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Biotech / Medical : 2022 Biotech Charity Contest -- Ignore unavailable to you. Want to Upgrade?

To: technetium who wrote (103)

4/8/2022 5:59:32 PM

From: technetium

1 Recommendation

Recommended By
Jack Hartmann

Read Replies (2) | Respond to of 267

The American Assoc. for Cancer Research (AACR) meeting has an impact on biotech.

This week’s median portfolio beat both the S&P Biotech index and the broader NASDAQ Composite in the sense it lost a little less -(-2.7 vs -3.4% and -3.9%). For what its worth the NASDAQ Biotech index actually closed the week in the black… barely (+0.4%).

In an interesting juxtaposition of outlier weekly performance of individual stocks, PHIO presented “Positive New Data” from pre-clinical results finance.yahoo.com which merited a 169% surge for the week, catapulting the stock to the top YTD performance (+135%). On the other hand GNCA in the very same meeting (and about the same point in time) presented “Encouraging Initial Data from GEN-011 Phase 1/2a Trial at AACR 2022”
finance.yahoo.com, and was rewarded with a dive of -69% to become this week's record loser, still not bad enough to break into the bottom 5 stocks YTD. I guess it pays to be “Positive” rather than just “Encouraging”.

Speaking of catapults, ECCU’s 10% holding of PHIO launched him into the top 10 YTD portfolios in 5th place. (ETHAN H returned to the top 10 also.) Otherwise the relative ranking of our top performers was unchanged, except at the very top where DIEGO SAN (now with the only portfolio in the YTD black) and JACK HARTMANN traded places.

		Report Time Ranges
			From	To
		Recent	4/1/22	4/8/22
		YTD	12/31/21	4/8/22
Index Performance
			Symbol	Recent	YTD
			^IXIC	-3.86%	-12.36%
			^NBI	0.36%	-9.54%
			^SPSIBI	-3.39%	-19.28%
Share Performance
Recent				YTD
Top 5		Bottom 5		Top 5		Bottom 5
PHIO	168.879%	GNCA	-68.750%	PHIO	135.00%	PRQR	-88.39%
INZY	36.870%	CRIS	-40.741%	MACK	73.15%	MEIP	-78.96%
ALBO	17.346%	VLON	-22.652%	OPTN	58.64%	VLON	-76.59%
WVE	17.241%	DYAI	-21.451%	ALBO	55.69%	AKBA	-75.93%
PRDS	15.385%	RFL	-21.277%	FENC	43.86%	TOMDF	-71.72%
Top 10 Portfolio Performance YTD
			DIEGOSAN	3.08%
			JACK HARTMANN	-0.27%
			BRENDAN_49	-3.06%
			DEW DILIGENCE	-3.34%
			ECCU	-5.77%
			HORSEINALFALFA	-6.80%
			TECHNETIUM	-7.28%
			GENEGURU	-11.55%
			STOICNORSKI	-12.30%
			ETHAN H	-15.96%
Average and Median Portfolio Performance
	Avg Recent	Avg YTD	Median Recent		Median YTD
	-$1,704	-19.82%	GENEGURU	-$2,205	BULBAMAN	-21.81%
	-2.24%	-19.82%	ERIK	-2.718%	BULBAMAN	-21.81%

To: technetium who wrote (103)

4/20/2022 8:14:51 PM

From: technetium

Read Replies (1) | Respond to of 267

This week was a continued case of may you live interesting times, and the word “Meh”

As the war drags on so does the relatively lackluster performance. In general terms the week was a downer both in Biotech and the broader indices. (The NASDAQ composite was the winner in that it was down only 1.2% for the week.) The most notable individual stock was the “profit taking” in PHIO, which last week had zoomed into the YTD first place with a weekly gain of +168.9%). This week erased -49.4% from it’s value so now its YTD is only a respectable though not earth shaking +19%, dropping it to 13th place.

For the contest portfolios, the week had no portfolio in the black, and brought a continued slide of -3.7% in the median portfolio, and the median YTD portfolio is now -26% in the red.

In the top 10 portfolio list, in contrast to last week, there is a fair bit of reordering in the portfolio positions, except DIEGOSAN is still in the top spot, as well as being the only portfolio in the black (+1.4%). Congratulations to TAMBORELLI, breaking into the top 10 for the first time with this week’s top portfolio performance (a loss of only -0.1%), and a welcome back to A.J. MULLEN after a four week absence.

		Report Time Ranges
			From	To
		Recent	4/8/22	4/15/22
		YTD	12/31/21	4/15/22
Index Performance
			Symbol	Recent	YTD
			^IXIC	-2.63%	-14.66%
			^NBI	-1.19%	-10.62%
			^SPSIBI	-2.92%	-21.63%
Share Performance
Recent				YTD
Top 5		Bottom 5		Top 5		Bottom 5
PTE	26.227%	PHIO	-49.362%	MACK	58.82%	PRQR	-90.18%
TRIB	24.414%	BCYC	-48.904%	ALBO	56.93%	MEIP	-78.74%
BBI	17.319%	FULC	-37.753%	OPTN	56.79%	VLON	-77.59%
GNCA	15.000%	CYCC	-27.562%	FENC	40.91%	AKBA	-76.19%
VSTM	13.462%	MYOV	-21.862%	BLCM	35.57%	TOMDF	-75.52%
Top 10 Portfolio Performance YTD
			DIEGOSAN	1.33%
			DEW DILIGENCE	-5.03%
			BRENDAN_49	-6.97%
			TECHNETIUM	-9.17%
			JACK HARTMANN	-9.43%
			HORSEINALFALFA	-13.40%
			STOICNORSKI	-14.82%
			GENEGURU	-17.47%
			TAMBORELLI	-17.51%
			A.J. MULLEN	-18.44%
Average and Median Portfolio Performance
	Avg Recent	Avg YTD	Median Recent		Median YTD
	-$4,053	-23.87%	TWOONE1	-$3,212	RAJU_BIJLEE	-26.03%
	-5.14%	-23.87%	BRENDAN_49	-3.674%	RAJU_BIJLEE	-26.03%