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

To: BulbaMan who wrote (167)	8/13/2018 2:01:13 AM
From: Robohogs	Read Replies (2) \| Respond to of 220

I ran numbers trying to find the bear mkt I have felt since mid-june. I could not find it and just realized something - numbers here are pretty lousy. The group was killing it through Jan. But not so good since. Anyway. $100 mm to $1 B mkt caps. Average stock is up 22% YTD. Stunned me. All of that basically was to May 31. So some subset dying since then making twitterverse and me feel bad. It was not biggest winners dying. They are up more. It was not losers dying. They rallied a bit. It was the great middle with those up 0-20% ytd at May 31 going down more since May 31 than they rallied before. But still only low to mid teens. That 22% is killing us and the indexes. But you needed Biases in this work: some crashers may now be too small and missed and some soaring stocks may be too big. Struggling midcaps may also have shrunk down and be bigger losers. Overall, bias should be ok. BTW if not in the followowing stocks at small end, you likely underperformed. Consistent gainers in both periods: $ARQL $XENE (2x and 2x) $CASI $RCKT $SRDX $VSTM $PRQR $NSTG $ADMA $MEIP $ZFGN $ATRS $BCRX $NEO $CARA $ABUS $KURA twitter.com Jon

To: BulbaMan who wrote (167)	8/17/2018 7:04:32 PM
From: BulbaMan	Read Replies (1) \| Respond to of 220

8/17/2018 Contest update In my case and I imagine for most if not all in the Contest, investing in biotechs is more than just about making money. For me, this view was reinforced by the death of the “Queen of Soul,” Aretha Franklin, from pancreatic cancer and the recent diagnosis of a close friend with the more common but deadlier version of the disease. Unfortunately, as reported in the Forbes article linked below, progress in treating pancreatic cancer has been slow. Let’s hope there will be exceptional breakthroughs in the near future! forbes.com Meanwhile, biotechs underperformed the broad market this week. At Friday’s close, the Contest median was up 8.74% YTD (vs. up 11.06% YTD a week ago), the Nasdaq Biotech Index (NBI) was up 8.94% YTD (vs. up 9.56% YTD a week ago), the smaller-cap S&P Biotechnology Select Industry Index (SPSIBI) was up 10.74% YTD (vs. up 12.16% YTD a week ago), while the Nasdaq Composite Index (IXIC) was up 13.22% YTD (vs. up 13.55% YTD a week ago). KMASTR’s portfolio, up 82.11% YTD, gained another few percent and remained in first place with a large lead. ALIAS’s portfolio, up 63.90% YTD, and THID’s portfolio, up 50.47% YTD, held on to second and third place. At Friday's close, 42 of the 62 Contest portfolios were in the green, with 31 beating the NBI and 29 beating the SPSIBI. The 230 Contest stock picks have an average YTD gain of 4.09% and a median YTD loss of -7.63%, with 94 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: None (All corrections, especially adjustments for splits & mergers, greatly appreciated.) Enjoy a relaxing weekend biotechies! Peace & good health, Bulba 8/17/18 Rank Name Profit/Loss 1 KMASTR 82,111 2 ALIAS 63,898 3 THID 50,474 4 JBOG 48,044 5 ANDRE 46,652 6 MILJENKO44,402 7 TRONKA 39,773 8 MARKETH 39,579 9 AJM 38,599 10 USUBAN 38,451 Week's Top 5 Gainers Symbol 8/10/18 8/17/18 Wk.%chg. MGNK.DE 4.68 6.13 31.12% RGLS 0.22 0.28 28.00% BLPH 0.63 0.80 26.91% GNMX 0.98 1.16 18.37% NITE 16.80 19.88 18.33% Week's Worst 5 Losers Symbol 8/10/18 8/17/18 Wk.%chg. CRMD 0.59 0.45 -23.20% SNOA 2.30 1.77 -23.04% AMDA 0.462 0.360 -22.10% VTVT 1.26 1.00 -20.79% CWBR 6.84 5.60 -18.13%