Well, from last week where it looked like things were only “just barely” bad, we follow with a week where it’s pretty clear that it was bad. Though some individual stocks did have a good week, only 40 out of the 189 chosen stocks were in the black for the week, (27 for YTD). Overall with losses of around 5 — 5.5% (median — avg), the contest portfolios still “outperforms" the Standard & Poor Biotech Stock index. Only two contestants: (TECHNETIUM and KMASTRA) managed to be in the black for the week.
It looks like a year when everyone is retreating to places of safety, be it bonds, cash, gold, or, not in my portfolio, cryptocurrency. Biotech is probably not high on the list of a “safe haven.”
XFOR will present at the Annual Cowen Healthcare Conference on March 15th.
NCNA stopped their Phase III trial in biliary tract cancer “following a pre-planned futility analysis by the study's Independent Data Monitoring Committee (IDMC).”
In other words, no joy.
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Report Time Ranges
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|
|
From
|
To
|
Recent
|
2/25/22
|
3/5/22
|
YTD
|
12/31/21
|
Index Performance
|
|
Symbol
|
Recent
|
YTD
|
|
^IXIC
|
-2.78%
|
-14.90%
|
^NBI
|
-3.09%
|
-17.80%
|
^SPSIBI
|
-6.56%
|
-24.95%
|
Share Performance
|
Recent
|
YTD
|
Top 5
|
Bottom 5
|
Top 5
|
Bottom 5
|
XFOR
|
29.032%
|
NCNA
|
-65.457%
|
OPTN
|
67.90%
|
PRQR
|
-88.74%
|
FULC
|
23.273%
|
AUPH
|
-34.852%
|
MACK
|
53.20%
|
LRMR
|
-62.93%
|
RETA
|
23.077%
|
CLVS
|
-25.490%
|
LQDA
|
36.55%
|
PRDS
|
-62.74%
|
RIGL
|
20.158%
|
ADAP
|
-23.792%
|
RETA
|
21.96%
|
JSPR
|
-61.02%
|
HPHA.DE
|
17.578%
|
VLON
|
-23.410%
|
KALV
|
18.82%
|
CRDF
|
-60.90%
|
Top 10 Portfolio Performance YTD
|
|
DIEGOSAN
|
-7.63%
|
|
TECHNETIUM
|
-10.34%
|
HORSEINALFALFA
|
-10.51%
|
DEW DILIGENCE
|
-13.20%
|
GENEGURU
|
-14.22%
|
BRENDAN_49
|
-15.07%
|
RKRW
|
-18.08%
|
STOICNORSKI
|
-19.79%
|
MOPGCW
|
-20.41%
|
A.J. MULLEN
|
-20.59%
|
Average and Median Portfolio Performance
|
|
Avg Recent
|
Avg YTD
|
Median Recent
|
Median YTD
|
|
-$4,340
|
-24.19%
|
BRENDAN_49
|
-$4,123
|
TOMATO
|
-23.98%
|
-5.51%
|
A.J. MULLEN
|
-5.007%
|
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