11/10/2017 Contest update
Our Contest FibroGenerator ran out of fuel on Thursday, causing serious pain to the half of portfolios holding FGEN. But other portfolio stock picks had ample energy, limiting the damage to the Contest median and allowing it to edge out the SPSIBI.
At Friday’s close, the Contest median was up 40.33% YTD (vs. up 42.21% a week ago), the Nasdaq Biotech Index (NBI) was up 17.95% YTD (vs. up 19.75% a week ago) and the smaller-cap S&P Biotechnology Select Industry Index (SPSIBI), was up 40.05% YTD (vs. up 44.81% a week ago). The Nasdaq Composite Index (NCI) closed up 25.41% YTD (vs. up 25.66% a week ago).
It’s now neck and neck for the Contest lead! Boosted by MRNS, KMASTR’s portfolio, up 105.88% YTD, has taken first place by a smidgen over second place IMAN’s portfolio, up 105.24% YTD. Another MRNS holder, SCARAM’s portfolio, up 97.53% YTD, has hurdled into third place.
At Friday's close, 43 of the 48 Contest portfolios were in the green, with 36 still beating the NBI and 25 now beating the SPSIBI.
The 195 Contest portfolio stock picks have an average YTD gain of 28.83% and a median YTD gain of just 4.44%, with 104 of the 195 picks 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 YTD. (Prices not converted to US$ in these Tables.)
Portfolio adjustments:
1) DMTX was acquired by Ultragenyx for $6 a share. DMTX was only in TRONKA’s portfolio and I used 11/10 closing prices for reallocation.
2) AJM discovered that I had not been using the current British Pound value for ABLX.BR when tracking his portfolio. I corrected my spreadsheet and it’s now reflected in the AJM portfolio total gain. (I had been properly using the current British Pound value in tracking other Contest portfolios holding ABLX.BR.)
(All corrections, especially adjustments for splits, greatly appreciated.)
Enjoy a safe & fun weekend biotechies!
Peace & good health,
Bulba
11/10/17
Rank Name Profit/Loss
1 KMASTR 105,882
2 IMAN 105,244
3 SCARAM 97,533
4 SMALLB 92,898
5 BIOMAV 92,066
6 AJM 90,520
7 GHMM 83,673
8 ROBO 82,357
9 HRS 78,244
10 NIGEL 70,573
Week's Top 5 Gainers
Symbol 11/3/17 11/10/17 Wk.%chg.
OTIC 3.00 5.18 72.50%
SAGE 69.08 96.04 39.03%
NKTR 23.75 32.50 36.84%
VRX 11.49 15.38 33.86%
TXMD 4.36 5.67 30.05%
Week's Worst 5 Losers
Symbol 11/3/17 11/10/17 Wk.%chg.
SELB 21.43 9.03 -57.86%
ALQA 3.68 2.02 -45.11%
RDHL 8.790 5.350 -39.14%
MNK 30.88 21.76 -29.53%
XON 16.43 11.81 -28.12%
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