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Biotech / Medical : 2024 Biotech Charity Contest

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To: technetium who wrote (74)5/28/2024 10:06:33 AM
From: technetium1 Recommendation

Recommended By
BulbaMan

  Read Replies (1) of 97
 
This week ithe contest performance is “pong” in opposition to last week’s “ping”. Biotech indices lost ground, with the S&P biotech composite dipping back into the red YTD.

Looking at the individual stocks, NVAX (+52%). has its third straight week atop the week’s return leader boards. This moves them past JSPR into second for ,YTD returns (+220%). We saw raised expectations for all the vaccination stocks stoked by the increase in the bird-flu contagion in livestock.

Which might also explain MNRA’s second place finish for the week, +34%. They are in talks with Pfizer about the manufacture of a bird flu vaccine.

JSPR is in third for the week, +11% of their original price. Not good enough to keep NVAX from overtaking them YTD. And down at fifth for the week, CU6.AX only paid +8.7% for the week, but that was good enough to make the fifth spot in the YTD rankings.

The worst for the week was BCAB. Apparently Thursday’s release of Phase one trial results showing 10 or more months of patient survivability, wasn’t enough for them to drop -46%, most of it on Friday.

Second worst was VKTX, -23%. No real news, but a lot of analyst chatter which has followed them since their brekout. It is *still* in first YTD, +240% ahead of surging NVAX (+220%). If these trends continue we will see a new top dog on the YTD list.

The contestant average portfolio dropped -$3.3k, though we still have an average YTD in the black, +$6.4k. Only five portfolios were in the black for the week, but ten are sill in profit YTD.

Given NVAX’s recent run, it is no surprise that TOMATO, the only portfolio holding NVAX, is number one for the weekly returns.+$4.1k, moving into third YTD (+$29k). DEW _DILIGENCE was third for the week, +$2.1k, enough to claw their way back onto the YTD winner’s list in sixth. JACK HARTMANN had the last profitable return for the week, +$430, enough to move up a spot to fifth,with YTD ($12.6k). BULBAMAN;s Aussie proclivities to hold CU6.AX in his portfolio, which by itself put +$1.7k into his pocket. Not enough to balance the VKTX loss of -$3.4k, to be profitable for the week (-$3k) still was the sixth place portfolio for the week. And even though the week was a loss, BLADERUNNER’s week was worse (-$9.1k), which widened the gap between them and BULBAMAN to $30k (YTD), keeping BULBAMAN in first YTD (+$66k), BLADERUNNER second (+$36k).

Report Time Ranges











From

To

















Recent

5/17/2024

5/24/24

















YTD

12/31/2023









Index Portfolios’ Performance









Symbol

Recent P/L

Recent %

YTD P/L

















^IXIC

$1,564.34

1.4%

$12,719.99

















^NBI

-$295.30

-0.3%

$1,132.15

















^SPSIBI

-$2,562.75

-2.5%

-$523.10









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

NVAX

51.9%

BCAB

-45.5%

VKTX

237.2%

GLYC

-88.6%

MRNA

33.9%

VKTX

-22.8%

NVAX

222.9%

AMLX

-88.2%

JSPR

11.4%

SYRE

-22.4%

JSPR

203.2%

CNSP

-83.5%

HROW

10.1%

SLDB

-18.9%

CRDF

132.4%

PACB

-80.9%

CU6.AX

8.7%

PYXS

-18.9%

CU6.AX

122.9%

RVNC

-69.2%

Average and Median Portfolio Performance



Recent P/L







YTD P/L







Avg.

Median







Avg

Median







-$3,341.10

-$4,553.60

TECHNETIUM



$6,449.86

$3,770.07

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 - TOMATO (1)

$4,149.48

$6,712.22

$29,113.85 (3)

1 - BULBAMAN (1)

$65,840.57

——

$66,363.67

-$2,958.46 (6)

2 - NOTABOT (6)

$4,078.68

$6,641.43

-$1,072.26 (12)

2 - BLADERUNNER (2)

$36,333.29

$29,507.27

$36,856.40

-$9,087.91 (17)

3 - DEW_DILIGENCE (14)

$2,098.25

$4,661.00

$8,223.38 (6)

3 - TOMATO (4)

$29,113.85

$36,726.71

$29,636.96

$4,149.48 (1)

4 - DART LANZER (11)

$448.64

$3,011.39

-$985.28 (11)

4 - ERIKOTTO (3)

$20,717.80

$45,122.77

$21,240.91

-$5,916.63 (13)

5 - JACK HARTMANN (2)

$429.51

$2,992.26

$12,614.10 (5)

5 - JACK HARTMANN (6)

$12,614.10

$53,226.47

$13,137.20

$429.51 (5)

6 - BULBAMAN (16)

-$2,958.46

-$395.71

$65,840.57 (1)

6 - DEW_DILIGENCE (9)

$8,223.38

$57,617.19

$8,746.49

$2,098.25 (3)

7 - A. J. MULLEN (9)

-$2,983.37

-$420.62

-$23,927.62 (17)

7 - RAJU_BIJLEE (5)

$7,527.90

$58,312.67

$8,051.00

-$7,781.99 (15)

8 - ALONER (8)

-$4,281.04

-$1,718.29

-$10,174.52 (14)

8 - TRACE I11 (7)

$5,017.14

$60,823.43

$5,540.24

-$4,741.64 (10)

Top Portfolios’ Contents

Top Recent Performance Portfolio (TOMATO)

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

BTAI

10.00%

4.9% | -36.9%

-$3,694.92

-$711.86

15.9%

CU6.AX

20.00%

26.9% | 122.9%

$24,571.94

$1,739.93

2.2%

CCCC

10.00%

7.5% | -3.0%

-$300.88

-$353.98

10.3%

CYTH

10.00%

5.1% | -15.1%

-$1,509.43

-$314.47

11.8%

HROW

20.00%

24.7% | 59.7%

$11,946.43

$2,017.86

3.1%

LRMR

10.00%

9.4% | 55.6%

$5,560.44

-$659.34

6.4%

NVAX

10.00%

25.0% | 222.9%

$22,291.67

$5,187.50

3.1%

PMN

10.00%

9.1% | 51.7%

$5,173.91

-$869.57

6.6%

NVCT

10.00%

5.8% | -25.5%

-$2,553.96

$71.94

13.4%

SNGX

10.00%

2.9% | -52.0%

-$5,197.37

-$363.16

20.8%

OCUL

10.00%

10.1% | 29.9%

$2,993.27

-$840.81

7.7%

TCON

10.00%

2.6% | -57.5%

-$5,745.29

$171.33

23.5%

TARA

10.00%

11.6% | 49.3%

$4,932.54

-$1,546.58

6.7%

TLX.AX

15.00%

13.5% | 49.4%

$7,408.72

$762.39

4.5%

TCON

10.00%

3.3% | -57.5%

-$5,745.29

$171.33

23.5%

VKTX

15.00%

30.5% | 237.2%

$35,577.65

-$3,425.58

2.0%

TERN

10.00%

7.2% | -7.6%

-$755.01

$154.08

10.8%





































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