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Biotech / Medical : 2023 Biotech Charity Contest -- Ignore unavailable to you. Want to Upgrade?

To: technetium who wrote (31)	1/8/2023 2:54:47 PM
From: DewDiligence_on_SI	Respond to of 233

The “Recent” performance tracks the change in that value for the week. This is what I moved to at the end of last year, to stop poorly performing issues jumping in front of the more interesting ones, at least in terms of the portfolios. This is an improvement that I hadn't previously noticed. It weeds out irrelevant "dead cat bounces" from appearing on the list of the best stocks for recent (latest week) performance. For instance, if a stock started the year at $10, dropped to $1.50, and then bounced from $1.50 to $1.80 in the most recent week, the "recent performance" is now shown as +3% rather than +30%. Regarding a top-5 vs top-10 list, I don't have a strong opinion. You could "split the difference" and show a top-7 so that every named portfolio is above the median.

To: technetium who wrote (31)	1/8/2023 3:17:20 PM
From: Arthur Radley	Read Replies (2) \| Respond to of 233

Tech, A great reporting format and commentary about the week's events. I realize it has taken much of your time to create and organize all this individual--so a big thanks to you! I am curious about what tool or website do you use to track the individual portfolios. I use the Yahoo site, and I think several others here use Yahoo. The reason I ask is that Yahoo is reflecting my portfolio is up by 3.67%, and I see you have two portfolios in the top 10 that have a lower percentage gain. Also, I note you have my IDIA.SW entry price at $13.49, where I have it at $13.42. Don't worry about taking the time to change this $0.07 difference. I'm sure $0.07 will not make the difference in my winning this year!

To: technetium who wrote (31)	1/10/2023 2:18:56 PM
From: Bladerunner17	Respond to of 233

JSPR restructures pipeline. MDS/AML partly discontinued. Stock is up, a bit surprising to me. Jasper Therapeutics Announces Development Prioritization of Briquilimab in Chronic Diseases, Including Urticaria and Lower-Risk MDS, and Stem Cell Transplant for Sickle Cell Disease and Other Rare Diseases Jasper Therapeutics Tue, January 10, 2023 at 5:00 AM PST In this article: JSPR +12.5786% Jasper Therapeutics Jasper Therapeutics REDWOOD CITY, Calif., Jan. 10, 2023 (GLOBE NEWSWIRE) -- Jasper Therapeutics, Inc. (Nasdaq: JSPR) (“Jasper” or the “Company”), a biotechnology company developing novel antibody therapies and stem cell transplant conditioning agents targeting c-Kit, today announced, as part of an overall portfolio prioritization, that the Company will focus on the development of its lead product candidate, briquilimab (formerly known as JSP191), in chronic diseases and stem cell transplant for rare diseases. This portfolio includes a new program on chronic urticaria, along with the Company’s existing programs for lower-risk myelodysplastic syndrome (MDS), sickle cell disease, Fanconi anemia and severe combined immunodeficiency (SCID). Based on preclinical and clinical studies showing inhibition of c-Kit signaling, depletion of mast cells in skin and lung and extended pharmacokinetics of subcutaneous dosing, the Company has prioritized rapidly starting a clinical study in severe chronic urticaria. In the meantime, while the Company does not have any near-term plans to initiate a Phase 3 study in AML/MDS, the Company will continue to work with the U.S. Food and Drug Administration, the transplant community and potential partners to explore development pathways and ensure briquilimab remains ready for a pivotal Phase 3 study in AML/MDS stem cell transplant. “We are ecstatic about the growing body of clinical and scientific evidence that show briquilimab has an attractive tolerability profile in a number of potential indications and may provide clinically meaningful results for a wide range of patients, and are grateful to our team, clinical investigators, patients and external partners for helping us advance this drug into later stage trials so quickly in such a challenging environment over the past two years,” said Ronald Martell, President and Chief Executive Officer of Jasper. “We believe focusing on the most well-characterized opportunities with the clearest and potentially fastest pathway to market is in the best interest of patients and our shareholders. As such, our near-term development program will consist of moving rapidly into a clinical trial in chronic severe urticaria and initiating our chronic lower-risk MDS study, while continuing recruitment in the SCID, Fanconi anemia and sickle cell disease transplant studies.” Briquilimab’s potential has been consistently validated across five indications: SCID, acute myeloid leukemia, MDS, Fanconi anemia and, most recently, sickle cell disease. The Company expects new supportive data to be presented at the upcoming 2023 Tandem Meetings: Transplantation & Cellular Therapy Meetings of ASTCT and CIBMTR that will further reinforce the broad opportunity for briquilimab. Clinical studies with briquilimab and investigational agents from other companies suggest that targeting c-Kit has strong therapeutic potential for chronic mast cell diseases such as urticaria and allergic asthma. This therapeutic approach has also shown promise in lower-risk MDS. “We believe prioritizing these opportunities provides the best path forward to near-term, clinical milestones for patients and value creation for investors,” added Mr. Martell. “We want to show as soon as possible how briquilimab’s differentiated mechanism and therapeutic profile has the potential to overcome challenges encountered by other therapies in development for these indications. We also remain committed to exploring briquilimab’s long-term potential to become a leading antibody targeting c-Kit for use as a standalone therapy and as a conditioning agent to help reduce the toxicity of existing conditioning approaches for cell and gene therapies.” About Briquilimab (formerly known as JSP191) Briquilimab is a targeted, monoclonal antibody that inhibits the cell-surface receptor c-Kit, also known as CD117. It is currently being evaluated as a primary therapeutic for mast cell diseases such as chronic spontaneous urticaria (CSU), chronic inducible urticaria (CIndU), and allergic asthma, and for lower-risk MDS patients. It is also being studied as a conditioning agent for cell and gene therapies for rare diseases. To date, briquilimab has a demonstrated efficacy and safety profile in 130 dosed subjects and healthy volunteers, with clinical outcomes as a conditioning agent in severe combined immunodeficiency (SCID), acute myeloid leukemia (AML), myelodysplastic syndromes (MDS), Fanconi anemia (FA), and sickle cell disease (SCD). In addition, briquilimab is being advanced as a transformational non-genotoxic conditioning agent for gene therapy. About Jasper Jasper is a clinical-stage biotechnology company developing novel antibody therapies and stem cell transplant conditioning agents targeting c-Kit (CD117), an important receptor found on stem cells and mast cells. The Company’s lead program is briquilimab, a first-in-class monoclonal antibody being developed as a therapeutic for chronic diseases and as a conditioning agent for stem cell transplants for rare diseases. For more information, please visit us at jaspertherapeutics.com. Contacts: John Mullaly (investors) LifeSci Advisors 617-429-3548 jmullaly@lifesciadvisors.com Jeet Mahal (investors) Jasper Therapeutics 650-549-1403 jmahal@jaspertherapeutics.com Lauren Barbiero (media) Real Chemistry 646-564-2156 lbarbiero@realchemistry.com Bladerunner

To: technetium who wrote (31)

1/16/2023 11:03:30 AM

From: technetium

1 Recommendation

Recommended By
Lance Bredvold

Read Replies (2) | Respond to of 233

Now, a second week of good news! The NASDAQ Composite gained +4.8%, But the S&P Biotech index outperformed it, +5.2%.

While not astounding as last week (+206%), JSPR has a second great week, +62%, the second best performing contest stock this week. Most of its gain was on Friday in response to a press release touting three papers to appear in an upcoming conference. The general pattern of the response matched last week: a big bump (from $1.45 to 2.69) immediately after the market opens, with a substantial slide in price as apparently the market thinks better of its enthusiastic initial response, then closing at $1.78. (Please note that the thirty cent change in price for the week is compared to the start of year price to get the +62% gain.) This gives a net YTD profit of +268%. First place for weekly performance went to CDTX (+66%), with the 3rd place YTD return of +74%, apparently based on the response to their nomination of their first “ Oncology Clinical Development Candidate”, from their “Platform”. (The first time I’ve seen that IT buzzword applied to biotech development.) Third place for the week, FULC (+60%), and second place YTD (+88%), all on not much more than a “robust pipeline and business outlook for 2023”. All the good news is, in fact, good news, but it would be nice if it was based on actual reportable results that were “good”.

This week only a single issue stood out in the loser category, BCAB (-58%), apparently in response to a press release giving updates on several products’ clinical trials, which appears to announce good news, but from the market’s perspective was bad news.

On 1/12, Merck completed its purchase of IMGO for $36/share. Only a single portfolio had a position in it, which had a YTD return of only 0.14%. The proceeds from this sale were reinvested in the portfolio’s remaining selections.

Like the previous week, only a single portfolio was in the red for the week, but since it was for a different contestant, it now happens that every portfolio is in the black YTD. The average and median portfolio’s gave results for the week of +$9k. The portfolio YTD average performance (+$16k) is strongly outpacing both the NASDAQ and Biotech indices. It would be nice if this keeps up.

I had suggested last week that the report only track the top 5 portfolios, instead of ten as had been in previous years. The only explicit feedback received on this was requesting the top seven, so that is what we will show, for the time being.

The strong showing by JSPR for the second week meant that BLADERUNNER’s 20% position in it made them still in the number one spot, both for the week and YTD. ALONER repeated their appearance in second place for both recent and YTD. The gap between first and second widened to $43k. Inspecting BLADERUNNER’s portfolio choices, only IOVA is in the red for the week and YTD, and that only by just -$63 (YTD), out of a total portfolio profit of $69k.

JACK HARMANN made a big move from eighth to fourth YTD return, primarily thanks to a ten percent allocation to AMRN, (up +73% YTD).

Report Time Ranges
					*From*	To
				Recent	1/6/23	1/13/23
				YTD	12/31/2022	1/13/23
Index Portfolios’ Performance
				*Symbol*	*Recent P/L*	*Recent %*	*YTD P/L*
				^IXIC	$4,871.38	4.8%	$5,853.69
				^NBI	$1,858.92	1.8%	$3,643.16
				^SPSIBI	$5,264.51	5.2%	$5,808.63
Share Performance
*Recent Performance*						*YTD Performance*
	Top Five			Bottom Five			Top Five			Bottom 5
Symbol		P/L / Initial Price	Symbol		P/L / Initial Price	Symbol		YTD P/L / Initial Price	Symbol		YTD P/L/ Initial Price
CDTX		65.7%	BCAB		-57.8%	JSPR		268.5%	BCAB		-58.1%
JSPR		62.1%	ELYM		-15.7%	FULC		88.2%	FATE		-46.5%
FULC		60.2%	PRDS		-13.0%	CDTX		74.5%	GRPH		-39.5%
AMRN		53.7%	BLCM		-11.8%	AMRN		72.7%	PHAT		-26.3%
RVNC		44.5%	NBIX		-11.7%	ALGS		72.1%	PDSB		-21.4%
Average and Median Portfolio Performance
	*Recent P/L*						*YTD P/L*
	Avg.	Median					Avg	Median
	$9,216.19	$9,138.27	ERIKOTTO				$16,460.49	$12,448.50	ARTHUR RADLEY
Top Ten Portfolio Performances
*Top Recent Performers*						*Top YTD Performers*
Contestant (Prev. Rank)			Recent P/L	P/L vs. ^SPSIBI	(YTD P/L)	Contestant (Prev. Rank)		YTD P/L	vs. Top Portfolio	P/L vs. ^SPSIBI	(Rec. P/L)
1 - BLADERUNNER (1)			$19,687.29	$13,878.66	$69,304.73	1 - BLADERUNNER (1)		$69,304.73	——	$63,496.09	$19,687.29
2 - ALONER (2)			$15,413.82	$9,605.18	$26,667.56	2 - ALONER (2)		$26,667.56	$42,637.16	$20,858.93	$15,413.82
3 - STEVE LOKNESS (14)			$15,248.04	$9,439.41	$15,917.23	3 - DEW DILIGENCE (3)		$21,607.89	$47,696.84	$15,799.26	$13,157.87
4 - JACK HARTMANN (8)			$13,563.77	$7,755.14	$18,853.92	4 - JACK HARTMANN (8)		$18,853.92	$50,450.81	$13,045.29	$13,563.77
5 - DEW DILIGENCE (3)			$13,157.87	$7,349.24	$21,607.89	5 - ERIKOTTO (4)		$16,986.83	$52,317.89	$11,178.20	$9,138.27
6 - TECHNETIUM (13)			$10,778.63	$4,969.99	$11,618.14	6 - STEVE LOKNESS (14)		$15,917.23	$53,387.49	$10,108.60	$15,248.04
7 - ARTHUR RADLEY (11)			$10,635.08	$4,826.45	$12,448.50	7 - TOMATO (5)		$12,842.90	$56,461.83	$7,034.26	$6,003.67
Top Portfolios’ Contents
*Top Recent Performance Portfolio (BLADERUNNER)*						*Top YTD Performance Portfolio (BLADERUNNER)*
Symbol (Rank)	Initial Allocation	Current <Value \| Return> %	Recent % Price Change	Recent Portfolio P/L	% Current Price Change / $1,000	Symbol (Rank)	Initial Allocation	Current <Value \| Return> %	YTD % Price Change	YTD Portfolio P /L	% Current Price Change / $1,000
CRDF	20.0%	12.9% \| 2.7%	5.5%	$1,142.86	4.6%	CRDF	20.0%	12.9% \| 2.7%	9.3%	$1,857.14	4.6%
CRIS	15.0%	11.8% \| 7.1%	11.4%	$2,037.27	5.0%	CRIS	15.0%	11.8% \| 7.1%	32.6%	$4,895.45	5.0%
ENTA	5.0%	3.3% \| 0.8%	3.5%	$184.87	18.1%	ENTA	5.0%	3.3% \| 0.8%	10.6%	$530.95	18.1%
IOVA	10.0%	5.9% \| -0.1%	-0.2%	-$15.65	10.1%	IOVA	10.0%	5.9% \| -0.1%	-0.6%	-$62.60	10.1%
JSPR	20.0%	43.5% \| 77.5%	20.3%	$12,422.36	1.4%	JSPR	20.0%	43.5% \| 77.5%	268.5%	$53,706.00	1.4%
MBIO	10.0%	9.5% \| 8.8%	13.7%	$1,934.18	6.2%	MBIO	10.0%	9.5% \| 8.8%	60.7%	$6,068.35	6.2%
MGTA	5.0%	4.0% \| 2.6%	11.0%	$675.95	14.7%	MGTA	5.0%	4.0% \| 2.6%	35.9%	$1,797.47	14.7%
MRSN	15.0%	9.2% \| 0.7%	9.2%	$1,305.46	6.4%	MRSN	15.0%	9.2% \| 0.7%	3.4%	$511.95	6.4%