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


To: biowa who wrote (4005)1/29/1998 9:03:00 AM
From: squetch  Read Replies (2) | Respond to of 9719
 
biowa, Clinton said "GeneChip" in his State of the Union. [insert joke here] squetch



To: biowa who wrote (4005)1/29/1998 8:39:00 PM
From: Cytokine1  Read Replies (2) | Respond to of 9719
 
VD's MODEL PORTFOLIO 1/29/98 Change $408 UP 0.18%
Started 4/9/97, $100K . INDEX ^IXB DOWN -0.78%
VD Inc: The Biotech Century

# CURRENT DAILY CURRENT COST TOTAL %GAIN/ % OF
SYMBOL SHRS PRICE CHANGE %CHG VALUE SHR COST LOSS TOTAL
======= ======= ======= ======= ======= ======= ======= ======= ======= =======
CLTR 1000 21.75 0.00 0.00% 21750 10.88 10875 100.0% 9.5%
INCY 580 44.00 0.25 0.57% 25520 24.28 14080 81.3% 11.2%
GZTC 2770 11.75 0.63 5.62% 32548 7.74 21432 51.9% 14.3%
BGEN 400 41.50 0.38 0.91% 16600 35.88 14350 15.7% 7.3%
GENZ 530 26.69 0.00 0.00% 14144 23.50 12455 13.6% 6.2%
AFFX 250 27.25 0.00 0.00% 6813 25.77 6441 5.8% 3.0%
AVIR 500 25.25 0.50 2.02% 12625 25.00 12500 1.0% 5.5%
GSII 2700 5.13 0.06 1.23% 13838 5.69 15354 -9.9% 6.1%
LGND 2800 11.00 -0.81 -6.88% 30800 12.43 34810 -11.5% 13.5%
ABSC 400 13.13 1.00 8.25% 5250 14.94 5975 -12.1% 2.3%
MOGN 3000 4.38 -0.13 -2.78% 13125 5.125 15375 -14.6% 5.8%
GENZL 2015 7.50 0.00 0.00% 15113 10.36 20880 -27.6% 6.6%
GLFD 500 19.38 0.63 3.33% 9688 28.25 14125 -31.4% 4.2%
REGN 1000 7.00 -0.13 -1.75% 7000 12.00 12000 -41.7% 3.1%
FUSE 400 8.00 0.06 0.79% 3200 14.19 5675 -43.6% 1.4%




SUBTOT ______ ______ ______ ______ 228012 216328 5.4% 100.0%
CASH ______ ______ ______ ______ 0
MARGIN MTCE. EQUITY 38.8% MIN 30% (139450)
BUYING POWER $ ______ 0
NAV = ______ ______ ______ ______ 88562 100000 -11.4%

^IXB INDEX 301.80 -2.37 -0.78% 302.42 -0.2%


NOTES:
1/29/98 MDYN sold 500 @ 11.00 ($5500), loss $6250, -53%