10/23/2020 Contest update
(Contest and Index YTDs are calculated from 1/3/2020 close.)
With November 3rd closer by the minute, my spreadsheet addiction has broadened from updating Contest data to obsessively updating early voting data. Remarkably, as of Friday afternoon (2:30 pm PST), 52.7 million voters have already cast their ballots either in person or by mail. That’s 38% of the total 2016 vote! Based on early voting thus far the total by November 3rd could even equal 80% of the total 2016 vote. (Since 2020 voter turnout will be much higher than in 2016, the 2020 early voter percentage will be lower.)
I’m getting my early voting numbers from the U.S. Election Project website:
electproject.github.io
Meanwhile, biotechs had an off week, possibly fearing a Biden election and a Democratic Congress will result in drug price control. At Friday’s close, the Contest median was up 17.53% YTD (vs. up 19.43% YTD a week ago), the Nasdaq Biotech Index (NBI) was up 15.40% YTD (vs. up 18.23% YTD a week ago), the smaller-cap S&P Biotechnology Select Industry Index (SPSIBI) was up 25.74% YTD (vs. up 29.18% YTD a week ago), while the Nasdaq Composite Index (NCI) was up 28.02% YTD (vs. up 29.39% YTD a week ago).
JBOG’s portfolio, gave up a bit of ground for the week but still has a sizable Contest lead with a 213.11% YTD gain. FILO’s portfolio, up 135.77% YTD and MASTER’s portfolio, up 85.57% YTD, held on to second and third place.
At Friday's close, 28 of the 42 Contest portfolios were in the green, with 22 still beating the NBI and 15 still beating the SPSIBI.
The 197 Contest stock picks have an average YTD gain of 25.88% with the median back in the red with a YTD loss of -1.95%.
Below is the Top Ten list. Also below are the Top 5 & Bottom 5 Stocks for the week ranked by % Gained and % Lost YTD. (Prices not converted to US$ in these Tables.)
Portfolio adjustments: IMMU buyout at $88 by Gilead.
(All corrections, especially adjustments for splits & mergers, greatly appreciated.)
Enjoy a safe and relaxing weekend biotechies.
And don’t forget to wear your mask and social distance.
Peace & good health,
Bulba
10/23/20
Rank Name Profit/Loss
1 JBOG 213,113
2 FILO 135,767
3 MASTER 85,568
4 OLIVIER 83,015
5 BIOSCI 60,890
6 IPOL 47,985
7 DEWDIL 42,985
8 DOUGH 41,391
9 BLADE 37,627
10 ERIK 35,081
Week's Top 5 Gainers
Symbol 10/16 10/23 Wk.%chg.
KOD 76.490 96.630 26.33%
ARWR 49.380 58.880 19.24%
QURE 35.760 42.630 19.21%
MDGS 2.280 2.710 18.86%
BPTH 4.110 4.710 14.60%
Week's Worst 5 Losers
Symbol 10/16 10/23 Wk.%chg.
ARYC 0.003 0.001 -46.15%
ITRM 0.895 0.525 -41.31%
ADAP 6.310 4.800 -23.93%
RARX 47.995 38.000 -20.83%
IGMS 75.120 60.920 -18.90%
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