Here we are, the first week of the last quarter. Let’s hope this final quarter is more like the first quarter of the year than the next two. But this first week doesn’t promise any change from the recent overall trends. A decent week to the NASDAQ Composite (+1.6%), adding to a generally good performance, +28% YTD. The NASDAQ biotech index was in the black, barely, while the S&P biotech index dropped -1.1%, for a YTD performance significantly in the red: -13%.
The biggest gainer for individual contest stocks was MRTX (nee MGTA), +37%, probably from the gossip of a possible acquisition by SANOFI, though few details have been announced. The biggest loser was DNTH, -37% of its initial price, perhaps just a correction to the big jump when MGTA performed the reverse merger with DNTH. It has slipped from second to third in the YTD standings, with a still respectable +110% YTD return. INZY was the second worst performer for the week, -32%, adding to the previous week’s slide of -38%, but it is still at the top YTD (+270%). CRVS made it to the 5th position YTD, while MOR was dropped from the top five performers.
The contest portfolios had yet another grim week slicing an additional -$3.2k from their average. Again only a single portfolio was in the black: A.J. MULLEN +$2.3k, owed to their holding of MRTX. They maintained their position of 5th in the YTD standings, still in the red. STEVE LOKNESS, one of the holders of DNTH, dropped -$9.2k, moving it into 3rd position YTD, ERIKOTTO returning to second place. There were no other changes in the top seven YTD rankings.
ALONER, our top YTD portfolio YTD also had a bad week, -$7.6k, another holder of DNTH. They still kept first place YTD position, $9.1k ahead of ERIKOTTO.
Report Time Ranges
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| Recent
| 9/22/23
| 10/6/2023
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| YTD
| 12/31/2022
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| Index Portfolios’ Performance
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| Symbol
| Recent P/L
| Recent %
| YTD P/L
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| ^IXIC
| $2,025.70
| 1.6%
| $28,327.19
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| ^NBI
| $171.79
| 0.2%
| -$5,987.07
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| ^SPSIBI
| -$959.96
| -1.1%
| -$12,836.29
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| Share Performance
| Recent Performance
| YTD Performance
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| Top Five
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| Bottom Five
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| Top Five
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| Bottom 5
| Symbol
| P/L / Initial Price
| Symbol
| P/L / Initial Price
| Symbol
| YTD P/L / Initial Price
| Symbol
| YTD P/L/ Initial Price
| MRTX
| 36.7%
| DNTH
| -37.4%
| INZY
| 267.6%
| APTA.L
| -97.7%
| JSPR
| 20.7%
| INZY
| -32.4%
| PRVB
| 136.5%
| AVTX
| -97.2%
| AEON
| 10.5%
| IMTX
| -18.4%
| DNTH
| 109.8%
| TCON
| -88.8%
| LLY
| 7.7%
| MOR
| -15.9%
| ISEE
| 86.8%
| PTEIQ
| -87.2%
| VKTX
| 7.0%
| CRIS
| -13.5%
| CRVS
| 75.3%
| IDIA.SW
| -85.1%
| Average and Median Portfolio Performance
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| Recent P/L
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| YTD P/L
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| Avg.
| Median
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| Avg
| Median
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| -$3,168.96
| -$3,283.34
| BLADERUNNER
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| -$23,034.54
| -$27,896.12
| ARTHUR RADLEY
| 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 - A.J. MULLEN (4)
| $2,364.19
| $3,324.15
| -$10,698.76 (5)
| 1 - ALONER (1)
| $16,521.04
| ——
| $29,357.33
| -$7,552.78 (14)
| 2 - DEW DILIGENCE (14)
| -$824.61
| $135.34
| -$41,156.50 (13)
| 2 - ERIKOTTO (3)
| $7,393.69
| $9,127.35
| $20,229.98
| -$3,388.80 (9)
| 3 - TOMATO (8)
| -$1,074.21
| -$114.26
| -$24,178.31 (7)
| 3 - STEVE LOKNESS (2)
| $2,994.18
| $13,526.86
| $15,830.47
| -$9,154.23 (15)
| 4 - TECHNETIUM (9)
| -$1,375.58
| -$415.63
| -$32,607.52 (10)
| 4 - RKRW (4)
| $1,691.20
| $14,829.84
| $14,527.48
| -$4,152.27 (12)
| 5 - JACK HARTMANN (1)
| -$2,183.81
| -$1,223.86
| -$30,874.88 (9)
| 5 - A.J. MULLEN (5)
| -$10,698.76
| $27,219.80
| $2,137.53
| $2,364.19 (1)
| 6 - BMAZ001 (3)
| -$2,247.26
| -$1,287.30
| -$57,572.40 (15)
| 6 - BLADERUNNER (6)
| -$18,028.89
| $34,549.93
| -$5,192.61
| -$3,283.34 (8)
| 7 - GENEGURU (6)
| -$2,494.27
| -$1,534.32
| -$41,034.96 (12)
| 7 - TOMATO (7)
| -$24,178.31
| $40,699.35
| -$11,342.02
| -$1,074.21 (3)
| Top Portfolios’ Contents
| Top Recent Performance Portfolio (A.J. MULLEN)
| 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
| MRTX
| 12.5%
| 18.6% | 32.9%
| $4,107.81
| $4,590.60
| 6.0%
| AFMD
| 10%
| 4.3% | -59.9%
| -$7,563.03
| -$184.54
| 19.7%
| NBIX
| 12.5%
| 13.4% | -4.6%
| -$576.65
| $149.66
| 8.4%
| CDTX
| 10%
| 13.0% | 19.7%
| $2,491.22
| $280.34
| 6.6%
| ONT.L
| 12.5%
| 11.4% | -18.9%
| -$2,363.32
| -$405.00
| 9.9%
| CLSD
| 10%
| 8.7% | -19.7%
| -$2,488.60
| $131.16
| 9.9%
| PACB
| 12.5%
| 13.9% | -0.6%
| -$76.41
| -$336.19
| 8.0%
| CRDF
| 10%
| 9.3% | -14.2%
| -$1,790.43
| -$1,510.15
| 9.2%
| SCLP.L
| 12.5%
| 8.4% | -39.8%
| -$4,975.72
| -$1,029.21
| 13.3%
| CRIS
| 10%
| 4.7% | -56.5%
| -$7,132.59
| -$1,591.62
| 18.2%
| TDOC
| 12.5%
| 11.1% | -20.9%
| -$2,616.28
| $58.14
| 10.1%
| CRVS
| 10%
| 18.0% | 66.0%
| $8,336.25
| $422.10
| 4.8%
| TWST
| 12.5%
| 10.7% | -23.9%
| -$2,987.19
| -$1,123.48
| 10.5%
| KZIA
| 10%
| 14.8% | 36.9%
| $4,657.41
| -$909.76
| 5.8%
| XENE
| 12.5%
| 12.6% | -9.7%
| -$1,211.01
| $459.68
| 8.9%
| DNTH
| 10%
| 20.4% | 87.9%
| $11,104.80
| -$4,235.07
| 4.2%
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| MRNA
| 10%
| 6.8% | -37.6%
| -$4,745.83
| $44.77
| 12.7%
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| PRVB
| 10%
| 0.0% | 136.5%
| $13,651.84
| $0.00
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