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Biotech / Medical : 2021 Biotech Stock Picking Charity Contest -- Ignore unavailable to you. Want to Upgrade?

To: technetium who wrote (134)

4/12/2021 6:39:50 PM

From: technetium

2 Recommendations

Recommended By
The Ox
twone1

Read Replies (2) | Respond to of 307

Bulbaman is the happy median this week, with their portfolio representing the median YTD gain of 7.12%, as well as having the median net gain week over week of $4382.59.
BIOADD, at -3.8%, had the median percentage change in portfolio for the week.

BMAZ is in the lead, with DNAJOE a very close second.

This week’s winner was BIOX, up 38%. I have no idea why.

Last week’s biggest loser was FibroGen (FGEN), which dropped 48% for the week after their relatively new CMO said that after reviewing clinical trial data that they are about to present to an FDA Advisory panel, he “provided clarification of certain prior disclosures of U.S. primary cardiovascular safety analyses from the roxadustat Phase 3 program for the treatment of anemia of chronic kidney disease (“CKD”).”

And “As members of senior management were preparing for the upcoming FDA Advisory Committee meeting, we became aware that the primary cardiovascular safety analyses included post-hoc changes to the stratification factors,” said Enrique Conterno, Chief Executive Officer, FibroGen.

As I understand it, the revision indicates that despite previous claims, their drug not reduce cardiovascular events in comparison to the standard of care. This reduces their edge in terms of sales.

The FDA does not like the phrase, “Post-hoc.”

However, FGEN was up 7% today because they received fast track designation for Pamrevlumab, their antibody treatment in trials for Duchenne Muscular Dystrophy. Fast track means expedited review for an unmet clinical need.

		Report Time Ranges
			From	To
		Recent	4/2/2021	4/9/21
		YTD	12/31/2020	4/9/21
Index Performance
			Symbol	Recent	YTD
			^IXIC	3.12%	7.85%
			^NBI	-1.96%	-1.85%
			^SPSIBI	-5.21%	-7.76%
Share Performance
Recent				YTD
Top 5		Bottom 5		Top 5		Bottom 5
BIOX	38.483%	FGEN	-47.954%	PAND	304.38%	FREQ	-69.26%
AFMD	25.193%	PRVB	-27.503%	ANVS	251.99%	OTIC	-65.53%
CLNK-B.ST	24.834%	ACAD	-20.320%	PAVM	183.02%	CNCE	-63.84%
GENO.ST	23.518%	DTIL	-16.747%	ANCN	172.25%	ACAD	-61.86%
PAVM	20.724%	OTIC	-16.479%	AVXL	170.19%	FOLD	-60.20%
Top 10 Portfolio Performance YTD
			BMAZ	50.52%
			DNAJOE	50.33%
			WINTER	44.15%
			ERIK	37.82%
			MASTER	36.79%
			DANIEL	26.41%
			TWONE	25.50%
			ECCU	23.70%
			OLIVER	21.30%
			SQUARE	21.18%
Average and Median Portfolio Performance
	Avg Recent	Avg YTD	Median Recent		Median YTD
	-$3877.50	8.25%	BULBA	-$4382.59	BULBA	7.12%
	-3.734%	8.25%	BIOADD	-3.848%	BULBA	7.12%