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Assessment - Pharmaceuticals in Swiss Franc - 7/01/24 - RS = 14

		⇓instrument	freshest		Δday	7/01/24	⇓ Δwk	3/25/24	prc diff	⇓ Δ14	⇓∅-RS
	L	SOM Pharmaceuticals	791.844	8/12/24	-0.05	757.830	4.49	744.589	13.241	1.78	3.70
	S	SK Biopharmaceutical	64.560	8/12/24	7.04	51.557	25.22	64.187	-12.630	-19.68	-11.03
		WuXi Biologics	1.363	8/12/24	3.70	1.335	2.08	1.611	-0.276	-17.13	-49.55
	S	Jiangsu Hengrui Med	5.414	8/12/24	2.85	4.749	14.01	5.755	-1.006	-17.48	-11.94
		Chugai	34.238	8/09/24	2.60	31.587	8.39	34.708	-3.120	-8.99	8.37
	L	Divi's Laboratories	52.985	8/12/24	1.26	49.855	6.28	36.978	12.877	34.82	24.94
		Otsuka	43.030	8/09/24	1.22	38.500	11.77	37.484	1.015	2.71	13.53
	L	Sinopharm	2.337	8/12/24	1.10	2.401	-2.65	2.345	0.056	2.41	0.91
	L	Eisai	31.151	8/09/24	1.07	37.359	-16.62	37.360	-0.001	-0.00	-15.45
	L	Sumitomo Pharma	2.707	8/09/24	1.04	2.181	24.10	2.397	-0.216	-9.00	-17.29
	L	CSPC Pharmaceutical	0.686	8/12/24	1.02	0.720	-4.66	0.729	-0.009	-1.23	0.70
		Aspen Pharmacare	11.340	8/12/24	0.86	11.437	-0.85	9.936	1.502	15.11	27.33
	L	Boiron	29.853	8/12/24	0.82	29.078	2.67	33.118	-4.041	-12.20	-25.21
	L	Ipsen	100.705	8/12/24	0.78	110.010	-8.46	106.661	3.349	3.14	2.87
	S	Bristol-Myers	42.525	8/12/24	0.73	37.320	13.95	46.956	-9.636	-20.52	-19.42
		Cipla	17.184	8/12/24	0.73	16.023	7.24	15.925	0.098	0.62	17.32
	L	AstraZeneca	14,599.238	8/12/24	0.63	14,055.479	3.87	11,809.319	2,246.161	19.02	17.00
		Bavarian Nordic	25.104	8/12/24	0.60	22.310	12.53	20.075	2.234	11.13	9.40
	S	Shionogi	35.094	8/09/24	0.56	34.853	0.69	46.348	-11.495	-24.80	-14.73
		Takeda	22.756	8/09/24	0.52	23.444	-2.93	25.897	-2.453	-9.47	-8.52
		GSK	1,795.775	8/12/24	0.42	1,743.227	3.01	1,925.348	-182.122	-9.46	2.75
	L	Merck (EMD)	161.622	8/12/24	0.36	147.374	9.67	155.462	-8.087	-5.20	-0.44
	L	Dermapharm	34.069	8/12/24	0.29	34.699	-1.82	32.456	2.243	6.91	-7.07
	L	Roche	277.800	8/12/24	0.25	250.100	11.08	225.500	24.600	10.91	0.61
		Recordati	47.939	8/12/24	0.24	47.299	1.35	50.652	-3.352	-6.62	4.21
		⇓instrument	freshest		Δday	7/01/24	⇓ Δwk	3/25/24	prc diff	⇓ Δ14	⇓∅-RS
		Kyowa Kirin	16.591	8/09/24	0.17	15.503	7.02	16.247	-0.745	-4.58	0.36
	L	Novartis	96.740	8/12/24	0.16	96.720	0.02	86.410	10.310	11.93	5.45
		AbbVie	171.852	8/12/24	0.13	153.951	11.63	160.441	-6.490	-4.05	11.75
	L	CSL	185.652	8/12/24	0.13	175.838	5.58	166.745	9.093	5.45	11.61
	L	Genomma Lab	0.922	8/12/24		0.837	10.22	0.833	0.004	0.44	12.57
		Sun Pharma	18.783	8/12/24	-0.08	16.467	14.06	17.417	-0.949	-5.45	20.17
		BioNTech	72.851	8/12/24	-0.22	71.233	2.27	83.577	-12.344	-14.77	-19.41
		WuXi AppTec	5.134	8/12/24	-0.29	4.797	7.04	6.096	-1.299	-21.31	-36.64
	L	Pfizer	25.708	8/12/24	-0.35	25.500	0.82	24.651	0.850	3.45	-4.66
		Rovi	73.857	8/12/24	-0.59	84.131	-12.21	78.315	5.816	7.43	48.89
		IDEXX Labs	433.678	8/12/24	-0.60	430.489	0.74	476.040	-45.551	-9.57	-3.31
		Sanofi	92.728	8/12/24	-0.60	89.026	4.16	87.325	1.700	1.95	0.80
		Zhangzhou Pientze	25.809	8/12/24	-0.60	25.589	0.86	28.820	-3.231	-11.21	-15.22
	L	Orion	42.463	8/12/24	-0.68	40.166	5.72	33.284	6.882	20.68	12.73
	L	Lundbeck B	5.420	8/12/24	-0.71	5.017	8.03	4.219	0.798	18.92	13.28
		Eli Lilly	799.151	8/12/24	-0.82	826.251	-3.28	694.805	131.445	18.92	50.82
		Abbott Labs	97.411	8/12/24	-0.84	93.254	4.46	98.864	-5.609	-5.67	-0.91
	L	Vertex	419.744	8/12/24	-0.84	425.835	-1.43	373.878	51.957	13.90	24.04
		Regeneron	1,013.049	8/12/24	-0.90	955.153	6.06	863.712	91.441	10.59	24.42
	S	Gilead Sciences	65.956	8/12/24	-0.91	62.025	6.34	65.226	-3.201	-4.91	-6.06
		Merck (MSD)	102.544	8/12/24	-0.93	115.574	-11.27	112.614	2.961	2.63	13.76
		Haleon	426.325	8/12/24	-1.01	370.921	14.94	375.106	-4.184	-1.12	1.63
	L	Alcon	79.560	8/12/24	-1.12	80.180	-0.77	74.760	5.420	7.25	11.19
	L	Daiichi Sankyo	30.525	8/09/24	-1.16	30.351	0.57	28.609	1.743	6.09	14.34
		Valneva	2.979	8/12/24	-1.28	3.154	-5.53	3.505	-0.351	-10.01	-28.27
		⇓instrument	freshest		Δday	7/01/24	⇓ Δwk	3/25/24	prc diff	⇓ Δ14	⇓∅-RS
	S	Ono Pharmaceutical	11.879	8/09/24	-1.62	12.421	-4.37	14.815	-2.393	-16.15	-18.30
		Dr. Reddy's Labs	74.603	8/12/24	-1.81	68.831	8.39	66.983	1.847	2.76	11.77
	L	Hansoh Pharma	2.141	8/12/24	-2.22	1.888	13.36	1.692	0.197	11.62	25.99
	L	UCB	149.119	8/12/24	-2.38	135.937	9.70	112.408	23.530	20.93	60.25
	L	Astellas Pharma	9.119	8/09/24	-2.98	8.884	2.64	9.810	-0.926	-9.44	-16.40
		Euroapi	3.836	8/12/24	-3.04	2.466	55.58	2.573	-0.107	-4.15	-49.54
	L	Moderna	73.456	8/12/24	-4.29	104.776	-29.89	99.196	5.579	5.62	15.79
Pharmaceuticals - 56 out of 56 instruments rated - 7/01/24 / 3/25/24 - 28 did rise, Market-Ratio(14) in CHF = 50.00 %

Technical Chart

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

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

Transactions Pharmaceuticals in Swiss Franc * L14 - 54 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	4/03/06	91		Regeneron	100	478	20.891	20.813	-0.078	0	9,963	-1
	4/03/06	5/01/06	28		Cipla	100	9,388	1.061	0.761	-0.300	-28	7,144	-99
	5/01/06	5/22/06	21		Dr. Reddy's Labs	100	3,076	2.322	1.932	-0.390	-17	5,945	-96
5/22/06		8/21/06	91		- cash -
	8/21/06	11/13/06	84		Jiangsu Hengrui Med	100	24,231	0.245	0.280	0.035	14	6,782	77
	11/13/06	1/22/07	70		Divi's Laboratories	100	17,008	0.399	0.443	0.044	11	7,527	72
	1/22/07	5/28/07	126		Jiangsu Hengrui Med	100	12,690	0.593	0.742	0.148	25	9,411	91
	5/28/07	6/18/07	21		CSPC Pharmaceutical	100	40,385	0.233	0.220	-0.013	-5	8,898	-62
	6/18/07	6/25/07	7		Jiangsu Hengrui Med	100	9,738	0.914	0.859	-0.055	-6	8,361	-96
	6/25/07	7/16/07	21		Divi's Laboratories	100	9,224	0.906	0.998	0.091	10	9,202	429
7/16/07		6/02/08	322		- cash -
	6/02/08	6/09/08	7		CSPC Pharmaceutical	100	35,304	0.261	0.238	-0.023	-9	8,393	-99
	6/09/08	6/30/08	21		Sun Pharma	100	24,138	0.348	0.331	-0.017	-5	7,991	-57
	6/30/08	8/04/08	35		CSPC Pharmaceutical	100	30,111	0.265	0.231	-0.034	-13	6,963	-76
	8/04/08	9/01/08	28		Aspen Pharmacare	100	1,110	6.273	6.028	-0.245	-4	6,692	-41
9/01/08		1/19/09	140		- cash -
	1/19/09	1/26/09	7		AstraZeneca	100	147	45.512	46.927	1.415	3	6,900	394
1/26/09		2/02/09	7		- cash -
	2/02/09	2/16/09	14		Vertex	100	181	37.999	38.421	0.422	1	6,976	33
2/16/09		6/01/09	105		- cash -
	6/01/09	6/15/09	14		CSPC Pharmaceutical	100	21,568	0.323	0.291	-0.033	-10	6,274	-94
	6/15/09	10/26/09	133		Valneva	100	534	11.732	12.681	0.949	8	6,781	24
	10/26/09	4/05/10	161		Genomma Lab	100	7,696	0.881	1.841	0.960	109	14,167	432
4/05/10		8/30/10	147		- cash -
	8/30/10	10/04/10	35		Genomma Lab	100	7,207	1.966	1.915	-0.051	-3	13,801	-24
10/04/10		10/11/10	7		- cash -
	10/11/10	11/08/10	28		Genomma Lab	100	6,840	2.018	2.045	0.027	1	13,987	19
	11/08/10	1/17/11	70		Zhangzhou Pientze	100	6,946	2.014	2.143	0.129	6	14,883	38
	1/17/11	2/14/11	28		Genomma Lab	100	5,691	2.615	2.425	-0.190	-7	13,800	-63
2/14/11		2/21/11	7		- cash -
	2/21/11	3/14/11	21		Regeneron	100	399	34.573	36.213	1.639	5	14,455	124
3/14/11		4/04/11	21		- cash -
	4/04/11	4/18/11	14		Regeneron	100	344	41.974	43.417	1.443	3	14,951	141
4/18/11		4/25/11	7		- cash -
	4/25/11	8/01/11	98		Regeneron	100	338	44.190	41.404	-2.785	-6	14,009	-22
L/S	date buy	date sell	days		instrument	spl	pieces	prc buy	prc sell	prc diff	d %	asset	yield
8/01/11		11/14/11	105		- cash -
	11/14/11	11/21/11	7		Regeneron	100	288	48.593	50.417	1.823	4	14,535	583
11/21/11		11/28/11	7		- cash -
	11/28/11	12/12/11	14		Regeneron	100	272	53.363	48.974	-4.389	-8	13,341	-89
	12/12/11	1/16/12	35		Bristol-Myers	100	435	30.637	32.119	1.482	5	13,985	64
	1/16/12	4/09/12	84		Regeneron	100	188	74.286	111.076	36.790	50	20,902	474
4/09/12		4/23/12	14		- cash -
	4/23/12	5/14/12	21		Regeneron	100	181	114.884	122.380	7.495	7	22,259	200
5/14/12		7/02/12	49		- cash -
	7/02/12	11/12/12	133		Regeneron	100	194	114.543	137.457	22.913	20	26,704	65
11/12/12		11/19/12	7		- cash -
	11/19/12	1/21/13	63		Regeneron	100	176	151.702	163.543	11.842	8	28,788	55
	1/21/13	3/18/13	56		CSPC Pharmaceutical	100	160,195	0.180	0.193	0.014	8	30,972	61
	3/18/13	5/27/13	70		Sumitomo Pharma	100	195,273	0.159	0.143	-0.016	-10	27,929	-42
	5/27/13	6/03/13	7		Gilead Sciences	100	517	54.012	50.737	-3.275	-6	26,236	-96
	6/03/13	6/24/13	21		CSPC Pharmaceutical	100	97,916	0.268	0.225	-0.043	-16	22,046	-95
6/24/13		7/01/13	7		- cash -
	7/01/13	7/08/13	7		CSPC Pharmaceutical	100	87,554	0.252	0.242	-0.010	-4	21,185	-87
	7/08/13	7/29/13	21		Vertex	100	273	77.479	74.165	-3.314	-4	20,280	-53
7/29/13		9/09/13	42		- cash -
	9/09/13	11/04/13	56		Regeneron	100	78	258.028	256.292	-1.736	-1	20,145	-4
	11/04/13	11/25/13	21		CSPC Pharmaceutical	100	68,517	0.294	0.292	-0.002	-1	20,031	-9
	11/25/13	12/16/13	21		Gilead Sciences	100	294	67.911	63.381	-4.531	-7	18,699	-70
	12/16/13	4/07/14	112		CSPC Pharmaceutical	100	59,296	0.315	0.375	0.060	19	22,241	76
4/07/14		5/05/14	28		- cash -
	5/05/14	6/02/14	28		Bavarian Nordic	100	1,117	19.906	20.057	0.151	1	22,409	10
6/02/14		6/16/14	14		- cash -
	6/16/14	8/04/14	49		Bavarian Nordic	100	1,138	19.680	18.445	-1.236	-6	21,003	-38
	8/04/14	8/25/14	21		Chugai	100	209,925	0.100	0.096	-0.004	-4	20,220	-48
	8/25/14	9/15/14	21		Gilead Sciences	100	205	98.400	94.458	-3.942	-4	19,412	-51
	9/15/14	10/13/14	28		Cipla	100	20,153	0.963	0.896	-0.067	-7	18,064	-61
	10/13/14	2/02/15	112		Bavarian Nordic	100	789	22.893	27.770	4.877	21	21,912	88
	2/02/15	2/09/15	7		Shionogi	100	77,148	0.284	0.251	-0.033	-12	19,374	-100
	2/09/15	2/23/15	14		Aspen Pharmacare	100	559	34.623	34.448	-0.175	-1	19,276	-12
L/S	date buy	date sell	days		instrument	spl	pieces	prc buy	prc sell	prc diff	d %	asset	yield
	2/23/15	6/15/15	112		Bavarian Nordic	100	698	27.578	43.719	16.141	59	30,542	349
6/15/15		6/22/15	7		- cash -
	6/22/15	6/29/15	7		Zhangzhou Pientze	100	4,331	7.051	6.014	-1.037	-15	26,053	-100
6/29/15		7/13/15	14		- cash -
	7/13/15	7/27/15	14		Bavarian Nordic	100	551	47.209	46.300	-0.909	-2	25,552	-40
7/27/15		8/03/15	7		- cash -
	8/03/15	8/10/15	7		Recordati	100	1,017	25.115	24.650	-0.465	-2	25,079	-62
	8/10/15	8/24/15	14		Zhangzhou Pientze	100	3,437	7.296	5.438	-1.859	-25	18,692	-100
8/24/15		11/30/15	98		- cash -
	11/30/15	1/18/16	49		Ono Pharmaceutical	100	57,550	0.325	0.307	-0.018	-5	17,666	-34
1/18/16		4/25/16	98		- cash -
	4/25/16	5/02/16	7		Ono Pharmaceutical	100	39,636	0.446	0.436	-0.009	-2	17,292	-67
5/02/16		5/09/16	7		- cash -
	5/09/16	6/20/16	42		Ono Pharmaceutical	100	39,100	0.442	0.390	-0.052	-12	15,250	-66
	6/20/16	10/17/16	119		Genomma Lab	100	15,881	0.960	1.068	0.107	11	16,957	38
10/17/16		2/06/17	112		- cash -
	2/06/17	4/17/17	70		IDEXX Labs	100	120	140.702	155.966	15.264	11	18,789	71
	4/17/17	7/31/17	105		Ipsen	100	183	102.401	123.892	21.492	21	22,722	94
	7/31/17	8/07/17	7		Vertex	100	154	146.743	152.277	5.535	4	23,574	589
8/07/17		9/18/17	42		- cash -
	9/18/17	9/25/17	7		Vertex	100	160	147.319	144.049	-3.270	-2	23,051	-69
9/25/17		10/16/17	21		- cash -
	10/16/17	11/06/17	21		Vertex	100	152	150.897	148.573	-2.323	-2	22,698	-24
	11/06/17	11/27/17	21		Jiangsu Hengrui Med	100	2,592	8.756	7.354	-1.402	-16	19,063	-95
	11/27/17	12/18/17	21		CSPC Pharmaceutical	100	18,734	1.018	1.012	-0.006	-1	18,950	-10
	12/18/17	1/01/18	14		Divi's Laboratories	100	11,726	1.616	1.676	0.060	4	19,655	159
1/01/18		1/08/18	7		- cash -
	1/08/18	1/29/18	21		CSPC Pharmaceutical	100	17,004	1.156	1.048	-0.108	-9	17,817	-82
	1/29/18	2/05/18	7		AbbVie	100	155	114.629	102.555	-12.075	-11	15,945	-100
2/05/18		2/19/18	14		- cash -
	2/19/18	2/26/18	7		AbbVie	100	144	110.222	113.998	3.776	3	16,489	479
2/26/18		3/12/18	14		- cash -
	3/12/18	3/19/18	7		CSPC Pharmaceutical	100	13,431	1.228	1.276	0.048	4	17,136	645
3/19/18		5/14/18	56		- cash -
	5/14/18	7/09/18	56		Zhangzhou Pientze	100	1,065	16.079	17.081	1.002	6	18,203	48
	7/09/18	7/30/18	21		Eisai	100	18,991	0.958	0.860	-0.099	-10	16,331	-85
	7/30/18	8/06/18	7		WuXi Biologics	100	4,601	3.549	3.092	-0.456	-13	14,232	-100
	8/06/18	8/13/18	7		Eisai	100	16,158	0.881	0.850	-0.031	-4	13,731	-85
L/S	date buy	date sell	days		instrument	spl	pieces	prc buy	prc sell	prc diff	d %	asset	yield
	8/13/18	8/20/18	7		WuXi Biologics	100	4,120	3.333	2.726	-0.607	-18	11,231	-100
	8/20/18	10/15/18	56		Eisai	100	12,979	0.865	0.909	0.044	5	11,800	38
10/15/18		3/04/19	140		- cash -
	3/04/19	3/11/19	7		Divi's Laboratories	100	5,032	2.344	2.382	0.038	2	11,991	131
3/11/19		3/18/19	7		- cash -
	3/18/19	5/13/19	56		Divi's Laboratories	100	5,036	2.381	2.315	-0.065	-3	11,661	-17
5/13/19		9/09/19	119		- cash -
	9/09/19	10/07/19	28		Daiichi Sankyo	100	52,273	0.223	0.205	-0.018	-8	10,733	-66
10/07/19		10/28/19	21		- cash -
	10/28/19	11/04/19	7		Jiangsu Hengrui Med	100	836	12.831	12.943	0.112	1	10,826	57
	11/04/19	12/02/19	28		WuXi AppTec	100	794	13.631	12.383	-1.247	-9	9,836	-71
	12/02/19	12/09/19	7		CSL	100	50	193.450	187.661	-5.789	-3	9,546	-79
	12/09/19	1/06/20	28		WuXi AppTec	100	751	12.709	12.029	-0.680	-5	9,036	-51
	1/06/20	1/20/20	14		Chugai	100	30,329	0.298	0.298	0.000	0	9,036	0
	1/20/20	2/03/20	14		WuXi AppTec	100	663	13.614	12.660	-0.954	-7	8,403	-85
	2/03/20	2/24/20	21		Bavarian Nordic	100	244	34.321	25.765	-8.556	-25	6,316	-99
	2/24/20	3/02/20	7		WuXi AppTec	100	400	15.772	15.140	-0.632	-4	6,063	-88
3/02/20		4/27/20	56		- cash -
	4/27/20	5/04/20	7		Moderna	100	129	46.897	48.764	1.867	4	6,304	666
5/04/20		5/11/20	7		- cash -
	5/11/20	5/25/20	14		Moderna	100	96	65.070	56.015	-9.054	-14	5,435	-98
5/25/20		6/01/20	7		- cash -
	6/01/20	9/07/20	98		Moderna	100	90	59.739	49.780	-9.959	-17	4,538	-49
9/07/20		9/14/20	7		- cash -
	9/14/20	10/05/20	21		Moderna	100	78	57.756	65.847	8.092	14	5,169	877
10/05/20		11/16/20	42		- cash -
	11/16/20	11/23/20	7		Moderna	100	57	89.304	91.959	2.655	3	5,321	361
11/23/20		12/14/20	21		- cash -
	12/14/20	12/21/20	7		Moderna	100	38	137.388	122.392	-14.996	-11	4,751	-100
12/21/20		1/11/21	21		- cash -
	1/11/21	3/08/21	56		Moderna	100	45	104.239	115.406	11.167	11	5,253	94
3/08/21		3/22/21	14		- cash -
	3/22/21	4/26/21	35		Valneva	100	447	11.728	12.831	1.103	9	5,746	155
	4/26/21	5/03/21	7		BioNTech	100	36	159.609	190.314	30.705	19	6,852	964,605
5/03/21		5/10/21	7		- cash -
	5/10/21	5/17/21	7		BioNTech	100	37	182.028	178.787	-3.240	-2	6,732	-61
5/17/21		5/24/21	7		- cash -
	5/24/21	9/20/21	119		BioNTech	100	38	174.742	314.375	139.633	80	12,038	506
9/20/21		9/27/21	7		- cash -
	9/27/21	10/04/21	7		Moderna	100	31	378.450	301.186	-77.264	-20	9,643	-100
L/S	date buy	date sell	days		instrument	spl	pieces	prc buy	prc sell	prc diff	d %	asset	yield
10/04/21		11/01/21	28		- cash -
	11/01/21	11/22/21	21		Valneva	100	436	22.073	19.971	-2.102	-10	8,726	-82
11/22/21		5/02/22	161		- cash -
	5/02/22	5/09/22	7		Ono Pharmaceutical	100	34,323	0.254	0.262	0.007	3	8,978	340
5/09/22		5/23/22	14		- cash -
	5/23/22	5/30/22	7		Ono Pharmaceutical	100	33,287	0.270	0.260	-0.010	-4	8,649	-86
	5/30/22	6/06/22	7		Daiichi Sankyo	100	33,258	0.260	0.250	-0.010	-4	8,325	-86
6/06/22		8/01/22	56		- cash -
	8/01/22	8/08/22	7		Bavarian Nordic	100	160	51.865	47.300	-4.565	-9	7,595	-99
8/08/22		8/15/22	7		- cash -
	8/15/22	8/22/22	7		Bavarian Nordic	100	172	44.046	45.202	1.157	3	7,794	286
8/22/22		9/12/22	21		- cash -
	9/12/22	9/26/22	14		Daiichi Sankyo	100	27,041	0.288	0.275	-0.013	-5	7,436	-71
9/26/22		11/28/22	63		- cash -
	11/28/22	1/09/23	42		Eisai	100	11,355	0.655	0.569	-0.086	-13	6,456	-71
	1/09/23	1/16/23	7		Orion	100	120	53.679	50.388	-3.291	-6	6,061	-96
	1/16/23	1/23/23	7		Gilead Sciences	100	75	79.856	76.811	-3.045	-4	5,833	-87
	1/23/23	2/06/23	14		Moderna	100	32	181.752	158.037	-23.715	-13	5,074	-97
2/06/23		6/05/23	119		- cash -
	6/05/23	6/19/23	14		Sinopharm	100	1,663	3.050	2.821	-0.229	-8	4,693	-87
	6/19/23	7/03/23	14		Eisai	100	7,759	0.605	0.610	0.006	1	4,737	28
7/03/23		10/16/23	105		- cash -
	10/16/23	10/23/23	7		Eli Lilly	100	8	555.248	513.941	-41.308	-7	4,407	-98
10/23/23		1/15/24	84		- cash -
	1/15/24	1/22/24	7		Chugai	100	12,645	0.348	0.329	-0.020	-6	4,155	-95
	1/22/24	1/29/24	7		Rovi	100	68	60.801	57.126	-3.675	-6	3,905	-96
	1/29/24	3/04/24	35		Eli Lilly	100	7	557.064	700.454	143.390	26	4,908	990
3/04/24		3/11/24	7		- cash -
	3/11/24	4/08/24	28		Rovi	100	64	75.517	81.071	5.555	7	5,264	152
4/08/24		5/13/24	35		- cash -
	5/13/24	6/03/24	21		Rovi	100	63	82.796	86.679	3.882	5	5,509	122
6/03/24		6/10/24	7		- cash -
	6/10/24	6/17/24	7		Rovi	100	64	85.931	83.328	-2.602	-3	5,342	-80
6/17/24		2/02/26	595		- cash -
accum	1/02/06	6/17/24	3927	days out of 7336 invested (54%)						-47		5,342	-6

Instrument Related Contribution

instrument	L/S	date buy	date sell	days	prc buy	prc sell	prc diff	d %	total
Genomma Lab	long	10/26/09	4/05/10	161	0.88	1.84	0.96	108.94
		8/30/10	10/04/10	35	1.97	1.91	-0.05	-2.59
		10/11/10	11/08/10	28	2.02	2.04	0.03	1.35
		1/17/11	2/14/11	28	2.61	2.42	-0.19	-7.27
		6/20/16	10/17/16	119	0.96	1.07	0.11	11.19	112.68
BioNTech		4/26/21	5/03/21	7	159.61	190.31	30.70	19.24
		5/10/21	5/17/21	7	182.03	178.79	-3.24	-1.78
		5/24/21	9/20/21	119	174.74	314.38	139.63	79.91	110.70
Regeneron		1/02/06	4/03/06	91	20.89	20.81	-0.08	-0.37
		2/21/11	3/14/11	21	34.57	36.21	1.64	4.74
		4/04/11	4/18/11	14	41.97	43.42	1.44	3.44
		4/25/11	8/01/11	98	44.19	41.40	-2.79	-6.30
		11/14/11	11/21/11	7	48.59	50.42	1.82	3.75
		11/28/11	12/12/11	14	53.36	48.97	-4.39	-8.22
		1/16/12	4/09/12	84	74.29	111.08	36.79	49.52
		4/23/12	5/14/12	21	114.88	122.38	7.50	6.52
		7/02/12	11/12/12	133	114.54	137.46	22.91	20.00
		11/19/12	1/21/13	63	151.70	163.54	11.84	7.81
		9/09/13	11/04/13	56	258.03	256.29	-1.74	-0.67	97.10
Divi's Laboratories		11/13/06	1/22/07	70	0.40	0.44	0.04	10.98
		6/25/07	7/16/07	21	0.91	1.00	0.09	10.06
		12/18/17	1/01/18	14	1.62	1.68	0.06	3.72
		3/04/19	3/11/19	7	2.34	2.38	0.04	1.62
		3/18/19	5/13/19	56	2.38	2.32	-0.07	-2.75	25.21
Bavarian Nordic		5/05/14	6/02/14	28	19.91	20.06	0.15	0.76
		6/16/14	8/04/14	49	19.68	18.44	-1.24	-6.28
		10/13/14	2/02/15	112	22.89	27.77	4.88	21.30
		2/23/15	6/15/15	112	27.58	43.72	16.14	58.53
		7/13/15	7/27/15	14	47.21	46.30	-0.91	-1.93
		2/03/20	2/24/20	21	34.32	25.77	-8.56	-24.93
		8/01/22	8/08/22	7	51.86	47.30	-4.56	-8.80
		8/15/22	8/22/22	7	44.05	45.20	1.16	2.63	25.13
instrument	L/S	date buy	date sell	days	prc buy	prc sell	prc diff	d %	total
Ipsen		4/17/17	7/31/17	105	102.40	123.89	21.49	20.99	20.99
Eli Lilly		10/16/23	10/23/23	7	555.25	513.94	-41.31	-7.44
		1/29/24	3/04/24	35	557.06	700.45	143.39	25.74	16.39
Jiangsu Hengrui Med		8/21/06	11/13/06	84	0.25	0.28	0.03	14.08
		1/22/07	5/28/07	126	0.59	0.74	0.15	25.03
		6/18/07	6/25/07	7	0.91	0.86	-0.06	-6.03
		11/06/17	11/27/17	21	8.76	7.35	-1.40	-16.02
		10/28/19	11/04/19	7	12.83	12.94	0.11	0.87	13.55
IDEXX Labs		2/06/17	4/17/17	70	140.70	155.97	15.26	10.85	10.85
Valneva		6/15/09	10/26/09	133	11.73	12.68	0.95	8.09
		3/22/21	4/26/21	35	11.73	12.83	1.10	9.40
		11/01/21	11/22/21	21	22.07	19.97	-2.10	-9.52	7.00
Bristol-Myers		12/12/11	1/16/12	35	30.64	32.12	1.48	4.84	4.84
AstraZeneca		1/19/09	1/26/09	7	45.51	46.93	1.42	3.11	3.11
Rovi		1/22/24	1/29/24	7	60.80	57.13	-3.67	-6.04
		3/11/24	4/08/24	28	75.52	81.07	5.55	7.36
		5/13/24	6/03/24	21	82.80	86.68	3.88	4.69
		6/10/24	6/17/24	7	85.93	83.33	-2.60	-3.03	2.40
Recordati		8/03/15	8/10/15	7	25.12	24.65	-0.46	-1.85	-1.85
CSL		12/02/19	12/09/19	7	193.45	187.66	-5.79	-2.99	-2.99
Vertex		2/02/09	2/16/09	14	38.00	38.42	0.42	1.11
		7/08/13	7/29/13	21	77.48	74.17	-3.31	-4.28
		7/31/17	8/07/17	7	146.74	152.28	5.53	3.77
		9/18/17	9/25/17	7	147.32	144.05	-3.27	-2.22
		10/16/17	11/06/17	21	150.90	148.57	-2.32	-1.54	-3.31
instrument	L/S	date buy	date sell	days	prc buy	prc sell	prc diff	d %	total
Aspen Pharmacare		8/04/08	9/01/08	28	6.27	6.03	-0.24	-3.91
		2/09/15	2/23/15	14	34.62	34.45	-0.18	-0.51	-4.39
Sun Pharma		6/09/08	6/30/08	21	0.35	0.33	-0.02	-4.78	-4.78
Orion		1/09/23	1/16/23	7	53.68	50.39	-3.29	-6.13	-6.13
AbbVie		1/29/18	2/05/18	7	114.63	102.55	-12.07	-10.53
		2/19/18	2/26/18	7	110.22	114.00	3.78	3.43	-7.47
Sinopharm		6/05/23	6/19/23	14	3.05	2.82	-0.23	-7.52	-7.52
Chugai		8/04/14	8/25/14	21	0.10	0.10	-0.00	-3.73
		1/06/20	1/20/20	14	0.30	0.30	0.00	0.00
		1/15/24	1/22/24	7	0.35	0.33	-0.02	-5.72	-9.24
Sumitomo Pharma		3/18/13	5/27/13	70	0.16	0.14	-0.02	-9.82	-9.82
Shionogi		2/02/15	2/09/15	7	0.28	0.25	-0.03	-11.58	-11.58
Daiichi Sankyo		9/09/19	10/07/19	28	0.22	0.21	-0.02	-7.96
		5/30/22	6/06/22	7	0.26	0.25	-0.01	-3.74
		9/12/22	9/26/22	14	0.29	0.27	-0.01	-4.59	-15.47
Dr. Reddy's Labs		5/01/06	5/22/06	21	2.32	1.93	-0.39	-16.78	-16.78
Gilead Sciences		5/27/13	6/03/13	7	54.01	50.74	-3.27	-6.06
		11/25/13	12/16/13	21	67.91	63.38	-4.53	-6.67
		8/25/14	9/15/14	21	98.40	94.46	-3.94	-4.01
		1/16/23	1/23/23	7	79.86	76.81	-3.04	-3.81	-19.05
Ono Pharmaceutical		11/30/15	1/18/16	49	0.32	0.31	-0.02	-5.49
		4/25/16	5/02/16	7	0.45	0.44	-0.01	-2.12
		5/09/16	6/20/16	42	0.44	0.39	-0.05	-11.81
		5/02/22	5/09/22	7	0.25	0.26	0.01	2.88
		5/23/22	5/30/22	7	0.27	0.26	-0.01	-3.67	-19.14
instrument	L/S	date buy	date sell	days	prc buy	prc sell	prc diff	d %	total
Eisai		7/09/18	7/30/18	21	0.96	0.86	-0.10	-10.29
		8/06/18	8/13/18	7	0.88	0.85	-0.03	-3.52
		8/20/18	10/15/18	56	0.87	0.91	0.04	5.06
		11/28/22	1/09/23	42	0.65	0.57	-0.09	-13.17
		6/19/23	7/03/23	14	0.60	0.61	0.01	0.95	-20.29
WuXi AppTec		11/04/19	12/02/19	28	13.63	12.38	-1.25	-9.15
		12/09/19	1/06/20	28	12.71	12.03	-0.68	-5.35
		1/20/20	2/03/20	14	13.61	12.66	-0.95	-7.00
		2/24/20	3/02/20	7	15.77	15.14	-0.63	-4.01	-23.24
Zhangzhou Pientze		11/08/10	1/17/11	70	2.01	2.14	0.13	6.41
		6/22/15	6/29/15	7	7.05	6.01	-1.04	-14.70
		8/10/15	8/24/15	14	7.30	5.44	-1.86	-25.47
		5/14/18	7/09/18	56	16.08	17.08	1.00	6.23	-28.14
WuXi Biologics		7/30/18	8/06/18	7	3.55	3.09	-0.46	-12.86
		8/13/18	8/20/18	7	3.33	2.73	-0.61	-18.20	-28.72
Cipla		4/03/06	5/01/06	28	1.06	0.76	-0.30	-28.30
		9/15/14	10/13/14	28	0.96	0.90	-0.07	-6.95	-33.28
CSPC Pharmaceutical		5/28/07	6/18/07	21	0.23	0.22	-0.01	-5.45
		6/02/08	6/09/08	7	0.26	0.24	-0.02	-8.80
		6/30/08	8/04/08	35	0.27	0.23	-0.03	-12.86
		6/01/09	6/15/09	14	0.32	0.29	-0.03	-10.07
		1/21/13	3/18/13	56	0.18	0.19	0.01	7.59
		6/03/13	6/24/13	21	0.27	0.23	-0.04	-15.97
		7/01/13	7/08/13	7	0.25	0.24	-0.01	-3.91
		11/04/13	11/25/13	21	0.29	0.29	-0.00	-0.56
		12/16/13	4/07/14	112	0.32	0.38	0.06	18.94
		11/27/17	12/18/17	21	1.02	1.01	-0.01	-0.59
		1/08/18	1/29/18	21	1.16	1.05	-0.11	-9.35
		3/12/18	3/19/18	7	1.23	1.28	0.05	3.93	-34.98
instrument	L/S	date buy	date sell	days	prc buy	prc sell	prc diff	d %	total
Moderna		4/27/20	5/04/20	7	46.90	48.76	1.87	3.98
		5/11/20	5/25/20	14	65.07	56.02	-9.05	-13.91
		6/01/20	9/07/20	98	59.74	49.78	-9.96	-16.67
		9/14/20	10/05/20	21	57.76	65.85	8.09	14.01
		11/16/20	11/23/20	7	89.30	91.96	2.65	2.97
		12/14/20	12/21/20	7	137.39	122.39	-15.00	-10.91
		1/11/21	3/08/21	56	104.24	115.41	11.17	10.71
		9/27/21	10/04/21	7	378.45	301.19	-77.26	-20.42
		1/23/23	2/06/23	14	181.75	158.04	-23.72	-13.05	-40.23

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