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Biotech / Medical : 2024 Biotech Charity Contest -- Ignore unavailable to you. Want to Upgrade?


To: technetium who wrote (127)10/17/2024 4:16:08 PM
From: Aloner  Respond to of 195
 
"Volatility"? Can be your friend. Ha... Today, KZIA announced a 1-10 RS on October 28th, stock is UP 58% on the news..... Shakin' my head..... in disbelief.



To: technetium who wrote (127)10/27/2024 11:46:37 AM
From: technetium2 Recommendations

Recommended By
BulbaMan
kathleen

  Respond to of 195
 
Well, thanks to the tech stocks’ performance, the NASDAQ Composite still eked out a miniscule profit for the week amidst a general downward trend, not sparing the biotech composite indices, down over -2.6%. But the Contest portfolios were generally in the black, adding +$980 to the portfolio average for the week.

TOMATO's one week reign as the YTD performance top dog over BULBAMAN was short-lived. BULBAMAN’s holding the top weekly performing stock, VKTX, along with TOMATO’s choice of HROW, which basically gave back all of its gains from the previous week, flipped their positions in the YTD return chart so that BULBAMAN has returned to the top spot, with a YTD return of +$101k, $20k separating them from TOMATO.

CRVS continues to climb, but Yahoo reports no new news,

VKTX is up on news, with headlines like, “Viking Therapeutics Skyrockets After Dealing A Blow To Eli Lilly's Obesity Triplet”:
finance.yahoo.com

[Even the Motley Fool is piling on with stories about VKTX, in their classic, “If you bought it the first time we mentioned it, you’d be a millionaire by now,” fashion. Right. Of course everyone bought just the right stock at just the right time, and forgot all the losers we recommended along the way. 20/20 hindsight in cherry-picking is a great sales tactic for their newsletters.]

finance.yahoo.com

2024 Biotech Charity Stock Picking Contest Interim Report











From

To

















Recent

10/11/24

10/25/24

















YTD

12/31/2023









Index Portfolios’ Performance









Symbol

Recent P/L

Recent %

YTD P/L

















^IXIC

$193.53

0.2%

$23,364.00

















^NBI

-$2,826.18

-2.6%

$7,670.41

















^SPSIBI

-$2,969.38

-2.7%

$8,884.28









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

VKTX

65.7%

HROW

-61.4%

CRVS

372.2%

CNSP

-99.8%

CRVS

62.5%

LXRX

-18.3%

HROW

351.8%

TCON

-98.5%

ACRS

47.6%

TWST

-17.2%

VKTX

319.3%

GRTS

-98.4%

ITRM

36.0%

NTLA

-16.8%

CU6.AX

265.5%

GLYC

-92.7%

LPTX

22.3%

AVIR

-15.4%

OCUL

149.8%

PACB

-82.0%

Average and Median Portfolio Performance



Recent P/L







YTD P/L







Avg.

Median







Avg

Median







$983.45

$173.14

DART LANZER



$19,276.43

$11,972.52

KATHLEEN

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 - ALONER (2)

$15,526.41

$18,495.80

$65,529.07 (3)

1 - BULBAMAN (2)

$100,666.95

——

$91,782.67

$11,277.82 (2)

2 - BULBAMAN (16)

$11,277.82

$14,247.20

$100,666.95 (1)

2 - TOMATO (1)

$81,116.39

$19,550.56

$72,232.11

-$12,177.59 (17)

3 - TECHNETIUM (12)

$6,855.04

$9,824.43

$20,142.02 (7)

3 - ALONER (4)

$65,529.07

$35,137.88

$56,644.78

$15,526.41 (1)

4 - KATHLEEN (5)

$5,284.41

$8,253.80

$11,972.52 (9)

4 - ERIKOTTO (3)

$50,981.06

$49,685.89

$42,096.78

$600.27 (7)

5 - JR_95 (4)

$4,247.17

$7,216.55

$9,433.96 (10)

5 - TRACE I11 (5)

$35,222.68

$65,444.27

$26,338.40

-$2,946.16 (14)

6 - RAJU_BIJLEE (7)

$4,121.70

$7,091.09

$19,760.22 (8)

6 - BLADERUNNER (6)

$23,837.37

$76,829.58

$14,953.09

-$617.10 (10)

7 - ERIKOTTO (1)

$600.27

$3,569.66

$50,981.06 (4)

7 - TECHNETIUM (8)

$20,142.02

$80,524.94

$11,257.73

$6,855.04 (3)

8 - JACK HARTMANN (13)

$279.03

$3,248.42

-$1,937.83 (12)

8 - RAJU_BIJLEE (7)

$19,760.22

$80,906.73

$10,875.94

$4,121.70 (6)

9 - DART LANZER (15)

$173.14

$3,142.53

-$26,899.13 (16)

9 - KATHLEEN (9)

$11,972.52

$88,694.43

$3,088.24

$5,284.41 (4)

Top Portfolios’ Contents

Top Recent Performance Portfolio (ALONER)

Top YTD Performance Portfolio (BULBAMAN)

Symbol (Rank)

Initial 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

ACRS

5.00%

4.9% | 61.0%

$3,047.62

$2,380.95

12.4%

CU6.AX

20.00%

36.4% | 265.5%

$53,092.98

$2,801.91

1.4%

AFMD

20.00%

6.4% | -46.8%

-$9,360.00

-$720.00

9.4%

CYTH

10.00%

2.3% | -53.1%

-$5,314.47

-$182.39

21.3%

CDTX

20.00%

9.6% | -20.7%

-$4,130.98

$1,687.66

6.3%

LRMR

10.00%

8.8% | 76.0%

$7,604.40

$549.45

5.7%

CLSD

5.00%

2.8% | -6.0%

-$299.15

-$213.68

21.3%

PMN

10.00%

4.4% | -11.1%

-$1,113.91

$276.52

11.3%

CRVS

20.00%

57.0% | 372.2%

$74,431.82

$12,500.00

1.1%

SNGX

10.00%

1.6% | -68.1%

-$6,809.21

$12.34

31.3%

KZIA

20.00%

14.3% | 18.3%

$3,663.25

$800.91

4.2%

TCON

10.00%

0.1% | -98.5%

-$9,848.66

-$14.56

660.8%

MRNA

5.00%

1.6% | -46.6%

-$2,330.82

-$50.78

37.5%

TLX.AX

15.00%

15.0% | 101.1%

$15,162.22

-$2,023.05

3.3%

TWST

5.00%

3.3% | 10.1%

$507.33

-$858.65

18.2%

VKTX

15.00%

31.3% | 319.3%

$47,893.61

$9,857.60

1.6%




















































To: technetium who wrote (127)10/27/2024 5:25:43 PM
From: technetium  Read Replies (1) | Respond to of 195
 
This week’s performance was so shocking, even if we knew it might happen eventually, I totally forgot to send on the report. TOMATO has overtaken BULBAMAN as the top YTD performing portfolio. The reason? It was a terrific week for HROW,+60.4%, for the week and a first place status for +413% YTD,

On the other hand the Aussies of CU6.AX took a bit of a correction, -12% for the week. With TOMATO having taken an initial stake of 20% in HROW, now 53% of their current portfolio, and CU6.AX being BULBAMAN’s second top performer, then the relative P/L of the two was $15k for TOMATO, more than enough to close the gap. Though not much more than that, as TOMATO’s YTD of $93k, is only $4k ahead of BULBAMAN’s still impressive $89k. Stay tuned for further changes.

It was a good week generally for the contestants, all but two in the black, and adding $6.2k to the average YTD performance.













From

To

















Recent

10/11/24

10/18/24

















YTD

12/31/2023









Index Portfolios’ Performance









Symbol

Recent P/L

Recent %

YTD P/L

















^IXIC

$976.69

0.8%

$23,170.46

















^NBI

$1,266.56

1.2%

$10,496.60

















^SPSIBI

$1,175.19

1.1%

$11,853.67









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

JSPR

63.8%

NVAX

-49.0%

HROW

413.2%

CNSP

-99.8%

HROW

60.4%

APGE

-12.2%

CRVS

309.7%

TCON

-98.3%

ATYR

53.9%

CU6.AX

-12.2%

VKTX

253.6%

GRTS

-97.7%

CRVS

50.0%

TMDX

-10.6%

CU6.AX

251.5%

GLYC

-93.3%

OCUL

34.8%

BGNE

-9.5%

OCUL

154.0%

CBUS

-81.7%

Average and Median Portfolio Performance



Recent P/L







YTD P/L







Avg.

Median







Avg

Median







$6,263.88

$3,981.54

DEW_DILIGENCE



$18,292.98

$6,688.11

KATHLEEN

Top Eight Portfolios 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 - ERIKOTTO (8)

$18,840.45

$17,665.26

$50,380.79 (3)

1 - TOMATO (2)

$93,293.99

——

$81,440.32

$14,598.09 (3)

2 - ALONER (2)

$16,751.48

$15,576.30

$50,002.66 (4)

2 - BULBAMAN (1)

$89,389.14

$3,904.85

$77,535.47

-$227.97 (16)

3 - TOMATO (15)

$14,598.09

$13,422.90

$93,293.99 (1)

3 - ERIKOTTO (5)

$50,380.79

$42,913.19

$38,527.12

$18,840.45 (1)

4 - JR_95 (5)

$11,759.55

$10,584.36

$5,186.79 (11)

4 - ALONER (4)

$50,002.66

$43,291.33

$38,148.99

$16,751.48 (2)

5 - KATHLEEN (1)

$10,660.97

$9,485.78

$6,688.11 (9)

5 - TRACE I11 (3)

$38,168.85

$55,125.14

$26,315.18

$626.77 (14)

6 - BLADERUNNER (16)

$10,520.34

$9,345.15

$24,454.48 (6)

6 - BLADERUNNER (6)

$24,454.48

$68,839.51

$12,600.81

$10,520.34 (6)

7 - RAJU_BIJLEE (14)

$5,357.08

$4,181.90

$15,638.52 (7)

7 - RAJU_BIJLEE (8)

$15,638.52

$77,655.47

$3,784.85

$5,357.08 (7)

8 - A. J. MULLEN (12)

$4,149.44

$2,974.26

-$13,941.96 (15)

8 - TECHNETIUM (7)

$13,286.97

$80,007.01

$1,433.30

$2,394.31 (12)

Top Portfolios’ Contents

Top Recent Performance Portfolio (ERIKOTTO)

Top YTD Performance Portfolio (TOMATO)

Symbol (Rank)

Initial 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

GLTO

10.00%

2.6% | -60.4%

-$6,044.44

-$83.33

25.3%

BTAI

10.00%

1.0% | -80.8%

-$8,082.03

$133.22

52.1%

INSM

10.00%

16.0% | 140.5%

$14,052.92

-$6.45

4.2%

CCCC

10.00%

5.8% | 12.4%

$1,238.94

$1,575.22

8.9%

ATYR

15.00%

21.2% | 112.1%

$16,808.51

$8,085.11

3.1%

HROW

20.00%

53.1% | 413.2%

$82,642.86

$12,089.29

1.0%

LRMR

15.00%

17.0% | 70.5%

$10,582.42

$2,538.46

3.9%

NVAX

10.00%

11.0% | 112.1%

$11,208.33

-$4,895.83

4.7%

OCUL

15.00%

25.3% | 154.0%

$23,105.38

$5,213.00

2.6%

NVCT

10.00%

4.7% | -8.9%

-$887.29

$1,438.85

11.0%

PYXS

5.00%

6.9% | 108.3%

$5,416.67

$1,444.44

9.6%

OCUL

10.00%

13.1% | 154.0%

$15,403.59

$3,475.34

3.9%

SERA

5.00%

4.3% | 28.3%

$1,413.04

$560.20

15.6%

TARA

10.00%

5.3% | 1.9%

$186.12

$1,226.60

9.8%

TNYA

10.00%

4.2% | -37.0%

-$3,703.70

$833.33

15.9%

TCON

10.00%

0.1% | -98.3%

-$9,834.09

-$43.97

602.8%

TPST

15.00%

2.5% | -75.0%

-$11,250.00

$255.68

26.7%

TERN

10.00%

5.9% | 14.2%

$1,417.57

-$400.62

8.8%