Just to remind you, last week was good for the NASDAQ composite (+5%), less so for the Biotech composites (+1%), and on average a significant (-1%) loss for the contest portfolios. This week, the NASDAQ was less exuberant but still in the black (+2.2%), the Biotech Indices hugely better (NASDAQ Biotech +6.8%; S&P Biotech +6.2%), and the contest portfolios did better than the NASDAQ Composite, just, (+2.4% for the median portfolio), lagging far behind the Biotech indices. This week, the big mover listing was PCVX (up +110%), based on a very positive test results for a vaccine (“Might Beat Pfizer” said the headline), and completing a $700 million public offering.
As mentioned the portfolios were generally in the black for the week. In the top ten YTD performance portfolios, all but one were in the black for the week, but only two outpaced the S&P Biotech index. Bulbaman (+7.4% for the week) achieved that with a portfolio where almost all of their choices having a good week. The other, BRENDAN_49, by virtue of being the only holder of PCVX was up a healthy +15%, the number one portfolio for the week. This returned him to the top ten list, after a two week absence, and catapulted him all the way to fourth place. Our first place portfolio, DIEGOSAN, didn’t beat the index, but still enough of a win so that they have returned to a positive (+2.6%) YTD, after six weeks in the red.
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Report Time Ranges
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From
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To
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Recent
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10/28/2022
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10/21/2022
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YTD
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12/31/21
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Index Performance
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Symbol
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Recent
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YTD
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^IXIC
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2.24%
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-29.04%
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^NBI
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6.79%
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-12.48%
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^SPSIBI
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6.24%
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-25.07%
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Share Performance
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Recent
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YTD
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Top 5
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Bottom 5
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Top 5
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Bottom 5
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PCVX
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110.690%
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ASLN
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-24.509%
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CBIO
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141.66%
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GNCA
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-99.50%
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RNLX
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48.444%
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SEDANA.ST
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-22.936%
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OPTN
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117.28%
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VLON
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-95.40%
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ETON
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30.918%
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INZY
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-20.721%
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FENC
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91.36%
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OTIC
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-95.25%
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VSTM
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29.766%
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ALVR
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-20.447%
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PCVX
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82.26%
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PTE
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-95.23%
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ATHX
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25.871%
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GOSS
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-16.083%
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MYOV
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71.61%
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PLXP
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-92.44%
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Top 10 Portfolio YTD
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YTD(Portfolio - SPSIBI)
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Rec
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Rec(Port. - SPSIBI)
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DIEGOSAN
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2.56%
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27.62%
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3.797%
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-2.446%
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TECHNETIUM
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-18.49%
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6.58%
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1.840%
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-4.403%
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DEW DILIGENCE
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-20.65%
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4.41%
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0.514%
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-5.729%
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BRENDAN_49
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-21.39%
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3.68%
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14.537%
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8.294%
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GENEGURU
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-22.92%
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2.14%
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4.388%
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-1.855%
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ROCKY9
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-23.15%
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1.91%
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4.015%
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-2.228%
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BULBAMAN
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-23.46%
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1.61%
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7.440%
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1.197%
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HORSEINALFALFA
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-25.25%
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-0.18%
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1.375%
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-4.868%
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A.J. MULLEN
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-27.41%
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-2.34%
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5.108%
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-1.135%
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BIOSCIENTISTSA
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-29.24%
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-4.17%
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-0.670%
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-6.913%
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Average and Median Portfolio Performance
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Avg Recent
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Avg YTD
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Median Recent
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Median YTD
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$1,755
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-37.23%
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MOPGCW
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$1,386
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TAMBORELLI
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-39.52%
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2.78%
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THEHAMMER
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2.355%
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