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

To: technetium who wrote (227)

12/17/2022 11:55:23 AM

From: technetium

1 Recommendation

Recommended By
BulbaMan

Read Replies (2) | Respond to of 267

An up and down week (ending down) for the market generally, due to (they say) inflation, jobs numbers, and fed interest rates. Biotech, on the other hand managed to have a more positive performance. The composite indices were up +0.3% (NASDAQ Biotech index) and +1.9% (S&P Biotech index). Again this week, the S&P Biotech did substantially better than the NASDAQ Biotech, which has not been the norm, as you can see in their YTD performances of -28% and -10% respectively.

The big winner for the week was WVE, up +41%, apparently on the announcement of a strategic collaboration with GSK, which by some analysts figures, might be worth up to $3.3 billion for WVE in milestone payments. (GSK is GlaxoSmithKline, which have deep enough pockets to make those payments). DYN’s +24% seemed in response to a number of positive analyst reports, though I’m not sure how positive the message is when the report that starts “There’s no doubt that money can be made b owing shares of unprofitable businesses." Number five for the week, CABA, up +22%, continued its gains noted in last week’s report, in response to a very successful $35 million dollar stock and warrant sale. On the other side, SNPX had a very bad week, -52%, though just before the close Friday it released a very positive report on results for a Phase 2 Clinical trail on their drug for treating advanced Alzheimer’s disease. Perhaps a more consequential loser was number five MACK, shedding -21%, most of it Friday. It is still comfortably in the number one spot YTD (+179%), though not the over +200% return of previous weeks.

This was another week when the contest portfolios couldn’t match the biotech indices, the median portfolio dropping -0.6% for the week. In the YTD performance, things tightened up considerably between first place DIEGOSAN, and coming up fast second place GENEGURU, their portfolio values now separated by less than $900. GENEGURU’s good week put them back in the black YTD. In percentage terms, RAJU_BIJLEE had the best week overall, up +13.6%. JFM WINTER should be congratulated for his return to the top ten YTD list after a 5 month absence.

Only two more reports to go. I hope everyone is having a happy, and healthy, holiday season.

		Report Time Ranges
			From	To
		Recent	12/9/2022	12/16/2022
		YTD	12/31/2021	12/16/2022
Index Performance
			Symbol	Recent	YTD
			^IXIC	-2.72%	-31.57%
			^NBI	0.27%	-9.99%
			^SPSIBI	1.89%	-27.55%
Share Performance
Recent Change as % of Initial Price				YTD
Top 5		Bottom 5		Top 5		Bottom 5
WVE	41.401%	SNPX	-51.704%	MACK	179.28%	GNCA	-99.66%
DYN	23.549%	BTI.V	-48.148%	FENC	125.23%	PLXP	-97.63%
RIGL	22.909%	ACET	-44.997%	BIOA-B.ST	119.47%	CLVS	-97.05%
HROW	22.685%	PRTC	-21.378%	CBIO	109.85%	ATHX	-96.40%
CABA	21.900%	MACK	-20.972%	PCVX	92.52%	OTIC	-95.67%
Top Ten Portfolios
		Top 10 Portfolio YTD		YTD(Portfolio - SPSIBI)	Rec	Rec(Port. - SPSIBI)	Rec. Change Total Value
		DIEGOSAN	2.82%	30.37%	-0.87%	-2.760%	-$899.84
		GENEGURU	1.94%	29.49%	4.29%	2.393%	$4189.18
		MOPGCW	-9.58%	17.97%	2.73%	0.838%	$2403.32
		TECHNETIUM	-19.29%	8.26%	-0.24%	-2.130%	-$192.26
		BRENDAN_49	-23.97%	3.59%	3.63%	1.734%	$2661.25
		DEW DILIGENCE	-25.97%	1.58%	-1.41%	-3.306%	-$1061.01
		BMAZ001	-26.32%	1.23%	2.33%	0.440%	$1679.28
		A.J. MULLEN	-27.54%	0.02%	0.22%	-1.672%	$159.63
		HORSEINALFALFA	-27.98%	-0.43%	-1.16%	-3.051%	-$843.85
		JFM WINTER	-30.08%	-2.53%	0.18%	-1.712%	$125.74
Average and Median Portfolio Performance
	Avg Recent	Avg YTD	Median Recent		Median YTD
	-$388	-37.16%	ARTHUR RADLEY	-$320	BIO-TITAN	-37.75%
	-0.86%	-37.16%	ARTHUR RADLEY	-0.595%	BIO-TITAN	-37.75%