Well, happy vernal equinox week to all the Northern Hemisphere contestants. After last week's “correction”, oh alright, “losses”, we have had a bit of a “spring” back. The NASDAQ Composite up 2.9%. The biotech indices not so much, with the S&P biotech composite sliding another -1.2%.
As we shall see, two portfolios made out big this week by each including two different stocks from the top five. CRDF turned in one of a series of strong weekly performances, +55%. JSPR put out a press release to say that the first patient of a Phase 1b/2a trial has begun taking the medication (or placebo), +53% for the week. TCON was in third place for the week, +47, and edged into fifth place YTD +160%. DSGN, up +45%.
And rounding out the list of top performers for the week, in fifth, the rampaging Vikings over at VKTX were up +38%, on no official news but a veritable trove of somewhat inconsistent analyst reports:
Should Pfizer Acquire Viking Therapeutics to Take on Eli Lilly? — Motley Fool, last Friday
2 Stocks That Have More Than Tripled This Year: Are They Buys? (Don’t jump the bandwagon) — Motley Fool, last Friday
Where Will Viking Therapeutics Be in 5 Years? — Motley Fool, Sunday
Warning: This Skyrocketing Stock Has a Hidden Risk (Don’t bet on this pitfall happening, but know it’s a possibility — Motley Fool, Tuesday
Time to be “Overweight” Viking Therapeutics — Zacks, Tuesday
Zacks Investment Ideas feature highlights (including VKTX) — Zacks, Wednesday
Feisty Rivals Take On Eli Lilly, Novo Nordisk On Weight Loss — Zacks, Wednesday
Two Incredible Growth Stocks to Buy Right Now — Motley Fool, Wednesday
Viking Therapeutics Stock has 55% Upside — Motley Fool, Thursday
Could Viking Therapeutics Become the Next Eli Lilly? — Motley Fool, Friday
Where will Viking Therapeutics Stock Be in 10 Years? — Motley Fool, Friday
This week’s Losers: Start with PYXS (-62%), even though the week included the acceptable annual financials, dropping off the YTD top five list. One analyst’s report was titled “PYXS Reports Encouraging Clinical Progress Amid Financial Challenges”. VINC took a loss of -48% of their initial price, but still holds the number one YTD Spot (+330%). NVCT, off -24%, announced various upcoming presentations, and an Insider purchased $51k worth of stock. In fifth place is EYEN, -22% after releasing their Q4/EOY financial, missing revenue estimates.
Generally, the contest portfolios comfortably outperformed the both biotech indices, with an increase in the average value of the portfolio of $2.6k adding to an already comfortable YTD average portfolio return to reach +$23k. Only six individual portfoliosl failed to make a profit, and in fact two portfolios made enough money to now be in the black YTD.
The best performing portfolio for the week, by a large margin, is BLADERUNNER, +$21k. Now their current portfolio has more than doubled (+$103k) since the start of the contest. Their secret? Allocating 20% to CRDF and another 10% to JSPR. And in doesn’t hurt that they only lost money this week on two of their positions, the worst being a plunge of -$390. So BLADERUNNER keeps the YTD crown for another week, adding $9.7k to the gap between themselves and BULBAMAN, now $22k.
And that gap is smaller than it might have been, as BULBAMAN is in second place, both recently (+$11k) and YTD (+$81k). Their big returns for the week were in VKTX and TCON. ALONER did not rely on any of the flashy top five stocks to make +$4.6k, and receive the white ribbon for third place. TECHNETIUM’s +$4.5k, fourth place for the week allowed them to return to the YTD tracking in seventh place, +$21k. Another change in the YTD standings: ERIKOTTO dropped below RAJU_BIJLEE to fourth and third place respectively.
And that’s all, folks.
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| Recent
| 3/15/2024
| 3/22/2024
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| YTD
| 12/31/2023
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| Index Portfolios’ Performance
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| Symbol
| Recent P/L
| Recent %
| YTD P/L
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| ^IXIC
| $3,035.33
| 2.9%
| $9,442.62
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| ^NBI
| $414.36
| 0.4%
| $302.41
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| ^SPSIBI
| -$1,293.38
| -1.2%
| $4,723.18
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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
| CRDF
| 55.4%
| PYXS
| -62.8%
| VINC
| 325.4%
| AMLX
| -81.4%
| JSPR
| 52.6%
| VINC
| -47.5%
| CRDF
| 295.3%
| CNSP
| -70.2%
| TCON
| 46.6%
| NVCT
| -23.7%
| VKTX
| 273.7%
| PACB
| -62.5%
| DSGN
| 46.0%
| LXRX
| -22.2%
| JSPR
| 270.5%
| NERV
| -56.6%
| VKTX
| 37.6%
| EYEN
| -21.6%
| TCON
| 160.8%
| EYEN
| -45.2%
| 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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| $2,560.00
| $3,000.54
| TOMATO
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| $22,775.79
| $13,115.37
| JACK HARTMANN
| 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 - BLADERUNNER (2)
| $20,851.41
| $22,144.79
| $103,751.94 (1)
| 1 - BLADERUNNER (1)
| $103,751.94
| ——
| $99,028.76
| $20,851.41 (1)
| 2 - BULBAMAN (11)
| $11,184.83
| $12,478.21
| $81,482.55 (2)
| 2 - BULBAMAN (2)
| $81,482.55
| $22,269.39
| $76,759.37
| $11,184.83 (2)
| 3 - ALONER (12)
| $4,629.17
| $5,922.55
| -$9,051.64 (16)
| 3 - RAJU_BIJLEE (4)
| $49,912.37
| $53,839.57
| $45,189.19
| $3,020.70 (8)
| 4 - TECHNETIUM (15)
| $4,467.82
| $5,761.20
| $21,078.00 (7)
| 4 - ERIKOTTO (3)
| $45,169.64
| $58,582.30
| $40,446.46
| -$5,885.94 (17)
| 5 - TRACE I11 (17)
| $3,710.65
| $5,004.03
| $25,966.50 (6)
| 5 - TOMATO (5)
| $44,179.73
| $59,572.21
| $39,456.55
| $3,000.54 (9)
| 6 - JR_95 (9)
| $3,511.31
| $4,804.69
| $8,139.44 (10)
| 6 - TRACE I11 (6)
| $25,966.50
| $77,785.44
| $21,243.33
| $3,710.65 (5)
| 7 - DART LANZER (5)
| $3,122.78
| $4,416.16
| $2,030.86 (12)
| 7 - TECHNETIUM (9)
| $21,078.00
| $82,673.94
| $16,354.82
| $4,467.82 (4)
| 8 - RAJU_BIJLEE (16)
| $3,020.70
| $4,314.08
| $49,912.37 (3)
| 8 - DEW_DILIGENCE (7)
| $18,913.06
| $84,838.88
| $14,189.88
| $87.96 (11)
| Top Portfolios’ Contents
| Second Place Recent Performance Portfolio (BULBAMAN)
| Top YTD Performance Portfolio (BLADERUNNER)
| 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
| CU6.AX
| 20.00%
| 15.8% | 43.5%
| $8,701.77
| $1,827.98
| 3.5%
| BCAB
| 10.00%
| 4.8% | -2.0%
| -$203.25
| -$121.95
| 10.2%
| CYTH
| 10.00%
| 5.2% | -6.3%
| -$628.93
| -$1,006.29
| 10.7%
| CRDF
| 20.00%
| 38.8% | 295.3%
| $59,054.05
| $11,081.08
| 1.3%
| LRMR
| 10.00%
| 9.8% | 77.8%
| $7,780.22
| -$1,340.66
| 5.6%
| CRIS
| 10.00%
| 4.2% | -15.3%
| -$1,529.41
| $392.16
| 11.8%
| PMN
| 10.00%
| 9.5% | 72.2%
| $7,217.39
| $608.70
| 5.8%
| GLYC
| 10.00%
| 6.1% | 24.2%
| $2,415.25
| $1,567.80
| 8.1%
| SNGX
| 10.00%
| 4.6% | -16.5%
| -$1,647.37
| $194.74
| 12.0%
| IMMP
| 10.00%
| 5.1% | 2.9%
| $291.67
| $333.33
| 9.7%
| TCON
| 10.00%
| 14.4% | 160.8%
| $16,076.53
| $4,660.19
| 3.8%
| IOVA
| 20.00%
| 18.1% | 84.7%
| $16,949.57
| $2,730.63
| 2.7%
| TLX.AX
| 15.00%
| 9.9% | 19.5%
| $2,924.37
| $606.11
| 5.6%
| JSPR
| 10.00%
| 18.2% | 270.5%
| $27,046.89
| $5,259.82
| 2.7%
| VKTX
| 15.00%
| 30.9% | 273.7%
| $41,058.57
| $5,634.07
| 1.8%
| REPL
| 10.00%
| 4.8% | -2.7%
| -$272.84
| -$391.46
| 10.3%
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