Lol. Yeah noticed that. And OMER. It appears key to the end will be TTPH, TRIL, OMER, NKTR, FGEN, SAGE, TGTX, MRNS, DVAX, ESPR. There may be 3-4 others. BTW Peter/HRS/AJM/Nigel had up weeks too interestingly. MRNS/TGTX were the destroyers of most leaders. That is the thing I forget. Early leaders this year all had 1 higher weight key mover or two with very little overlap to others. As I collapsed back, it was due to 2-3 stocks keying multiple portfolios: MRNS I assume, TGTX and FGEN. Even having 2, they were too low weight. So those three stocks are most important, all getting thrashed. But correlation of leadership is high.
Jon |
