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


To: Cytokine1 who wrote (5842)10/30/1998 12:54:00 PM
From: Rocketman  Respond to of 9719
 
Good Economic Overview:

Funny, you don't look like a recession
Be careful how you read wider spreads in credit markets

By Dr. Irwin Kellner, CBS MarketWatch
Last Update: 12:04 PM ET Oct 30, 1998

cbs.marketwatch.com

Rman



To: Cytokine1 who wrote (5842)10/30/1998 8:20:00 PM
From: Cytokine1  Read Replies (1) | Respond to of 9719
 
VD's MODEL PORTFOLIO 10/30/98 Change $1740 UP 0.91%
Started 4/9/97, $100K . INDEX ^IXB DOWN -1.17%
YTD EQUITY CHANGE 20.5%

# CURRENT DAILY CURRENT COST TOTAL %GAIN/ % OF
SYMBOL SHRS PRICE CHANGE %CHG VALUE SHR COST LOSS TOTAL
======= ======= ======= ======= ======= ======= ======= ======= ======= =======
CLTR 1000 28.25 -0.88 -3.00% 28250 10.88 10875 159.8% 14.8%
SEPR 272 68.63 3.13 4.77% 18666 37.55 10214 82.8% 9.8%
GENZ 570 42.06 -0.50 -1.17% 23976 25.17 14348 67.1% 12.5%
AGPH 300 38.75 0.38 0.98% 11625 26.00 7800 49.0% 6.1%
CGPI 2000 9.75 0.63 6.85% 19500 9.00 18000 8.3% 10.2%
MOGN 2000 7.50 -0.38 -4.76% 15000 7.00 14000 7.1% 7.8%
INCY 1000 30.50 0.88 2.95% 30500 29.41 29409 3.7% 16.0%
AMLN 2000 0.47 0.03 7.14% 938 0.4688 938 0.0% 0.5%
MLNM 300 18.38 0.13 0.68% 5513 18.63 5588 -1.3% 2.9%
GZTC 2000 6.38 0.25 4.08% 12750 7.737 15475 -17.6% 6.7%
LGNDW 3000 5.38 0.00 0.00% 16125 8.75 26250 -38.6% 8.4%
DURA 200 12.06 -0.19 -1.53% 2413 24.63 4925 -51.0% 1.3%
ABSC 2000 4.13 0.00 0.00% 8250 8.735 17470 -52.8% 4.3%


STOCK ______ ______ ______ ______ 193504 175290 10.4% 101.3%
SHORT SALE CREDIT ______ ______
MARGIN MTCE. EQUITY 58.1% MIN 30% (83115)
BUYING POWER $ ______ 28750
EQUITY (NAV) ______ ______ ______ 110389 100000 10.4%


^IXB INDEX 345.08 -4.07 -1.17% 302.42 14.1%


NOTES: OPEN orders subject to available buying power---
AMLN limit sell ord 2000 shrs @ $0.75




10/26/98 -18000 CGPI bought 2000 shrs @ $9.00
10/23/98 -937.5 AMLN bought 2000 shrs @ $0.46875
10/19/98 10400 GENZ sold 260 @ $40 per share.
10/1/98 -168.75 ICOS covered short, 300 shrs @ 18.0625