To: BulbaMan who wrote (357 ) 9/28/2012 6:23:16 PM From: BulbaMan 1 Recommendation Read Replies (2) | Respond to of 513 9/28/12 Contest Update Although stocks have tracked Obama’s poll numbers higher most of the year, this week was an exception. Over the past 7 days, The New York Times election forecasting guru, Nate Silver, boosted his estimate of Obama’s chances of victory by 7.8% to 83.9%, but stocks moved in the opposite direction. And, in particular, a few high-flying Contest portfolio stocks ran into some strong headwinds. Nonetheless, at Friday’s close, the Contest median was still up an impressive 46.73% YTD (vs. up 51.23% YTD a week ago). In comparison, the Nasdaq Biotech Index was up 37.01% YTD (vs. up 38.70% YTD a week ago), while the Nasdaq Composite Index was up 19.62% YTD (vs. up 22.06% YTD a week ago). After PPHM announced that some of its clinical trial data was sketchy, its stock gave up all of its YTD gains. And with a 20% initial allocation to PPHM, last week’s Contest leader, ROBERT’s portfolio, suffered considerably. Consequently, RKRW’s portfolio, up 104.99% YTD, is back in the lead, with GENE’s portfolio, up 93.96% YTD, holding on to second place and DONS’ portfolio, up 93.19% YTD, remaining in third place. At Friday's close, 2 of the 38 Contest portfolios were in the red, with 24 of the 38 portfolios still beating the NBI. Below is the Top Ten list. Also below are the Top 5 & Bottom 5 Stocks ranked by % Gained and % Lost for the week. And, as it’s the end of Q3, I’ve posted the Top 5 & Bottom 5 Stocks ranked by % Gained and % Lost YTD. (Foreign stock prices are not converted to US$ in the weekly and YTD Top 5 & Bottom 5 tables, when posted.) Portfolio adjustments: MDVN 2-1 split. Have a terrific weekend biotechies! (All corrections, especially adjustments for splits, greatly appreciated.) 9/28/12 Rank Name Profit/Loss 1 RKRW 104,991 2 GENE 93,962 3 DONS 93,191 4 NP1986 87,031 5 LJM 77,879 6 DOUGH 70,787 7 PGO 70,392 8 FRED 67,731 9 ANON 67,217 10 TNSAF 66,469 Week's Top 5 Gainers Symbol 9/21/12 9/28/12 Wk. %chg. SKBI 1.52 1.92 26.32% NPC.TO 0.25 0.29 18.37% BLRX 2.32 2.63 13.36% NGNM 2.71 3.01 11.07% TZYM 4.08 4.46 9.31% Week's Worst 5 Losers Symbol 9/21/12 9/28/12 Wk. %chg. PPHM 5.39 1.03 -80.89% CPRX 1.92 1.51 -21.35% ISR 0.87 0.72 -17.24% ONTY 6.16 5.13 -16.72% AMRS 4.09 3.44 -15.89% YTD Top 5 Gainers Symbol YE2011 9/28/12 YTD %chg. BDSI 0.81 6.32 685.00% THLD 1.22 7.24 493.44% SNSS 1.17 5.63 381.20% ARNA 1.87 8.32 344.92% PCYC 14.82 64.50 335.22% YTD Worst 5 Losers Symbol YE2011 9/28/12 YTD %chg. CRME 2.63 0.33 -87.41% CHTP 5.13 1.20 -76.61% NGSX 0.82 0.21 -74.39% AMRS 11.54 3.44 -70.19% PGNX 8.54 2.88 -66.28%