8/12/16 Contest update Back from a relaxing trip to Pt. Reyes but, unfortunately, too foggy to see the Perseid shower. Hope others were able to enjoy the show. Meanwhile, biotechs also had a foggy week. At Friday’s close, the Contest median was down -22.86% YTD (vs. down -20.32% YTD a week ago), the Nasdaq Biotech Index (NBI) was down -13.55% YTD (vs. down -12.12% YTD a week ago), while the smaller-cap S&P Biotechnology Select Industry Index (SPSIBI) was down -11.01% YTD (vs. down -8.64% YTD a week ago). The Nasdaq Composite Index (NCI) was up 4.50% YTD (vs. up 4.27% YTD a week ago). DNAJOE’s portfolio, up 21.56% YTD, had another outstanding week and is still our leader. MASTER’s portfolio, up 13.89% YTD, remained in second place and JBOG’s portfolio, up 8.13% YTD, held on to third place. At Friday’s close, just 4 of the 58 Contest portfolios were in the green, with 15 beating the NBI and 13 beating the SPSIBI. The 223 Contest stock picks had an average YTD loss of -16.51% and a median YTD loss of -23.94%, with 57 of the 223 Contest portfolio stocks up for the year. Below is the Top Ten list. Also below are the Top 5 & Bottom 5 Stocks for the week, ranked by % Gained and % Lost. (Prices not converted to US$ in these Tables.) Portfolio adjustments: I haven’t yet seen the share price for the BIND buyout by Pfizer. So I’ll wait until the price is set before I reallocate the cash. If anyone spots the final per share price, please post it. BIND was held in two portfolios, DLU & PGO. (All corrections, especially adjustments for splits, greatly appreciated.) Hope you all had a fine summer weekend biotechies. Peace & good health, Bulba
8/12/16 Rank Name Profit/Loss 1 DNAJOE 21,557 2 MASTER 13,893 3 JBOG 8,131 4 GENE 4,901 5 DANIEL -2,469 6 THEOX -2,815 7 DODGY -3,150 8 STOIC -4,725 9 GHMM -7,240 10 GREER -8,908
Week's Top 5 Gainers Symbol 8/5/16 8/12/16 Wk.%chg. RGNX 8.69 11.50 32.34% MEIP 1.61 2.03 26.09% EGRX 49.54 62.05 25.25% TNXP 2.07 2.56 23.67% ARLZ 3.85 4.69 21.82% Week's Worst 5 Losers Symbol 8/5/16 8/12/16 Wk.%chg. ARRY 4.54 3.53 -22.25% EPZM 10.320 8.330 -19.28% SAGE 44.00 36.71 -16.57% SSH 0.95 0.79 -16.40% ACAD 36.49 31.37 -14.03% |