After last week’s dismal contest report, we should be able to expect something better. And our expectations were answered! Albeit begrudgingly.
As far as the broader behavior the NASDAQ composite was down (-0.4%), and both biotech indices were down more (S&P Biotech composite off -1.9%). Looked at individually there was no particular news items to distinguish the winners, or the losers, for the week. NAUT had the best return (+37% of original price). Interestingly, almost all of that gain occurred during a burst of trading in the last 15 minutes of Friday, moving from $3.53 at 3:48 pm (EDT) to $3.94 at 4:00. So someone saw something they liked. This pushed NAUT into 4th place in the YTD standings, and otherwise the next four performers for the week were not part of the top 5 YTD performers. Not the case for this week’s losers. INZY, our best YTD performer turned in the worst week, -50% of its price at the start of the week. CRVS and MGTA were also significant losers, dropping from the YTD top five all together, bringing in ISEE in fifth (+87%). I note in passing that JSPR, in its fourth straight appearance in the weekly loser list, lost another -21%.
The average contest portfolio dropped another -$1.8k, though it outperformed the S&P composite.
Three portfolios were in the black for the week (that’s what checks the “expecting better” box). The winner for the week, STEVE LOKNESS (+$2.7k) owed his performance to a position in NAUT, that yielded more than his loss from holding MGTA, which left his YTD standing (4th place at +$17k) unchanged. The only change in the YTD top seven was by dint of not losing that much this week (-$770) RKRW moved into third YTD passing ERIKOTTO. Our first place position is still held by ALONER, but again holding CRVS and MGTA meant that he posted a net loss of -$5k for the week.
Taking everything together, we currently have only four portfolios in the black for the contest, but they are all separated by less than $10k, ALONER being only $7.8k ahead of RKRW. So the contest is certainly a real … contest, and with more than 3 months to go we might see a lot of action in the standings.
Report Time Ranges
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| Recent
| 9/8/23
| 9/15/2023
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| YTD
| 12/31/2022
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| Index Portfolios’ Performance
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| Symbol
| Recent P/L
| Recent %
| YTD P/L
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| ^IXIC
| -$508.19
| -0.4%
| $30,973.68
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| ^NBI
| -$591.65
| -0.6%
| -$3,691.15
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| ^SPSIBI
| -$1,836.19
| -1.9%
| -$7,077.95
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| Share Performance
| Recent Performance
| YTD Performance
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| Top Five
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| Bottom Five
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| Top Five
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| Bottom 5
| Symbol
| P/L / Initial Price
| Symbol
| P/L / Initial Price
| Symbol
| YTD P/L / Initial Price
| Symbol
| YTD P/L/ Initial Price
| NAUT
| 36.7%
| INZY
| -49.5%
| INZY
| 309.5%
| APTA.L
| -97.5%
| CABA
| 21.1%
| HUMA
| -26.3%
| PRVB
| 136.5%
| AVTX
| -97.4%
| BLCM
| 12.5%
| JSPR
| -20.7%
| MOR
| 124.6%
| PTEIQ
| -87.2%
| CDTX
| 10.1%
| CRVS
| -20.0%
| NAUT
| 118.9%
| TCON
| -83.0%
| LRMR
| 9.9%
| MGTA
| -14.9%
| ISEE
| 86.8%
| ALT
| -82.2%
| Average and Median Portfolio Performance
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| Recent P/L
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| YTD P/L
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| Avg.
| Median
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| Avg
| Median
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| -$2,298.80
| -$1,785.89
| A.J. MULLEN
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| -$12,174.50
| -$18,239.35
| TECHNETIUM
| Top Seven Portfolio Performances
| Top Recent Performers
| Top YTD Performers
| Contestant (Prev. Rank)
| Recent P/L
| P/L vs. ^SPSIBI
| YTD P/L (Rank)
| Contestant (Prev. Rank)
| YTD P/L
| vs. Top Portfolio
| P/L vs. ^SPSIBI
| Rec. P/L (Rank)
| 1 - STEVE LOKNESS (12)
| $2,691.16
| $4,527.35
| $17,210.59 (4)
| 1 - ALONER (1)
| $27,134.05
| ——
| $34,212.00
| -$5,422.15 (13)
| 2 - DEW DILIGENCE (14)
| $944.62
| $2,780.81
| -$26,273.57 (12)
| 2 - RKRW (3)
| $19,648.69
| $7,485.36
| $26,726.64
| -$767.85 (4)
| 3 - BMAZ001 (4)
| $408.85
| $2,245.03
| -$51,467.15 (15)
| 3 - ERIKOTTO (2)
| $18,844.79
| $8,289.27
| $25,922.74
| -$2,495.09 (11)
| 4 - RKRW (9)
| -$767.85
| $1,068.33
| $19,648.69 (2)
| 4 - STEVE LOKNESS (4)
| $17,210.59
| $9,923.46
| $24,288.54
| $2,691.16 (1)
| 5 - RAJU_BIJLEE (8)
| -$839.23
| $996.95
| -$42,960.50 (14)
| 5 - BLADERUNNER (5)
| -$1,663.01
| $28,797.06
| $5,414.94
| -$8,582.16 (15)
| 6 - TOMATO (2)
| -$1,334.61
| $501.57
| -$14,041.20 (7)
| 6 - A.J. MULLEN (6)
| -$12,475.01
| $39,609.06
| -$5,397.06
| -$1,785.89 (8)
| 7 - TECHNETIUM (6)
| -$1,741.75
| $94.44
| -$18,239.35 (8)
| 7 - TOMATO (7)
| -$14,041.20
| $41,175.26
| -$6,963.25
| -$1,334.61 (6)
| Top Portfolios’ Contents
| Top Recent Performance Portfolio (STEVE LOKNESS)
| Top YTD Performance Portfolio (ALONER)
| Symbol (Rank)
| Current Allocation
| Value/Total | ROI
| YTD Stock P/L
| Recent Stock P/L
| % Current Price Change for $1,000 P/L
| Symbol (Rank)
| Initial Allocation
| Value/Total | ROI
| YTD Stock P/L
| Recent Stock P/L
| % Current Price Change for $1,000 P/L
| AKYA
| 15.0%
| 5.8% | -54.6%
| -$8,197.49
| $47.02
| 14.7%
| AFMD
| 10%
| 4.4% | -55.8%
| -$7,042.37
| -$75.79
| 17.9%
| CRBU
| 5.0%
| 4.0% | -6.7%
| -$334.39
| $79.62
| 21.4%
| CDTX
| 10%
| 13.3% | 33.4%
| $4,223.63
| $1,206.39
| 5.9%
| GRPH
| 10.0%
| 5.9% | -30.7%
| -$3,072.29
| $240.96
| 14.4%
| CLSD
| 10%
| 7.5% | -24.8%
| -$3,136.34
| -$401.53
| 10.5%
| MGTA
| 10.0%
| 15.1% | 77.1%
| $7,711.39
| -$1,486.08
| 5.6%
| CRDF
| 10%
| 12.1% | 21.7%
| $2,740.03
| -$977.16
| 6.5%
| MRUS
| 15.0%
| 20.2% | 57.5%
| $8,629.61
| $901.75
| 4.2%
| CRIS
| 10%
| 8.3% | -16.9%
| -$2,131.89
| -$860.34
| 9.5%
| NAUT
| 10.0%
| 18.7% | 118.9%
| $11,888.89
| $3,666.67
| 4.6%
| CRVS
| 10%
| 17.5% | 76.0%
| $9,602.54
| -$2,391.89
| 4.5%
| PACB
| 10.0%
| 10.9% | 27.4%
| $2,738.39
| $36.67
| 7.9%
| KZIA
| 10%
| 14.5% | 45.5%
| $5,749.12
| -$767.84
| 5.4%
| PSNL
| 15.0%
| 9.0% | -29.3%
| -$4,393.94
| -$795.45
| 9.4%
| MGTA
| 10%
| 15.8% | 58.7%
| $7,410.67
| -$1,681.35
| 5.0%
| QSI
| 10.0%
| 10.4% | 22.4%
| $2,240.44
| $0.00
| 8.2%
| MRNA
| 10%
| 6.8% | -31.1%
| -$3,933.18
| $527.35
| 11.5%
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| PRVB
| 10%
| 0.0% | 136.5%
| $13,651.84
| $0.00
| --
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