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Biotech / Medical : 2015 Biotech Charity Contest -- Ignore unavailable to you. Want to Upgrade?

To: BulbaMan who wrote (305)	7/17/2015 11:06:53 PM
From: Bladerunner17	Read Replies (1) \| Respond to of 407

Bulbaman, What is the "average" Contest portfolio up so far this year. Also, can you show a list of the Contest portfolios' performances, including their stock picks, without showing the names, of course? Thanks. Bladerunner

To: BulbaMan who wrote (305)	7/19/2015 5:30:25 PM
From: Rocky9	2 Recommendations Recommended By ghmm technetium Read Replies (1) \| Respond to of 407

Not that anyone else cares, but a couple general comments on current results: 1) A couple leading portfolios are pretty dependant on one stock. Daniel's REPH is now up almost 480% YTD. Since he allocated 20% to it, it accounts for 95.944% of his 112+% gain. Likewise, DD's EGRX is up over 485% YTD, but he allocated "only" 15% to it, so it is "only" 72.832% of his 101+% gain. Seems to me that these two stocks will determine the results of these two entries. 2) The other two leading entries (Dons and McBio) have three well performing picks in common (AFMD, ALCLS.PA, and TRIL), but Dons has 12.5% devoted to each and McBio has 10% to each, so McBio has a big disadvantage if any of the three blasts off further.

To: BulbaMan who wrote (305)	7/25/2015 10:37:02 AM
From: BulbaMan	Read Replies (2) \| Respond to of 407

7/24/15 Contest update If thoughts of a bursting biotech bubble frightens you, reading “The Really Big One” in the 7/20/15 “New Yorker” should push that fear right out of your mind. It did for me. And I don’t even live in the Pacific Northwest. newyorker.com Meanwhile, I wouldn’t yet dub the bubble bursted, but biotechs did have a lousy week. At Friday’s close, the Contest median was up 41.80% YTD (vs. up 47.45% YTD a week ago), the Nasdaq Biotech Index closed up 24.51% YTD (vs. up 31.01% YTD a week ago), while the smaller-cap S&P Biotechnology Select Industry Index closed up 37.15% YTD (vs. up 45.34% YTD a week ago). The Nasdaq Composite Index was up 7.44% YTD (vs. up 10.01% YTD a week ago). DEWDIL’s portfolio, up 96.72% YTD, suffered less than other Contest leaders and took back first place. DANIEL’S portfolio, up 91.05% YTD, fell to second place and DONS’ portfolio, up 85.41% YTD, dropped to third place. At the week’s close, 48 of the 51 Contest portfolios were in the black with 36 still beating the NBI and 27 beating the SPSIBI. The 206 Contest stock picks have an average YTD gain of 29.08% and a median YTD gain of 10.38%. Below is the Top Ten list. Also below are the week’s Top 5 & Bottom 5 Stocks. (Foreign stock prices not converted to US$ in these Tables.) Portfolio adjustments: None (All corrections, especially adjustments for buyouts & splits, greatly appreciated.) Enjoy a seismically quiet weekend biotechies! Peace & good health, Bulba 7/24/15 Rank Name Profit/Loss 1 DEWDIL 96,717 2 DANIEL 91,049 3 DONS 85,414 4 MCBIO 82,391 5 MOPGCW 74,429 6 GUERL 72,785 7 CLARK 72,375 8 FRED 66,232 9 WORK4 65,641 10 IJF 65,197 Week's Top 5 Gainers Symbol 7/17/15 7/24/15 Wk.%chg. EXEL 3.910 5.590 42.97% CARA 15.660 20.430 30.46% ENUM 0.500 0.600 20.02% MDGN 6.860 8.220 19.83% BSTC 52.590 62.310 18.48% Week's Worst 5 Losers Symbol 7/17/15 7/24/15 Wk.%chg. XOMA 4.520 0.942 -79.16% VTL 22.600 13.740 -39.20% AFMD 21.930 16.250 -25.90% BIIB 404.660 300.030 -25.86% JNP 10.870 8.380 -22.91%