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Biotech / Medical : 2018 Biotech Charity Contest -- Ignore unavailable to you. Want to Upgrade?


To: BulbaMan who wrote (150)6/23/2018 2:18:57 AM
From: BulbaMan  Read Replies (2) | Respond to of 220
 
6/22/2018 Contest update
Although Trump has walked back his cruel policy of separating immigrant children from their parents, investors continue to fear Trump’s trade war will wind up separating them from their cash.
With regard to immigration policy, I thought the column linked below by The New York Times conservative columnist, Bret Stephens, made much sense. Stephens argues that the U.S. needs more immigrants, lot’s more. Here’s the link: nytimes.com
Meanwhile, biotechs held up a bit better than other sectors during the week’s political storms. And, at Friday’s close, the Contest median was up 23.15% YTD (vs. up 22.09% YTD a week ago), the Nasdaq Biotech Index (NBI) was up 5.03% YTD (vs. up 4.10% YTD a week ago), the smaller-cap S&P Biotechnology Select Industry Index (SPSIBI) was up 16.91% YTD (vs. up 14.52% YTD a week ago) and the Nasdaq Composite Index (IXIC) was up 11.44% YTD (vs. up 12.21% YTD a week ago).
KMASTR’s portfolio, up 69.42% YTD, lost ground this week but remains Contest leader. MARKETH’s portfolio, up 60.32% YTD, moved into second place, while ALIAS’s portfolio, up 60.07% YTD, moved into third place.
At Friday's close, 54 of the 62 Contest portfolios were in the green, with 47 beating the NBI and 37 beating the SPSIBI.
The 230 Contest stock picks have an average YTD gain of 13.00% and a median YTD loss of -1.09%, with 113 showing a gain for the year.
Below is the Top Ten list. Also below are the Top 5 & Bottom 5 Stocks for the week ranked by % Gained and % Lost YTD. (Prices not converted to US$ in these Tables.)
Portfolio adjustments: The Sanofi buyout of ABLX (Ablynx) closed on 6/18/18. Although Sanofi’s tender offer for ABLX at 45 Euro per share was first announced on 1/28/18, ABLX continued trading until 6/12/18. Since I don’t know when ABLX holders tendering their shares got their cash in real life, for simplicity I decided to use the 6/12/18 closing prices for the portfolio reallocation. On 6/12/18, the ABLX ADS closed at $52.87 and it was held in two portfolios, AJM and STEVEL. If AJM, STEVEL, or any other contestant has a better idea on the reallocation date and stock prices, please post your proposal.
(All corrections, especially adjustments for splits & mergers, greatly appreciated.)
Enjoy a safe and fun first summer weekend biotechies!
Peace & good health,
Bulba

			6/22/18	
Rank Name Profit/Loss
1 KMASTR 69,422
2 MARKETH 60,315
3 ALIAS 60,069
4 THID 59,118
5 MILJENKO56,580
6 ANDRE 55,507
7 USUBAN 50,080
8 FILO 43,762
9 AJM 42,301
10 YVR 40,961

Week's Top 5 Gainers
Symbol 6/15/18 6/22/18 Wk.%chg.
SRPT 102.29 140.33 37.19%
FCSC 2.36 3.10 31.36%
MRNA 0.72 0.91 25.88%
RGNX 57.00 71.20 24.91%
TSRO 39.77 49.62 24.77%

Week's Worst 5 Losers
Symbol 6/15/18 6/22/18 Wk.%chg.
AXON 3.79 2.41 -36.41%
WVE 50.65 33.95 -32.97%
CATB 1.340 0.910 -32.09%
ZIOP 4.30 3.19 -25.81%
CRMD 0.31 0.24 -23.76%