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Portfolio Review: Outperformance In Q2 2018

|About: Atara Biotherapeutics, Inc. (ATRA), CRSP, CYRX, ENTA, FOLD, JUNO, KITE, MDGL, NKTR, ONCE, SPPI
Summary

Integrated BioSci Investing (“IBI”) outperformed all benchmarks since inception, as we’ve compounded at 35.2% (a 5.2% improvement from Q1 this year).

For the same period, the XBI, DOW, and IBB correspondingly procured 34.7%, 14.8%, and 12.5%. Robust performers include Madrigal, Atara, Crispr, Spectrum, Sparks, Enanta, Nektar, and Cryoport.

Subpar performers are Versartis, Edge, Melinta, Intercept, Acadia, Mallinckrodt, and Protalix.

Increased our emphasis on the Specialty Reports, in which we are now covering five market niches (CAR-T/immunotherapy, gene editing/therapy, NASH, infectious disease, and RNA-based medicines).

We expect H2 2018 to experience more volatility. In the long term, our holdings should continue to deliver strong results.

There is only one difference between a bad economist and a good one: the bad economist confines himself to the visible effect; the good economist takes into account both the effect that can be seen and those effects that must be foreseen.” – Frederic Bastiat

Welcome to Q2 2018 portfolio review on July 1, 2018. In following the teaching of the Father of Growth Investing (Philip Fisher), we foster IBI as a long-term growth-oriented investment community. Hence, our long-term portfolio is powering 30 high-quality bioscience stocks. Concurrently, we realize the demand for trading and thereby feature a vast number of new companies almost daily in our quest to better assist our members. Without further ado, we’ll present the Q2 2018 portfolio review.

Figure 1: Notable IBI Performers. (Source: Yahoo Finance).

Part I. Outperformance Compared To Benchmarks

After two months of operations, IBI generated 8% returns in Q3 2017. As more time elapsed for the thesis to play out, our performance increased to 20%, 30%, and 35% for Q4 2017, Q1 2018, and Q2 2018, respectively. Our results were tabulated based on the data produced since inception (back on June 6, 2017). As alluded, we tallied our returns since inception to best reflect our long-term oriented approach to investing. For the similar period of comparison, the SPDR S&P Biotech (NYSE:XBI), DOW, and iShares of NASDAQ Biotechnology Index (NASDAQ:IBB) correspondingly procured 34%, 12%, and 14%.

Table 1: Comparative market performance calculated as of July 1, 2018. (Source: Dr. Tran BioSci).

Part II. Winners Analysis: Catalysts, Acquisitions, And Expectations

Kite Pharma (KITE) and Juno Therapeutics (JUNO) are two acquisitions that correspondingly generated 83% and 48% profits. Per table 2, other big winners for this quarter, Nektar Therapeutics (NKTR), Spectrum Pharmaceuticals (SPPI), Crispr Therapeutics (CRSP), Atara Biotherapeutics (ATRA), Amicus Therapeutics (FOLD), Madrigal Pharmaceuticals (MDGL), Sparks Therapeutics (ONCE), EnantaPharmaceuticals (ENTA), and Cryport (CYRX) earned 159%, 172%, 200%, 162%, 239%, 56%, 107%, and 87%, respectively.

Final Remarks

This is a preview of the Integrated BioSci Portfolio Review that was published in advanced and exclusively for subscribers of Integrated BioSci Investing. Of note, we periodically send out a completely FREE Integrated BioSci Research to people in Dr. Tran BioSci's mailing list. Be sure to sign up for our mailing list HERE to not miss a single article.

We Invite you to try our FREE 2-week trial (and, to lock in the current price to save money for the future).

Author’s Notes: We’re honored that you took the time out of your busy day to read our market intelligence. Founded by Dr. Hung Tran, MD, MS, CNPR, (in collaborations with Dr. Tran BioSci analyst, Ngoc Vu, and other PhDs), Integrated BioSci Investing (“IBI”) marketplace research is delivering stellar returns since inceptions. To name a few, Nektar Therapeutics (NASDAQ:NKTR) procured more than 159% profits; Spectrum Pharmaceuticals (NASDAQ:SPPI) delivered over 172% gains; Kite Pharma netted 83%; Atara Biotherapeutics (NASDAQ:ATRA) appreciated +162%. Crispr Therapeutics (NASDAQ:CRSP) garned plus 200%. Our secret sauce is extreme due diligence coupled with expert data analysis. The service features a once-weekly exclusive in-depth Integrated BioSci Alpha-Intelligence article (in the form of research, reports, or interviews), daily individual stocks consulting, and model portfolios.

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Disclosure: I/we have no positions in any stocks mentioned, and no plans to initiate any positions within the next 72 hours.

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