10/30/2020 Contest update (Contest and Index YTDs are calculated from 1/3/2020 close.) Mr. Market played trick or treat with investors this Halloween week and in most cases it turned out to be trick. At Friday’s close, the Contest median was up 9.06% YTD (vs. up 17.53% YTD a week ago), the Nasdaq Biotech Index (NBI) was up 10.30% YTD (vs. up 15.40% YTD a week ago), the smaller-cap S&P Biotechnology Select Industry Index (SPSIBI) was up 20.43% YTD (vs. up 25.74% YTD a week ago), while the Nasdaq Composite Index (NCI) was up 20.96% YTD (vs. up 28.02% YTD a week ago). JBOG’s portfolio remained Contest leader with a 202.37% YTD gain. FILO’s portfolio, up 125.59% YTD and MASTER’s portfolio, up 78.14% YTD, continued in second and third place. No surprise that all of the top three portfolios achieved the bulk of their gains from TRIL. At Friday's close, 25 of the 42 Contest portfolios were in the green, with 20 beating the NBI and 12 beating the SPSIBI. The 197 Contest stock picks have an average YTD gain of 17.27% with the median further in the red with a YTD loss of -6.92%. 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.) I’m pretty sure it’s this Sunday when clocks are moved back an hour. But as a dermatologist once told me after a checkup: “I don’t think you have cancer, but I’ve been wrong before.” Don’t forget to wear your mask and social distance. Enjoy a safe and relaxing election week biotechies. Hah! I promise not to harm myself if Trump wins. Peace & good health, Bulba
10/30/20 Rank Name Profit/Loss 1 JBOG 202,370 2 FILO 125,591 3 MASTER 78,144 4 OLIVIER 67,423 5 BIOSCI 51,077 6 IPOL 37,579 7 DOUGH 29,933 8 BLADE 27,573 9 DEWDIL 27,567 10 BMAZ 24,917
Week's Top 5 Gainers Symbol 10/23 10/30 Wk.%chg. ARYC 0.001 0.002 42.86% PIRS 2.250 2.510 11.56% SNDX 16.010 17.410 8.74% ATHX 1.610 1.750 8.70% ACAD 43.170 46.450 7.60% Week's Worst 5 Losers Symbol 10/23 10/30 Wk.%chg. CATB 5.820 1.340 -76.98% BPTH 4.710 3.280 -30.36% AKBA 3.180 2.220 -30.19% SNSS 1.455 1.150 -20.96% ABEO 1.340 1.070 -20.15% |