Share-o-matic - The Engine for Profitable Investing and Trading

Assessment - Pharmaceuticals - 7/01/24 - RS = mixed

		⇓instrument	freshest		⇓ Δday	7/01/24	⇓ Δwk	1/01/24	prc diff	⇓ Δ26	Curr	∅-RS
	L	SOM Pharmaceuticals	876.294	8/12/24	-0.05	838.652	4.49	824.522	14.130	1.71	USD	1.86
	L	UCB	153.850	8/12/24	-2.38	140.250	9.70	78.900	61.350	77.76	EUR	56.25
		Rovi	76.200	8/12/24	-0.59	86.800	-12.21	60.200	26.600	44.19	EUR	50.14
		Eli Lilly	884.380	8/12/24	-0.82	914.370	-3.28	582.920	331.450	56.86	USD	44.96
	L	Moderna	81.290	8/12/24	-4.29	115.950	-29.89	99.450	16.500	16.59	USD	35.23
	L	Hansoh Pharma	18.500	8/12/24	-2.22	16.320	13.36	15.760	0.560	3.55	HKD	32.80
		Cipla	1,586.250	8/12/24	0.73	1,479.100	7.24	1,246.300	232.800	18.68	INR	23.43
	L	Divi's Laboratories	4,891.000	8/12/24	1.26	4,602.100	6.28	3,903.900	698.200	17.88	INR	23.37
	L	Vertex	464.510	8/12/24	-0.84	471.250	-1.43	406.890	64.360	15.82	USD	23.06
	L	Daiichi Sankyo	5,458.000	8/09/24	-1.16	5,427.000	0.57	3,872.000	1,555.000	40.16	JPY	21.80
		Regeneron	1,121.090	8/12/24	-0.90	1,057.020	6.06	878.290	178.730	20.35	USD	21.37
		Sun Pharma	1,733.850	8/12/24	-0.08	1,520.100	14.06	1,259.450	260.650	20.70	INR	19.15
		Aspen Pharmacare	11.700	8/12/24	0.86	11.800	-0.85	9.600	2.200	22.92	EUR	17.85
	L	AstraZeneca	12,780.000	8/12/24	0.63	12,304.000	3.87	10,600.000	1,704.000	16.08	GBP	15.63
	L	Genomma Lab	18.770	8/12/24		17.030	10.22	14.160	2.870	20.27	MXN	13.94
		Merck (MSD)	113.480	8/12/24	-0.93	127.900	-11.27	109.020	18.880	17.32	USD	11.58
	L	Alcon	79.560	8/12/24	-1.12	80.180	-0.77	65.640	14.540	22.15	CHF	11.19
	L	Merck (EMD)	166.750	8/12/24	0.36	152.050	9.67	144.100	7.950	5.52	EUR	11.19
		Otsuka	7,694.000	8/09/24	1.22	6,884.000	11.77	5,289.000	1,595.000	30.16	JPY	10.47
		AbbVie	190.180	8/12/24	0.13	170.370	11.63	154.970	15.400	9.94	USD	9.65
	L	Lundbeck B	41.700	8/12/24	-0.71	38.600	8.03	32.760	5.840	17.83	DKK	8.91
	L	Ipsen	103.900	8/12/24	0.78	113.500	-8.46	107.900	5.600	5.19	EUR	8.20
	L	CSL	308.930	8/12/24	0.13	292.600	5.58	286.650	5.950	2.08	AUD	6.64
		Dr. Reddy's Labs	6,886.550	8/12/24	-1.81	6,353.700	8.39	5,797.900	555.800	9.59	INR	6.04
	L	CSPC Pharmaceutical	5.930	8/12/24	1.02	6.220	-4.66	7.260	-1.040	-14.33	HKD	5.80
		⇓instrument	freshest		⇓ Δday	7/01/24	⇓ Δwk	1/01/24	prc diff	⇓ Δ26	Curr	∅-RS
		GSK	1,572.000	8/12/24	0.42	1,526.000	3.01	1,450.200	75.800	5.23	GBP	5.65
	L	Novartis	96.740	8/12/24	0.16	96.720	0.02	84.870	11.850	13.96	CHF	5.45
		Kyowa Kirin	2,966.500	8/09/24	0.17	2,772.000	7.02	2,370.000	402.000	16.96	JPY	4.91
	L	Orion	43.810	8/12/24	-0.68	41.440	5.72	39.270	2.170	5.53	EUR	2.00
		Chugai	6,122.000	8/09/24	2.60	5,648.000	8.39	5,342.000	306.000	5.73	JPY	1.64
		IDEXX Labs	479.930	8/12/24	-0.60	476.400	0.74	555.050	-78.650	-14.17	USD	0.66
	L	Roche	277.800	8/12/24	0.25	250.100	11.08	244.500	5.600	2.29	CHF	0.61
		Recordati	49.460	8/12/24	0.24	48.800	1.35	48.830	-0.030	-0.06	EUR	0.41
		Bavarian Nordic	193.150	8/12/24	0.60	171.650	12.53	177.450	-5.800	-3.27	DKK	0.03
		Haleon	373.200	8/12/24	-1.01	324.700	14.94	321.650	3.050	0.95	GBP	-1.14
	L	Sinopharm	20.200	8/12/24	1.10	20.750	-2.65	20.200	0.550	2.72	HKD	-2.10
		Abbott Labs	107.800	8/12/24	-0.84	103.200	4.46	110.070	-6.870	-6.24	USD	-2.50
		Takeda	4,069.000	8/09/24	0.52	4,192.000	-2.93	4,054.000	138.000	3.40	JPY	-3.24
	S	Jiangsu Hengrui Med	43.630	8/12/24	2.85	38.270	14.01	45.230	-6.960	-15.39	CNY	-3.34
		Sanofi	95.670	8/12/24	-0.60	91.850	4.16	89.760	2.090	2.33	EUR	-4.86
	L	Dermapharm	35.150	8/12/24	0.29	35.800	-1.82	42.340	-6.540	-15.45	EUR	-7.56
	S	Shionogi	6,275.000	8/09/24	0.56	6,232.000	0.69	6,798.000	-566.000	-8.33	JPY	-10.21
	S	SK Biopharmaceutical	98,800.000	8/12/24	7.04	78,900.000	25.22	103,100.000	-24,200.000	-23.47	KRW	-10.35
		Zhangzhou Pientze	208.000	8/12/24	-0.60	206.230	0.86	241.990	-35.760	-14.78	CNY	-10.83
	L	Pfizer	28.450	8/12/24	-0.35	28.220	0.82	28.790	-0.570	-1.98	USD	-11.15
		BioNTech	80.620	8/12/24	-0.22	78.830	2.27	105.540	-26.710	-25.31	USD	-11.62
	S	Gilead Sciences	72.990	8/12/24	-0.91	68.640	6.34	81.010	-12.370	-15.27	USD	-13.94
	L	Eisai	5,570.000	8/09/24	1.07	6,680.000	-16.62	7,052.000	-372.000	-5.28	JPY	-14.78
	L	Astellas Pharma	1,630.500	8/09/24	-2.98	1,588.500	2.64	1,686.000	-97.500	-5.78	JPY	-16.10
	L	Boiron	30.800	8/12/24	0.82	30.000	2.67	40.220	-10.220	-25.41	EUR	-16.23
		⇓instrument	freshest		⇓ Δday	7/01/24	⇓ Δwk	1/01/24	prc diff	⇓ Δ26	Curr	∅-RS
	S	Ono Pharmaceutical	2,124.000	8/09/24	-1.62	2,221.000	-4.37	2,516.000	-295.000	-11.72	JPY	-16.46
	S	Bristol-Myers	47.060	8/12/24	0.73	41.300	13.95	51.310	-10.010	-19.51	USD	-22.23
	L	Sumitomo Pharma	484.000	8/09/24	1.04	390.000	24.10	466.000	-76.000	-16.31	JPY	-22.23
		WuXi AppTec	41.380	8/12/24	-0.29	38.660	7.04	72.760	-34.100	-46.87	CNY	-29.23
		Valneva	3.074	8/12/24	-1.28	3.254	-5.53	4.720	-1.466	-31.06	EUR	-30.18
		Euroapi	3.958	8/12/24	-3.04	2.544	55.58	5.730	-3.186	-55.60	EUR	-42.19
		WuXi Biologics	11.780	8/12/24	3.70	11.540	2.08	29.600	-18.060	-61.01	HKD	-50.24
Pharmaceuticals - 56 out of 56 instruments rated - 7/01/24 / 1/01/24 - 33 did rise, Market-Ratio(26) = 58.93 %

Drawing of market charts for mixed techniques is really a worry to me.

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
1/02/06		9/18/06	259		- cash -
long	9/18/06	3/05/07	168		Kangmei Pharma	100	14,150	CNY	0.707	1.037		0.330	47	14,670	130
3/05/07		3/12/07	7		- cash -
	3/12/07	3/19/07	7		Kangmei Pharma	100	12,106	CNY	1.212	1.404		0.193	16	17,001	218,939
3/19/07		3/26/07	7		- cash -
	3/26/07	6/11/07	77		Kangmei Pharma	100	11,722	CNY	1.450	2.130		0.680	47	24,970	519
6/11/07		7/02/07	21		- cash -
	7/02/07	7/09/07	7		Kangmei Pharma	100	15,185	CNY	1.644	1.769		0.125	8	26,863	4,422
7/09/07		7/30/07	21		- cash -
short	7/30/07	8/11/08	378		Chugai	100	3,958	JPY	6.787	5.667	8.128	1.341	20	32,173	19
long	7/28/08	9/01/08	35		Biotest	100	1,721	EUR	18.683	20.067		1.383	7	34,553	111
9/01/08		10/20/08	49		- cash -
short	10/20/08	8/24/09	308		Stada	100	1,470	EUR	23.500	16.200	34.090	10.590	45	50,120	55
long	2/09/09	3/02/09	21		Chugai	100	8,918	JPY	5.620	5.473		-0.147	-3	48,809	-37
	6/29/09	4/26/10	301		Kangmei Pharma	100	13,957	CNY	3.497	6.284		2.787	80	87,711	104
4/26/10		8/30/10	126		- cash -
short	8/30/10	11/08/10	70		Innate Pharma	100	53,158	EUR	1.650	1.500	1.815	0.165	10	96,482	64
long	9/20/10	2/14/11	147		Bausch Health	100	3,511	CAD	27.480	40.720		13.240	48	142,968	166
2/14/11		2/21/11	7		- cash -
	2/21/11	2/28/11	7		Bausch Health	100	3,600	CAD	39.710	38.990		-0.720	-2	140,376	-61
2/28/11		5/30/11	91		- cash -
	5/30/11	6/20/11	21		Regeneron	100	2,338	USD	60.020	53.210		-6.810	-11	124,454	-88
6/20/11		6/27/11	7		- cash -
	6/27/11	8/08/11	42		Regeneron	100	2,345	USD	53.060	44.960		-8.100	-15	105,460	-76
short	8/08/11	12/19/11	133		Genfit	100	41,749	EUR	2.526	1.268	5.032	2.506	99	210,087	563
long	12/05/11	5/07/12	154		Alexion	100	3,227	USD	65.100	86.390		21.290	33	278,790	96
5/07/12		6/25/12	49		- cash -
	6/25/12	11/26/12	154		Regeneron	100	2,446	USD	113.950	174.390		60.440	53	426,626	174
11/26/12		12/10/12	14		- cash -
	12/10/12	12/17/12	7		Regeneron	100	2,309	USD	184.690	179.400		-5.290	-3	414,411	-78
12/17/12		12/24/12	7		- cash -
	12/24/12	8/05/13	224		Regeneron	100	2,394	USD	173.040	270.990		97.950	57	648,904	108
8/05/13		9/30/13	56		- cash -
	9/30/13	3/17/14	168		Genfit	100	81,469	EUR	7.965	28.120		20.155	253	2,290,911	1,450
3/17/14		3/24/14	7		- cash -
	3/24/14	4/07/14	14		Genfit	100	82,111	EUR	27.900	27.350		-0.550	-2	2,245,750	-40
4/07/14		4/21/14	14		- cash -
	4/21/14	4/28/14	7		Genfit	100	102,079	EUR	22.000	21.970		-0.030	0	2,242,688	-7
4/28/14		5/05/14	7		- cash -
	5/05/14	5/19/14	14		Genfit	100	111,743	EUR	20.070	19.980		-0.090	0	2,232,631	-11
5/19/14		5/26/14	7		- cash -
	5/26/14	6/23/14	28		Genfit	100	102,933	EUR	21.690	25.680		3.990	18	2,643,334	804
6/23/14		6/30/14	7		- cash -
	6/30/14	6/29/15	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
6/29/15		7/06/15	7		- cash -
	7/06/15	8/24/15	49		Kangmei Pharma	100	184,233	CNY	18.790	16.250		-2.540	-14	2,993,793	-66
8/24/15		9/21/15	28		- cash -
short	9/21/15	12/28/15	98		Biotest	100	152,939	EUR	19.575	15.575	24.602	5.027	26	3,762,664	134
long	12/21/15		7		Vifor Pharma	100	25,168	CHF	149.500	151.700		2.200	1	3,818,033	114
12/28/15		1/04/16	7		- cash -
short	1/04/16	7/18/16	196		Bausch Health	100	27,799	CAD	137.340	30.400	620.470	483.130	352	17,248,553	1,558
long	5/30/16	6/20/16	21		Stada	100	363,586	EUR	47.440	45.205		-2.235	-5	16,435,938	-57
	7/04/16	8/15/16	42		Sumitomo Pharma	100	882,229	JPY	18.630	18.200		-0.430	-2	16,056,580	-18
8/15/16		8/29/16	14		- cash -
	8/29/16	9/26/16	28		Genomma Lab	100	760,254	MXN	21.120	20.260		-0.860	-4	15,402,761	-42
9/26/16		10/10/16	14		- cash -
	10/10/16	10/17/16	7		Genomma Lab	100	731,722	MXN	21.050	20.350		-0.700	-3	14,890,556	-83
10/17/16		10/24/16	7		- cash -
short	10/24/16	12/19/16	56		Bausch Health	100	530,290	CAD	28.080	19.480	40.477	12.397	44	21,464,402	984
12/19/16		1/09/17	21		- cash -
long	1/09/17	1/16/17	7		Incyte	100	181,088	USD	118.530	117.750		-0.780	-1	21,323,153	-29
1/16/17		1/23/17	7		- cash -
short	1/23/17	3/06/17	42		Hanmi Science	100	357,171	KRW	59.700	66.200	53.200	-6.500	-11	19,001,542	-63
long	2/13/17	6/12/17	119		Incyte	100	156,843	USD	121.150	116.440		-4.710	-4	18,262,811	-11
6/12/17		6/19/17	7		- cash -
	6/19/17	7/03/17	14		Ipsen	100	149,205	EUR	122.400	117.550		-4.850	-4	17,539,167	-65
7/03/17		12/11/17	161		- cash -
	12/11/17	1/01/18	21		Bausch Health	100	663,106	CAD	26.450	26.200		-0.250	-1	17,373,390	-15
1/01/18		6/11/18	161		- cash -
	6/11/18	6/25/18	14		Bausch Health	100	504,893	CAD	34.410	30.700		-3.710	-11	15,500,237	-95
6/25/18		7/02/18	7		- cash -
	7/02/18	10/29/18	119		Bausch Health	100	506,543	CAD	30.600	28.810		-1.790	-6	14,593,525	-17
10/29/18		12/24/18	56		- cash -
short	12/24/18	6/24/19	182		DBV Technologies	100	1,658,355	EUR	8.800	14.820	2.780	-6.020	-68	4,610,228	-90
long	3/25/19	4/15/19	21		Eli Lilly	100	35,498	USD	129.870	124.080		-5.790	-4	4,404,695	-55
	4/22/19	5/13/19	21		Daiichi Sankyo	100	264,493	JPY	16.653	18.280		1.627	10	4,834,946	405
6/24/19		8/05/19	42		- cash -
short	8/05/19	11/11/19	98		Hanmi Science	100	116,224	KRW	41.600	41.200	42.004	0.404	1	4,881,889	4
long	9/16/19	9/23/19	7		Daiichi Sankyo	100	211,063	JPY	23.130	23.840		0.710	3	5,031,743	384
	11/04/19	3/02/20	119		Genomma Lab	100	241,099	MXN	20.870	20.440		-0.430	-2	4,928,071	-6
3/02/20		3/16/20	14		- cash -
short	3/16/20	4/13/20	28		Canopy Growth	100	34,175	CAD	144.200	200.600	87.800	-56.400	-39	3,000,601	-100
4/13/20		6/01/20	49		- cash -
long	6/01/20	6/08/20	7		Chugai	100	56,973	JPY	52.667	52.267		-0.400	-1	2,977,812	-33
6/08/20		6/22/20	14		- cash -
	6/22/20	8/24/20	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
8/24/20		8/31/20	7		- cash -
	8/31/20	9/07/20	7		Hanmi Science	100	43,630	KRW	58.600	58.600		0.000	0	2,556,772	0
9/07/20		10/12/20	35		- cash -
	10/12/20	10/19/20	7		Hanmi Science	100	43,482	KRW	58.800	59.900		1.100	2	2,604,602	163
10/19/20		1/04/21	77		- cash -
	1/04/21	1/25/21	21		Hanmi Science	100	34,271	KRW	76.000	82.800		6.800	9	2,837,645	343
1/25/21		2/01/21	7		- cash -
	2/01/21	2/08/21	7		Canopy Growth	100	5,519	CAD	514.100	557.200		43.100	8	3,075,514	6,554
2/08/21		2/15/21	7		- cash -
	2/15/21	3/08/21	21		Canopy Growth	100	6,013	CAD	511.400	391.600		-119.800	-23	2,355,157	-99
3/08/21		3/22/21	14		- cash -
	3/22/21	3/29/21	7		Bausch Health	100	57,053	CAD	41.280	38.640		-2.640	-6	2,204,537	-97
3/29/21		4/05/21	7		- cash -
	4/05/21	4/12/21	7		Bausch Health	100	55,867	CAD	39.460	37.610		-1.850	-5	2,101,183	-92
4/12/21		4/19/21	7		- cash -
	4/19/21	5/03/21	14		Dermapharm	100	28,743	EUR	73.100	73.200		0.100	0	2,104,057	4
5/03/21		6/14/21	42		- cash -
	6/14/21	9/20/21	98		Sumitomo Pharma	100	90,927	JPY	23.140	21.160		-1.980	-9	1,924,022	-28
9/20/21		2/14/22	147		- cash -
short	2/14/22	12/05/22	294		DBV Technologies	100	758,384	EUR	2.537	2.686	2.388	-0.149	-6	1,811,022	-7
long	7/04/22	7/18/22	14		Vertex	100	6,303	USD	287.320	286.060		-1.260	0	1,803,081	-11
12/05/22		12/26/22	21		- cash -
	12/26/22	1/09/23	14		Eisai	100	20,806	JPY	86.660	81.470		-5.190	-6	1,695,097	-80
1/09/23		1/16/23	7		- cash -
	1/16/23	2/27/23	42		BioMarin	100	15,038	USD	112.720	103.240		-9.480	-8	1,552,537	-53
2/27/23		10/23/23	238		- cash -
short	10/23/23	1/08/24	77		Euroapi	100	323,175	EUR	4.804	5.736	3.872	-0.932	-19	1,251,338	-64
1/08/24		2/19/24	42		- cash -
long	2/19/24	3/04/24	14		Eli Lilly	100	1,600	USD	782.060	792.280		10.220	1	1,267,690	40
3/04/24		3/11/24	7		- cash -
	3/11/24	4/15/24	35		Rovi	100	16,107	EUR	78.700	82.850		4.150	5	1,334,534	71
4/15/24		4/03/25	353		- cash -
accum	9/18/06	4/15/24	4634	days out of 7031 invested (66%)								13,245		1,334,534	47

Instrument Related Contribution

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

Annotations

7/18/22	GlaxoSmithKline	demergers OTC business -> Haleon
6/27/22	Lundbeck	splits into one A and four B shares (1:(1+4))
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