2/52's cooked ..... UH make that 3/52's cooked
Consensus Portfolio -
Sorted on High to Low % Gain
(based on $ yanked from Yahoo)
subject to errors/omissions as
follows:
-------------------------------
AVN which became AVN-R (I think)
cost basis 3.00 and change and
current price 12.00 and change (?)
ISTKF using ISA.TO - I think
cost basis to current price is OK
(but not certain)
Excludes NTP.L for which I
cannot find my conversion cheat sheet ....
and Latin book (?)
EDIT
If you see any screw-ups - please YELL
Symb - Shares - Cost $Alloc $Change % Change
--------------------------------------------------------------
NUVO 2,233.05 8.11 18,110.00 7.46 16,658.52 91.99
STXS 2,322.88 8.61 20,000.00 5.88 13,658.54 68.29
SOMX 3,015.05 9.95 29,999.75 6.35 19,145.57 63.82
EMIS 3,458.00 4.34 15,007.72 2.16 7,469.28 49.77
POZN 3,815.68 9.59 36,592.45 4.73 18,048.05 49.32
FVRL 2,469.14 4.05 10,000.00 1.78 4,395.06 43.95
GNTA 13,698.32 1.46 19,999.54 0.58 7,945.02 39.73
INSM 7,614.00 1.97 14,999.58 0.76 5,786.64 38.58
AVGN 5,775.25 3.03 17,499.00 1.09 6,295.02 35.97
DVAX 12,713.44 4.21 53,524.65 1.37 17,416.36 32.54
ISA.TO 19,371.26 1.67 32,350.00 0.54 10,460.48 32.34
AOM 6,024.10 4.15 25,000.00 1.34 8,072.29 32.29
BLSI 8,968.61 2.23 20,000.00 0.65 5,829.60 29.15
HGSI 1,168.22 8.56 10,000.00 2.49 2,908.88 29.09
RNAI 3,300.33 3.03 10,000.00 0.87 2,871.29 28.71
CRXX 2,444.99 8.18 20,000.00 2.27 5,550.12 27.75
SNMX 1,825.08 12.12 22,120.00 3.36 6,132.28 27.72
RNVS 2,407.59 15.30 36,836.13 4.20 10,111.88 27.45
IDIX 413.00 17.11 7,066.43 4.24 1,751.12 24.78
BJCT 11,628.00 1.29 15,000.12 0.32 3,709.33 24.73
VRTX 289.12 27.67 8,000.00 6.77 1,957.35 24.47
EXEL 6,042.46 9.42 56,919.98 2.02 12,205.77 21.44
NPSP 3,135.78 11.84 37,127.68 2.53 7,933.53 21.37
ALKS 523.01 19.12 10,000.00 4.08 2,133.94 21.34
NABI 2,958.58 3.38 10,000.00 0.69 2,041.42 20.41
COR 54,862.98 2.28 125,087.60 0.46 25,236.97 20.18
CORT 2,739.73 3.65 10,000.00 0.71 1,945.21 19.45
SGMO 1,757.00 4.03 7,080.71 0.77 1,352.89 19.11
BIVN 3,062.79 6.53 20,000.00 1.23 3,767.23 18.84
GTXI 1,322.75 7.56 10,000.00 1.38 1,825.40 18.25
ARNA 5,634.51 14.21 80,066.41 2.59 14,593.38 18.23
NKTR 5,557.80 16.46 91,481.39 2.79 15,506.26 16.95
GLGC 4,477.00 3.35 14,997.95 0.55 2,462.35 16.42
TRPS 5,120.00 2.93 15,001.60 0.47 2,406.40 16.04
ENMD 5,154.64 1.94 10,000.00 0.31 1,597.94 15.98
PTIE 4,437.59 6.76 29,998.11 1.08 4,792.60 15.98
ACUS 1,872.66 5.34 10,000.00 0.85 1,591.57 15.92
ENCY 8,238.28 7.89 65,000.00 1.25 10,297.85 15.84
SNUS 1,000.00 5.03 5,030.00 0.73 730.00 14.51
PGLAF 9,950.25 2.01 20,000.00 0.29 2,885.57 14.43
CRGN 6,493.51 3.08 20,000.00 0.43 2,792.21 13.96
THRX 222.02 22.52 5,000.00 2.97 659.41 13.19
GPCB 1,622.06 12.33 20,000.00 1.57 2,546.63 12.73
MEMY 2,192.98 2.28 5,000.00 0.29 635.96 12.72
NEOL 1,436.52 10.79 15,500.00 1.35 1,939.30 12.51
GNT 2,580.16 7.75 19,996.25 0.95 2,451.15 12.26
SVA 4,987.53 4.01 20,000.00 0.49 2,443.89 12.22
AMLN 1,064.63 39.92 42,500.11 4.82 5,131.53 12.07
DCGN 4,842.62 8.26 40,000.00 0.98 4,745.76 11.86
ASPV 636.00 15.72 9,997.92 1.83 1,163.88 11.64
ARWR 2,352.94 4.25 10,000.00 0.49 1,152.94 11.53
CEPH 154.46 64.74 9,999.74 7.40 1,143.00 11.43
EPIX 8,662.00 4.04 34,994.48 0.46 3,984.52 11.39
DSCO 14,603.33 6.68 97,550.26 0.76 11,098.53 11.38
PTN 6,901.84 3.26 22,500.01 0.37 2,553.68 11.35
AXYX 12,048.19 0.83 10,000.00 0.09 1,084.34 10.84
MAXY 1,332.00 7.51 10,003.32 0.79 1,052.28 10.52
TTP 10,489.50 1.43 14,999.99 0.15 1,573.43 10.49
XCYT 14,925.37 0.67 10,000.00 0.07 1,044.78 10.45
STEM 2,898.55 3.45 10,000.00 0.35 1,014.49 10.14
NRMX 351.62 14.22 5,000.00 1.44 506.33 10.13
SGEN 1,059.32 4.72 5,000.00 0.46 487.29 9.75
PPHM 23,859.00 0.93 22,188.87 0.09 2,147.31 9.68
VICL 3,571.95 4.20 15,002.20 0.40 1,429.14 9.53
CRME 3,168.20 10.10 31,998.80 0.96 3,041.47 9.50
PARS 4,975.12 2.01 10,000.00 0.19 945.27 9.45
TELK 8,327.81 16.99 141,489.57 1.60 13,324.50 9.42
BMRN 927.64 10.78 10,000.00 0.98 909.09 9.09
MDCO 1,146.13 17.45 20,000.00 1.55 1,776.50 8.88
DOVP 2,247.96 14.68 33,000.00 1.26 2,832.43 8.58
VION 6,060.61 1.65 10,000.00 0.14 848.48 8.48
TWTI 2,517.00 2.98 7,500.66 0.25 629.25 8.39
CBST 668.00 21.25 14,195.00 1.74 1,162.32 8.19
CRIS 18,044.96 3.56 64,240.04 0.28 5,052.59 7.87
GTCB 13,718.65 1.64 22,498.59 0.11 1,509.05 6.71
CYTK 5,351.68 6.54 35,000.00 0.43 2,301.22 6.57
VPHM 1,621.62 18.50 30,000.00 1.21 1,962.16 6.54
KOSN 14,638.88 4.44 64,996.63 0.27 3,952.50 6.08
ARIA 2,564.10 5.85 15,000.00 0.34 871.79 5.81
OXGN 2,518.89 3.97 10,000.00 0.22 554.16 5.54
ACAD 8,613.98 9.85 84,847.75 0.54 4,651.55 5.48
INHX 2,976.48 8.40 25,002.43 0.45 1,339.42 5.36
ALXN 3,833.77 20.25 77,633.75 1.08 4,140.47 5.33
NVS 152.44 52.48 8,000.00 2.62 399.39 4.99
MYGN 3,821.81 20.80 79,493.57 1.01 3,860.02 4.86
DVSA 4,166.33 4.80 19,998.40 0.23 958.26 4.79
PCOP 7,640.98 3.56 27,201.88 0.17 1,298.97 4.78
ALTH 9,194.95 2.15 19,769.15 0.10 919.50 4.65
MRK 251.49 31.81 8,000.00 1.44 362.15 4.53
IDEV 2,788.00 5.38 14,999.44 0.24 669.12 4.46
NTII 5,571.03 3.59 20,000.00 0.16 891.36 4.46
AGEN 1,577.45 4.76 7,508.65 0.20 315.49 4.20
MSHL 2,240.00 6.25 14,000.00 0.26 582.40 4.16
HTI 3,948.00 1.82 7,185.36 0.07 276.36 3.85
AGN 100.00 107.96 10,796.00 4.11 411.00 3.81
DYAX 1,897.53 5.27 10,000.00 0.17 322.39 3.22
KDUS.OB 25,000.00 1.60 40,000.00 0.05 1,250.00 3.13
MLNM 4,638.39 9.70 44,992.40 0.30 1,391.52 3.09
GNVC 3,030.30 1.65 5,000.00 0.05 151.52 3.03
LEXG 4,794.73 3.65 17,500.75 0.11 527.42 3.01
COLY 1,000.00 15.16 15,160.00 0.45 450.00 2.97
POTP 4,347.83 3.45 15,000.00 0.10 434.78 2.90
SPPI 3,546.03 4.23 14,999.72 0.12 425.52 2.84
OSIP 534.93 28.04 14,999.53 0.76 406.55 2.71
INGN 2,656.55 5.27 14,000.00 0.14 371.92 2.66
VRX 276.55 18.08 5,000.02 0.44 121.68 2.43
ADLR 1,369.86 14.60 20,000.00 0.35 479.45 2.40
ZONA 1,467.71 5.11 7,500.00 0.11 161.45 2.15
IMCL 876.00 34.24 29,994.24 0.69 604.44 2.02
ABGX 232.67 21.49 5,000.00 0.43 100.05 2.00
CALP 2,551.00 5.88 14,999.88 0.06 153.06 1.02
MNTA 3,811.53 22.04 84,006.16 0.04 152.46 0.18
CVTX 1,414.91 24.73 34,990.74 (0.04) (56.60) (0.16)
MEDX 7,411.65 13.85 102,651.41 (0.06) (445.44) (0.43)
OSCI 11,012.60 2.27 24,998.60 (0.01) (110.13) (0.44)
BIIB 176.70 45.28 8,000.98 (0.35) (61.85) (0.77)
CATG 416.29 12.01 5,000.00 (0.10) (42.04) (0.84)
PHRM 1,125.00 17.77 19,991.25 (0.20) (225.00) (1.13)
NRGN 4,551.90 6.59 29,997.03 (0.09) (409.67) (1.37)
SEPR 1,744.49 51.60 90,015.60 (0.95) (1,657.26) (1.84)
PDLI 175.93 28.42 5,000.00 (0.54) (95.00) (1.90)
ELN 4,686.86 13.93 65,288.00 (0.27) (1,265.45) (1.94)
NSTK 1,359.00 14.72 20,004.48 (0.32) (434.88) (2.17)
REGN 5,157.41 15.90 82,002.81 (0.40) (2,062.96) (2.52)
VIAC 1,779.36 5.62 10,000.00 (0.17) (302.49) (3.02)
DNDN 2,767.53 5.42 15,000.00 (0.17) (470.48) (3.14)
INCY 6,928.81 5.34 37,000.53 (0.18) (1,247.86) (3.37)
CRTX 2,089.14 7.18 15,000.00 (0.28) (584.96) (3.90)
ACAM 1,728.91 7.23 12,500.00 (0.29) (501.38) (4.01)
AMGN 638.72 78.86 50,369.28 (3.18) (2,031.12) (4.03)
NBIX 159.41 62.73 10,000.00 (2.76) (439.98) (4.40)
CTIC 27,065.83 2.18 59,003.51 (0.10) (2,706.58) (4.59)
GERN 1,161.44 8.61 10,000.00 (0.45) (522.65) (5.23)
DNA 54.05 92.50 5,000.00 (5.33) (288.11) (5.76)
SNSS 2,008.03 4.98 10,000.00 (0.32) (642.57) (6.43)
MOGN 6,473.43 17.16 111,084.02 (1.14) (7,379.71) (6.64)
PSDV 1,851.85 5.40 10,000.00 (0.36) (666.67) (6.67)
CGTK 1,945.76 10.28 20,002.41 (0.73) (1,420.40) (7.10)
ICOS 542.93 27.63 15,001.03 (1.97) (1,069.56) (7.13)
ENDP 264.40 30.26 8,000.00 (2.17) (573.00) (7.16)
RIGL 2,392.34 8.36 19,999.98 (0.63) (1,507.18) (7.54)
SKYE 1,758.00 8.53 14,995.74 (0.69) (1,213.02) (8.09)
XGEN 1,587.30 3.15 5,000.00 (0.27) (428.57) (8.57)
KOSP 328.66 51.73 17,001.36 (4.46) (1,465.80) (8.62)
DPII 7,547.00 2.65 19,999.55 (0.23) (1,735.81) (8.68)
ICGN 1,550.39 6.45 10,000.02 (0.60) (930.23) (9.30)
AGIX 1,249.63 20.01 25,005.00 (1.92) (2,399.28) (9.60)
DRRX 3,549.90 5.07 17,998.10 (0.51) (1,810.55) (10.06)
ARQL 8,169.95 6.12 50,000.08 (0.73) (5,964.06) (11.93)
AFFX 104.71 47.75 5,000.00 (7.74) (810.47) (16.21)
NTMD 358.42 13.95 5,000.00 (2.70) (967.74) (19.35)
AVN 4,360.00 3.44 14,998.40 0.00 0.00
YMI 9,843.25 3.20 31,498.40 0.00 0.00
--------------------------------------------------------------
Total CONSEN 3,970,036.63 369,566.65 9.31
--------------------------------------------------------------
EDIT 2 ...
forgot to add ....
if you want the excel file that generates this
and all portfolios .... email to decaid@yahoo.com
regards,
John
