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

To: BulbaMan who wrote (237)	12/9/2019 10:15:41 AM
From: Arthur Radley	Read Replies (1) \| Respond to of 280

Big changes coming with this week's update----HOOD should hang on to the top slot, but Kmaster with a 15% allocation in ARQL is set to move into the 2nd slot. In the current top #10 list, there are 5 holding ARQL and 5 not holding a position.

To: BulbaMan who wrote (237)	12/13/2019 10:59:39 PM
From: BulbaMan	Read Replies (1) \| Respond to of 280

12/13/2019 Contest update Attention Biotechies: It appears likely (fingers crossed) 2019 will wind up a banner year for Contest portfolios. So I assume there’s interest in a 2020 Contest. I will therefore set up a 2020 Charity Contest Board and post the link in next week’s Contest update. My current thinking is to use the Friday, 1/3/2020, closing prices for setting initial portfolio stock prices and Sunday, 1/5/2020, Midnight, PST as the Contest portfolio submission deadline. My reason for using the 1/3/2020 closing prices rather than the 12/31/2019 closing prices is that it allows a weekend for portfolio construction and submission. This, I hope, will increase Contest participation beyond the 2019 Contest which had a mid-week deadline. All comments welcome! Contest portfolios had another boffo week, with the Contest median expanding its significant lead over the biotech indexes. This week, the median was boosted by Merck’s buyout of ARQL, held by 7 Contest portfolios and the week’s top gainer (up 107.60%). In addition, TRIL was given new life by Forty Seven’s well received CD47 data. Held by 10 Contest portfolios, TRIL was the week’s second best gainer (up 86.65%). At Friday’s close, the Contest median was up an outstanding 41.21% YTD (vs. up 34.08% a week ago), the Nasdaq Biotech Index (NBI) was up 24.19% YTD (vs. up 23.84% a week ago) and the smaller-cap S&P Biotechnology Select Industry Index (SPSIBI) was up 32.29% YTD (vs. up 30.99% a week ago), while the Nasdaq Composite Index (NCI) was up 31.64% YTD (vs. up 30.46% YTD a week ago). HOOD’s portfolio, up 190.38% YTD, remains the odds on favorite to capture the Contest crown, but with a much narrowed victory margin. KMASTR’s portfolio, up 156.46% YTD, was vaulted by its 15% ARQL allocation to second place and OHMS’ portfolio, another ARQL holder and up 124.49% YTD, jumped into third place. At Friday's close, 33 of the 39 Contest portfolios were still in the green, while a remarkable 30 were now beating the NBI and 23 were beating the SPSIBI. The 167 Contest stock picks have an average YTD gain of 38.20% and a median YTD gain of 9.79%. 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: FCSC buyout at $3 by Castle Creek Pharmaceutical. FCSC was in portfolios of ANDRE, DOUGH & KMASTR and I used 12/13/19 closing prices for reallocation. (All corrections, especially adjustments for splits & mergers, greatly appreciated.) Enjoy a safe and relaxing weekend biotechies!! Peace & good health, Bulba 12/13/19 Rank Name Profit/Loss 1 HOOD 190,375 2 KMASTR 156,460 3 OHMS 124,485 4 ARTHUR 122,154 5 ANDRE 119,742 6 BMAZ 107,120 7 JBOG 92,811 8 BLADE 90,119 9 BULBA 85,658 10 BIOADD 80,107 Week's Top 5 Gainers Symbol 12/6/19 12/13/19 Wk.%chg. ARQL 9.665 20.065 107.60% TRIL 0.299 0.558 86.65% CTIC 0.930 1.500 61.29% APTO 2.560 4.065 58.79% TGTX 7.120 10.100 41.85% Week's Worst 5 Losers Symbol 12/6/19 12/13/19 Wk.%chg. SRRA 0.485 0.349 -28.02% SGMO 11.660 8.510 -27.02% CMRX 2.460 1.800 -26.83% RVX.TO 1.420 1.130 -20.42% ATNX 17.750 14.550 -18.03%