| | | It seems we’re stuck in another Groundhog Day week, although, like the film, with slight variations. This week’s version, the NASDAQ composite was off -2.6% for the week, and the biotech indices more or less followed. The overall market is still very much in the black for the year (up +27%), but in the biotech realm, not so much, both indices sliding deeper into the red (-4.4% and -6.8% YTD).
But an indicator that stocks actually respond when there is good “technical” news to report, the top performing stock for the week was DCTH (+51% of its original price) with the announcement of FDA approval for its liver targeted treatment of a rare but highly aggressive liver carcinoma. DCTH has seen a lot of variation over the year, starting at $3.46, seeing a series of jumps up to a peak value of $7.96 (and almost a member of the top 5 YTD performing stocks), then a gradual slide, ending in the previous week where it shed -24% of its initial value, dropping into the red for the year, $3.12. But the response to the FDA approval has returned it to $5.01, a solidly profitable stock, at least at this point, if still below its peak value for the year. ETON add +24%, building on its “exceeds expectations” earnings report that added +32% the previous week. JSPR (+12%), the number two YTD performer, had a much better week than the previous -29%. The news for INZY and CRVS was not so good, but their losses for the week was not enough to change their first and third rankings in the YTD performance. URGN, on the other hand, was the worst performing stock for the week (-35%), notwithstanding two positive analyses in the Wall Street Journal, and Zacks, moving it from third back to the fifth place spot in the YTD winners.
For the contest portfolios generally, another bad week, removing -$4.5k from the average portfolio value, and -$5.6k from the median portfolio value. In fact only a single portfolio was in the black for the week, GENEGURU +$7.6k, thanks to being the only portfolio with a position in DCTH. Thus any change in the YTD standings was a matter of how whether a portfolio lost less value for the week compared to its fellows. BLADERUNNER’s only median performance still resulted in closing the distance between him and number one ALONER to only $2.5k. Similarly RKRW passed ERIKOTTO to seize 3rd place, and A.J. MULLEN lost less than ARTHUR RADLEY to take sixth.
Report Time Ranges
|
|
|
|
|
| From
| To
|
|
|
|
|
|
|
|
| Recent
| 8/4/23
| 8/18/23
|
|
|
|
|
|
|
|
| YTD
| 12/31/2022
|
|
|
|
| Index Portfolios’ Performance
|
|
|
|
| Symbol
| Recent P/L
| Recent %
| YTD P/L
|
|
|
|
|
|
|
|
| ^IXIC
| -$3,382.93
| -2.6%
| $26,984.19
|
|
|
|
|
|
|
|
| ^NBI
| -$2,116.91
| -2.2%
| -$4,430.88
|
|
|
|
|
|
|
|
| ^SPSIBI
| -$2,939.76
| -3.1%
| -$6,764.72
|
|
|
|
| Share Performance
| Recent Performance
| YTD Performance
|
| Top Five
|
| Bottom Five
|
| Top Five
|
| Bottom 5
| Symbol
| P/L / Initial Price
| Symbol
| P/L / Initial Price
| Symbol
| YTD P/L / Initial Price
| Symbol
| YTD P/L/ Initial Price
| DCTH
| 51.4%
| URGN
| -34.7%
| INZY
| 354.3%
| AVTX
| -97.6%
| ETON
| 23.8%
| OMER
| -34.1%
| JSPR
| 200.2%
| APTA.L
| -97.5%
| HUMA
| 13.7%
| AEON
| -28.4%
| CRVS
| 154.1%
| PTEIQ
| -89.8%
| JSPR
| 12.4%
| MBIO
| -22.1%
| PRVB
| 136.5%
| TCON
| -84.6%
| MODD
| 11.0%
| CDTX
| -21.9%
| URGN
| 115.1%
| ALT
| -83.9%
| Average and Median Portfolio Performance
|
| Recent P/L
|
|
|
| YTD P/L
|
|
|
| Avg.
| Median
|
|
|
| Avg
| Median
|
|
|
| -$4,542.32
| -$5,567.90
| BLADERUNNER
|
| -$6,233.74
| -$10,849.41
| TOMATO
| Top Seven Portfolio Performances
| Top Recent Performers
| Top YTD Performers
| Contestant (Prev. Rank)
| Recent P/L
| P/L vs. ^SPSIBI
| YTD P/L (Rank)
| Contestant (Prev. Rank)
| YTD P/L
| vs. Top Portfolio
| P/L vs. ^SPSIBI
| Rec. P/L (Rank)
| 1 - GENEGURU (9)
| $7,597.98
| $10,537.74
| -$29,861.60 (13)
| 1 - ALONER (1)
| $34,941.32
| ——
| $41,706.05
| -$10,464.52 (14)
| 2 - JACK HARTMANN (8)
| -$184.31
| $2,755.45
| -$17,822.46 (10)
| 2 - BLADERUNNER (2)
| $32,448.05
| $2,493.27
| $39,212.77
| -$5,567.90 (8)
| 3 - BMAZ001 (5)
| -$298.41
| $2,641.34
| -$50,177.28 (15)
| 3 - RKRW (4)
| $27,280.48
| $7,660.84
| $34,045.20
| -$3,511.02 (6)
| 4 - TOMATO (10)
| -$898.59
| $2,041.17
| -$10,849.41 (8)
| 4 - ERIKOTTO (3)
| $24,183.15
| $10,758.17
| $30,947.87
| -$8,380.87 (13)
| 5 - TECHNETIUM (14)
| -$2,237.35
| $702.41
| -$16,239.45 (9)
| 5 - STEVE LOKNESS (5)
| $12,907.16
| $22,034.16
| $19,671.88
| -$11,106.71 (15)
| 6 - RKRW (2)
| -$3,511.02
| -$571.27
| $27,280.48 (3)
| 6 - A.J. MULLEN (7)
| -$10,115.89
| $45,057.22
| -$3,351.17
| -$5,467.08 (7)
| 7 - A.J. MULLEN (3)
| -$5,467.08
| -$2,527.32
| -$10,115.89 (6)
| 7 - ARTHUR RADLEY (6)
| -$10,216.68
| $45,158.00
| -$3,451.95
| -$7,082.22 (10)
| Top Portfolios’ Contents
| Top Recent Performance Portfolio (GENEGURU)
| Top YTD Performance Portfolio (ALONER)
| Symbol (Rank)
| Current Allocation
| Value/Total | ROI
| YTD Stock P/L
| Recent Stock P/L
| % Current Price Change for $1,000 P/L
| Symbol (Rank)
| Initial Allocation
| Value/Total | ROI
| YTD Stock P/L
| Recent Stock P/L
| % Current Price Change for $1,000 P/L
| AXSM
| 5.0%
| 6.5% | -8.2%
| -$411.64
| $76.49
| 21.8%
| AFMD
| 10%
| 4.1% | -56.3%
| -$7,113.77
| -$549.22
| 18.1%
| CMRX
| 5.0%
| 3.6% | -49.3%
| -$2,465.32
| -$93.01
| 39.5%
| CDTX
| 10%
| 9.5% | 1.5%
| $194.99
| -$2,611.21
| 7.8%
| DCTH
| 20.0%
| 39.7% | 39.2%
| $7,833.33
| $10,277.78
| 3.6%
| CLSD
| 10%
| 8.0% | -14.4%
| -$1,813.26
| -$1,265.55
| 9.2%
| GLYC
| 20.0%
| 14.8% | -48.2%
| -$9,636.96
| -$462.05
| 9.6%
| CRDF
| 10%
| 12.1% | 29.4%
| $3,717.18
| -$1,243.65
| 6.1%
| INVA
| 5.0%
| 7.3% | 2.9%
| $147.17
| $52.83
| 19.4%
| CRIS
| 10%
| 9.9% | 5.3%
| $664.20
| -$1,204.47
| 7.5%
| MODD
| 5.0%
| 4.3% | -39.0%
| -$1,950.00
| $550.00
| 32.8%
| CRVS
| 10%
| 22.5% | 140.7%
| $17,763.12
| -$1,125.60
| 3.3%
| PRQR
| 20.0%
| 11.9% | -58.1%
| -$11,621.62
| $108.11
| 11.9%
| KZIA
| 10%
| 12.3% | 31.0%
| $3,911.41
| -$927.95
| 6.0%
| XAIR
| 20.0%
| 11.8% | -58.8%
| -$11,756.55
| -$2,912.17
| 12.1%
| MGTA
| 10%
| 15.9% | 70.3%
| $8,882.92
| -$1,546.72
| 4.6%
|
|
|
|
|
|
| MRNA
| 10%
| 5.7% | -38.9%
| -$4,917.32
| $9.86
| 13.0%
|
|
|
|
|
|
| PRVB
| 10%
| 0.0% | 136.5%
| $13,651.84
| $0.00
| --
|
|
|
