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Biotech / Medical : 2019 Biotech Charity Contest -- Ignore unavailable to you. Want to Upgrade?

To: BulbaMan who wrote (169)	7/19/2019 11:36:41 PM
From: BulbaMan	Read Replies (1) \| Respond to of 280

7/19/2019 Contest update Apparently, this week, biotech investors were on summer vacation or perhaps too fatigued by the current Epstein-Barr viral epidemic to do much buying. At Friday’s close, the Contest median was up 17.60% YTD (vs. up 19.89% a week ago), the Nasdaq Biotech Index (NBI) was up 8.30% YTD (vs. up 8.88% a week ago) and the smaller-cap S&P Biotechnology Select Industry Index (SPSIBI) was up 18.61% YTD (vs. up 19.05% a week ago), while the Nasdaq Composite Index (NCI) was up 22.78% YTD (vs. up 24.25% YTD a week ago). BULBA’s portfolio remained in first place with a 101.16% YTD gain. ANDRE’s portfolio, up 71.29% YTD and KMASTR’s portfolio, up 67.53% YTD, held on to second and third place. At Friday's close, 31 of the 39 Contest portfolios were in the green, while 28 were still beating the NBI and 18 were now beating the SPSIBI. The 167 Contest stock picks have an average YTD gain of 23.48% and a median YTD gain of just 5.08%. 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: 1) Genmab symbol changed from GMXAY to GMAB after Nasdaq listing. 2) ELAN takeover of PETX closed. PETX stockholders received 0.1481 share of Elanco common stock and one contingent value right (CVR) for each share of PETX common stock. As far as I can tell, the CVR isn’t traded. But it would be worth a maximum of $.25 a PETX share with a pay date on or before the end of 2021. Two Contest portfolios held PETX, ARTHUR and OHMS. Even assuming the full $.25 payment was currently payable, it would only add about $408 to ARTHUR’s portfolio and $856 to OHMS’ portfolio. So I didn’t think it made sense to reallocate these relatively small amounts. However, if at the Contest end adjusting for the PETX CVR’s value significantly changed portfolio rankings, I will make the adjustment by retroactively doing the reallocation based on an estimate of the CVRs value at the buyout close date. (All corrections, especially adjustments for splits & mergers, greatly appreciated.) Enjoy a safe & relaxing summer weekend biotechies! Peace & good health, Bulba 7/19/19 Rank Name Profit/Loss 1 BULBA 101,159 2 ANDRE 71,293 3 KMASTR 67,530 4 BMAZ 66,296 5 OHMS 58,794 6 ARTHUR 58,637 7 HOOD 54,151 8 TRONKA 48,367 9 BIOCQR 41,072 10 RKRW 36,562 Week's Top 5 Gainers Symbol 7/12/19 7/19/19 Wk.%chg. GLPG 145.750 183.400 25.83% SGEN 63.780 75.070 17.70% ATRX 0.150 0.175 16.67% SNGX 0.980 1.140 16.33% ONCS 2.200 2.440 10.91% Week's Worst 5 Losers Symbol 7/12/19 7/19/19 Wk.%chg. SENS 1.620 1.150 -29.01% MRKR 8.790 6.330 -27.99% ABUS 2.400 1.730 -27.92% NTEC 3.890 2.990 -23.14% ETON 8.300 6.580 -20.72%