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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| Recent
| 5/10/24
| 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
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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
| 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
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| $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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