transaction=$1160 All suggestions and corrections will be considered (just be easy on old C1). It is entirely possible that I have screwed something up here!! { ; >