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

To: Cytokine1 who wrote (4784)	4/29/1998 8:13:00 PM
From: Cytokine1	Respond to of 9719

Correction, reposted 4/29/98 MODEL, originally showed 4/28/98.

To: Cytokine1 who wrote (4784)	4/29/1998 8:16:00 PM
From: Cytokine1	Read Replies (1) \| Respond to of 9719

VD's MODEL PORTFOLIO 4/29/98 Change $4157 UP 1.98% Started 4/9/97, $100K . INDEX ^IXB UP 1.09% YTD EQUITY CHANGE 18.7% # CURRENT DAILY CURRENT COST TOTAL %GAIN/ % OF SYMBOL SHRS PRICE CHANGE %CHG VALUE SHR COST LOSS TOTAL ======= ======= ======= ======= ======= ======= ======= ======= ======= ======= CLTR 1000 27.50 0.69 2.56% 27500 10.88 10875 152.9% 12.9% INCY 680 41.50 0.69 1.68% 28220 26.88 18280 54.4% 13.2% MOGN 3000 7.38 -0.03 -0.42% 22125 5.125 15375 43.9% 10.3% GZTC 2770 10.75 1.19 12.42% 29778 7.737 21432 38.9% 13.9% GENZ 530 30.50 0.31 1.04% 16165 23.50 12455 29.8% 7.6% BGEN 200 45.00 1.13 2.56% 9000 35.88 7175 25.4% 4.2% SEPR 146 46.38 0.88 1.92% 6771 37.16 5426 24.8% 3.2% DURA 300 25.31 0.69 2.79% 7594 24.63 7388 2.8% 3.6% MLNM 300 18.56 0.13 0.68% 5569 18.63 5588 -0.3% 2.6% LGNDW 3000 8.50 -0.38 -4.23% 25500 8.75 26250 -2.9% 11.9% AVIR 500 24.19 -0.19 -0.77% 12094 25.00 12500 -3.3% 5.7% GSII 500 4.00 0.00 0.00% 2000 4.25 2125 -5.9% 0.9% REGN 1000 9.88 0.44 4.64% 9875 12.00 12000 -17.7% 4.6% GENZL 1000 7.63 -0.13 -1.61% 7625 10.36 10363 -26.4% 3.6% ABSC 400 10.13 -0.13 -1.22% 4050 14.94 5975 -32.2% 1.9% STOCK ______ ______ ______ ______ 213865 173206 23.5% 100.0% SHORT SALE CREDIT ______ ______ MARGIN MTCE. EQUITY 52.2% MIN 30% (101202) BUYING POWER $ ______ 9460 EQUITY (NAV) ______ ______ ______ 112662 100000 12.7% ^IXB INDEX 324.36 3.51 1.09% 302.42 7.3% NOTES: OPEN orders subject to available buying power--- Open limit buy order, min 50 shrs, max 154 shrs SEPR @ 38 or less Open limit sell order, 260 shrs GENZ @35 or higher 4/27/98 982 QGENF covered short, 100 @ $60.00, gain 14.1% 4/23/98 -2125 GSII bought 500 @ 4.25 4/23/98 -4200 INCY bought, 100 additional @ 42 4/23/98 10565 GLFD sold 500 @ 21.13, loss 3560, -25.2% 4/23/98 5324 FUSE sold 400 @ 13.31, loss $351, -6.2% 4/20/98 -26250 LGNDW bought 3000 shrs @ 8.75 4/20/98 42437.50 LGND sold 2800 shrs @ $15.15625, profit 7627.5, 21.9% 4/9/98 -8674.5 Margin interest 1yr thru 4/8/98 7% times avg daily bal 119261.12 plus 680 trans fees ($10 times 68 transactions) 4/1/98 -7387.5 DURA bought 300 @ $24.625 4/1/98 -5587.5 MLNM bought 300 @ $18.625