SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Biotech / Medical : 2015 Biotech Charity Contest
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  
To: BulbaMan who wrote (305)7/19/2015 5:30:25 PM
From: Rocky92 Recommendations

Recommended By
ghmm
technetium

  Read Replies (1) of 407
 
Not that anyone else cares, but a couple general comments on current results:

1) A couple leading portfolios are pretty dependant on one stock. Daniel's REPH is now up almost 480% YTD. Since he allocated 20% to it, it accounts for 95.944% of his 112+% gain. Likewise, DD's EGRX is up over 485% YTD, but he allocated "only" 15% to it, so it is "only" 72.832% of his 101+% gain. Seems to me that these two stocks will determine the results of these two entries.

2) The other two leading entries (Dons and McBio) have three well performing picks in common (AFMD, ALCLS.PA, and TRIL), but Dons has 12.5% devoted to each and McBio has 10% to each, so McBio has a big disadvantage if any of the three blasts off further.
Report TOU ViolationShare This Post
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  

HomeMailHotSubjectMarksPeopleMarksKeepersSettings
Terms Of UseContact UsCopyright/IP PolicyPrivacy PolicyAbout UsFAQAdvertise on SI
© 2025 Knight Sac Media.  Data provided by Twelve Data, Alpha Vantage, and CityFALCON News