Well, in our current see-saw contest performance we’ve flipped back to “saw”, meaning a general good week. The overall market was up 4.6% (NASDAQ Composite), and our two Biotech indices out preformed that: 5.4% for NASDAQ Biotech, and 10.3% for the S&P Biotech indices. That the latter index’s performance was almost double the first is certainly unusual this year, as you can see from the YTD index returns of -15% and -25%, respectively.
The breath of the performance is also indicated by the fact that the top five weekly performance of the individual stocks were all up more than 49%. AVDL, the top performing individual holding for the week with a +70% return, showed pretty smooth growth from last Tuesday, on no particular news. Since Yahoo apparently doesn’t cover news about the swiss stock, HRTIS.HE, I can’t give an explanation of it’s worst of the week haircut of -17%. This week news included the exception of the 45 for 1 reverse split for BBI. They still had a -13% loss for the week, the fourth worst recent performer.
Turning to the contest portfolios, good news, everyone: every portfolio was in the black for the week, with the top performing portfolio posting +17% for THEHAMMER. Being in the top 10 YTD was not a good predictor for this week’s performance. Only three of the ten managed to outperform the median portfolio. Congratulations to BRENDAN_49 returning to the list after a five week absence.
I think everyone is due congratulations. More weeks like this and we might see YTD returns in the black, once again.
|
Report Time Ranges
|
|
|
From
|
To
|
Recent
|
7/1/22
|
7/8/2022
|
YTD
|
12/31/21
|
Index Performance
|
|
Symbol
|
Recent
|
YTD
|
|
^IXIC
|
4.56%
|
-25.63%
|
^NBI
|
5.42%
|
-14.61%
|
^SPSIBI
|
10.34%
|
-24.51%
|
Share Performance
|
Recent
|
YTD
|
Top 5
|
Bottom 5
|
Top 5
|
Bottom 5
|
AVDL
|
69.650%
|
HRTIS.HE
|
-17.203%
|
OPTN
|
137.04%
|
OPTN
|
137.04%
|
MGTA
|
58.779%
|
SNWV
|
-16.447%
|
CBIO
|
98.03%
|
CBIO
|
98.03%
|
DRMA
|
55.653%
|
BLCM
|
-15.328%
|
MACK
|
54.99%
|
MACK
|
54.99%
|
CABA
|
51.887%
|
BBI
|
-12.925%
|
FENC
|
45.00%
|
FENC
|
45.00%
|
CDTX
|
49.220%
|
OMER
|
-12.069%
|
RETA
|
36.06%
|
RETA
|
36.06%
|
|
Top 10 Portfolio YTD
|
YTD(Portfolio - SPSIBI)
|
Rec
|
Rec(Port. - SPSIBI)
|
DIEGOSAN
|
-4.21%
|
20.30%
|
1.595%
|
-8.745%
|
DEW DILIGENCE
|
-17.18%
|
7.32%
|
4.494%
|
-5.845%
|
KMASTRA
|
-20.04%
|
4.46%
|
5.354%
|
-4.986%
|
BIO-TITAN
|
-20.28%
|
4.22%
|
9.180%
|
-1.160%
|
TECHNETIUM
|
-22.25%
|
2.26%
|
5.119%
|
-5.221%
|
BIOSCIENTISTSA
|
-26.51%
|
-2.01%
|
10.873%
|
0.533%
|
GENEGURU
|
-27.51%
|
-3.00%
|
4.718%
|
-5.622%
|
BRENDAN_49
|
-28.01%
|
-3.51%
|
12.792%
|
2.452%
|
TAMBORELLI
|
-28.79%
|
-4.28%
|
8.436%
|
-1.904%
|
ROCKY9
|
-28.94%
|
-4.44%
|
6.872%
|
-3.467%
|
Average and Median Portfolio Performance
|
|
Avg Recent
|
Avg YTD
|
Median Recent
|
Median YTD
|
|
$4,900
|
-32.94%
|
ROCKY9
|
$4,779
|
HORSEINALFALFA
|
-32.03%
|
8.14%
|
TAMBORELLI
|
8.678%
|
|
