| | | Bulbaman is the happy median this week, with their portfolio representing the median YTD gain of 7.12%, as well as having the median net gain week over week of $4382.59.
BIOADD, at -3.8%, had the median percentage change in portfolio for the week.
BMAZ is in the lead, with DNAJOE a very close second.
This week’s winner was BIOX, up 38%. I have no idea why.
Last week’s biggest loser was FibroGen (FGEN), which dropped 48% for the week after their relatively new CMO said that after reviewing clinical trial data that they are about to present to an FDA Advisory panel, he “provided clarification of certain prior disclosures of U.S. primary cardiovascular safety analyses from the roxadustat Phase 3 program for the treatment of anemia of chronic kidney disease (“CKD”).”
And “As members of senior management were preparing for the upcoming FDA Advisory Committee meeting, we became aware that the primary cardiovascular safety analyses included post-hoc changes to the stratification factors,” said Enrique Conterno, Chief Executive Officer, FibroGen.
As I understand it, the revision indicates that despite previous claims, their drug not reduce cardiovascular events in comparison to the standard of care. This reduces their edge in terms of sales.
The FDA does not like the phrase, “Post-hoc.”
However, FGEN was up 7% today because they received fast track designation for Pamrevlumab, their antibody treatment in trials for Duchenne Muscular Dystrophy. Fast track means expedited review for an unmet clinical need.
|
Report Time Ranges
|
|
|
From
|
To
|
Recent
|
4/2/2021
|
4/9/21
|
YTD
|
12/31/2020
|
Index Performance
|
|
Symbol
|
Recent
|
YTD
|
|
^IXIC
|
3.12%
|
7.85%
|
^NBI
|
-1.96%
|
-1.85%
|
^SPSIBI
|
-5.21%
|
-7.76%
|
Share Performance
|
Recent
|
YTD
|
Top 5
|
Bottom 5
|
Top 5
|
Bottom 5
|
BIOX
|
38.483%
|
FGEN
|
-47.954%
|
PAND
|
304.38%
|
FREQ
|
-69.26%
|
AFMD
|
25.193%
|
PRVB
|
-27.503%
|
ANVS
|
251.99%
|
OTIC
|
-65.53%
|
CLNK-B.ST
|
24.834%
|
ACAD
|
-20.320%
|
PAVM
|
183.02%
|
CNCE
|
-63.84%
|
GENO.ST
|
23.518%
|
DTIL
|
-16.747%
|
ANCN
|
172.25%
|
ACAD
|
-61.86%
|
PAVM
|
20.724%
|
OTIC
|
-16.479%
|
AVXL
|
170.19%
|
FOLD
|
-60.20%
|
Top 10 Portfolio Performance YTD
|
|
BMAZ
|
50.52%
|
|
DNAJOE
|
50.33%
|
WINTER
|
44.15%
|
ERIK
|
37.82%
|
MASTER
|
36.79%
|
DANIEL
|
26.41%
|
TWONE
|
25.50%
|
ECCU
|
23.70%
|
OLIVER
|
21.30%
|
SQUARE
|
21.18%
|
Average and Median Portfolio Performance
|
|
Avg Recent
|
Avg YTD
|
Median Recent
|
Median YTD
|
|
-$3877.50
|
8.25%
|
BULBA
|
-$4382.59
|
BULBA
|
7.12%
|
-3.734%
|
BIOADD
|
-3.848%
|
|
|
