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Biotech / Medical : 2013 Biotech Charity Contest -- Ignore unavailable to you. Want to Upgrade?

To: BulbaMan who wrote (317)	10/5/2013 7:53:38 AM
From: Double Bagel	Read Replies (1) \| Respond to of 410

>>21 BAGEL 66,472 It should be much higher as TSRX got acquired a couple of weeks ago. SRPT makes up 20%. Two weeks ago, it was at 35. Today it is at 54. Shouldn't 20% of TSRX money have gone into SRPT and the rest into my other stocks? Thanks for running this. Just makes me appreciate how well biotech has done this year. Hopefully we do just as well next year.

To: BulbaMan who wrote (317)	10/10/2013 2:18:01 AM
From: Robohogs	Read Replies (2) \| Respond to of 410

Perusing weekly performance to date, all I can say is massacre. In the top 3 leaders, 2 10+% stocks were up. TWO. ACAD seems to be the worst down ~30%. Contestant 4 had ARIA. Enough said. Rkrw of course seems to be relatvely unscathed overall down ONLY +/- 10%, probably just over. When starting at 260% of starting base, that still wipes out 30% or so. Any thoughts on interesting buys? Jon PS. The two gainers and most smaller losers were device and diagnostics plays.

To: BulbaMan who wrote (317)	10/11/2013 7:30:07 PM
From: BulbaMan	Read Replies (2) \| Respond to of 410

10/11/13 Contest Update This week’s biotech roller coaster ride was more thrilling than most. But, unfortunately, some Contest favorites, notably ARIA, were thrown from their car before the uphill climb. When the ride was over, at Friday’s close, the battered Contest median was still up a respectable 53.97% YTD (vs. up 67.88% YTD a week ago). The Nasdaq Biotech Index was also hit hard, finishing up 46.74 % YTD (vs. up 55.10% YTD a week ago), while the Nasdaq Composite Index, up 25.58%% YTD (vs. up 26.11% YTD a week ago), did much better with only a small loss for the week. Our leader, RKRW’s portfolio, was deflated as well, but still held a substantial lead with a 137.40% YTD gain. BLADE’s portfolio remained in second place with a 110.55% YTD gain and GHMM’s portfolio, up 108.19% YTD, moved into third place. At Friday's close, 37 of the 39 Contest portfolios were in the black with 22 of the 39 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. Portfolio adjustments: Portfolios holding TSRX were reallocated to reflect proceeds from its buyout by Cubist. Buyout price was $13.50 but TSRX holders also got CVRs which aren’t traded. So I used the final 9/11 closing price of $13.63 as my reallocation basis, as well as the 9/11 closing prices of other portfolio holdings. The six Contest portfolios which held TSRX, with their initial TSRX allocations, are as follows: BAGEL (10%), BLADE (5%), DONS (10%), DOUGH (20%), NP1986 (15%), TWONE (10%). (All corrections, especially adjustments for splits, greatly appreciated.) Travel alert: I’ll be tripping for a couple of weeks, so it’s unlikely I’ll post a Contest update until November 1st. Peace & good health, Bulba 10/11/13 Rank Name Profit/Loss 1 RKRW 137,399 2 BLADE 110,547 3 GHMM 108,185 4 ROBO 104,016 5 NIGEL 93,838 6 MCBIO 92,010 7 FILO 89,015 8 BIOMAV 84,446 9 BIOJIM 83,661 10 BULBA 82,419 Week's Top 5 Gainers Symbol 10/4 10/11 Wk.%chg. ARWR 6.04 8.05 33.28% CRME 4.10 5.08 23.90% ATHX 1.65 1.92 16.36% BLRX 2.59 2.98 15.06% NVIV 1.40 1.56 11.43% Week's Worst 5 Losers Symbol 10/4 10/11 Wk.%chg. ARIA 18.80 4.260 -77.34% AMRN 7.18 5.090 -29.11% ECYT 14.37 10.500 -26.93% ACAD 28.77 21.490 -25.30% IDRA 2.86 2.270 -20.63%