Assessment - Pharmaceuticals - 1/07/24 - RS = mixed

 ⇐ 

								⇓instrument	freshest		⇓ Δday	1/07/24	⇓ Δwk	1/01/24	prc diff	Δ26	Curr	⇓∅-RS
						L		SOM Pharmaceuticals	876.294	12/08/24	-0.05	838.652	4.49	824.522	14.130	1.71	USD	1.86
						L		UCB	153.850	12/08/24	-2.38	140.250	9.70	78.900	61.350	77.76	EUR	56.25
								Eli Lilly	884.380	12/08/24	-0.82	914.370	-3.28	582.920	331.450	56.86	USD	44.96
								Rovi	76.200	12/08/24	-0.59	86.800	-12.21	60.200	26.600	44.19	EUR	50.14
						L		Daiichi Sankyo	5,458.000	9/08/24	-1.16	5,427.000	0.57	3,872.000	1,555.000	40.16	JPY	21.80
								Otsuka	7,694.000	9/08/24	1.22	6,884.000	11.77	5,289.000	1,595.000	30.16	JPY	10.47
								Aspen Pharmacare	11.700	12/08/24	0.86	11.800	-0.85	9.600	2.200	22.92	EUR	17.85
						L		Alcon	79.560	12/08/24	-1.12	80.180	-0.77	65.640	14.540	22.15	CHF	11.19
								Sun Pharma	1,733.850	12/08/24	-0.08	1,520.100	14.06	1,259.450	260.650	20.70	INR	19.15
								Regeneron	1,121.090	12/08/24	-0.90	1,057.020	6.06	878.290	178.730	20.35	USD	21.37
						L		Genomma Lab	18.770	12/08/24		17.030	10.22	14.160	2.870	20.27	MXN	13.94
								Cipla	1,586.250	12/08/24	0.73	1,479.100	7.24	1,246.300	232.800	18.68	INR	23.43
						L		Divi's Laboratories	4,891.000	12/08/24	1.26	4,602.100	6.28	3,903.900	698.200	17.88	INR	23.37
						L		Lundbeck B	41.700	12/08/24	-0.71	38.600	8.03	32.760	5.840	17.83	DKK	8.91
								Merck (MSD)	113.480	12/08/24	-0.93	127.900	-11.27	109.020	18.880	17.32	USD	11.58
								Kyowa Kirin	2,966.500	9/08/24	0.17	2,772.000	7.02	2,370.000	402.000	16.96	JPY	4.91
						L		Moderna	81.290	12/08/24	-4.29	115.950	-29.89	99.450	16.500	16.59	USD	35.23
						L		AstraZeneca	12,780.000	12/08/24	0.63	12,304.000	3.87	10,600.000	1,704.000	16.08	GBP	15.63
						L		Vertex	464.510	12/08/24	-0.84	471.250	-1.43	406.890	64.360	15.82	USD	23.06
						L		Novartis	96.740	12/08/24	0.16	96.720	0.02	84.870	11.850	13.96	CHF	5.45
								AbbVie	190.180	12/08/24	0.13	170.370	11.63	154.970	15.400	9.94	USD	9.65
								Dr. Reddy's Labs	6,886.550	12/08/24	-1.81	6,353.700	8.39	5,797.900	555.800	9.59	INR	6.04
								Chugai	6,122.000	9/08/24	2.60	5,648.000	8.39	5,342.000	306.000	5.73	JPY	1.64
						L		Orion	43.810	12/08/24	-0.68	41.440	5.72	39.270	2.170	5.53	EUR	2.00
						L		Merck (EMD)	166.750	12/08/24	0.36	152.050	9.67	144.100	7.950	5.52	EUR	11.19
								⇓instrument	freshest		⇓ Δday	1/07/24	⇓ Δwk	1/01/24	prc diff	Δ26	Curr	⇓∅-RS
								GSK	1,572.000	12/08/24	0.42	1,526.000	3.01	1,450.200	75.800	5.23	GBP	5.65
						L		Ipsen	103.900	12/08/24	0.78	113.500	-8.46	107.900	5.600	5.19	EUR	8.20
						L		Hansoh Pharma	18.500	12/08/24	-2.22	16.320	13.36	15.760	0.560	3.55	HKD	32.80
								Takeda	4,069.000	9/08/24	0.52	4,192.000	-2.93	4,054.000	138.000	3.40	JPY	-3.24
						L		Sinopharm	20.200	12/08/24	1.10	20.750	-2.65	20.200	0.550	2.72	HKD	-2.10
								Sanofi	95.670	12/08/24	-0.60	91.850	4.16	89.760	2.090	2.33	EUR	-4.86
						L		Roche	277.800	12/08/24	0.25	250.100	11.08	244.500	5.600	2.29	CHF	0.61
						L		CSL	308.930	12/08/24	0.13	292.600	5.58	286.650	5.950	2.08	AUD	6.64
								Haleon	373.200	12/08/24	-1.01	324.700	14.94	321.650	3.050	0.95	GBP	-1.14
								Recordati	49.460	12/08/24	0.24	48.800	1.35	48.830	-0.030	-0.06	EUR	0.41
						L		Pfizer	28.450	12/08/24	-0.35	28.220	0.82	28.790	-0.570	-1.98	USD	-11.15
								Bavarian Nordic	193.150	12/08/24	0.60	171.650	12.53	177.450	-5.800	-3.27	DKK	0.03
						L		Eisai	5,570.000	9/08/24	1.07	6,680.000	-16.62	7,052.000	-372.000	-5.28	JPY	-14.78
						L		Astellas Pharma	1,630.500	9/08/24	-2.98	1,588.500	2.64	1,686.000	-97.500	-5.78	JPY	-16.10
								Abbott Labs	107.800	12/08/24	-0.84	103.200	4.46	110.070	-6.870	-6.24	USD	-2.50
						S		Shionogi	6,275.000	9/08/24	0.56	6,232.000	0.69	6,798.000	-566.000	-8.33	JPY	-10.21
						S		Ono Pharmaceutical	2,124.000	9/08/24	-1.62	2,221.000	-4.37	2,516.000	-295.000	-11.72	JPY	-16.46
								IDEXX Labs	479.930	12/08/24	-0.60	476.400	0.74	555.050	-78.650	-14.17	USD	0.66
						L		CSPC Pharmaceutical	5.930	12/08/24	1.02	6.220	-4.66	7.260	-1.040	-14.33	HKD	5.80
								Zhangzhou Pientze	208.000	12/08/24	-0.60	206.230	0.86	241.990	-35.760	-14.78	CNY	-10.83
						S		Gilead Sciences	72.990	12/08/24	-0.91	68.640	6.34	81.010	-12.370	-15.27	USD	-13.94
						S		Jiangsu Hengrui Med	43.630	12/08/24	2.85	38.270	14.01	45.230	-6.960	-15.39	CNY	-3.34
						L		Dermapharm	35.150	12/08/24	0.29	35.800	-1.82	42.340	-6.540	-15.45	EUR	-7.56
						L		Sumitomo Pharma	484.000	9/08/24	1.04	390.000	24.10	466.000	-76.000	-16.31	JPY	-22.23
						S		Bristol-Myers	47.060	12/08/24	0.73	41.300	13.95	51.310	-10.010	-19.51	USD	-22.23
								⇓instrument	freshest		⇓ Δday	1/07/24	⇓ Δwk	1/01/24	prc diff	Δ26	Curr	⇓∅-RS
						S		SK Biopharmaceutical	98,800.000	12/08/24	7.04	78,900.000	25.22	103,100.000	-24,200.000	-23.47	KRW	-10.35
								BioNTech	80.620	12/08/24	-0.22	78.830	2.27	105.540	-26.710	-25.31	USD	-11.62
						L		Boiron	30.800	12/08/24	0.82	30.000	2.67	40.220	-10.220	-25.41	EUR	-16.23
								Valneva	3.074	12/08/24	-1.28	3.254	-5.53	4.720	-1.466	-31.06	EUR	-30.18
								WuXi AppTec	41.380	12/08/24	-0.29	38.660	7.04	72.760	-34.100	-46.87	CNY	-29.23
								Euroapi	3.958	12/08/24	-3.04	2.544	55.58	5.730	-3.186	-55.60	EUR	-42.19
								WuXi Biologics	11.780	12/08/24	3.70	11.540	2.08	29.600	-18.060	-61.01	HKD	-50.24
Pharmaceuticals - 56 out of 56 instruments rated - 1/07/24 / 1/01/24 - 33 did rise, Market-Ratio(26) = 58.93 %

 

 

Transactions Pharmaceuticals * Mixed Straddles L17 - 58/58 (1) - S26 - 38/58 (1)

																⇐
L/S	date buy	date sell	days				instrument	spl	pieces	Curr	prc buy	prc sell	ps short	prc diff	d %	asset	yield
2/01/06		18/09/06	259				- cash -
long	18/09/06	5/03/07	168				Kangmei Pharma	100	14,150	CNY	0.707	1.037		0.330	47	14,670	130
5/03/07		12/03/07	7				- cash -
	12/03/07	19/03/07	7				Kangmei Pharma	100	12,106	CNY	1.212	1.404		0.193	16	17,001	218,939
19/03/07		26/03/07	7				- cash -
	26/03/07	11/06/07	77				Kangmei Pharma	100	11,722	CNY	1.450	2.130		0.680	47	24,970	519
11/06/07		2/07/07	21				- cash -
	2/07/07	9/07/07	7				Kangmei Pharma	100	15,185	CNY	1.644	1.769		0.125	8	26,863	4,422
9/07/07		30/07/07	21				- cash -
short	30/07/07	11/08/08	378				Chugai	100	3,958	JPY	6.787	5.667	8.128	1.341	20	32,173	19
long	28/07/08	1/09/08	35				Biotest	100	1,721	EUR	18.683	20.067		1.383	7	34,553	111
1/09/08		20/10/08	49				- cash -
short	20/10/08	24/08/09	308				Stada	100	1,470	EUR	23.500	16.200	34.090	10.590	45	50,120	55
long	9/02/09	2/03/09	21				Chugai	100	8,918	JPY	5.620	5.473		-0.147	-3	48,809	-37
	29/06/09	26/04/10	301				Kangmei Pharma	100	13,957	CNY	3.497	6.284		2.787	80	87,711	104
26/04/10		30/08/10	126				- cash -
short	30/08/10	8/11/10	70				Innate Pharma	100	53,158	EUR	1.650	1.500	1.815	0.165	10	96,482	64
long	20/09/10	14/02/11	147				Bausch Health	100	3,511	CAD	27.480	40.720		13.240	48	142,968	166
14/02/11		21/02/11	7				- cash -
	21/02/11	28/02/11	7				Bausch Health	100	3,600	CAD	39.710	38.990		-0.720	-2	140,376	-61
28/02/11		30/05/11	91				- cash -
	30/05/11	20/06/11	21				Regeneron	100	2,338	USD	60.020	53.210		-6.810	-11	124,454	-88
20/06/11		27/06/11	7				- cash -
	27/06/11	8/08/11	42				Regeneron	100	2,345	USD	53.060	44.960		-8.100	-15	105,460	-76
short	8/08/11	19/12/11	133				Genfit	100	41,749	EUR	2.526	1.268	5.032	2.506	99	210,087	563
long	5/12/11	7/05/12	154				Alexion	100	3,227	USD	65.100	86.390		21.290	33	278,790	96
7/05/12		25/06/12	49				- cash -
	25/06/12	26/11/12	154				Regeneron	100	2,446	USD	113.950	174.390		60.440	53	426,626	174
26/11/12		10/12/12	14				- cash -
	10/12/12	17/12/12	7				Regeneron	100	2,309	USD	184.690	179.400		-5.290	-3	414,411	-78
17/12/12		24/12/12	7				- cash -
	24/12/12	5/08/13	224				Regeneron	100	2,394	USD	173.040	270.990		97.950	57	648,904	108
5/08/13		30/09/13	56				- cash -
	30/09/13	17/03/14	168				Genfit	100	81,469	EUR	7.965	28.120		20.155	253	2,290,911	1,450
17/03/14		24/03/14	7				- cash -
	24/03/14	7/04/14	14				Genfit	100	82,111	EUR	27.900	27.350		-0.550	-2	2,245,750	-40
7/04/14		21/04/14	14				- cash -
	21/04/14	28/04/14	7				Genfit	100	102,079	EUR	22.000	21.970		-0.030	0	2,242,688	-7
28/04/14		5/05/14	7				- cash -
	5/05/14	19/05/14	14				Genfit	100	111,743	EUR	20.070	19.980		-0.090	0	2,232,631	-11
19/05/14		26/05/14	7				- cash -
	26/05/14	23/06/14	28				Genfit	100	102,933	EUR	21.690	25.680		3.990	18	2,643,334	804
23/06/14		30/06/14	7				- cash -
	30/06/14	29/06/15	364				Genfit	100	101,666	EUR	26.000	34.050		8.050	31	3,461,745	31
L/S	date buy	date sell	days				instrument	spl	pieces	Curr	prc buy	prc sell	ps short	prc diff	d %	asset	yield
29/06/15		6/07/15	7				- cash -
	6/07/15	24/08/15	49				Kangmei Pharma	100	184,233	CNY	18.790	16.250		-2.540	-14	2,993,793	-66
24/08/15		21/09/15	28				- cash -
short	21/09/15	28/12/15	98				Biotest	100	152,939	EUR	19.575	15.575	24.602	5.027	26	3,762,664	134
long	21/12/15		7				Vifor Pharma	100	25,168	CHF	149.500	151.700		2.200	1	3,818,033	114
28/12/15		4/01/16	7				- cash -
short	4/01/16	18/07/16	196				Bausch Health	100	27,799	CAD	137.340	30.400	620.470	483.130	352	17,248,553	1,558
long	30/05/16	20/06/16	21				Stada	100	363,586	EUR	47.440	45.205		-2.235	-5	16,435,938	-57
	4/07/16	15/08/16	42				Sumitomo Pharma	100	882,229	JPY	18.630	18.200		-0.430	-2	16,056,580	-18
15/08/16		29/08/16	14				- cash -
	29/08/16	26/09/16	28				Genomma Lab	100	760,254	MXN	21.120	20.260		-0.860	-4	15,402,761	-42
26/09/16		10/10/16	14				- cash -
	10/10/16	17/10/16	7				Genomma Lab	100	731,722	MXN	21.050	20.350		-0.700	-3	14,890,556	-83
17/10/16		24/10/16	7				- cash -
short	24/10/16	19/12/16	56				Bausch Health	100	530,290	CAD	28.080	19.480	40.477	12.397	44	21,464,402	984
19/12/16		9/01/17	21				- cash -
long	9/01/17	16/01/17	7				Incyte	100	181,088	USD	118.530	117.750		-0.780	-1	21,323,153	-29
16/01/17		23/01/17	7				- cash -
short	23/01/17	6/03/17	42				Hanmi Science	100	357,171	KRW	59.700	66.200	53.200	-6.500	-11	19,001,542	-63
long	13/02/17	12/06/17	119				Incyte	100	156,843	USD	121.150	116.440		-4.710	-4	18,262,811	-11
12/06/17		19/06/17	7				- cash -
	19/06/17	3/07/17	14				Ipsen	100	149,205	EUR	122.400	117.550		-4.850	-4	17,539,167	-65
3/07/17		11/12/17	161				- cash -
	11/12/17	1/01/18	21				Bausch Health	100	663,106	CAD	26.450	26.200		-0.250	-1	17,373,390	-15
1/01/18		11/06/18	161				- cash -
	11/06/18	25/06/18	14				Bausch Health	100	504,893	CAD	34.410	30.700		-3.710	-11	15,500,237	-95
25/06/18		2/07/18	7				- cash -
	2/07/18	29/10/18	119				Bausch Health	100	506,543	CAD	30.600	28.810		-1.790	-6	14,593,525	-17
29/10/18		24/12/18	56				- cash -
short	24/12/18	24/06/19	182				DBV Technologies	100	1,658,355	EUR	8.800	14.820	2.780	-6.020	-68	4,610,228	-90
long	25/03/19	15/04/19	21				Eli Lilly	100	35,498	USD	129.870	124.080		-5.790	-4	4,404,695	-55
	22/04/19	13/05/19	21				Daiichi Sankyo	100	264,493	JPY	16.653	18.280		1.627	10	4,834,946	405
24/06/19		5/08/19	42				- cash -
short	5/08/19	11/11/19	98				Hanmi Science	100	116,224	KRW	41.600	41.200	42.004	0.404	1	4,881,889	4
long	16/09/19	23/09/19	7				Daiichi Sankyo	100	211,063	JPY	23.130	23.840		0.710	3	5,031,743	384
	4/11/19	2/03/20	119				Genomma Lab	100	241,099	MXN	20.870	20.440		-0.430	-2	4,928,071	-6
2/03/20		16/03/20	14				- cash -
short	16/03/20	13/04/20	28				Canopy Growth	100	34,175	CAD	144.200	200.600	87.800	-56.400	-39	3,000,601	-100
13/04/20		1/06/20	49				- cash -
long	1/06/20	8/06/20	7				Chugai	100	56,973	JPY	52.667	52.267		-0.400	-1	2,977,812	-33
8/06/20		22/06/20	14				- cash -
	22/06/20	24/08/20	63				Chugai	100	51,579	JPY	57.733	49.570		-8.163	-14	2,556,772	-59
L/S	date buy	date sell	days				instrument	spl	pieces	Curr	prc buy	prc sell	ps short	prc diff	d %	asset	yield
24/08/20		31/08/20	7				- cash -
	31/08/20	7/09/20	7				Hanmi Science	100	43,630	KRW	58.600	58.600		0.000	0	2,556,772	0
7/09/20		12/10/20	35				- cash -
	12/10/20	19/10/20	7				Hanmi Science	100	43,482	KRW	58.800	59.900		1.100	2	2,604,602	163
19/10/20		4/01/21	77				- cash -
	4/01/21	25/01/21	21				Hanmi Science	100	34,271	KRW	76.000	82.800		6.800	9	2,837,645	343
25/01/21		1/02/21	7				- cash -
	1/02/21	8/02/21	7				Canopy Growth	100	5,519	CAD	514.100	557.200		43.100	8	3,075,514	6,554
8/02/21		15/02/21	7				- cash -
	15/02/21	8/03/21	21				Canopy Growth	100	6,013	CAD	511.400	391.600		-119.800	-23	2,355,157	-99
8/03/21		22/03/21	14				- cash -
	22/03/21	29/03/21	7				Bausch Health	100	57,053	CAD	41.280	38.640		-2.640	-6	2,204,537	-97
29/03/21		5/04/21	7				- cash -
	5/04/21	12/04/21	7				Bausch Health	100	55,867	CAD	39.460	37.610		-1.850	-5	2,101,183	-92
12/04/21		19/04/21	7				- cash -
	19/04/21	3/05/21	14				Dermapharm	100	28,743	EUR	73.100	73.200		0.100	0	2,104,057	4
3/05/21		14/06/21	42				- cash -
	14/06/21	20/09/21	98				Sumitomo Pharma	100	90,927	JPY	23.140	21.160		-1.980	-9	1,924,022	-28
20/09/21		14/02/22	147				- cash -
short	14/02/22	5/12/22	294				DBV Technologies	100	758,384	EUR	2.537	2.686	2.388	-0.149	-6	1,811,022	-7
long	4/07/22	18/07/22	14				Vertex	100	6,303	USD	287.320	286.060		-1.260	0	1,803,081	-11
5/12/22		26/12/22	21				- cash -
	26/12/22	9/01/23	14				Eisai	100	20,806	JPY	86.660	81.470		-5.190	-6	1,695,097	-80
9/01/23		16/01/23	7				- cash -
	16/01/23	27/02/23	42				BioMarin	100	15,038	USD	112.720	103.240		-9.480	-8	1,552,537	-53
27/02/23		23/10/23	238				- cash -
short	23/10/23	8/01/24	77				Euroapi	100	323,175	EUR	4.804	5.736	3.872	-0.932	-19	1,251,338	-64
8/01/24		19/02/24	42				- cash -
long	19/02/24	4/03/24	14				Eli Lilly	100	1,600	USD	782.060	792.280		10.220	1	1,267,690	40
4/03/24		11/03/24	7				- cash -
	11/03/24	15/04/24	35				Rovi	100	16,107	EUR	78.700	82.850		4.150	5	1,334,534	71
15/04/24		10/11/26	939				- cash -
accum	18/09/06	15/04/24	4634	days out of 7617 invested (61%)										13,245		1,334,534	47

instrument	L/S	date buy	date sell	days	prc buy	prc sell	ps short	prc diff	d %			total
Genfit	short	8/08/11	19/12/11	133	2.53	1.27	5.03	2.51	99.21
	long	30/09/13	17/03/14	168	7.97	28.12		20.16	253.04
	long	24/03/14	7/04/14	14	27.90	27.35		-0.55	-1.97
	long	21/04/14	28/04/14	7	22.00	21.97		-0.03	-0.14
	long	5/05/14	19/05/14	14	20.07	19.98		-0.09	-0.45
	long	26/05/14	23/06/14	28	21.69	25.68		3.99	18.40
	long	30/06/14	29/06/15	364	26.00	34.05		8.05	30.96			962.76
Bausch Health	long	20/09/10	14/02/11	147	27.48	40.72		13.24	48.18
	long	21/02/11	28/02/11	7	39.71	38.99		-0.72	-1.81
	short	4/01/16	18/07/16	196	137.34	30.40	620.47	483.13	351.78
	short	24/10/16	19/12/16	56	28.08	19.48	40.48	12.40	44.15
	long	11/12/17	1/01/18	21	26.45	26.20		-0.25	-0.95
	long	11/06/18	25/06/18	14	34.41	30.70		-3.71	-10.78
	long	2/07/18	29/10/18	119	30.60	28.81		-1.79	-5.85
	long	22/03/21	29/03/21	7	41.28	38.64		-2.64	-6.40
	long	5/04/21	12/04/21	7	39.46	37.61		-1.85	-4.69			603.35
Kangmei Pharma	long	18/09/06	5/03/07	168	0.71	1.04		0.33	46.70
	long	12/03/07	19/03/07	7	1.21	1.40		0.19	15.90
	long	26/03/07	11/06/07	77	1.45	2.13		0.68	46.87
	long	2/07/07	9/07/07	7	1.64	1.77		0.12	7.58
	long	29/06/09	26/04/10	301	3.50	6.28		2.79	79.71
	long	6/07/15	24/08/15	49	18.79	16.25		-2.54	-13.52			317.51
Regeneron	long	30/05/11	20/06/11	21	60.02	53.21		-6.81	-11.35
	long	27/06/11	8/08/11	42	53.06	44.96		-8.10	-15.27
	long	25/06/12	26/11/12	154	113.95	174.39		60.44	53.04
	long	10/12/12	17/12/12	7	184.69	179.40		-5.29	-2.86
	long	24/12/12	5/08/13	224	173.04	270.99		97.95	56.61			74.88
instrument	L/S	date buy	date sell	days	prc buy	prc sell	ps short	prc diff	d %			total
Stada	short	20/10/08	24/08/09	308	23.50	16.20	34.09	10.59	45.06
	long	30/05/16	20/06/16	21	47.44	45.21		-2.24	-4.71			38.23
Biotest	long	28/07/08	1/09/08	35	18.68	20.07		1.38	7.40
	short	21/09/15	28/12/15	98	19.58	15.58	24.60	5.03	25.68			34.99
Alexion	long	5/12/11	7/05/12	154	65.10	86.39		21.29	32.70			32.70
Daiichi Sankyo	long	22/04/19	13/05/19	21	16.65	18.28		1.63	9.77
	long	16/09/19	23/09/19	7	23.13	23.84		0.71	3.07			13.14
Innate Pharma	short	30/08/10	8/11/10	70	1.65	1.50	1.82	0.17	10.00			10.00
Rovi	long	11/03/24	15/04/24	35	78.70	82.85		4.15	5.27			5.27
Vifor Pharma	long	21/12/15	28/12/15	7	149.50	151.70		2.20	1.47			1.47
Dermapharm	long	19/04/21	3/05/21	14	73.10	73.20		0.10	0.14			0.14
Hanmi Science	short	23/01/17	6/03/17	42	59.70	66.20	53.20	-6.50	-10.89
	short	5/08/19	11/11/19	98	41.60	41.20	42.00	0.40	0.97
	long	31/08/20	7/09/20	7	58.60	58.60		0.00	0.00
	long	12/10/20	19/10/20	7	58.80	59.90		1.10	1.87
	long	4/01/21	25/01/21	21	76.00	82.80		6.80	8.95			-0.14
Vertex	long	4/07/22	18/07/22	14	287.32	286.06		-1.26	-0.44			-0.44
Chugai	short	30/07/07	11/08/08	378	6.79	5.67	8.13	1.34	19.76
	long	9/02/09	2/03/09	21	5.62	5.47		-0.15	-2.62
	long	1/06/20	8/06/20	7	52.67	52.27		-0.40	-0.76
	long	22/06/20	24/08/20	63	57.73	49.57		-8.16	-14.14			-0.62
Eli Lilly	long	25/03/19	15/04/19	21	129.87	124.08		-5.79	-4.46
	long	19/02/24	4/03/24	14	782.06	792.28		10.22	1.31			-3.21
Ipsen	long	19/06/17	3/07/17	14	122.40	117.55		-4.85	-3.96			-3.96
Incyte	long	9/01/17	16/01/17	7	118.53	117.75		-0.78	-0.66
	long	13/02/17	12/06/17	119	121.15	116.44		-4.71	-3.89			-4.52
instrument	L/S	date buy	date sell	days	prc buy	prc sell	ps short	prc diff	d %			total
Eisai	long	26/12/22	9/01/23	14	86.66	81.47		-5.19	-5.99			-5.99
BioMarin	long	16/01/23	27/02/23	42	112.72	103.24		-9.48	-8.41			-8.41
Genomma Lab	long	29/08/16	26/09/16	28	21.12	20.26		-0.86	-4.07
	long	10/10/16	17/10/16	7	21.05	20.35		-0.70	-3.33
	long	4/11/19	2/03/20	119	20.87	20.44		-0.43	-2.06			-9.17
Sumitomo Pharma	long	4/07/16	15/08/16	42	18.63	18.20		-0.43	-2.31
	long	14/06/21	20/09/21	98	23.14	21.16		-1.98	-8.56			-10.67
Euroapi	short	23/10/23	8/01/24	77	4.80	5.74	3.87	-0.93	-19.40			-19.40
Canopy Growth	short	16/03/20	13/04/20	28	144.20	200.60	87.80	-56.40	-39.11
	long	1/02/21	8/02/21	7	514.10	557.20		43.10	8.38
	long	15/02/21	8/03/21	21	511.40	391.60		-119.80	-23.43			-49.47
DBV Technologies	short	24/12/18	24/06/19	182	8.80	14.82	2.78	-6.02	-68.41
	short	14/02/22	5/12/22	294	2.54	2.69	2.39	-0.15	-5.87			-70.26

Annotations

18/07/22	GlaxoSmithKline			demergers OTC business -> Haleon
27/06/22	Lundbeck			splits into one A and four B shares (1:(1+4))
6/07/15	Pharma			Best Long throws a signal for Kangmei. Due to the high volatility in China this should be handled with care.
14/03/15	Pharma			complete analysis

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