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Assessment - Medicine in Swiss Franc - 7/01/24 - RS = 31

		⇓instrument	freshest		Δday	7/01/24	⇓ Δwk	11/27/23	prc diff	⇓ Δ31	⇓∅-RS
	S	SOM Medicine	626.651	8/12/24	-0.99	611.479	2.48	593.428	18.051	3.04	-1.96
		Terumo	14.602	8/09/24	5.05	14.250	2.47	14.054	0.196	1.39	0.38
	L	Stratec	40.224	8/12/24	4.27	44.440	-9.49	39.608	4.832	12.20	3.62
		DexCom	64.402	8/12/24	2.16	101.360	-36.46	100.430	0.930	0.93	-0.41
	S	Sino Biopharm	0.341	8/12/24	2.08	0.309	10.49	0.424	-0.115	-27.18	-11.59
	L	Eckert & Ziegler	41.116	8/12/24	1.34	44.605	-7.82	36.775	7.830	21.29	23.84
	L	Amplifon	27.284	8/12/24	1.33	32.198	-15.26	27.572	4.627	16.78	10.26
		Encompass Health	78.489	8/12/24	1.33	77.134	1.76	57.388	19.746	34.41	21.76
	L	ResMed	19.849	8/12/24	1.13	17.187	15.49	13.417	3.770	28.10	9.28
		Synlab	10.720	8/12/24	1.10	10.856	-1.25	10.794	0.062	0.57	9.62
	S	Sysmex	14.675	8/09/24	1.04	14.130	3.86	16.019	-1.889	-11.79	-10.81
	S	Ramsay Health Care	26.959	8/12/24	0.99	28.064	-3.94	28.560	-0.495	-1.73	-6.91
	L	Fisher & Paykel HC	17.984	8/12/24	0.89	16.426	9.48	11.826	4.600	38.90	26.73
	S	Illumina	112.538	8/12/24	0.79	95.333	18.05	83.398	11.935	14.31	-18.86
	S	Straumann	112.350	8/12/24	0.76	112.700	-0.31	121.550	-8.850	-7.28	-16.75
		DiaSorin	97.022	8/12/24	0.48	90.412	7.31	84.421	5.991	7.10	3.51
		Intuitive Surgical	420.666	8/12/24	0.46	394.199	6.71	277.536	116.663	42.04	31.55
	S	Medigene	1.066	8/12/24	0.46	1.081	-1.35	1.503	-0.423	-28.11	-30.66
		Drägerwerk	44.343	8/12/24	0.44	48.414	-8.41	49.149	-0.735	-1.50	4.78
		Cochlear	203.945	8/12/24	0.26	193.843	5.21	150.323	43.520	28.95	18.58
		Coloplast	114.947	8/12/24	0.25	108.188	6.25	103.990	4.198	4.04	3.27
		Sonic Healthcare	16.496	8/12/24	0.22	15.420	6.98	16.723	-1.303	-7.79	-11.59
		Siemens Healthineers	48.734	8/12/24	0.08	52.184	-6.61	49.342	2.842	5.76	6.60
	L	Fresenius	29.940	8/12/24		27.430	9.15	27.177	0.253	0.93	5.11
	S	Oceania Healthcare	0.422	8/12/24		0.296	42.59	0.370	-0.074	-19.97	-18.39
		⇓instrument	freshest		Δday	7/01/24	⇓ Δwk	11/27/23	prc diff	⇓ Δ31	⇓∅-RS
	S	Getinge	16.830	8/12/24	-0.10	15.420	9.15	18.725	-3.305	-17.65	-9.14
		ConvaTec	264.568	8/12/24	-0.17	270.052	-2.03	252.626	17.426	6.90	3.22
	L	LTC Properties	32.440	8/12/24	-0.22	31.121	4.24	28.645	2.476	8.64	7.59
		WuXi AppTec	5.134	8/12/24	-0.29	4.797	7.04	10.244	-5.447	-53.17	-36.64
		Uniphar	2.544	8/12/24	-0.38	2.346	8.47	1.966	0.380	19.31	-4.75
	L	Ambu	17.897	8/12/24	-0.40	17.748	0.84	11.803	5.945	50.37	39.33
		EssilorLuxottica	200.926	8/12/24	-0.58	195.595	2.73	170.577	25.018	14.67	10.68
	S	Align Technology	192.988	8/12/24	-0.63	215.642	-10.51	190.983	24.659	12.91	-13.79
		Smith and Nephew	1,320.557	8/12/24	-0.86	1,114.477	18.49	1,134.816	-20.338	-1.79	-4.74
	S	Medtronic	73.366	8/12/24	-1.04	69.688	5.28	69.609	0.079	0.11	-3.94
		GE HealthCare	74.432	8/12/24	-1.24	68.911	8.01	62.683	6.228	9.94	1.94
		Apollo Hospitals	70.441	8/12/24	-1.30	66.521	5.89	56.754	9.767	17.21	11.59
		Fresenius MedCare	32.111	8/12/24	-1.31	34.777	-7.66	35.349	-0.572	-1.62	-5.92
		Gerresheimer	94.308	8/12/24	-1.47	97.991	-3.76	83.843	14.148	16.87	2.25
	L	Sonova	278.100	8/12/24	-1.52	280.300	-0.78	253.500	26.800	10.57	8.87
	S	Sartorius	233.686	8/12/24	-2.90	205.190	13.89	275.621	-70.431	-25.55	-30.13
	S	Carl Zeiss Meditec	58.494	8/12/24	-5.33	64.213	-8.91	83.361	-19.148	-22.97	-28.55
	L	Orpea	9.640	8/12/24	-42.87	11.933	-19.22	203.343	-191.409	-94.13	-46.16
Medicine - 42 out of 42 instruments rated - 7/01/24 / 11/27/23 - 27 did rise, Market-Ratio(31) in CHF = 64.29 %

Technical Chart

	Medicine RS = 31 - B/S = 56/56

1/03/22	scale up chart	7/01/24

Transactions Medicine in Swiss Franc * L31 - 56 ex 2 (1)

												⇐
L/S	date buy	date sell	days		instrument	spl	pieces	prc buy	prc sell	prc diff	d %	asset	yield
long	1/02/06	2/20/06	49		Intuitive Surgical	100	591	16.910	13.305	-3.605	-21	7,869	-83
	2/20/06	9/04/06	196		Illumina	100	498	15.789	21.481	5.692	36	10,704	77
9/04/06		10/16/06	42		- cash -
	10/16/06	10/23/06	7		Align Technology	100	562	19.046	17.777	-1.269	-7	9,991	-97
10/23/06		11/13/06	21		- cash -
	11/13/06	11/27/06	14		Align Technology	100	635	15.731	15.721	-0.010	0	9,985	-2
11/27/06		12/04/06	7		- cash -
	12/04/06	8/13/07	252		Align Technology	100	619	16.120	31.214	15.094	94	19,328	160
8/13/07		8/27/07	14		- cash -
	8/27/07	9/10/07	14		Intuitive Surgical	100	691	27.939	29.464	1.525	5	20,382	300
9/10/07		10/08/07	28		- cash -
	10/08/07	10/15/07	7		Intuitive Surgical	100	606	33.620	33.006	-0.614	-2	20,010	-62
10/15/07		8/25/08	315		- cash -
	8/25/08	9/08/08	14		Illumina	100	404	49.416	46.748	-2.668	-5	18,932	-76
9/08/08		9/15/08	7		- cash -
	9/15/08	9/22/08	7		ResMed	100	7,115	2.661	2.563	-0.098	-4	18,238	-86
9/22/08		6/01/09	252		- cash -
	6/01/09	6/08/09	7		Amplifon	100	4,381	4.163	4.152	-0.011	0	18,189	-13
6/08/09		6/15/09	7		- cash -
	6/15/09	8/24/09	70		Amplifon	100	4,495	4.046	3.791	-0.255	-6	17,041	-29
	8/24/09	9/21/09	28		DexCom	100	7,844	2.172	2.059	-0.113	-5	16,155	-50
	9/21/09	11/09/09	49		Eckert & Ziegler	100	2,204	7.327	7.028	-0.300	-4	15,494	-27
	11/09/09	12/07/09	28		Sartorius	100	2,392	6.476	6.166	-0.310	-5	14,751	-47
	12/07/09	1/04/10	28		Amplifon	100	3,186	4.629	4.492	-0.137	-3	14,314	-32
	1/04/10	3/08/10	63		Intuitive Surgical	100	402	35.566	42.479	6.913	19	17,093	180
	3/08/10	10/25/10	231		Drägerwerk	100	225	75.950	78.581	2.630	3	17,685	6
	10/25/10	11/01/10	7		Apollo Hospitals	100	15,896	1.113	1.147	0.035	3	18,239	399
11/01/10		11/08/10	7		- cash -
	11/08/10	11/22/10	14		Illumina	100	331	54.963	60.403	5.440	10	20,039	1,071
11/22/10		12/13/10	21		- cash -
	12/13/10	4/25/11	133		Illumina	100	315	63.487	61.986	-1.500	-2	19,567	-6
	4/25/11	8/01/11	98		Sartorius	100	1,865	10.491	10.555	0.064	1	19,686	2
8/01/11		3/12/12	224		- cash -
	3/12/12	9/03/12	175		Sartorius	100	1,430	13.761	16.026	2.265	16	22,925	37
	9/03/12	10/01/12	28		Align Technology	100	682	33.597	35.715	2.119	6	24,370	122
	10/01/12	4/08/13	189		Sartorius	100	1,246	19.546	23.961	4.415	23	29,871	48
	4/08/13	6/24/13	77		Sysmex	100	289,595	0.103	0.096	-0.007	-7	27,873	-28
L/S	date buy	date sell	days		instrument	spl	pieces	prc buy	prc sell	prc diff	d %	asset	yield
	6/24/13	8/05/13	42		DexCom	100	5,488	5.079	5.177	0.098	2	28,413	18
	8/05/13	8/12/13	7		Fisher & Paykel HC	100	10,545	2.694	2.670	-0.025	-1	28,155	-38
	8/12/13	3/24/14	224		DexCom	100	4,519	6.230	9.493	3.264	52	42,903	99
	3/24/14	9/29/14	189		Illumina	100	322	133.014	157.147	24.134	18	50,674	38
	9/29/14	1/26/15	119		Sysmex	100	397,563	0.127	0.131	0.004	3	52,199	10
	1/26/15	2/23/15	28		ResMed	100	8,716	5.988	6.210	0.222	4	54,135	61
	2/23/15	3/23/15	28		Sysmex	100	332,497	0.163	0.174	0.011	7	57,868	139
	3/23/15	8/17/15	147		Medigene	100	5,635	10.269	9.614	-0.656	-6	54,173	-15
	8/17/15	9/28/15	42		Sartorius	100	977	55.441	58.117	2.676	5	56,788	51
9/28/15		11/23/15	56		- cash -
	11/23/15	2/08/16	77		Sartorius	100	955	59.413	57.629	-1.784	-3	55,084	-13
2/08/16		2/29/16	21		- cash -
	2/29/16	3/07/16	7		Sartorius	100	854	64.451	65.737	1.286	2	56,182	180
3/07/16		3/28/16	21		- cash -
	3/28/16	4/25/16	28		Fisher & Paykel HC	100	8,865	6.337	6.341	0.004	0	56,218	1
	4/25/16	5/09/16	14		Terumo	100	586,419	0.096	0.094	-0.002	-2	54,871	-47
	5/09/16	5/23/16	14		Straumann	100	1,493	36.750	37.275	0.525	1	55,655	45
	5/23/16	6/13/16	21		Ambu	100	7,061	7.882	7.497	-0.384	-5	52,941	-58
	6/13/16	6/27/16	14		Cochlear	100	609	86.880	86.770	-0.110	0	52,874	-3
6/27/16		7/04/16	7		- cash -
	7/04/16	8/01/16	28		Ambu	100	6,253	8.456	8.198	-0.257	-3	51,266	-33
	8/01/16	8/22/16	21		Align Technology	100	590	86.847	90.848	4.001	5	53,627	119
	8/22/16	11/14/16	84		Ambu	100	5,483	9.779	8.132	-1.647	-17	44,594	-55
	11/14/16	11/28/16	14		Medigene	100	4,510	9.886	9.580	-0.306	-3	43,213	-56
	11/28/16	12/05/16	7		Align Technology	100	449	96.147	94.966	-1.181	-1	42,682	-48
12/05/16		12/12/16	7		- cash -
	12/12/16	1/02/17	21		Eckert & Ziegler	100	5,793	7.367	7.219	-0.148	-2	41,823	-30
1/02/17		1/16/17	14		- cash -
	1/16/17	2/06/17	21		Medigene	100	2,727	15.332	14.644	-0.688	-4	39,947	-55
2/06/17		2/13/17	7		- cash -
	2/13/17	2/20/17	7		Medigene	100	2,772	14.410	13.622	-0.788	-5	37,763	-95
2/20/17		4/03/17	42		- cash -
	4/03/17	6/12/17	70		Drägerwerk	100	365	103.400	109.418	6.019	6	39,960	34
L/S	date buy	date sell	days		instrument	spl	pieces	prc buy	prc sell	prc diff	d %	asset	yield
	6/12/17	1/22/18	224		Align Technology	100	287	138.844	256.558	117.714	85	73,744	172
1/22/18		1/29/18	7		- cash -
	1/29/18	4/09/18	70		Align Technology	100	284	259.389	238.248	-21.141	-8	67,740	-36
	4/09/18	9/17/18	161		Ambu	100	3,143	21.553	27.915	6.363	30	87,738	80
	9/17/18	11/19/18	63		DexCom	100	2,645	33.167	30.091	-3.076	-9	79,603	-43
11/19/18		5/20/19	182		- cash -
	5/20/19	2/17/20	273		Eckert & Ziegler	100	2,703	29.442	48.887	19.445	66	132,163	97
	2/17/20	3/09/20	21		DexCom	100	1,820	72.581	61.648	-10.932	-15	112,266	-94
3/09/20		4/20/20	42		- cash -
	4/20/20	4/27/20	7		Ambu	100	3,465	32.396	32.979	0.583	2	114,286	153
4/27/20		5/11/20	14		- cash -
	5/11/20	6/15/20	35		DexCom	100	1,115	102.458	94.531	-7.926	-8	105,448	-57
6/15/20		7/20/20	35		- cash -
	7/20/20	8/31/20	42		DexCom	100	1,038	101.520	95.985	-5.535	-5	99,702	-39
8/31/20		10/05/20	35		- cash -
	10/05/20	11/02/20	28		Uniphar	100	38,022	2.622	2.547	-0.076	-3	96,826	-32
	11/02/20	3/08/21	126		Align Technology	100	229	421.755	463.673	41.918	10	106,426	32
3/08/21		3/15/21	7		- cash -
	3/15/21	3/29/21	14		Align Technology	100	205	518.537	483.889	-34.648	-7	99,323	-84
	3/29/21	11/15/21	231		Eckert & Ziegler	100	1,300	76.371	116.357	39.985	52	151,304	95
	11/15/21	11/29/21	14		Getinge	100	3,354	45.106	38.929	-6.177	-14	130,586	-98
11/29/21		12/13/21	14		- cash -
	12/13/21	12/27/21	14		Apollo Hospitals	100	20,644	6.326	5.923	-0.402	-6	122,286	-82
	12/27/21	1/10/22	14		Uniphar	100	24,415	5.008	4.710	-0.298	-6	115,011	-80
1/10/22		1/23/23	378		- cash -
	1/23/23	1/30/23	7		Eckert & Ziegler	100	2,092	54.953	54.953	0.000	0	115,011	0
1/30/23		4/03/23	63		- cash -
	4/03/23	6/19/23	77		Gerresheimer	100	1,270	90.499	104.978	14.479	16	133,400	102
6/19/23		7/24/23	35		- cash -
	7/24/23	8/14/23	21		Gerresheimer	100	1,301	102.490	112.991	10.501	10	147,061	445
8/14/23		3/18/24	217		- cash -
	3/18/24	3/25/24	7		Terumo	100	850,404	0.173	0.164	-0.009	-5	139,556	-93
	3/25/24	4/01/24	7		Medigene	100	52,673	2.649	2.051	-0.599	-23	108,009	-100
	4/01/24	4/08/24	7		Cochlear	100	545	198.080	194.900	-3.179	-2	106,277	-57
	4/08/24	4/29/24	21		ConvaTec	100	32,279	3.292	2.896	-0.396	-12	93,484	-89
	4/29/24	5/20/24	21		Encompass Health	100	1,228	76.123	78.276	2.153	3	96,127	62
	5/20/24	8/12/24	84		Ambu	100	5,575	17.241	17.897	0.656	4	99,786	18
accum	1/02/06	8/12/24	5187	days out of 7336 invested (71%)						898		99,786	18

Instrument Related Contribution

instrument	L/S	date buy	date sell	days	prc buy	prc sell	prc diff	d %	total
Align Technology	long	10/16/06	10/23/06	7	19.05	17.78	-1.27	-6.66
		11/13/06	11/27/06	14	15.73	15.72	-0.01	-0.06
		12/04/06	8/13/07	252	16.12	31.21	15.09	93.63
		9/03/12	10/01/12	28	33.60	35.72	2.12	6.31
		8/01/16	8/22/16	21	86.85	90.85	4.00	4.61
		11/28/16	12/05/16	7	96.15	94.97	-1.18	-1.23
		6/12/17	1/22/18	224	138.84	256.56	117.71	84.78
		1/29/18	4/09/18	70	259.39	238.25	-21.14	-8.15
		11/02/20	3/08/21	126	421.75	463.67	41.92	9.94
		3/15/21	3/29/21	14	518.54	483.89	-34.65	-6.68	245.45
Eckert & Ziegler		9/21/09	11/09/09	49	7.33	7.03	-0.30	-4.09
		12/12/16	1/02/17	21	7.37	7.22	-0.15	-2.01
		5/20/19	2/17/20	273	29.44	48.89	19.45	66.05
		3/29/21	11/15/21	231	76.37	116.36	39.99	52.36
		1/23/23	1/30/23	7	54.95	54.95	0.00	0.00	137.75
Illumina		2/20/06	9/04/06	196	15.79	21.48	5.69	36.05
		8/25/08	9/08/08	14	49.42	46.75	-2.67	-5.40
		11/08/10	11/22/10	14	54.96	60.40	5.44	9.90
		12/13/10	4/25/11	133	63.49	61.99	-1.50	-2.36
		3/24/14	9/29/14	189	133.01	157.15	24.13	18.14	63.16
Sartorius		11/09/09	12/07/09	28	6.48	6.17	-0.31	-4.79
		4/25/11	8/01/11	98	10.49	10.55	0.06	0.61
		3/12/12	9/03/12	175	13.76	16.03	2.26	16.46
		10/01/12	4/08/13	189	19.55	23.96	4.42	22.59
		8/17/15	9/28/15	42	55.44	58.12	2.68	4.83
		11/23/15	2/08/16	77	59.41	57.63	-1.78	-3.00
		2/29/16	3/07/16	7	64.45	65.74	1.29	2.00	41.82
instrument	L/S	date buy	date sell	days	prc buy	prc sell	prc diff	d %	total
Gerresheimer		4/03/23	6/19/23	77	90.50	104.98	14.48	16.00
		7/24/23	8/14/23	21	102.49	112.99	10.50	10.25	27.89
Drägerwerk		3/08/10	10/25/10	231	75.95	78.58	2.63	3.46
		4/03/17	6/12/17	70	103.40	109.42	6.02	5.82	9.49
Ambu		5/23/16	6/13/16	21	7.88	7.50	-0.38	-4.88
		7/04/16	8/01/16	28	8.46	8.20	-0.26	-3.04
		8/22/16	11/14/16	84	9.78	8.13	-1.65	-16.85
		4/09/18	9/17/18	161	21.55	27.92	6.36	29.52
		4/20/20	4/27/20	7	32.40	32.98	0.58	1.80
		5/20/24	8/12/24	84	17.24	17.90	0.66	3.81	4.97
Encompass Health		4/29/24	5/20/24	21	76.12	78.28	2.15	2.83	2.83
Sysmex		4/08/13	6/24/13	77	0.10	0.10	-0.01	-6.69
		9/29/14	1/26/15	119	0.13	0.13	0.00	3.01
		2/23/15	3/23/15	28	0.16	0.17	0.01	6.90	2.75
Straumann		5/09/16	5/23/16	14	36.75	37.28	0.52	1.43	1.43
ResMed		9/15/08	9/22/08	7	2.66	2.56	-0.10	-3.67
		1/26/15	2/23/15	28	5.99	6.21	0.22	3.71	-0.09
Fisher & Paykel HC		8/05/13	8/12/13	7	2.69	2.67	-0.02	-0.91
		3/28/16	4/25/16	28	6.34	6.34	0.00	0.06	-0.85
DexCom		8/24/09	9/21/09	28	2.17	2.06	-0.11	-5.20
		6/24/13	8/05/13	42	5.08	5.18	0.10	1.94
		8/12/13	3/24/14	224	6.23	9.49	3.26	52.39
		9/17/18	11/19/18	63	33.17	30.09	-3.08	-9.27
		2/17/20	3/09/20	21	72.58	61.65	-10.93	-15.06
		5/11/20	6/15/20	35	102.46	94.53	-7.93	-7.74
		7/20/20	8/31/20	42	101.52	95.99	-5.54	-5.45	-1.01
instrument	L/S	date buy	date sell	days	prc buy	prc sell	prc diff	d %	total
Cochlear		6/13/16	6/27/16	14	86.88	86.77	-0.11	-0.13
		4/01/24	4/08/24	7	198.08	194.90	-3.18	-1.61	-1.73
Intuitive Surgical		1/02/06	2/20/06	49	16.91	13.30	-3.61	-21.32
		8/27/07	9/10/07	14	27.94	29.46	1.52	5.46
		10/08/07	10/15/07	7	33.62	33.01	-0.61	-1.83
		1/04/10	3/08/10	63	35.57	42.48	6.91	19.44	-2.71
Apollo Hospitals		10/25/10	11/01/10	7	1.11	1.15	0.03	3.13
		12/13/21	12/27/21	14	6.33	5.92	-0.40	-6.36	-3.42
Terumo		4/25/16	5/09/16	14	0.10	0.09	-0.00	-2.40
		3/18/24	3/25/24	7	0.17	0.16	-0.01	-5.10	-7.38
Uniphar		10/05/20	11/02/20	28	2.62	2.55	-0.08	-2.88
		12/27/21	1/10/22	14	5.01	4.71	-0.30	-5.95	-8.66
Amplifon		6/01/09	6/08/09	7	4.16	4.15	-0.01	-0.26
		6/15/09	8/24/09	70	4.05	3.79	-0.26	-6.31
		12/07/09	1/04/10	28	4.63	4.49	-0.14	-2.96	-9.33
ConvaTec		4/08/24	4/29/24	21	3.29	2.90	-0.40	-12.04	-12.04
Getinge		11/15/21	11/29/21	14	45.11	38.93	-6.18	-13.69	-13.69
Medigene		3/23/15	8/17/15	147	10.27	9.61	-0.66	-6.39
		11/14/16	11/28/16	14	9.89	9.58	-0.31	-3.10
		1/16/17	2/06/17	21	15.33	14.64	-0.69	-4.49
		2/13/17	2/20/17	7	14.41	13.62	-0.79	-5.47
		3/25/24	4/01/24	7	2.65	2.05	-0.60	-22.60	-36.61

Annotations

3/28/24	Sysmex	stock split 1:3 (three for one)
	Terumo	stock split 1:2 (two for one)
3/25/24	Orpea	reverse split 1,000:1 (one for one thousand)
4/20/22	Straumann	stock split 1:10 (ten for one)
10/05/21	Intuitive Surgical	stock split 1:3 (three for one)
1/02/18	HealthSouth	renames herself Encompass Health Corporation and gets new IDs and ticker
12/16/16	Medigene	return
6/13/16	Sartorius	stock split 1:4 (four for one)
1/25/16	HealthSouth	recording started


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