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Biotech / Medical
2019 Biotech Charity Contest
An SI Board Since December 2018
Posts SubjectMarks Bans
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Emcee:  BulbaMan Type:  Moderated
Contest Portfolio Submission Deadline: TUESDAY, 1/1/2019, MIDNIGHT, PST!

Welcome to the 2019 Biotech Stock Picking Charity Contest!

Here are the 2019 Contest Guidelines:

1) Each contestant starts with a virtual $100,000 cash to be allocated to a portfolio of biotech stocks. Initial portfolio stock prices for the 2019 Contest will be set at their closing price on Monday, December 31, 2018. The Contest submission deadline is Tuesday, 1/1/2019, Midnight, PST. The Contest’s end date is Tuesday, December 31, 2019, 4PM EST.

2) Contestants are pledged to donate to the charity selected by the contestant with the year’s best-performing portfolio.

3) Only biotech stocks are eligible to be included in Contest portfolios.
Traditionally, we've defined "biotech" very broadly. However, if one or more contestants strongly object to a particular stock being categorized as a biotech, I’ll use my judgment to determine whether that stock is eligible for the Contest.

4) Foreign and low-priced biotech stocks are considered eligible. For foreign stocks, I will generally use prices from the exchange where that stock is most actively traded, with prices converted to dollars based on the appropriate prevailing exchange rate.
Contest portfolios overloaded with penny or illiquid stocks are frowned upon. In such cases, I may ask the contestant to change her/his portfolio composition. In addition, if one or more contestants strongly object to a penny or foreign stock pick due to it being illiquid, I’ll use my judgment to determine whether that stock is eligible for the Contest.

5) Each portfolio should include a minimum of 8 stocks and a maximum of 10 stocks. And each portfolio stock’s allocation is limited to a maximum of 20% and a minimum of 5%.

6) I use the Yahoo Finance symbols to download quotes. So if Yahoo uses a suffix in a stock symbol, please include it when posting your picks. To make it easier for me to set up my spreadsheet, here are two examples of the best way to post your picks:
FGEN 10%
As indicated above, all I need is the symbol (in UPPERCASE) and %age of $100,000 you wish to invest. Please leave a few spaces between the symbol and %age. It also helps if you alphabetize your stock picks.

7) Contest portfolios may be posted on this thread or in a Silicon Investor PM to me.
Portfolios posted to me by PM will not be made public until the Contest submission deadline has passed.

8) Stock picks may be rejected if it appears a contestant violated the Biotechie Code of Honor by taking unfair advantage of market-moving news (e.g., news following the 12/31/18 market close but prior to the 1/1/19 submission deadline). Contestants may appeal any such rejection.

9) No trading is allowed during the Contest year, with the initial portfolio being held until the Contest end date: Tuesday, December 31, 2019, 4PM EST.

10) In the case of buyouts for cash the proceeds will be reallocated to the remaining portfolio stocks. The initial portfolio percentage allocations to those stocks will be used to determine the reallocation percentages.

11) A contestant's pledge amount and designated charity may be posted along with the initial portfolio, or at a later date. Pledge amounts should be donated to the charity selected by the Contest winner.
In prior Contests, some contestants have also donated to a charity of my choice. But such donation is entirely optional.

12) Contestants objecting to decisions I make (e.g., rejection of a stock pick) may appeal my decision to the other contestants. I will change my decision if the majority of contestants who indicate their opinion on the appeal support it.

I generally post weekly Contest updates. For prospective new contestants who’d like to check out the 2018 Contest board, here’s the link:

The Biotech Charity Contest boards prior to 2018 are also available at Silicon Investor by searching for:
[year] Biotech Charity

Best wishes for a Healthy & Prosperous 2019 Biotechies!
Peace & good health,
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ReplyMessage PreviewFromRecsPosted
1707/19/2019 Contest update Apparently, this week, biotech investors were on sumBulbaMan-last Friday
1697/12/2019 Contest update It was a big week for stocks with the Dow, S&P 5BulbaMan-July 12
1687/5/2019 Contest update Biotech fireworks were mostly muted during the IndepeBulbaMan-July 5
167The following Table shows the First Half 2019 performance of all 39 Contest portBulbaMan-June 28
166The following Table shows the First Half 2019 performance of all 167 Contest porBulbaMan1June 28
165The following Table shows the First Half 2019 performance of all 167 Contest porBulbaMan1June 28
1646/28/2019 Contest update Biotechs ended the week strong but Q2 remained a losBulbaMan-June 28
1636/21/2019 Contest update Pfizer’s buyout bid for ARRY at a big premium broughBulbaMan-June 22
162To my devoted reader(s), I’m traveling again on Friday, but will try to get to wBulbaMan-June 19
161Mazel Tov, A-Ray! But Bulba’s Excel “Array” formulas (which some people say are BulbaMan-June 17
160Bulbs, Don’t say you were not warned last week! I know you think the ‘people’ waArthur Radley-June 17
1596/14/2019 Contest update Although most biotechs faltered on Friday, a big bouBulbaMan-June 14
158Arthur: Bulba would not say it, but some people say he is fearless and his portfBulbaMan-June 14
157Based on pre-market action today in ARQL we should see major shakeup in leader bArthur Radley-June 14
1566/7/2019 Contest update Cinco de Tariffs appeared to be postponed, providiBulbaMan-June 7
1555/31/2019 Contest update Biotechs along with the broader stock market tanked,BulbaMan-June 1
154To my devoted readers ;~), I’ll be traveling on Friday, but will try to get to wBulbaMan1May 30
153Thanks rkrw. Happy Memorial Day! Peace & good health, BulbaBulbaMan-May 27
152Thanks bmaz. I was aware of Casdin and consider it a plus if they hold a biotechBulbaMan-May 27
151I don't know them but here's some holdings they list on their website. rkrw-May 25
150If you have confidence in WhaleWisdom's scoring methodology, Casdin Capital bmaz001-May 25
149Bulba, I don't know anything about Vivo, "RKRW" probably does, Bladerunner17-May 24
148Thanks Blade, I did see the Perceptive filing but haven’t yet bought any, mostlyBulbaMan-May 24
1475/24/2019 Contest update May will soon be gone, both Theresa and the month. WBulbaMan-May 24
146Bulba, You might want to look at MEIP. Perceptive took a four and one half milBladerunner17-May 24
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