4/19/2019 Contest update A Bad Good Friday week for biotechs. What’s to blame for the plunge in prices? Looming drug price control, Bernie in the White House & Medicare-for-All? Don’t look for an answer in the Mueller Report. Meanwhile, here are the nasty numbers. At the trading week’s close, the Contest median was up 12.99% YTD (vs. up 17.80% YTD a week ago), the Nasdaq Biotech Index (NBI) was up 7.98% YTD (vs. up 14.57% YTD a week ago) and the smaller-cap S&P Biotechnology Select Industry Index (SPSIBI) was up 17.35% YTD (vs. up 24.72% YTD a week ago), while the Nasdaq Composite Index (NCI) was up 20.54% YTD (vs. up 20.33% YTD a week ago). BULBA’s portfolio, up 67.43% YTD, got a haircut but held on to first place. OHM’s portfolio, up 55.44% YTD, moved back to second place and HOOD’s portfolio, up 51.39% YTD, took back third place. At Friday's close, 33 of the 39 Contest portfolios were in the green, with 27 beating the NBI and 16 beating the SPSIBI. The 167 Contest stock picks have an average YTD gain of 22.54% and a median YTD gain of 11.72%. 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: None (All corrections, especially adjustments for splits & mergers, greatly appreciated.) Have a wonderful Passover/Easter weekend biotechies! And good luck in the afikomen/egg hunt. Peace & good health, Bulba
4/19/19 Rank Name Profit/Loss 1 BULBA 67,429 2 OHMS 55,437 3 HOOD 51,391 4 RKRW 50,701 5 ANDRE 46,573 6 SANCTU 38,424 7 KMASTR 37,533 8 TRONKA 28,002 9 ARTHUR 26,306 10 BLADE 26,009
Week's Top 5 Gainers Symbol 4/12/19 4/18/19 Wk.%chg. FCSC 1.780 2.240 25.84% ARQL 5.560 6.540 17.63% ADVM 5.100 5.980 17.25% INDV.L 35.230 41.000 16.38% SESN 1.020 1.180 15.69% Week's Worst 5 Losers Symbol 4/12/19 4/18/19 Wk.%chg. EIGR 14.220 11.030 -22.43% PSTI 0.630 0.502 -20.29% TOCA 10.260 8.470 -17.45% IMRN 7.000 5.822 -16.83% MDGL 126.830 105.560 -16.77% |