9/30/16 Contest update
When the “Big Debate” finally ended only Trump’s sniffling had anyone thinking about drugs; e.g., cnn.com
Still, despite no hectoring by Hillary about high drug prices, it was not a huge week for biotech stocks.
At Friday’s close, the Contest median was down -15.93% YTD (vs. down -15.26% YTD a week ago), the Nasdaq Biotech Index (NBI) was down -14.50% YTD (vs. down -11.92% YTD a week ago), while the smaller-cap S&P Biotechnology Select Industry Index (SPSIBI) was down -5.68% YTD (vs. down -2.99% YTD a week ago). The Nasdaq Composite Index (NCI) was up 6.08% YTD (vs. up 5.96% YTD a week ago).
JBOG’s portfolio, up 32.35% YTD, remained in first place, but second place DNAJOE’s portfolio, up 31.28% YTD, almost grabbed the lead getting a boost from both AUPH & GWPH.
STEVEL’s portfolio, up 11.37% YTD, had a good week and moved in to third place .
At Friday’s close, 9 of the 58 Contest portfolios were in the green, with 25 portfolios beating the NBI and 14 beating the SPSIBI. The 223 Contest stock picks had an average YTD loss of -9.24% and a median YTD loss of -20.00%, with 68 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: MDVN buyout by Pfizer at $81.50 per share closed. I reallocated proceeds using 9/30/16 closing prices. Only a single portfolio, BMAZ, held MDVN.
(All corrections, especially adjustments for splits, greatly appreciated.)
I will post Q3 closing data shortly.
Enjoy the first October weekend biotechies! And to those who celebrate Rosh Hashanah, all the best for a sweet 5777!
Peace & good health,
Bulba
9/30/16
Rank Name Profit/Loss
1 JBOG 32,352
2 DNAJOE 31,278
3 STEVEL 11,368
4 USUBAN 9,829
5 THEOX 7,343
6 BIOPLAY 4,604
7 MASTER 4,309
8 GHMM 3,517
9 DEWDIL 1,558
10 BAGEL -554
Week's Top 5 Gainers
Symbol 9/23/16 9/30/16 Wk.%chg.
ARRY 3.65 6.75 84.93%
CATB 4.36 6.16 41.28%
AUPH 2.40 3.01 25.42%
GWPH 107.56 132.73 23.40%
GBIM 1.02 1.25 22.55%
Week's Worst 5 Losers
Symbol 9/23/16 9/30/16 Wk.%chg.
ADHD 4.65 2.47 -46.88%
ATNM 1.79 1.35 -24.58%
SSH 0.72 0.56 -22.22%
OPHT 58.140 46.130 -20.66%
MRNS 2.22 1.82 -18.02%
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