Results from 2004 Stock Picking Contest.
These are some rough results from last year's contest. I am missing the opening share price for two stocks. LEON and PRC. These companies come out with a 100 % loss which is completely incorrect. If anyone has those figures, I would appreciate to have them.
Methodology: I have just divided closing share price (end of year, mind you), with the investment share price and multiplied the ratio with the investment. There may well be some minor mistakes in for example the portfolios, but the summary should anyhow give an indication of what happened and how we would do as an investment fund.
Erik
Ticker Closing Investment Gain/Loss Dto %
Value
ELN 430 354 111 892 318 462 284,62
SEPR 301 677 121 698 179 979 147,89
MORG.F 84 279 25 000 59 279 237,12
MYGN 114 483 65 000 49 483 76,13
MEDX 110 857 62 501 48 356 77,37
INCY 134 503 92 000 42 503 46,20
CRXL 73 752 32 497 41 255 126,95
TLRK 105 253 67 741 37 512 55,38
CATG 54 154 32 500 21 654 66,63
PGLAF 29 875 10 014 19 861 198,33
TKTX 40 669 24 683 15 986 64,77
KERX 24 521 10 002 14 519 145,16
POTP 32 955 20 000 12 955 64,78
STEM 22 626 10 000 12 626 126,26
MOGN 44 279 32 510 11 769 36,20
IMGN 26 582 15 049 11 533 76,63
BIIB 22 892 12 500 10 392 83,13
VPHM 63 752 53 676 10 076 18,77
LEXG 39 984 30 001 9 983 33,28
DOVP 36 006 26 685 9 321 34,93
PHRM 13 855 5 002 8 853 176,98
ALXN 22 178 15 000 7 178 47,85
NVO 27 146 20 000 7 146 35,73
GENE 53 035 46 629 6 406 13,74
ENCY 57 820 51 440 6 380 12,40
AGIX 15 876 10 001 5 875 58,75
ARQL 55 838 49 998 5 840 11,68
RIGL 27 448 22 115 5 333 24,11
CVTX 13 896 8 832 5 064 57,34
AFFX 14 945 10 000 4 945 49,45
NRGN 56 555 51 699 4 856 9,39
EXEL 16 897 12 500 4 397 35,18
APPX 37 930 33 600 4 330 12,89
AXCA 19 410 15 650 3 760 24,03
PDLI 26 108 22 500 3 608 16,03
TTP 45 854 42 506 3 348 7,88
DRRX 13 320 10 000 3 320 33,20
NSTK 15 791 12 500 3 291 26,33
CRIS 17 666 14 480 3 186 22,00
DNDN 10 830 8 060 2 770 34,37
AXYX 12 628 10 000 2 628 26,28
ORCH 13 352 10 730 2 622 24,43
VRTX 65 720 63 275 2 445 3,86
CELG 14 905 12 499 2 406 19,25
GENZ 14 701 12 500 2 201 17,61
CALP 16 982 15 000 1 982 13,21
MEDI 26 957 24 988 1 969 7,88
ACLA 11 733 10 000 1 733 17,33
ONCY 4 580 3 440 1 140 33,14
SLXP 5 832 4 990 842 16,87
ARNA 13 266 12 500 766 6,13
GCOR 10 587 10 001 586 5,86
GENR 64 450 63 864 586 0,92
INGN 48 731 48 389 342 0,71
PTIE 7 280 6 950 330 4,75
IDEV 38 725 38 400 325 0,85
PTN 5 300 5 000 300 6,00
ANIK 24 919 24 996 -77 -0,31
CBST 9 860 10 016 -156 -1,56
ARDM 9 825 10 000 -175 -1,75
INSM 539 796 -257 -32,32
ARIA 9 720 10 002 -282 -2,82
EMBX 9 578 10 000 -422 -4,22
IVGN 19 425 20 000 -575 -2,88
VICL 9 390 10 000 -610 -6,10
DVSA 11 878 12 500 -622 -4,97
CLGY 6 873 7 500 -627 -8,36
SRA 11 861 12 501 -640 -5,12
NUVO 16 374 17 141 -767 -4,48
PRAN 4 152 5 000 -848 -16,97
NBIX 9 019 10 000 -981 -9,81
ORPH 6 498 7 500 -1 002 -13,37
BCRX 5 840 6 850 -1 010 -14,74
DOR 8 974 10 000 -1 026 -10,26
ACET 3 786 5 000 -1 214 -24,28
BIO.L 8 579 10 000 -1 421 -14,21
OSUR 8 555 10 000 -1 445 -14,45
ENMD 33 361 34 940 -1 579 -4,52
BMRN 8 307 9 933 -1 626 -16,37
CRGN 30 237 32 028 -1 791 -5,59
GERN 8 084 10 000 -1 916 -19,16
TRPS 8 027 10 000 -1 973 -19,73
MATK 7 918 10 000 -2 082 -20,82
SPPI 7 873 10 000 -2 127 -21,27
NGEN 11 280 13 515 -2 235 -16,54
MICU 30 119 32 488 -2 369 -7,29
DSCO 8 045 10 470 -2 425 -23,16
SIGA 7 511 10 000 -2 489 -24,89
AGEN 27 354 30 000 -2 646 -8,82
ACUS 6 100 8 780 -2 680 -30,52
ISA.TO 7 212 9 998 -2 786 -27,87
GLGC 7 148 10 000 -2 852 -28,52
HGSI 22 109 24 995 -2 886 -11,55
ICOS 6 897 9 990 -3 093 -30,96
TRMS 6 859 10 009 -3 150 -31,47
MSHL 9 841 13 000 -3 159 -24,30
CGPI 6 730 10 000 -3 270 -32,70
SSB.TO 1 273 5 000 -3 727 -74,55
PPCO 8 692 12 496 -3 804 -30,44
GNSC 8 583 12 500 -3 917 -31,33
EMIS 11 040 14 997 -3 957 -26,38
AVII 5 602 10 000 -4 398 -43,98
SVNT 5 574 9 999 -4 425 -44,25
AGNT 5 341 10 000 -4 659 -46,59
RGEN 7 838 12 500 -4 662 -37,30
DYAX 32 790 37 481 -4 691 -12,52
COR 153 154 158 016 -4 862 -3,08
AIMM 5 119 10 000 -4 881 -48,81
GLFD 15 102 20 632 -5 530 -26,80
BLSI 4 435 10 000 -5 565 -55,65
CTIC 81 603 87 238 -5 635 -6,46
LYNX 8 948 15 000 -6 052 -40,35
CJC.TO 21 017 27 500 -6 483 -23,57
PPHM 7 942 15 001 -7 059 -47,06
REGN 12 672 20 000 -7 328 -36,64
KOSN 18 105 25 502 -7 397 -29,01
GLGS 2 544 10 000 -7 456 -74,56
RNAI 12 496 20 306 -7 810 -38,46
PRW 11 891 19 987 -8 096 -40,51
TELK 40 623 48 739 -8 116 -16,65
GNTA 1 649 10 000 -8 351 -83,51
SGEN 26 597 35 000 -8 403 -24,01
PRCS 3 688 12 500 -8 812 -70,50
OXGN 19 484 29 226 -9 742 -33,33
XNVA 25 192 35 000 -9 808 -28,02
CRXA 14 954 25 020 -10 066 -40,23
LGND 41 787 52 332 -10 545 -20,15
SQNM 9 764 21 400 -11 636 -54,38
AKSY 22 712 34 960 -12 248 -35,03
LEON ? 13 356 -13 356 -100,00
POZN 35 917 50 185 -14 268 -28,43
PRC ? 15 000 -15 000 -100,00
ADLR 14 672 29 990 -15 318 -51,08
PARS 27 949 67 000 -39 051 -58,29
MLNM 108 602 164 803 -56 201 -34,10
Total 4 023 589 3 399 601 623 988 18,35
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