| To: technetium who wrote (67) | 4/29/2024 8:16:24 PM | | From: technetium | | | | *A figure emerges from a pile of bed spreads and duvets, looking around cautiously. He sniffs the air, then eyes the old ticker tape machine, churning out the market activity (it is restricted to following only the contest stocks and even then it frequently falls behind). Next to it is a boxy shape on a desk covered by a sheet. He whisks away the sheet to reveal a home-brew Bloomberg terminal, which he ignores. Instead he takes the sheet to a very large table, and with a snap spreads it out flat. He gingerly examines the entrails printed on the spread sheet …*
Well gang. This is better. Only a little, but still better.The NASDAQ snapped out of its multi-week swoon (+4%) and both biotech composites were in the black, but not enough to make either a winner YTD.
The contest stocks also had a more normal week: some winners, some losers, not like last week where it was hard to spot any black in a sea of red ink.
This week’s big winner was the marauders at VKTX, whose quarterly report, released Wednesday after market, “exceeded expectations”, one reason for its 58% return for the week, which packed on a little more padding to keep it number one YTD at +300%.l. Also it doesn’t hurt that almost every week Motley Fool and other analysts cover it with an article at least every other day, only rarely negative.
Second place BCAB (+18%) released their intent to attend an upcoming meeting. For third place, SERA (+17%) announced the date for the quarterlies, which was enough to put it on the top five YTD list in fifth. IMMP in fourth (also +17%) announced positive preliminary results.
On the losing side it’s tough sometimes to deduce any rhyme or reason for a drop. CRDF was the worst for the week , dropping -19%, just by scheduling a quarterly earnings release for next week, though not so bad to disturb its position in second place for the YTD (+180%). ALLO (-18%) had Zacks predict that they would exceed expectations both in an earrings report and perhaps clinical results. JSPR’s loss of -15% didn’t perturb its THIRD place position YTD return (+160%). GLYC (-12% for the week) also had the temerity to announce when their quarterly results will be announced in two weeks. And OCUL's -11% was undoubtedly caused by Motley Fool designating it as one of “Two Small-Cap Growth Stocks With Room to Run”.
Though generally not a big enough loser to make it to the weekly worst five, a long slide since New Year’s has finally been recognized; they are the fifth worst YTD stock, -61%.
Looking at the contest portfolios, this week posted a modest gain of +$1.5k on the value of an average portfolio, allowing the average YTD to move in the correct direction (up) to +$2.8k. in addition twelve portfolios managed to be in the black for the week
Led by a 15% position in VKTX, BULBAMAN had the best return for the week (+$9.5k), while BLADERUNNER had the worst (-$2.2k) by virtue(?) of having chosen the worst, third worst, and fourth worst stocks for the week. The net effect is that BLADERUNNER is still in first YTD (+$57k), but by an incredibly thin margin, only $116 separating them from BULBAMAN in second.
TECHNETIUM's second place return for the week, +$8.3k, was enough to bump them up from sixth to fifth YTD, +$12.9k. They also have a position in VKTX.
In fifth and sixth place in the weekly returns we see: RAJU_BIJLEE +$2.2k (investor in VKTX) verses ERIKOTTO, $960, (not holding any VKTX). The difference is enough that they have exchanged places on the YTD list, RAJU_BIJLEE in third now (+$19k), and ERIKOTTO fourth (+$18k).
DEW_DILIGENCE in seventh for the week, +$830 (They have VKTX, but unfortunately other positions did not go as well) which bumped them up one step in the YTD standings to sixth (+$4.7k).
Seven contestants are net positive for the year at this point.
Report Time Ranges
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| 12/31/2023
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| Index Portfolios’ Performance
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| ^IXIC
| $4,302.68
| 4.2%
| $6,105.69
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| ^NBI
| $1,603.63
| 1.7%
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| ^SPSIBI
| $859.43
| 0.9%
| -$6,417.15
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| 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
| VKTX
| 58.5%
| CRDF
| -18.9%
| VKTX
| 299.3%
| AMLX
| -88.0%
| BCAB
| 17.7%
| ALLO
| -18.1%
| CRDF
| 175.0%
| PACB
| -85.0%
| SERA
| 16.7%
| JSPR
| -15.1%
| JSPR
| 158.6%
| CNSP
| -83.1%
| IMMP
| 16.7%
| GLYC
| -12.1%
| PYXS
| 138.9%
| EYEN
| -69.8%
| TARA
| 15.2%
| OCUL
| -10.7%
| SERA
| 79.8%
| RVNC
| -61.3%
| Average and Median Portfolio Performance
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| $1,452.34
| $731.44
| JR_95
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| $2,847.77
| -$6,074.08
| TOMATO
| 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 - BULBAMAN (8)
| $9,499.57
| $8,640.14
| $56,654.65 (2)
| 1 - BLADERUNNER (1)
| $56,770.90
| ——
| $63,188.05
| -$2,162.98 (17)
| 2 - TECHNETIUM (6)
| $8,266.16
| $7,406.73
| $12,886.40 (5)
| 2 - BULBAMAN (2)
| $56,654.65
| $116.25
| $63,071.80
| $9,499.57 (1)
| 3 - DART LANZER (3)
| $2,578.74
| $1,719.31
| -$8,193.54 (10)
| 3 - RAJU_BIJLEE (4)
| $19,086.32
| $37,684.58
| $25,503.47
| $2,248.80 (5)
| 4 - A. J. MULLEN (7)
| $2,414.26
| $1,554.83
| -$28,906.93 (17)
| 4 - ERIKOTTO (3)
| $17,986.28
| $38,784.62
| $24,403.43
| $959.26 (6)
| 5 - RAJU_BIJLEE (16)
| $2,248.80
| $1,389.38
| $19,086.32 (3)
| 5 - TECHNETIUM (6)
| $12,886.40
| $43,884.50
| $19,303.55
| $8,266.16 (2)
| 6 - ERIKOTTO (15)
| $959.26
| $99.83
| $17,986.28 (4)
| 6 - DEW_DILIGENCE (7)
| $4,730.61
| $52,040.29
| $11,147.77
| $827.43 (7)
| 7 - DEW_DILIGENCE (12)
| $827.43
| -$32.00
| $4,730.61 (6)
| 7 - TRACE I11 (5)
| $4,050.03
| $52,720.87
| $10,467.18
| -$1,064.14 (16)
| 8 - JACK HARTMANN (9)
| $776.42
| -$83.00
| -$2,452.56 (8)
| 8 - JACK HARTMANN (8)
| -$2,452.56
| $59,223.46
| $3,964.59
| $776.42 (8)
| Top Portfolios’ Contents
| Top 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%
| 16.3% | 27.7%
| $5,549.05
| -$1,531.24
| 3.9%
| BCAB
| 10.00%
| 6.6% | 3.3%
| $325.20
| $1,768.29
| 9.7%
| CYTH
| 10.00%
| 5.1% | -20.8%
| -$2,075.47
| $628.93
| 12.6%
| CRDF
| 20.00%
| 35.1% | 175.0%
| $35,000.00
| -$3,783.78
| 1.8%
| LRMR
| 10.00%
| 9.0% | 41.5%
| $4,153.85
| -$197.80
| 7.1%
| CRIS
| 10.00%
| 7.2% | 13.5%
| $1,349.02
| $125.49
| 8.8%
| PMN
| 10.00%
| 11.0% | 72.2%
| $7,217.39
| $260.87
| 5.8%
| GLYC
| 10.00%
| 4.4% | -30.5%
| -$3,050.85
| -$1,207.63
| 14.4%
| SNGX
| 10.00%
| 3.5% | -45.4%
| -$4,539.47
| -$210.53
| 18.3%
| IMMP
| 10.00%
| 7.0% | 10.4%
| $1,041.67
| $1,666.67
| 9.1%
| TCON
| 10.00%
| 3.3% | -48.3%
| -$4,831.52
| -$428.33
| 19.3%
| IOVA
| 20.00%
| 18.3% | 43.2%
| $8,634.69
| $811.81
| 3.5%
| TLX.AX
| 15.00%
| 13.6% | 41.9%
| $6,285.62
| $2,200.13
| 4.7%
| JSPR
| 10.00%
| 16.5% | 158.6%
| $15,855.51
| -$1,508.24
| 3.9%
| VKTX
| 15.00%
| 38.2% | 299.3%
| $44,895.22
| $8,777.54
| 1.7%
| REPL
| 10.00%
| 4.9% | -23.8%
| -$2,384.34
| -$35.59
| 13.1%
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| | 2024 Biotech Charity Contest | Stock Discussion ForumsShare | RecommendKeepReplyMark as Last ReadRead Replies (2) |
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| To: technetium who wrote (68) | 5/4/2024 6:04:47 PM | | From: technetium | | | | Wow.This is certainly different than two weeks ago. As the lady (approximately) said: “Buckle up Folks. It's going to be a bumpy (market).”
Yes it was a good week for the NASDAQ Composite (+5.7%). But we laugh at such paltry gains when compared to the land of biotech, Ha! Ha! (Nasdaq biotech index +7.7%; S&P biotechs gain +8.9%)!!! Wait. Sorry. Somehow I was overcome by the exuberance of animal sprits. I’m calmer now.
But it WAS a good week. Those index gains pushed both biotech composites back into the black YTD. But it’s the particulars for the contest we’re interested in here.
At the top of this week’s performers is CU6.AX, listed (as the “.AX” denotes) on the Australian market. Most of the year it’s been noodling around without drawing much attention to itself. This week, however, since Tuesday morning each day was a signifier gain, with Friday being icing on the cake, to get a a total gain for the week of +59%. There is nothing on the wire, but they are in a promising phase III though the last news was a press release of two months ago.
Second place, is a familiar face: JSPR, +52%, enough to move it up to second place in the YTD standings (+210%). VKTX is still in first YTD (+310%).
In third, VERU returned +50%, and had four articles on the news wire last week. Three of these were from the company: that they will have their quarterly financials announced next week, that they will attend a “summit” meeting, and that they are now enrolling patients for a Phase IIb trial. The third, release Tuesday morning, might be the source of the buy sentiment. (The fourth was a Zacks technical analyst touting the appearance of a “Golden Cross’ as a reason to consider VERU. Private opinion: technical analysis is functionally equivalent to reading tea leaves.)
TMDX (+44%) strongly exceeded expatiations at the release 1st quarter financials, triggering a tsunami of analyst reports. ARDX (+37%) also released Q1 financials AND the announcement of the release of additional performance data at an upcoming meeting.
Looking at the losers, CRDF shows that exceeding expectations in Q1 results on Thursday afternoon was not a guaranteed win. Instead it lost big Friday, for a weeklong loss of -37%. So in this case they clearly disappointed the Market's expectations. But they are still a pretty big win, YTD (+138%), dropping two places in those standings to fourth.
The second worst for the week, KZIA, -22%, with much of the loss after announcing a “Successful Stage I” trial. Not successful enough I guess. BRNS (-8.7%) announced hiring a new Chief Medical office and canceling some elements of the CEO’s compensation. (How often does that happen?) ITRM (-6.1%) announced resubmitting a New Drug Application, with possible approval Q4.
And for the portfolios, this week saw an uptick of $9.7lk in their average value. In fact EVERY portfolio made a profit this week, enough to move five more portfolios into the black YTD.
First place went to BULBAMAN, +$19k, +$11.7k from their faith in CU6.AX. This allowed them to surge past BLADERUNNER by +$9.6k, into first place,YTD (+$76k).
The second best return for the week was DEW_DILIGENCE, $17k, moving them past TECHNETIUM into the fifth place YTD (+$22k).
Report Time Ranges
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| Index Portfolios’ Performance
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| YTD P/L
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| ^IXIC
| $5,824.38
| 5.7%
| $7,627.39
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| ^NBI
| $7,179.11
| 7.7%
| $172.93
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| ^SPSIBI
| $8,246.87
| 8.9%
| $970.29
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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
| CU6.AX
| 58.7%
| CRDF
| -37.2%
| VKTX
| 313.6%
| AMLX
| -86.2%
| JSPR
| 52.2%
| KZIA
| -22.3%
| JSPR
| 210.8%
| CNSP
| -82.6%
| VERU
| 50.0%
| BRNS
| -8.7%
| PYXS
| 143.3%
| PACB
| -81.3%
| TMDX
| 44.3%
| ITRM
| -6.1%
| CRDF
| 137.8%
| NERV
| -61.5%
| ARDX
| 37.1%
| SCLP.L
| -3.8%
| VERU
| 126.4%
| RVNC
| -55.1%
| Average and Median Portfolio Performance
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| Avg.
| Median
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| Median
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| $9,664.37
| $8,832.56
| ARTHUR RADLEY
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| $12,512.14
| $3,079.50
| 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 - BULBAMAN (1)
| $18,938.21
| $10,691.34
| $75,592.86 (1)
| 1 - BULBAMAN (2)
| $75,592.86
| ——
| $74,622.57
| $18,938.21 (1)
| 2 - DEW_DILIGENCE (7)
| $16,937.32
| $8,690.45
| $21,667.94 (5)
| 2 - BLADERUNNER (1)
| $65,966.37
| $9,626.49
| $64,996.09
| $9,195.47 (7)
| 3 - RAJU_BIJLEE (5)
| $14,151.84
| $5,904.97
| $33,238.16 (3)
| 3 - RAJU_BIJLEE (3)
| $33,238.16
| $42,354.71
| $32,267.87
| $14,151.84 (3)
| 4 - KATHLEEN (10)
| $12,088.78
| $3,841.91
| $3,079.50 (9)
| 4 - ERIKOTTO (4)
| $29,708.45
| $45,884.41
| $28,738.16
| $11,722.17 (5)
| 5 - ERIKOTTO (6)
| $11,722.17
| $3,475.31
| $29,708.45 (4)
| 5 - DEW_DILIGENCE (6)
| $21,667.94
| $53,924.93
| $20,697.65
| $16,937.32 (2)
| 6 - DART LANZER (3)
| $9,240.16
| $993.29
| $1,046.62 (11)
| 6 - TECHNETIUM (5)
| $18,735.27
| $56,857.59
| $17,764.98
| $5,848.87 (16)
| 7 - BLADERUNNER (17)
| $9,195.47
| $948.60
| $65,966.37 (2)
| 7 - TRACE I11 (7)
| $10,933.08
| $64,659.78
| $9,962.79
| $6,883.05 (13)
| 8 - JACK HARTMANN (8)
| $8,856.55
| $609.68
| $6,403.99 (8)
| 8 - JACK HARTMANN (8)
| $6,403.99
| $69,188.87
| $5,433.71
| $8,856.55 (8)
| Top Portfolios’ Contents
| Second Place Recent Performance Portfolio (DEW_DILIGENCE)
| 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
| AVIR
| 6.25%
| 6.3% | 22.0%
| $1,382.81
| $483.48
| 13.1%
| CU6.AX
| 20.00%
| 21.2% | 86.5%
| $17,298.05
| $11,749.00
| 2.7%
| BNTX
| 6.25%
| 4.7% | -9.3%
| -$586.66
| $338.07
| 17.6%
| CYTH
| 10.00%
| 5.4% | -5.0%
| -$503.14
| $1,572.33
| 10.5%
| ENTA
| 25.00%
| 31.5% | 52.6%
| $13,191.70
| $7,068.06
| 2.6%
| LRMR
| 10.00%
| 9.7% | 70.7%
| $7,065.93
| $2,912.09
| 5.9%
| FRLN
| 0.00%
| 0.0% | 2.0%
| $408.16
| $0.00
| ----
| PMN
| 10.00%
| 9.7% | 70.4%
| $7,043.48
| -$173.91
| 5.9%
| MRNA
| 6.25%
| 6.7% | 29.4%
| $1,841.90
| $1,105.92
| 12.3%
| SNGX
| 10.00%
| 3.0% | -46.8%
| -$4,677.63
| -$138.16
| 18.8%
| RVNC
| 25.00%
| 10.4% | -49.6%
| -$12,457.01
| $1,760.70
| 7.9%
| TCON
| 10.00%
| 3.0% | -46.9%
| -$4,688.75
| $142.78
| 18.8%
| VIR
| 25.00%
| 21.2% | 2.9%
| $735.86
| $5,371.50
| 3.9%
| TLX.AX
| 15.00%
| 12.5% | 46.8%
| $7,015.70
| $730.09
| 4.5%
| VKTX
| 6.25%
| 19.3% | 273.3%
| $17,151.18
| $809.60
| 4.3%
| VKTX
| 15.00%
| 35.3% | 313.6%
| $47,039.23
| $2,144.01
| 1.6%
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| | 2024 Biotech Charity Contest | Stock Discussion ForumsShare | RecommendKeepReplyMark as Last ReadRead Replies (1) |
|
| To: technetium who wrote (70) | 5/13/2024 11:51:33 AM | | From: technetium | | | | Honestly, I thought it more likely than not that this week would see the pendulum swing back again, but it isn’t horrible, such that the net for the last two weeks is still a significant plus. So this week while the NASDAQ composite cooled to just a 1% gain, both the biotech indices were negative, enough to again move their YTD performances back into the red.
Probably the biggest news for biotechs this week was NVAX’s announcement Friday of a huge licensing agreement with Sanofi, with half a billion dollars in cash upfront, and an additional $700 million based on meeting a number of milestones. The agreement will include the commercialization of a combined Covide-19 and flu shot, and give Sanofi a minority holding in NVAX. This resulted in a weekly gain of +82% of its original price at the start of the contest, with almost all the activity on Friday. It also managed to put the big squeeze on what is among the most heavily shorted stocks in the US.
DSGN gained +32% for the week in response to their first quarter financials and releasing a discussion of upcoming expectations. PSTV was up +21% after announcing a private placement of up to $18 million. ZLAB added +14% with the release of first quarter financials, and the Aussies of CU6.AX gained another +12.5% for the week, adding to last week’s gains to put them in fifth place for their YTD performance of +99%.
This week’s big loser was GLYC (-66%) after announcing a failed Phase III trial, making it the worst holding YTD as well, -89%. VERU (-42%) and JSPR (-40%) gave back almost all of their gains of the previous week, dropping VERU from the top five YTD performers. IOVA’s first quarter earnings beat expectations, though the report’s lagging sales numbers may have resulted in the -33% drop. ENTA’s earnings report also disappointed to the tune of a -27% loss for the week.
Overall the contest portfolios shed -$4.6k on average, but the average YTD return is still in the black (+$7.9k), just under the NASDAQ composite's YTD return of +$8.9k.
Only three portfolios managed a positive return for the week, though YTD ten contestants ae still in the black. TOMATO had the best return, +$5.4k, as the only portfolio with a position in NVAX. This brought TOMATO up two spots in the YTD rankings to eighth place (+$7.6k). Likewise, STEVE LOKNESS was in second for the week (+$1.9k), the sole holder of DSGN.
Besides TOMATO every other of the top eight YTD contestants were in the red for the week, so changes in the rankings were more a matter of who had a less bad week. BLADERUNNER had the worst week, (-$22k), with holdings in GLYC, JSPR, and IOVA, but stayed in the number two spot YTD, even though the gap between them and number one BULBAMAN increased to $30k. RAJU_BIJLEE, another holder of both GLYC and IOVA, dropped from third to fourth, changing places with ERIKOTTO.
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| 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
| $1,229.34
| 1.1%
| $8,856.73
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| ^NBI
| -$1,137.24
| -1.1%
| -$964.31
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| ^SPSIBI
| -$2,284.66
| -2.3%
| -$1,314.37
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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
| NVAX
| 82.3%
| GLYC
| -66.2%
| VKTX
| 295.7%
| GLYC
| -88.7%
| DSGN
| 32.1%
| VERU
| -41.7%
| JSPR
| 170.3%
| AMLX
| -88.1%
| PSTV
| 20.6%
| JSPR
| -40.4%
| PYXS
| 141.1%
| CNSP
| -84.6%
| ZLAB
| 14.0%
| IOVA
| -32.8%
| CRDF
| 129.1%
| PACB
| -82.0%
| CU6.AX
| 12.5%
| ENTA
| -26.8%
| CU6.AX
| 99.0%
| EYEN
| -62.9%
| Average and Median Portfolio Performance
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| Avg.
| Median
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| Median
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| -$4,612.99
| -$1,953.47
| DART LANZER
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| $7,899.15
| $5,715.09
| 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 - TOMATO (10)
| $5,389.00
| $7,673.66
| $7,643.44 (8)
| 1 - BULBAMAN (1)
| $73,590.79
| ——
| $74,905.16
| -$2,002.07 (10)
| 2 - STEVE LOKNESS (11)
| $1,873.13
| $4,157.79
| -$767.12 (11)
| 2 - BLADERUNNER (2)
| $43,898.33
| $29,692.46
| $45,212.70
| -$22,068.04 (17)
| 3 - ALONER (17)
| $80.02
| $2,364.68
| -$8,675.32 (14)
| 3 - ERIKOTTO (4)
| $22,149.45
| $51,441.34
| $23,463.83
| -$7,559.00 (13)
| 4 - TRACE I11 (13)
| -$72.62
| $2,212.04
| $10,860.45 (6)
| 4 - RAJU_BIJLEE (3)
| $17,520.13
| $56,070.66
| $18,834.50
| -$15,718.03 (16)
| 5 - JACK HARTMANN (8)
| -$688.90
| $1,595.76
| $5,715.09 (9)
| 5 - TECHNETIUM (6)
| $12,376.71
| $61,214.08
| $13,691.08
| -$6,358.56 (12)
| 6 - KATHLEEN (4)
| -$1,081.68
| $1,202.98
| $1,997.82 (10)
| 6 - TRACE I11 (7)
| $10,860.45
| $62,730.33
| $12,174.83
| -$72.62 (4)
| 7 - A. J. MULLEN (14)
| -$1,217.63
| $1,067.03
| -$23,612.00 (17)
| 7 - DEW_DILIGENCE (5)
| $9,214.71
| $64,376.08
| $10,529.09
| -$12,453.22 (15)
| 8 - NOTABOT (15)
| -$1,901.80
| $382.86
| -$8,671.88 (13)
| 8 - TOMATO (10)
| $7,643.44
| $65,947.35
| $8,957.81
| $5,389.00 (1)
| 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%
| 6.6% | -29.2%
| -$2,915.25
| -$1,627.12
| 14.1%
| CU6.AX
| 20.00%
| 22.9% | 99.0%
| $19,800.07
| $2,502.02
| 2.5%
| CCCC
| 10.00%
| 10.1% | 9.0%
| $902.65
| -$1,026.55
| 9.2%
| CYTH
| 10.00%
| 5.3% | -7.5%
| -$754.72
| -$251.57
| 10.8%
| HROW
| 20.00%
| 19.2% | 3.6%
| $714.29
| $2,178.57
| 4.8%
| LRMR
| 10.00%
| 9.0% | 56.5%
| $5,648.35
| -$1,417.58
| 6.4%
| NVAX
| 10.00%
| 17.2% | 85.0%
| $8,500.00
| $8,229.17
| 5.4%
| PMN
| 10.00%
| 9.5% | 64.3%
| $6,434.78
| -$608.70
| 6.1%
| NVCT
| 10.00%
| 7.1% | -23.3%
| -$2,326.14
| -$2,086.33
| 13.0%
| SNGX
| 10.00%
| 3.0% | -47.5%
| -$4,751.32
| -$73.68
| 19.1%
| OCUL
| 10.00%
| 11.8% | 26.9%
| $2,690.58
| -$1,143.50
| 7.9%
| TCON
| 10.00%
| 3.2% | -44.9%
| -$4,488.86
| $199.89
| 18.1%
| TARA
| 10.00%
| 14.9% | 60.0%
| $5,999.15
| $479.97
| 6.3%
| TLX.AX
| 15.00%
| 12.9% | 49.0%
| $7,347.30
| $331.59
| 4.5%
| TCON
| 10.00%
| 5.1% | -44.9%
| -$4,488.86
| $199.89
| 18.1%
| VKTX
| 15.00%
| 34.2% | 295.7%
| $44,355.19
| -$2,684.04
| 1.7%
| TERN
| 10.00%
| 8.0% | -14.3%
| -$1,432.97
| $184.90
| 11.7%
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| | 2024 Biotech Charity Contest | Stock Discussion ForumsShare | RecommendKeepReplyMark as Last ReadRead Replies (2) |
|
| To: technetium who wrote (71) | 5/13/2024 12:07:21 PM | | From: technetium | | | | GLYC Phase III trial results for Uproleselan in AML
finance.yahoo.com
- Study of uproleselan combined with chemotherapy did not meet its primary endpoint of overall survival in the intent to treat population
- Adverse events were consistent with known side effect profiles of chemotherapy used in the study
- Comprehensive data analysis with medical, statistical, and regulatory experts underway and will be shared as appropriate; company will submit results for presentation at an upcoming medical meeting
- National Cancer Institute (NCI) Phase 2/3 study in newly diagnosed AML patients remains ongoing
In the study, uproleselan combined with chemotherapy did not achieve a statistically significant improvement in overall survival in the intent to treat population versus chemotherapy alone.
Patients treated with uproleselan had a median overall survival of 13 months, compared to 12.3 months in the placebo arm. Adverse events were consistent with known side effect profiles of chemotherapy used in the study.
"While the outcome of our Phase 3 study in R/R AML is not what we hoped, we wish to thank the investigators, the participating patients and their families for their dedication to this large, well-controlled randomized study," said Harout Semerjian, Chief Executive Officer of GlycoMimetics. "We are thoroughly analyzing the data in collaboration with medical, statistical and regulatory experts and are committed to submitting a comprehensive data analysis for presentation at an upcoming medical meeting." |
| | 2024 Biotech Charity Contest | Stock Discussion ForumsShare | RecommendKeepReplyMark as Last Read |
|
| From: A.J. Mullen | 5/14/2024 10:50:07 AM | | | | | | Does anyone have any idea why the dog in the worst performing portfolio here (mine) is up 46% in four days, PACB? This dates from their earnings release that didn't seem to create immediate excitement because the company had pre-warned.
Maybe it's just a belated thought the sell-off was overdone? I can't think of anyone who would buy PACB given that Illumina was stopped from doing so.
Ashley |
| | 2024 Biotech Charity Contest | Stock Discussion ForumsShare | RecommendKeepReplyMark as Last ReadRead Replies (1) |
|
| To: technetium who wrote (71) | 5/20/2024 10:11:27 AM | | From: technetium | | | | A decent week all around, more gainers than losers. In fact ten portfolios made a profit for the week, and there are eleven in the black YTD. The NASDAQ composite outperformed (+3.3%) both of the biotech indices (+1.3% and +1.1%).
NVAX continued to soar, up another 86% of its starting value for the week, building on the previous week’s enthusiasm for the $500M infusion, pushing them into third place YTD, +170%. In second, HROW announced Q1 financials touting a big jump in earnings (though still turning in a loss). The release of SCYX’s finances COB Thursday before last may have had something to with its +32% this week., It’s a little more tenuous say that NVCR’s +37% was in response to a release of their quarterly report on the previous week's Monday. LIFE had at least a press release of positive results from interim data of a Phase III trial to make a +22% gain.
On the losing side, profit sharing (?) might apply to VKTX’s drop -36% of the original price, but it was at such stratospheric levels it still has a YTD return of +280% remaining in the top spot for that ranking. CRIS presented a data update on a Phase III trial on Tuesday after the close, with more extensive reporting to come. I’m not sure what in the very sparse report that would result in CRIS dropping -31% for the week, third worst stock. The fourth worst was AKYA (-29%), whose Q1 financials showed a loss for the quarter, and delayed earnings growth. And in fifth, SLDB (-24%) also posted Q1 earnings but no particular news otherwise.
As stated at the beginning it was a net gain for ten portfolios this week. The average portfolio earned $1.9k for the week.
You might think it no surprise that the best portfolio for the week, earning +$17k, was TOMATO, the only one with a position in NVAX. But they actually earned more from a 20% bet on HROW, That sizable gain moved them up four places in the YTD winners list, from eighth to fourth with YTD return of +$25k. Second place JACK HARTMAN (+$6.47k) and third place STEVE LOKNESS (+$6.44K) might be considered a dead heat, separated by a little more than $30 for the week. STEVE LOCKNESS’s return this week moved his portfolio into the black YTD. (+$5.7k). JACK HARTMAN managed a 3 spot improvement to take the sixth place position YTD (+$12.1k).
And at the top ranking YTD returns, BULBAMAN lost -$4.8k, mostly from VKTX, and BLADERUNNER had an OK week in the black, +$1.5k. But the difference was not enough for BLADERUNNER (+$45k YTD) to overtake BULBAMAN (+$69k) in the YTD rankings, it did narrow the gap between the two to $23k. ERIKOTTO had a better week than either of them (number 5, +$4.5k) but stays in third place YTD, $27k, an additional $19k back behind BLADERUNNER.
Report Time Ranges
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| 5/17/2024
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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
| $3,528.26
| 3.3%
| $11,155.65
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| ^NBI
| $1,254.52
| 1.3%
| $1,427.45
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| ^SPSIBI
| $1,069.36
| 1.1%
| $2,039.65
|
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| 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
| 86.0%
| VKTX
| -35.7%
| VKTX
| 260.0%
| AMLX
| -87.6%
| HROW
| 46.1%
| STTK
| -35.1%
| JSPR
| 191.8%
| GLYC
| -87.3%
| SCYX
| 37.2%
| CRIS
| -30.7%
| NVAX
| 171.0%
| CNSP
| -82.9%
| NVCR
| 37.0%
| AKYA
| -29.0%
| CRDF
| 145.3%
| PACB
| -79.4%
| LIFE
| 22.0%
| SLDB
| -23.5%
| PYXS
| 130.6%
| RVNC
| -65.6%
| 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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| $1,891.81
| $2,667.75
| A. J. MULLEN
|
| $9,790.96
| $6,125.13
| DEW_DILIGENCE
| 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)
| $17,320.94
| $16,251.58
| $24,964.38 (4)
| 1 - BULBAMAN (1)
| $68,799.02
| ——
| $66,759.38
| -$4,791.76 (16)
| 2 - JACK HARTMANN (5)
| $6,469.49
| $5,400.14
| $12,184.59 (6)
| 2 - BLADERUNNER (2)
| $45,421.21
| $23,377.82
| $43,381.56
| $1,522.88 (10)
| 3 - STEVE LOKNESS (2)
| $6,444.90
| $5,375.54
| $5,677.78 (10)
| 3 - ERIKOTTO (3)
| $26,634.43
| $42,164.59
| $24,594.79
| $4,484.98 (5)
| 4 - JR_95 (14)
| $6,391.61
| $5,322.25
| -$12,077.76 (15)
| 4 - TOMATO (8)
| $24,964.38
| $43,834.65
| $22,924.73
| $17,320.94 (1)
| 5 - ERIKOTTO (13)
| $4,484.98
| $3,415.62
| $26,634.43 (3)
| 5 - RAJU_BIJLEE (4)
| $15,309.89
| $53,489.14
| $13,270.24
| -$2,210.24 (13)
| 6 - NOTABOT (8)
| $3,520.94
| $2,451.59
| -$5,150.93 (13)
| 6 - JACK HARTMANN (9)
| $12,184.59
| $56,614.44
| $10,144.94
| $6,469.49 (2)
| 7 - KATHLEEN (6)
| $3,148.69
| $2,079.33
| $5,146.51 (11)
| 7 - TRACE I11 (6)
| $9,758.78
| $59,040.24
| $7,719.14
| -$1,101.67 (12)
| 8 - ALONER (3)
| $2,781.83
| $1,712.48
| -$5,893.48 (14)
| 8 - TECHNETIUM (5)
| $8,323.68
| $60,475.35
| $6,284.03
| -$4,053.03 (15)
| 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%
| 5.6% | -29.8%
| -$2,983.05
| -$67.80
| 14.3%
| CU6.AX
| 20.00%
| 25.4% | 114.2%
| $22,832.01
| $3,031.94
| 2.3%
| CCCC
| 10.00%
| 8.0% | 0.5%
| $53.10
| -$849.56
| 9.9%
| CYTH
| 10.00%
| 5.2% | -11.9%
| -$1,194.97
| -$440.25
| 11.4%
| HROW
| 20.00%
| 23.9% | 49.6%
| $9,928.57
| $9,214.29
| 3.3%
| LRMR
| 10.00%
| 9.6% | 62.2%
| $6,219.78
| $571.43
| 6.2%
| NVAX
| 10.00%
| 21.7% | 171.0%
| $17,104.17
| $8,604.17
| 3.7%
| PMN
| 10.00%
| 9.5% | 60.4%
| $6,043.48
| -$391.30
| 6.2%
| NVCT
| 10.00%
| 5.9% | -26.3%
| -$2,625.90
| -$299.76
| 13.6%
| SNGX
| 10.00%
| 3.1% | -48.3%
| -$4,834.21
| -$82.89
| 19.4%
| OCUL
| 10.00%
| 11.1% | 38.3%
| $3,834.08
| $1,143.50
| 7.2%
| TCON
| 10.00%
| 2.4% | -59.2%
| -$5,916.62
| -$1,427.76
| 24.5%
| TARA
| 10.00%
| 13.2% | 64.8%
| $6,479.12
| $479.97
| 6.1%
| TLX.AX
| 15.00%
| 12.8% | 44.3%
| $6,646.33
| -$700.97
| 4.6%
| TCON
| 10.00%
| 3.3% | -59.2%
| -$5,916.62
| -$1,427.76
| 24.5%
| VKTX
| 15.00%
| 32.0% | 260.0%
| $39,003.22
| -$5,351.96
| 1.9%
| TERN
| 10.00%
| 7.3% | -9.1%
| -$909.09
| $523.88
| 11.0%
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| | 2024 Biotech Charity Contest | Stock Discussion ForumsShare | RecommendKeepReplyMark as Last ReadRead Replies (1) |
|
| To: A.J. Mullen who wrote (76) | 5/23/2024 4:05:07 PM | | From: technetium | | | | I recently watched a short webinar from ILMN Illumina, featuring how far they have progressed when it comes to genome sequencing.
They can now do 64 genomes a day for a few cents a base. A combination of leaps and bounds in genome sequencing capability and the drastic reduction in the price of computer data storage costs and increased computing speed. Pretty astonishing.
Also discussed how lyophilization helps stabilize the DNA sample and makes it easier to get accurate data.
illumina.com
I don’t own the stock. |
| | 2024 Biotech Charity Contest | Stock Discussion ForumsShare | RecommendKeepReplyMark as Last ReadRead Replies (1) |
|
| |
