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

To: Vector1 who wrote (4056)	2/10/1998 12:50:00 AM
From: Rocketman	Read Replies (1) \| Respond to of 9719

<<<<<<< going back and reading through some of Rockets old posts reminds me of how much he is missed. He is one bright (and lazy) dude. >>>>>>>>> Lazy is as lazy does. Like father like son, I learned from a pro @;-> Seriously, it's damn tough to be lazy with a three and six year old running my ass ragged. Plus the monthly preschool induced cold doesn't help much. I got one after H&Q too. Besides, I like to think of it as efficiency and not laziness. Also, laziness, I mean efficiency, is what makes me good in a startup, I just get the damn task done "good enough" and move on rather than beat it to death. And, how many other dads take the time to go to the first grade and make paper hats with the kids for Chinese New Years? Later, maybe I'd better read those last 1000 posts or so after all. Rman

To: Vector1 who wrote (4056)	2/10/1998 2:13:00 PM
From: scaram(o)uche	Read Replies (1) \| Respond to of 9719

GLFD sales, Q4.... $861K.

To: Vector1 who wrote (4056)	2/10/1998 10:12:00 PM
From: Cytokine1	Respond to of 9719

VD's MODEL PORTFOLIO 2/10/98 Change $2678 UP 1.21% Started 4/9/97, $100K . INDEX ^IXB UP 1.64% VD Inc: The Springtime Bloom of the Biotech Rose...... # CURRENT DAILY CURRENT COST TOTAL %GAIN/ % OF SYMBOL SHRS PRICE CHANGE %CHG VALUE SHR COST LOSS TOTAL ======= ======= ======= ======= ======= ======= ======= ======= ======= ======= CLTR 1000 22.38 0.00 0.00% 22375 10.88 10875 105.7% 10.0% INCY 580 48.31 -1.81 -3.62% 28021 24.28 14080 99.0% 12.5% GZTC 2770 12.56 0.38 3.08% 34798 7.74 21432 62.4% 15.5% GENZ 530 29.81 1.41 4.95% 15801 23.50 12455 26.9% 7.0% BGEN 400 43.50 2.06 4.98% 17400 35.88 14350 21.3% 7.7% LGND 2800 13.13 0.25 1.94% 36750 12.43 34810 5.6% 16.3% AVIR 500 25.50 -0.75 -2.86% 12750 25.00 12500 2.0% 5.7% MOGN 3000 5.00 0.03 0.63% 15000 5.125 15375 -2.4% 6.7% ABSC 400 11.63 -0.13 -1.06% 4650 14.94 5975 -22.2% 2.1% GENZL 2015 8.00 0.06 0.79% 16120 10.36 20880 -22.8% 7.2% FUSE 400 10.00 0.00 0.00% 4000 14.19 5675 -29.5% 1.8% GLFD 500 19.25 1.00 5.48% 9625 28.25 14125 -31.9% 4.3% REGN 1000 7.50 0.13 1.69% 7500 12.00 12000 -37.5% 3.3% SUBTOT ______ ______ ______ ______ 224790 194532 15.6% 100.0% CASH ______ ______ ______ ______ 0 MARGIN MTCE. EQUITY 47.4% MIN 30% (118200) BUYING POWER $ ______ 0 NAV = ______ ______ ______ ______ 106590 100000 6.6% ^IXB INDEX 321.71 5.20 1.64% 302.42 6.4% NOTES: 2/10/98 AFFX sold, 250 @ 31.00, ($7750), profit $1308.75, 20.3% 2/10/98 GSII sold 2700 @ 5.00 ($13500), loss $1854, -12.1% 1/29/98 MDYN sold 500 @ 11.00 ($5500), loss $6250, -53% 11/25/97 CGPI sold 500 @ 13.50 ($6750), gain $375.00, 5.88% 11/07/97 INCY 2/1 stock split, 290 shares