8/7/15 Contest update I didn’t know who to blame for the week’s biotech thrashing until I watched Thursday night’s Republican presidential candidate debate. By god, it was all Hillary Clinton’s fault! And wow did she do a thorough job - almost as thorough a job as Donald Trump did by declaring bankruptcy to wipe out the debt he owed to those “killer” banks. When Hillary was done with her witchcraft, at Friday’s close, the Contest median was up a mere 31.78% YTD (vs. up 41.43% YTD a week ago), the Nasdaq Biotech Index was up 21.49% YTD (vs. up 25.99% YTD a week ago), while the smaller-cap S&P Biotechnology Select Industry Index was up 27.35% YTD (vs. up 36.91% YTD a week ago). The Nasdaq Composite Index was up 6.49% YTD (vs. up 8.28% YTD a week ago). Despite a difficult week, DEWDIL’s portfolio, up 85.84% YTD, managed to hold the Contest lead. DANIEL’S portfolio, up 78.50% YTD and DONS’ portfolio, up 70.92% YTD, kept their grip on second & third place. At the week’s close, 46 of the 51 Contest portfolios were in the black with 32 beating the NBI and 28 beating the SPSIBI. The 206 Contest stock picks have an average YTD gain of 21.26% and a median YTD gain of 7.57%. Below is the Top Ten list. Also below are the week’s Top 5 & Bottom 5 Stocks. (Foreign stock prices not converted to US$ in these Tables.) Note: The 466.30% weekly gain by AQXP is real and not the result of my missing a reverse split ;-) Portfolio adjustments: TKMR symbol change to ABUS plus name change to Arbutus Biopharma. (All corrections, especially adjustments for buyouts & splits, greatly appreciated.) Have a fun August weekend biotechies! Peace & good health, Bulba
8/7/15 Rank Name Profit/Loss 1 DEWDIL 85,843 2 DANIEL 78,497 3 DONS 70,916 4 MOPGCW 70,261 5 MCBIO 68,426 6 GUERL 68,255 7 FRED 59,446 8 CLARK 56,872 9 IJF 56,479 10 GHMM 51,874
Week's Top 5 Gainers Symbol 7/31/15 8/7/15 Wk.%chg. AQXP 1.840 10.420 466.30% PMN.TO 0.065 0.085 30.77% CDXS 3.250 4.100 26.15% GBIM 2.200 2.690 22.27% VTL 16.220 19.060 17.51% Week's Worst 5 Losers Symbol 7/31/15 8/7/15 Wk.%chg. STXS 1.440 0.850 -40.97% ENUM 0.599 0.425 -29.02% VVUS 1.510 1.190 -21.19% CTIX 2.572 2.050 -20.31% PACB 5.690 4.540 -20.21% |