Share-o-matic - Assessment Pharmaceuticals

Assessment - Pharmaceuticals - 8/02/21 - RS = 14

		⇓instrument	freshest		⇓ Δday	8/02/21	⇓ Δwk	4/26/21	prc diff	⇓ Δ14	Curr	∅-RS
		SOM Pharmaceuticals	909.119	20:05	0.15	907.771	0.15	872.976	34.795	3.99	USD	7.34
		DBV Technologies	8.554	15:35	-5.90	9.090	-5.90	10.240	-1.150	-11.23	EUR	61.73
	L	Shanghai Fosun	86.710	07:00	5.24	82.390	5.24	49.480	32.910	66.51	CNY	54.57
	L	IDEXX Labs	695.670	20:00	2.50	678.720	2.50	558.420	120.300	21.54	USD	41.78
	L	Eli Lilly	255.990	20:04	3.81	246.600	3.81	187.220	59.380	31.72	USD	40.77
	L	Aspen Pharmacare	10.500	14:20	0.96	10.400	0.96	8.500	1.900	22.35	EUR	37.60
	L	Sun Pharma	794.800	10:00	2.55	775.000	2.55	634.700	140.300	22.10	INR	33.12
		Alexion	182.500	20:00		182.500		167.000	15.500	9.28	USD	28.72
	L	Merck (EMD)	174.550	15:29	-0.11	174.750	-0.11	143.250	31.500	21.99	EUR	27.56
		Bausch Health	33.130	20:00	-9.23	36.500	-9.23	38.170	-1.670	-4.38	CAD	23.41
		Dermapharm	68.900	15:29	1.77	67.700	1.77	74.600	-6.900	-9.25	EUR	20.77
		Almirall	13.460	15:35	-0.81	13.570	-0.81	12.840	0.730	5.69	EUR	18.35
		WuXi AppTec	158.880	07:00	3.98	152.800	3.98	147.180	5.620	3.82	CNY	18.16
	L	Pfizer	45.680	20:05	3.91	43.960	3.91	38.680	5.280	13.65	USD	16.79
		Kyowa Hakko Kirin	3,510.000	06:15	-1.96	3,580.000	-1.96	3,320.000	260.000	7.83	JPY	16.61
		Sumitomo Dainippon	1,837.000	06:15	-2.08	1,876.000	-2.08	1,879.000	-3.000	-0.16	JPY	15.65
	L	Recordati	52.600	15:35	-0.11	52.660	-0.11	46.460	6.200	13.34	EUR	15.49
	L	Ipsen	91.220	15:35	0.60	90.680	0.60	81.520	9.160	11.24	EUR	15.02
	L	Boiron	43.200	15:35		43.200		37.500	5.700	15.20	EUR	13.60
		AbbVie	116.250	20:02	0.69	115.450	0.69	111.390	4.060	3.64	USD	12.02
		Cipla	928.150	10:00	0.77	921.050	0.77	905.400	15.650	1.73	INR	11.88
		Hanmi Science	72,900.000	06:30		72,900.000		71,800.000	1,100.000	1.53	KRW	11.42
	L	Roche	352.750	15:31	0.24	351.900	0.24	306.450	45.450	14.83	CHF	11.40
		Alcon	66.720	15:31	-0.48	67.040	-0.48	69.500	-2.460	-3.54	CHF	11.28
		Eisai	9,125.000	06:15	0.36	9,092.000	0.36	7,320.000	1,772.000	24.21	JPY	10.88
		⇓instrument	freshest		⇓ Δday	8/02/21	⇓ Δwk	4/26/21	prc diff	⇓ Δ14	Curr	∅-RS
	L	Regeneron	586.510	20:00	1.63	577.130	1.63	501.170	75.960	15.16	USD	9.22
		Hikma	2,690.000	15:35	0.56	2,675.000	0.56	2,367.000	308.000	13.01	GBP	8.99
		Lupin	1,144.200	09:59	1.77	1,124.250	1.77	1,062.550	61.700	5.81	INR	8.80
		Astellas Pharma	1,795.000	06:15	-1.86	1,829.000	-1.86	1,649.000	180.000	10.92	JPY	8.66
	L	Bristol-Myers	69.310	20:00	1.90	68.020	1.90	65.890	2.130	3.23	USD	8.24
		Medios	36.050	15:29	0.70	35.800	0.70	36.000	-0.200	-0.56	EUR	7.93
		Abbott Labs	122.120	20:05	0.99	120.920	0.99	122.580	-1.660	-1.35	USD	7.21
	L	Gilead Sciences	69.830	20:00	2.17	68.350	2.17	65.760	2.590	3.94	USD	5.78
	L	UCB	93.100	15:35	1.33	91.880	1.33	80.320	11.560	14.39	EUR	5.02
	L	AstraZeneca	8,297.000	15:35	0.28	8,274.000	0.28	7,530.000	744.000	9.88	GBP	4.89
	L	CSL	294.310	06:10	-0.01	294.350	-0.01	271.750	22.600	8.32	AUD	4.27
	L	Novartis	83.480	15:31	-0.35	83.770	-0.35	80.430	3.340	4.15	CHF	3.96
	L	GlaxoSmithKline	1,433.400	15:45	0.41	1,427.600	0.41	1,340.600	87.000	6.49	GBP	3.47
		Sanofi	86.450	15:35	-0.35	86.750	-0.35	85.380	1.370	1.60	EUR	3.33
	L	Shionogi	5,721.000	06:15	-3.00	5,898.000	-3.00	5,714.000	184.000	3.22	JPY	3.04
		Aurobindo Pharma	916.900	09:59	-0.15	918.300	-0.15	971.200	-52.900	-5.45	INR	2.82
		Otsuka	4,401.000	06:15	-1.59	4,472.000	-1.59	4,312.000	160.000	3.71	JPY	0.42
	S	Takeda	3,652.000	06:15	-0.81	3,682.000	-0.81	3,663.000	19.000	0.52	JPY	-2.15
	L	Orion	35.970	15:29	0.06	35.950	0.06	36.210	-0.260	-0.72	EUR	-3.43
		Merck (MSD)	76.410	20:04	0.30	76.180	0.30	77.530	-1.350	-1.74	USD	-3.59
	S	Dr. Reddy's Labs	4,721.700	10:00	0.43	4,701.550	0.43	5,066.700	-365.150	-7.21	INR	-4.37
	L	BioMarin	77.650	20:00	0.31	77.410	0.31	81.160	-3.750	-4.62	USD	-4.44
		Genomma Lab	19.450	19:59	0.99	19.260	0.99	20.730	-1.470	-7.09	MXN	-6.88
		Lundbeck	191.450	14:59	-1.11	193.600	-1.11	193.750	-0.150	-0.08	DKK	-6.95
	S	Incyte	77.950	20:00	-0.66	78.470	-0.66	85.610	-7.140	-8.34	USD	-8.71
		⇓instrument	freshest		⇓ Δday	8/02/21	⇓ Δwk	4/26/21	prc diff	⇓ Δ14	Curr	∅-RS
	S	Chugai Seiyaku	4,004.000	06:15	-2.05	4,088.000	-2.05	4,242.000	-154.000	-3.63	JPY	-11.53
		Vertex	200.050	20:00	0.87	198.320	0.87	216.970	-18.650	-8.60	USD	-11.84
		Ono Pharmaceutical	2,512.000	06:15	-2.64	2,580.000	-2.64	2,823.500	-243.500	-8.62	JPY	-12.21
	S	Pharma Mar	74.000	15:35	-0.91	74.680	-0.91	92.740	-18.060	-19.47	EUR	-17.18
	S	Canopy Growth	23.520	19:59	-0.47	23.630	-0.47	34.100	-10.470	-30.70	CAD	-21.30
	S	Daiichi Sankyo	2,065.500	06:15	-1.01	2,086.500	-1.01	3,009.000	-922.500	-30.66	JPY	-30.38
	S	Jiangsu Hengrui Med	57.400	07:00	3.89	55.250	3.89	81.520	-26.270	-32.23	CNY	-36.79
Pharmaceuticals - 56 out of 56 instruments rated - 8/02/21 / 4/26/21 - 34 did rise, Market-Ratio(14) = 60.71 %

Technical Chart

	Pharmaceuticals RS = 14 - B/S = 54/54

1/02/17	scale up chart	8/02/21

Transactions Pharmaceuticals * L14 - 54 ex 2 (1)

													⇐
L/S	date buy	date sell	days		instrument	spl	pieces	Curr	prc buy	prc sell	prc diff	d %	asset	yield
long	1/02/06	2/13/06	42		Regeneron	100	628	USD	15.900	14.990	-0.910	-6	9,429	-40
	2/13/06	4/03/06	49		Vertex	100	273	USD	34.490	35.850	1.360	4	9,800	33
	4/03/06	4/17/06	14		Lupin	100	925	INR	10.583	10.648	0.065	1	9,860	17
	4/17/06	5/01/06	14		Vertex	100	277	USD	35.470	35.650	0.180	1	9,910	14
	5/01/06	5/22/06	21		Dr. Reddy's Labs	100	117	INR	84.098	72.060	-12.038	-14	8,501	-93
5/22/06		8/21/06	91		- cash -
	8/21/06	3/19/07	210		Jiangsu Hengrui Med	100	5,358	CNY	1.587	3.255	1.669	105	17,443	249
3/19/07		3/26/07	7		- cash -
	3/26/07	4/30/07	35		Jiangsu Hengrui Med	100	5,430	CNY	3.212	3.632	0.419	13	19,720	260
4/30/07		5/07/07	7		- cash -
	5/07/07	7/16/07	70		Shanghai Fosun	100	2,748	CNY	7.174	6.973	-0.201	-3	19,168	-14
7/16/07		10/01/07	77		- cash -
	10/01/07	10/08/07	7		Shanghai Fosun	100	1,831	CNY	10.467	10.153	-0.313	-3	18,594	-80
10/08/07		12/10/07	63		- cash -
	12/10/07	12/17/07	7		Alexion	100	980	USD	18.972	18.405	-0.567	-3	18,038	-79
12/17/07		5/19/08	154		- cash -
	5/19/08	5/26/08	7		BioMarin	100	458	USD	39.370	39.160	-0.210	-1	17,942	-24
5/26/08		6/16/08	21		- cash -
	6/16/08	6/30/08	14		Sun Pharma	100	1,197	INR	14.988	13.926	-1.062	-7	16,671	-85
6/30/08		7/07/08	7		- cash -
	7/07/08	7/14/08	7		Vertex	100	504	USD	33.070	32.370	-0.700	-2	16,318	-67
7/14/08		7/21/08	7		- cash -
	7/21/08	7/28/08	7		Vertex	100	514	USD	31.720	32.070	0.350	1	16,498	77
	7/28/08	8/04/08	7		Aspen Pharmacare	100	4,296	EUR	3.840	3.840	0.000	0	16,498	0
	8/04/08	8/25/08	21		Alexion	100	718	USD	22.967	21.820	-1.147	-5	15,674	-59
8/25/08		9/15/08	21		- cash -
	9/15/08	9/22/08	7		Lupin	100	1,081	INR	14.494	14.408	-0.086	-1	15,581	-27
9/22/08		1/19/09	119		- cash -
	1/19/09	1/26/09	7		Bausch Health	100	1,144	CAD	13.610	13.730	0.120	1	15,719	58
1/26/09		2/02/09	7		- cash -
	2/02/09	2/16/09	14		Vertex	100	479	USD	32.750	33.100	0.350	1	15,886	32
2/16/09		6/01/09	105		- cash -
	6/01/09	2/22/10	266		Aurobindo Pharma	100	4,036	INR	3.936	9.058	5.122	130	36,557	214
	2/22/10	4/19/10	56		Incyte	100	3,413	USD	10.710	13.730	3.020	28	46,864	405
4/19/10		8/30/10	133		- cash -
	8/30/10	2/14/11	168		Hanmi Science	100	6,110	KRW	7.670	6.460	-1.210	-16	39,471	-31
2/14/11		2/21/11	7		- cash -
	2/21/11	2/28/11	7		Bausch Health	100	993	CAD	39.710	38.990	-0.720	-2	38,756	-61
2/28/11		5/02/11	63		- cash -
	5/02/11	8/01/11	91		Regeneron	100	721	USD	53.710	52.660	-1.050	-2	37,999	-8
8/01/11		11/14/11	105		- cash -
	11/14/11	11/21/11	7		Alexion	100	568	USD	66.810	64.410	-2.400	-4	36,635	-85
L/S	date buy	date sell	days		instrument	spl	pieces	Curr	prc buy	prc sell	prc diff	d %	asset	yield
11/21/11		11/28/11	7		- cash -
	11/28/11	5/07/12	161		Alexion	100	542	USD	67.470	86.390	18.920	28	46,890	75
	5/07/12	5/14/12	7		Regeneron	100	359	USD	130.290	131.610	1.320	1	47,364	69
5/14/12		7/02/12	49		- cash -
	7/02/12	11/12/12	133		Regeneron	100	392	USD	120.760	144.900	24.140	20	56,827	65
	11/12/12	11/26/12	14		Aurobindo Pharma	100	6,358	INR	8.938	8.945	0.008	0	56,875	2
	11/26/12	6/24/13	210		Hanmi Science	100	7,759	KRW	7.330	14.650	7.320	100	113,670	233
6/24/13		7/01/13	7		- cash -
	7/01/13	8/19/13	49		Hanmi Science	100	7,381	KRW	15.400	14.600	-0.800	-5	107,766	-33
8/19/13		9/09/13	21		- cash -
	9/09/13	10/07/13	28		Incyte	100	2,866	USD	37.590	38.270	0.680	2	109,714	26
	10/07/13	11/18/13	42		Genfit	100	12,024	EUR	9.124	7.915	-1.209	-13	95,177	-71
	11/18/13	2/03/14	77		Incyte	100	2,026	USD	46.960	63.000	16.040	34	127,674	303
	2/03/14	4/07/14	63		Genfit	100	6,867	EUR	18.590	27.350	8.760	47	187,829	836
4/07/14		4/21/14	14		- cash -
	4/21/14	4/28/14	7		Genfit	100	8,537	EUR	22.000	21.970	-0.030	0	187,573	-7
4/28/14		5/05/14	7		- cash -
	5/05/14	5/19/14	14		Genfit	100	9,345	EUR	20.070	19.980	-0.090	0	186,732	-11
5/19/14		6/16/14	28		- cash -
	6/16/14	3/23/15	280		Genfit	100	7,442	EUR	25.090	54.370	29.280	117	404,634	174
	3/23/15	5/04/15	42		Eisai	100	4,348	JPY	93.050	78.840	-14.210	-15	342,849	-76
	5/04/15	6/15/15	42		Hanmi Science	100	8,614	KRW	39.800	88.200	48.400	122	759,767	100,663
6/15/15		6/22/15	7		- cash -
	6/22/15	6/29/15	7		Hanmi Science	100	7,674	KRW	99.000	126.500	27.500	28	970,802	> 999,999
6/29/15		7/13/15	14		- cash -
	7/13/15	7/27/15	14		Hanmi Science	100	7,860	KRW	123.500	150.000	26.500	21	1,179,092	15,788
7/27/15		8/03/15	7		- cash -
	8/03/15	8/24/15	21		Hanmi Science	100	9,664	KRW	122.000	133.000	11.000	9	1,285,396	348
8/24/15		9/21/15	28		- cash -
	9/21/15	9/28/15	7		Hanmi Science	100	8,569	KRW	150.000	140.000	-10.000	-7	1,199,706	-97
9/28/15		11/30/15	63		- cash -
	11/30/15	12/07/15	7		Hanmi Science	100	8,051	KRW	149.000	145.500	-3.500	-2	1,171,527	-71
12/07/15		1/04/16	28		- cash -
	1/04/16	1/11/16	7		Hanmi Science	100	8,977	KRW	130.500	144.000	13.500	10	1,292,717	16,852
1/11/16		4/25/16	105		- cash -
	4/25/16	5/02/16	7		Ono Pharmaceutical	100	25,422	JPY	50.850	48.630	-2.220	-4	1,236,280	-90
5/02/16		5/09/16	7		- cash -
	5/09/16	6/13/16	35		Ono Pharmaceutical	100	25,061	JPY	49.330	47.240	-2.090	-4	1,183,902	-36
6/13/16		7/04/16	21		- cash -
	7/04/16	7/25/16	21		Sumitomo Dainippon	100	63,548	JPY	18.630	19.480	0.850	5	1,237,918	117
	7/25/16	9/05/16	42		Genomma Lab	100	56,837	MXN	21.780	21.010	-0.770	-4	1,194,154	-27
L/S	date buy	date sell	days		instrument	spl	pieces	Curr	prc buy	prc sell	prc diff	d %	asset	yield
9/05/16		9/12/16	7		- cash -
	9/12/16	10/10/16	28		Canopy Growth	100	309,366	CAD	3.860	5.620	1.760	46	1,738,638	13,289
10/10/16		2/06/17	119		- cash -
	2/06/17	5/29/17	112		Canopy Growth	100	149,495	CAD	11.630	7.810	-3.820	-33	1,167,567	-73
5/29/17		6/19/17	21		- cash -
	6/19/17	7/31/17	42		Ipsen	100	9,538	EUR	122.400	108.250	-14.150	-12	1,032,604	-66
7/31/17		9/18/17	49		- cash -
	9/18/17	9/25/17	7		Vertex	100	6,740	USD	153.200	149.070	-4.130	-3	1,004,768	-76
9/25/17		10/16/17	21		- cash -
	10/16/17	10/30/17	14		Vertex	100	6,494	USD	154.700	149.530	-5.170	-3	971,194	-59
10/30/17		11/06/17	7		- cash -
	11/06/17	11/13/17	7		Canopy Growth	100	50,139	CAD	19.370	20.380	1.010	5	1,021,834	1,316
11/13/17		11/20/17	7		- cash -
	11/20/17	12/25/17	35		Canopy Growth	100	54,966	CAD	18.590	27.770	9.180	49	1,526,422	6,471
12/25/17		1/08/18	14		- cash -
	1/08/18	1/22/18	14		Canopy Growth	100	38,294	CAD	39.860	37.380	-2.480	-6	1,431,453	-81
1/22/18		1/29/18	7		- cash -
	1/29/18	2/05/18	7		Canopy Growth	100	43,246	CAD	33.100	24.210	-8.890	-27	1,046,996	-100
2/05/18		3/12/18	35		- cash -
	3/12/18	3/19/18	7		Canopy Growth	100	32,225	CAD	32.490	33.680	1.190	4	1,085,344	553
3/19/18		5/14/18	56		- cash -
	5/14/18	10/29/18	168		Canopy Growth	100	33,518	CAD	32.380	43.480	11.100	34	1,457,394	90
10/29/18		2/04/19	98		- cash -
	2/04/19	2/11/19	7		Canopy Growth	100	22,318	CAD	65.300	57.180	-8.120	-12	1,276,171	-100
2/11/19		3/04/19	21		- cash -
	3/04/19	3/11/19	7		Canopy Growth	100	20,454	CAD	62.390	61.480	-0.910	-1	1,257,558	-54
3/11/19		3/18/19	7		- cash -
	3/18/19	4/15/19	28		Canopy Growth	100	20,615	CAD	61.000	54.400	-6.600	-11	1,121,499	-78
	4/15/19	5/13/19	28		Pharma Mar	100	50,572	EUR	22.176	23.304	1.128	5	1,178,545	91
5/13/19		9/09/19	119		- cash -
	9/09/19	9/30/19	21		Daiichi Sankyo	100	48,902	JPY	24.100	22.680	-1.420	-6	1,109,104	-65
9/30/19		10/28/19	28		- cash -
	10/28/19	11/04/19	7		Jiangsu Hengrui Med	100	12,177	CNY	91.080	92.200	1.120	1	1,122,742	89
	11/04/19	12/02/19	28		WuXi AppTec	100	11,562	CNY	97.100	87.880	-9.220	-9	1,016,140	-73
	12/02/19	3/02/20	91		Medios	100	41,475	EUR	24.500	30.600	6.100	25	1,269,138	144
3/02/20		4/27/20	56		- cash -
	4/27/20	5/04/20	7		Pharma Mar	100	18,393	EUR	69.000	66.240	-2.760	-4	1,218,373	-88
5/04/20		5/11/20	7		- cash -
	5/11/20	5/25/20	14		Pharma Mar	100	17,535	EUR	69.480	68.940	-0.540	-1	1,208,904	-18
5/25/20		6/01/20	7		- cash -
	6/01/20	8/24/20	84		Pharma Mar	100	16,447	EUR	73.500	83.850	10.350	14	1,379,126	77
8/24/20		9/21/20	28		- cash -
	9/21/20	9/28/20	7		Pharma Mar	100	13,987	EUR	98.600	102.600	4.000	4	1,435,074	695
9/28/20		12/14/20	77		- cash -
	12/14/20	12/21/20	7		Hanmi Science	100	19,419	KRW	73.900	74.800	0.900	1	1,452,551	88
12/21/20		12/28/20	7		- cash -
	12/28/20	2/22/21	56		Hanmi Science	100	21,361	KRW	68.000	66.300	-1.700	-3	1,416,237	-15
L/S	date buy	date sell	days		instrument	spl	pieces	Curr	prc buy	prc sell	prc diff	d %	asset	yield
	2/22/21	3/08/21	14		Canopy Growth	100	30,339	CAD	46.680	39.160	-7.520	-16	1,188,088	-99
3/08/21		3/22/21	14		- cash -
	3/22/21	4/12/21	21		Bausch Health	100	28,781	CAD	41.280	37.610	-3.670	-9	1,082,462	-80
4/12/21		5/31/21	49		- cash -
	5/31/21	6/07/21	7		Shanghai Fosun	100	15,597	CNY	69.400	64.700	-4.700	-7	1,009,156	-97
	6/07/21	6/14/21	7		WuXi AppTec	100	5,739	CNY	175.840	146.020	-29.820	-17	838,019	-100
	6/14/21	7/19/21	35		Sumitomo Dainippon	100	36,215	JPY	23.140	22.260	-0.880	-4	806,150	-33
	7/19/21	8/03/21	15		IDEXX Labs	100	1,204	USD	669.400	695.670	26.270	4	837,779	155
accum	1/02/06	8/03/21	3424	days out of 5692 invested (60%)							8,278		837,779	60

Instrument Related Contribution

instrument	L/S	date buy	date sell	days	prc buy	prc sell	prc diff	d %	total
Hanmi Science	long	8/30/10	2/14/11	168	7.67	6.46	-1.21	-15.78
		11/26/12	6/24/13	210	7.33	14.65	7.32	99.86
		7/01/13	8/19/13	49	15.40	14.60	-0.80	-5.19
		5/04/15	6/15/15	42	39.80	88.20	48.40	121.61
		6/22/15	6/29/15	7	99.00	126.50	27.50	27.78
		7/13/15	7/27/15	14	123.50	150.00	26.50	21.46
		8/03/15	8/24/15	21	122.00	133.00	11.00	9.02
		9/21/15	9/28/15	7	150.00	140.00	-10.00	-6.67
		11/30/15	12/07/15	7	149.00	145.50	-3.50	-2.35
		1/04/16	1/11/16	7	130.50	144.00	13.50	10.34
		12/14/20	12/21/20	7	73.90	74.80	0.90	1.22
		12/28/20	2/22/21	56	68.00	66.30	-1.70	-2.50	493.86
Genfit		10/07/13	11/18/13	42	9.12	7.92	-1.21	-13.25
		2/03/14	4/07/14	63	18.59	27.35	8.76	47.12
		4/21/14	4/28/14	7	22.00	21.97	-0.03	-0.14
		5/05/14	5/19/14	14	20.07	19.98	-0.09	-0.45
		6/16/14	3/23/15	280	25.09	54.37	29.28	116.70	174.95
Jiangsu Hengrui Med		8/21/06	3/19/07	210	1.59	3.26	1.67	105.19
		3/26/07	4/30/07	35	3.21	3.63	0.42	13.06
		10/28/19	11/04/19	7	91.08	92.20	1.12	1.23	134.83
Aurobindo Pharma		6/01/09	2/22/10	266	3.94	9.06	5.12	130.12
		11/12/12	11/26/12	14	8.94	8.95	0.01	0.08	130.31
Incyte		2/22/10	4/19/10	56	10.71	13.73	3.02	28.20
		9/09/13	10/07/13	28	37.59	38.27	0.68	1.81
		11/18/13	2/03/14	77	46.96	63.00	16.04	34.16	75.10
instrument	L/S	date buy	date sell	days	prc buy	prc sell	prc diff	d %	total
Medios		12/02/19	3/02/20	91	24.50	30.60	6.10	24.90	24.90
Pharma Mar		4/15/19	5/13/19	28	22.18	23.30	1.13	5.09
		4/27/20	5/04/20	7	69.00	66.24	-2.76	-4.00
		5/11/20	5/25/20	14	69.48	68.94	-0.54	-0.78
		6/01/20	8/24/20	84	73.50	83.85	10.35	14.08
		9/21/20	9/28/20	7	98.60	102.60	4.00	4.06	18.83
Alexion		12/10/07	12/17/07	7	18.97	18.41	-0.57	-2.99
		8/04/08	8/25/08	21	22.97	21.82	-1.15	-4.99
		11/14/11	11/21/11	7	66.81	64.41	-2.40	-3.59
		11/28/11	5/07/12	161	67.47	86.39	18.92	28.04	13.77
Regeneron		1/02/06	2/13/06	42	15.90	14.99	-0.91	-5.72
		5/02/11	8/01/11	91	53.71	52.66	-1.05	-1.95
		5/07/12	5/14/12	7	130.29	131.61	1.32	1.01
		7/02/12	11/12/12	133	120.76	144.90	24.14	19.99	12.03
IDEXX Labs		7/19/21	8/03/21	15	669.40	695.67	26.27	3.92	3.92
Sumitomo Dainippon		7/04/16	7/25/16	21	18.63	19.48	0.85	4.56
		6/14/21	7/19/21	35	23.14	22.26	-0.88	-3.80	0.59
Lupin		4/03/06	4/17/06	14	10.58	10.65	0.07	0.61
		9/15/08	9/22/08	7	14.49	14.41	-0.09	-0.59	0.02
Aspen Pharmacare		7/28/08	8/04/08	7	3.84	3.84	0.00	0.00	0.00
BioMarin		5/19/08	5/26/08	7	39.37	39.16	-0.21	-0.53	-0.53
Vertex		2/13/06	4/03/06	49	34.49	35.85	1.36	3.94
		4/17/06	5/01/06	14	35.47	35.65	0.18	0.51
		7/07/08	7/14/08	7	33.07	32.37	-0.70	-2.12
		7/21/08	7/28/08	7	31.72	32.07	0.35	1.10
		2/02/09	2/16/09	14	32.75	33.10	0.35	1.07
		9/18/17	9/25/17	7	153.20	149.07	-4.13	-2.70
		10/16/17	10/30/17	14	154.70	149.53	-5.17	-3.34	-1.72
instrument	L/S	date buy	date sell	days	prc buy	prc sell	prc diff	d %	total
Genomma Lab		7/25/16	9/05/16	42	21.78	21.01	-0.77	-3.54	-3.54
Canopy Growth		9/12/16	10/10/16	28	3.86	5.62	1.76	45.60
		2/06/17	5/29/17	112	11.63	7.81	-3.82	-32.85
		11/06/17	11/13/17	7	19.37	20.38	1.01	5.21
		11/20/17	12/25/17	35	18.59	27.77	9.18	49.38
		1/08/18	1/22/18	14	39.86	37.38	-2.48	-6.22
		1/29/18	2/05/18	7	33.10	24.21	-8.89	-26.86
		3/12/18	3/19/18	7	32.49	33.68	1.19	3.66
		5/14/18	10/29/18	168	32.38	43.48	11.10	34.28
		2/04/19	2/11/19	7	65.30	57.18	-8.12	-12.43
		3/04/19	3/11/19	7	62.39	61.48	-0.91	-1.46
		3/18/19	4/15/19	28	61.00	54.40	-6.60	-10.82
		2/22/21	3/08/21	14	46.68	39.16	-7.52	-16.11	-5.28
Daiichi Sankyo		9/09/19	9/30/19	21	24.10	22.68	-1.42	-5.89	-5.89
Sun Pharma		6/16/08	6/30/08	14	14.99	13.93	-1.06	-7.09	-7.09
Ono Pharmaceutical		4/25/16	5/02/16	7	50.85	48.63	-2.22	-4.37
		5/09/16	6/13/16	35	49.33	47.24	-2.09	-4.24	-8.42
Bausch Health		1/19/09	1/26/09	7	13.61	13.73	0.12	0.88
		2/21/11	2/28/11	7	39.71	38.99	-0.72	-1.81
		3/22/21	4/12/21	21	41.28	37.61	-3.67	-8.89	-9.75
Ipsen		6/19/17	7/31/17	42	122.40	108.25	-14.15	-11.56	-11.56
Shanghai Fosun		5/07/07	7/16/07	70	7.17	6.97	-0.20	-2.80
		10/01/07	10/08/07	7	10.47	10.15	-0.31	-2.99
		5/31/21	6/07/21	7	69.40	64.70	-4.70	-6.77	-12.10
Dr. Reddy's Labs		5/01/06	5/22/06	21	84.10	72.06	-12.04	-14.31	-14.31
instrument	L/S	date buy	date sell	days	prc buy	prc sell	prc diff	d %	total
Eisai		3/23/15	5/04/15	42	93.05	78.84	-14.21	-15.27	-15.27
WuXi AppTec		11/04/19	12/02/19	28	97.10	87.88	-9.22	-9.50
		6/07/21	6/14/21	7	175.84	146.02	-29.82	-16.96	-24.84

Annotations

12/21/15	DBV Technologies	recording started
10/07/15	Incyte	recording started
7/06/15	Pharma	Best Long throws a signal for Kangmei. Due to the high volatility in China this should be handled with care.
3/14/15	Pharma	complete analysis


	is taking down something concerning