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portefeuille (99.50)

fund trades

Recs

5

December 11, 2011 – Comments (189)

What this "fund" is about is described here and here.

trades in spreadsheet.

 

preceding posts.

March 06, 2010
March 10, 2010
March 13, 2010
March 30, 2010
April 02, 2010
April 08, 2010
April 17, 2010
April 26, 2010
May 22, 2010
June 17, 2010
July 21, 2010
August 03, 2010
August 11, 2010
August 26, 2010
September 04, 2010
September 18, 2010
October 06, 2010
October 16, 2010
October 24, 2010
October 28, 2010
November 03, 2010
November 12, 2010
November 24, 2010
December 11, 2010
December 17, 2010
December 24, 2010
December 27, 2010
December 31, 2010
January 12, 2011
February 01, 2011
February 10, 2011
February 22, 2011
March 07, 2011
March 24, 2011
April 01, 2011
April 14, 2011
April 27, 2011
May 06, 2011
May 12, 2011
May 20, 2011
May 31, 2011
June 18, 2011
June 30, 2011
July 21, 2011
July 29, 2011
August 05, 2011
August 08, 2011
August 10, 2011
August 11, 2011
August 15, 2011
August 18, 2011
August 25, 2011
August 30, 2011
September 03, 2011
September 08, 2011
September 14, 2011
September 16, 2011
September 22, 2011
September 27, 2011
October 05, 2011

October 09, 2011
October 23, 2011
October 30, 2011
November 09, 2011
November 22, 2011

189 Comments – Post Your Own

#1) On December 11, 2011 at 9:25 PM, portefeuille (99.50) wrote:

performance (March 8, 2010 - December 12, 2011) with/without DSCO: -1.68/21.43%.

cash: -$1.26 million.

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#2) On December 11, 2011 at 9:42 PM, portefeuille (99.50) wrote:

Mysterious Noncoding DNA: 'Junk' or Genetic Power Player?

http://en.wikipedia.org/wiki/Noncoding_DNA

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#3) On December 11, 2011 at 11:17 PM, portefeuille (99.50) wrote:

for those "at least I learned from my mistakes" freaks ...

As I have written a few times, there is usually nothing to learn and if there is, you are probably not good enough to find out what can be learned, hehe ...

When Reinforcement Fails

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#4) On December 11, 2011 at 11:31 PM, portefeuille (99.50) wrote:

http://en.wikipedia.org/wiki/Digit_ratio

Second-to-fourth digit ratio predicts success among high-frequency financial traders

D2:D4_portefeuille ≈ 0.9. That might explain why I was pretty good at fencing (see comment #12 here). I should increase my trading frequency ...

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#5) On December 12, 2011 at 2:39 AM, portefeuille (99.50) wrote:

Treatment for Blood Disease Is Gene Therapy Landmark

also see comments #227,230 here.

sell 150 AMGN, limit 43.50 EUR in German trading.

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#6) On December 12, 2011 at 2:45 AM, portefeuille (99.50) wrote:

sold 150 AMGN 58.26 USD (43.765 EUR * 1.3312 USD/EUR).

currently 450 AMGN shares in the fund with break-even of around 59.13 USD.

 

sell 300 AMGN, limit 57.60 USD in extended or regular trading.

change that to

sell 150 AMGN, limit 58.70 USD in extended or regular trading.

 

 

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#7) On December 12, 2011 at 2:51 AM, portefeuille (99.50) wrote:

sell 12000 PBTH, limit 2.95 EUR in German trading.

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#8) On December 12, 2011 at 2:55 AM, portefeuille (99.50) wrote:

currently 450 AMGN shares in the fund with break-even of around 59.13 USD.

currently 650 AMGN shares in the fund with break-even of around 59.13 USD.

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#9) On December 12, 2011 at 3:01 AM, portefeuille (99.50) wrote:

sold 12000 PBTH 3.95 USD (2.97 EUR * 1.331 USD/EUR).

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#10) On December 12, 2011 at 3:21 AM, portefeuille (99.50) wrote:

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#11) On December 12, 2011 at 3:39 AM, portefeuille (99.50) wrote:

buy 2000 BPAX, limit 1.88 EUR in German trading,
buy 1500 GNVC, limit 2.08 EUR in German trading.

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#12) On December 12, 2011 at 3:43 AM, portefeuille (99.50) wrote:

bought 2000 BPAX 2.46 USD (1.85 EUR * 1.3304 USD/EUR),
bought 1500 GNVC 2.73 USD (2.05 EUR * 1.3304 USD/EUR).

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#13) On December 12, 2011 at 10:27 AM, portefeuille (99.50) wrote:

sell 9000 PPHM, limit 1.30 USD.

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#14) On December 12, 2011 at 10:40 AM, portefeuille (99.50) wrote:

sold 2000 SIGA 2.55 USD,
bought 700 HALO 9.58 USD,
sold 9000 PPHM, limit 1.30 USD.

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#15) On December 12, 2011 at 5:23 PM, portefeuille (99.50) wrote:

sell 1500 ALXA, limit 1.40 USD in extended or regular trading.

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#16) On December 12, 2011 at 5:44 PM, portefeuille (99.50) wrote:

sell 1000 YMI, limit 1.93 USD in extended or regular trading.

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#17) On December 12, 2011 at 5:56 PM, portefeuille (99.50) wrote:

YM BioSciences Reports Updated Phase I/II Data for its JAK1/JAK2 Inhibitor CYT387 at ASH 2011

Safety and Efficacy of CYT387, a JAK1 and JAK2 Inhibitor
for the Treatment of Myelofibrosis - poster presentation (pdf)

currently 4500 YMI shares in the fund with break-even of around -0.92 USD.

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#18) On December 12, 2011 at 6:02 PM, portefeuille (99.50) wrote:

AVI Biopharma Axes 28% of Workforce, After Missing Out on Flu Contract

currently 9000 AVII shares in the fund with break-even of around 2.03 USD.

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#19) On December 12, 2011 at 8:16 PM, portefeuille (99.50) wrote:

sold 1000 YMI 1.93 USD.

currently 3500 YMI shares in the fund with break-even of around -1.74 USD.

sell 1000 YMI, limit 2.58 USD in extended or regular trading.

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#20) On December 13, 2011 at 1:16 AM, portefeuille (99.50) wrote:

performance (March 8, 2010 - December 13, 2011) with/without DSCO: -4.25/16.75%.

cash: -$1.20 million.

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#21) On December 13, 2011 at 1:40 AM, portefeuille (99.50) wrote:

buy 660 ECX:GY, limit 2.80 EUR in German trading.

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#22) On December 13, 2011 at 4:04 AM, portefeuille (99.50) wrote:

buy 1700 ECX:GY, limit 1.95 EUR in Xetra trading.

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#23) On December 13, 2011 at 4:21 AM, portefeuille (99.50) wrote:

bought 660 ECX:GY 3.10 USD (2.351 EUR * 1.3192 USD/EUR),
bought 1700 ECX:GY 2.57 USD (1.949 EUR * 1.3177 USD/EUR).

currently 5800 ECX:GY shares in the fund with break-even of around 8.08 USD.

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#24) On December 13, 2011 at 4:35 AM, portefeuille (99.50) wrote:

buy 4200 ECX:GY, limit 1.62 EUR in Xetra or Frankfurt trading.

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#25) On December 13, 2011 at 4:42 AM, portefeuille (99.50) wrote:

buy 4200 ECX:GY, limit 1.62 EUR in Xetra or Frankfurt trading.

change that to

buy 2200 ECX:GY, limit 1.82 EUR in Xetra or Frankfurt trading.

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#26) On December 13, 2011 at 4:51 AM, portefeuille (99.50) wrote:

currently 5800 ECX:GY shares in the fund with break-even of around 8.08 USD.

currently 5800 ECX:GY shares in the fund with break-even of around 8.08 EUR.

 

bought 2200 ECX:GY 2.28 USD (1.73 EUR * 1.318 USD/EUR).

currently 8000 ECX:GY shares in the fund with break-even of around 6.33 EUR.

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#27) On December 13, 2011 at 5:37 AM, portefeuille (99.50) wrote:

buy 1500 THLD, limit 1.36 USD in extended or regular trading.

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#28) On December 13, 2011 at 6:47 AM, portefeuille (99.50) wrote:

buy 1500 THLD, limit 1.04 EUR in German trading.

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#29) On December 13, 2011 at 6:50 AM, portefeuille (99.50) wrote:

bought 1500 THLD 1.36 USD (1.032 EUR * 1.3215 USD/EUR).

currently 3000 THLD shares in the fund with break-even of around -0.62 USD.

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#30) On December 13, 2011 at 11:06 AM, portefeuille (99.50) wrote:

buy 1500 YMI, limit 1.65 USD.

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#31) On December 13, 2011 at 11:09 AM, portefeuille (99.50) wrote:

bought 1500 YMI 1.59 USD.

currently 5000 YMI shares in the fund with break-even of around -0.74 USD.

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#32) On December 13, 2011 at 11:43 AM, portefeuille (99.50) wrote:

buy 320 ONTY, limit 8.10 USD.

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#33) On December 13, 2011 at 11:46 AM, portefeuille (99.50) wrote:

bought 320 ONTY 8.02 USD.

currently 400 ONTY shares in the fund with break-even of around 7.70 USD.

Scientists develop vaccine that attacks breast cancer in mice

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#34) On December 13, 2011 at 11:58 AM, portefeuille (99.50) wrote:

bought 1500 THLD 1.36 USD.

currently 4500 THLD shares in the fund with break-even of around 0.04 USD.

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#35) On December 13, 2011 at 12:19 PM, portefeuille (99.50) wrote:

Zacks - ALXA research report

currently 4500 ALXA shares in the fund with break-even of around 1.32 USD.

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#36) On December 13, 2011 at 4:57 PM, portefeuille (99.50) wrote:

buy 450 GHDX, limit 29.00 USD.

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#37) On December 13, 2011 at 5:25 PM, portefeuille (99.50) wrote:

buy 790 GNOM, limit 4.00 USD,
buy 850 PACB, limit 3.00 USD.

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#38) On December 13, 2011 at 5:41 PM, portefeuille (99.50) wrote:

buy 19000 PPHM, limit 1.04 USD in extended or regular trading.

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#39) On December 13, 2011 at 5:43 PM, portefeuille (99.50) wrote:

bought 19000 PPHM 1.04 USD.

currently 37000 PPHM shares in the fund with break-even of around 0.95 USD.

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#40) On December 13, 2011 at 6:35 PM, portefeuille (99.50) wrote:

Wedbush Raises Price Target on Pharmacyclics (PCYC), Adds to 'Best Ideas List'

currently 200 PCYC shares in the fund with break-even of around 14.99 USD.

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#41) On December 13, 2011 at 8:11 PM, portefeuille (99.50) wrote:

A SUMOylation-Dependent Transcriptional Subprogram Is Required for Myc-Driven Tumorigenesis

New Target Found for Aggressive Cancer Gene

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#42) On December 13, 2011 at 8:13 PM, portefeuille (99.50) wrote:

Scientists Devise Sideways Approach to Killing Myc-Addicted Tumors

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#43) On December 13, 2011 at 8:17 PM, portefeuille (99.50) wrote:

http://en.wikipedia.org/wiki/SAE2

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#44) On December 13, 2011 at 9:20 PM, portefeuille (99.50) wrote:

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#45) On December 14, 2011 at 12:05 AM, portefeuille (99.50) wrote:

performance (March 8, 2010 - December 14, 2011) with/without DSCO: -9.92/13.19%.

cash: -$1.24 million.

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#46) On December 14, 2011 at 12:20 AM, portefeuille (99.50) wrote:

#5 Merry Christmas for Patients with Hemophilia B

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#47) On December 14, 2011 at 5:57 AM, portefeuille (99.50) wrote:

buy 16000 FOLD, limit 3.19 USD in extended or regular trading.

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#48) On December 14, 2011 at 2:59 PM, portefeuille (99.50) wrote:

sell 230 GEVA, limit 22.00 USD.

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#49) On December 14, 2011 at 3:09 PM, portefeuille (99.50) wrote:

bought 450 GHDX 26.44 USD,
bought 790 GNOM, limit 4.00 USD,
bought 850 PACB, limit 3.00 USD,
bought 16000 FOLD 3.11 USD,
sold 230 GEVA 22.50 USD.

sell 80 VPHM, limit 25.00 USD.

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#50) On December 14, 2011 at 3:11 PM, portefeuille (99.50) wrote:

sold 80 VPHM 25.13 USD.

currently 160 VPHM shares in the fund with break-even of around -8.17 USD.

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#51) On December 14, 2011 at 3:42 PM, portefeuille (99.50) wrote:

sell 30 VPHM, limit 28.40 USD.

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#52) On December 14, 2011 at 3:53 PM, portefeuille3 (97.58) wrote:

sell 14000 FOLD, limit 3.23 USD.

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#53) On December 14, 2011 at 5:45 PM, portefeuille (99.50) wrote:

sold 14000 FOLD 3.23 USD.

currently 57000 FOLD shares in the fund with break-even of around 0.03 USD.

buy 3000 BPAX, limit 0.55 USD.

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#54) On December 14, 2011 at 5:51 PM, portefeuille (99.50) wrote:

bought 3000 BPAX 0.4599 USD.

currently 5000 BPAX shares in the fund with break-even of around 1.26 USD.

sell 2500 BPAX, limit 0.54 USD.

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#55) On December 14, 2011 at 5:54 PM, portefeuille (99.50) wrote:

sell 2500 BPAX, limit 0.54 USD.

change that to

sell 2500 BPAX, limit 0.54 USD in extended or regular trading.

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#56) On December 14, 2011 at 6:36 PM, portefeuille (99.50) wrote:

performance (March 8, 2010 - December 7, 2011) with/without DSCO: 3.69/23.39%.
performance (March 8, 2010 - December 8, 2011) with/without DSCO: -0.66/20.06%.
performance (March 8, 2010 - December 9, 2011) with/without DSCO: -2.82/19.27%.
performance (March 8, 2010 - December 10, 2011) with/without DSCO: -1.56/21.56%.
performance (March 8, 2010 - December 12, 2011) with/without DSCO: -1.68/21.43%.
performance (March 8, 2010 - December 13, 2011) with/without DSCO: -4.25/16.75%.
performance (March 8, 2010 - December 14, 2011) with/without DSCO: -9.92/13.19%.

not correct.

 

performance (March 8, 2010 - December 15, 2011) with/without DSCO: -16.04%/8.13%.

cash: -$1.26 million.

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#57) On December 14, 2011 at 6:44 PM, portefeuille (99.50) wrote:

Anthera Announces Completion of Safety Review by DSMB for VISTA-16

currently 3500 ANTH shares in the fund with break-even of around -54.75 USD.

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#58) On December 14, 2011 at 7:01 PM, portefeuille (99.50) wrote:

sell 2500 BPAX, limit 0.54 USD in extended or regular trading.

change that to

sell 2000 BPAX, limit 0.52 USD in extended or regular trading.

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#59) On December 14, 2011 at 7:05 PM, portefeuille (99.50) wrote:

sold 2000 BPAX 0.53 USD.

currently 3000 BPAX shares in the fund with break-even of around 1.75 USD.

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#60) On December 15, 2011 at 7:22 PM, portefeuille (99.50) wrote:

buy 3500 ITMN, limit 12.80 USD in extended or regular trading.

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#61) On December 15, 2011 at 7:49 PM, portefeuille (99.50) wrote:

bought 3500 ITMN 12.73 USD.

currently 14500 ITMN shares in the fund with break-even of around 8.70 USD.

Benefit assessment according to §35a Social Code Book V (dossier assessment)

 

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#62) On December 15, 2011 at 8:37 PM, portefeuille (99.50) wrote:

bought 790 GNOM, limit 4.00 USD
bought 850 PACB, limit 3.00 USD

bought 790 GNOM 3.04 USD
bought 850 PACB 2.50 USD

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#63) On December 15, 2011 at 9:04 PM, portefeuille (99.50) wrote:

performance (March 8, 2010 - December 16, 2011) with/without DSCO: -19.0%/+7.7%.

cash: -$1.30 million.

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#64) On December 15, 2011 at 9:27 PM, portefeuille (99.50) wrote:

buy 900 AMRN, limit 6.50 USD.

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#65) On December 16, 2011 at 2:12 AM, portefeuille (99.50) wrote:

buy 25000 DSCO, limit 1.67 USD.

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#66) On December 16, 2011 at 4:24 AM, portefeuille (99.50) wrote:

buy 3000 YMI, limit 1.53 USD.

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#67) On December 16, 2011 at 6:12 AM, portefeuille (99.50) wrote:

buy 100 TLEO, limit 37.86 USD.

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#68) On December 16, 2011 at 7:08 AM, portefeuille (99.50) wrote:

buy 1400 ISIS, limit 7.20 USD.

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#69) On December 16, 2011 at 7:14 AM, portefeuille (99.50) wrote:

sold 150 AMGN 58.70 USD.

currently 500 AMGN shares in the fund with break-even of around 59.26 USD.

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#70) On December 16, 2011 at 7:42 AM, portefeuille (99.50) wrote:

sell 1500 ISTA, limit 6.68 USD in extended or regular trading.

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#71) On December 16, 2011 at 8:38 AM, portefeuille (99.50) wrote:

buy 4500 INHX, limit 13.00 USD in extended or regular trading.

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#72) On December 16, 2011 at 8:40 AM, portefeuille (99.50) wrote:

bought 4500 INHX 8.22 USD.

currently 9000 INHX shares in the fund with break-even of around 4.44 USD.

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#73) On December 16, 2011 at 8:47 AM, portefeuille (99.50) wrote:

buy 700 INHX, limit 8.00 USD in extended or regular trading.

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#74) On December 16, 2011 at 8:49 AM, portefeuille (99.50) wrote:

bought 700 INHX 7.49 USD.

currently 9700 INHX shares in the fund with break-even of around 4.66 USD.

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#75) On December 16, 2011 at 9:11 AM, portefeuille (99.50) wrote:

sell 300 INHX, limit 7.98 USD in extended or regular trading.

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#76) On December 16, 2011 at 9:22 AM, portefeuille (99.50) wrote:

sold 300 INHX 7.98 USD.

currently 9400 INHX shares in the fund with break-even of around 4.55 USD.

sell 300 INHX, limit 8.18 USD in extended or regular trading.

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#77) On December 16, 2011 at 9:23 AM, portefeuille (99.50) wrote:

sold 300 INHX 8.20 USD.

currently 9100 INHX shares in the fund with break-even of around 4.43 USD.

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#78) On December 16, 2011 at 9:28 AM, portefeuille (99.50) wrote:

sell 300 INHX, limit 8.78 USD in extended or regular trading.

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#79) On December 16, 2011 at 9:29 AM, portefeuille (99.50) wrote:

sold 300 INHX 8.90 USD.

currently 8800 INHX shares in the fund with break-even of around 4.28 USD.

sell 300 INHX, limit 8.98 USD in extended or regular trading.

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#80) On December 16, 2011 at 9:32 AM, portefeuille (99.50) wrote:

sold 300 INHX 8.98 USD.

currently 8500 INHX shares in the fund with break-even of around 4.11 USD.

sell 300 INHX, limit 9.38 USD in extended or regular trading.

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#81) On December 16, 2011 at 9:41 AM, portefeuille (99.50) wrote:



enlarge

(from here)

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#82) On December 16, 2011 at 9:46 AM, portefeuille (99.50) wrote:

sold 300 INHX 9.38 USD.

currently 8200 INHX shares in the fund with break-even of around 3.92 USD.

sell 300 INHX, limit 9.68 USD in extended or regular trading.

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#83) On December 16, 2011 at 9:52 AM, portefeuille (99.50) wrote:

bought 900 AMRN 6.09 USD,
bought 25000 DSCO 1.60 USD,
bought 3000 YMI 1.53 USD,
bought 1400 ISIS 6.90 USD,
sold 300 INHX 9.68 USD.

currently 7900 INHX shares in the fund with break-even of around 3.70 USD.

sell 300 INHX, limit 9.96 USD in extended or regular trading.

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#84) On December 16, 2011 at 10:13 AM, portefeuille (99.50) wrote:

sold 300 INHX 9.96 USD.

currently 7600 INHX shares in the fund with break-even of around 3.46 USD.

sell 300 INHX, limit 10.78 USD in extended or regular trading.

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#85) On December 16, 2011 at 10:43 AM, portefeuille (99.50) wrote:

sold 1500 ISTA 6.68 USD.

currently 500 ISTA shares in the fund with break-even of around -19.55 USD.

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#86) On December 16, 2011 at 2:55 PM, portefeuille (99.50) wrote:

sold 300 INHX 10.78 USD.

currently 7300 INHX shares in the fund with break-even of around 3.16 USD.

sell 300 INHX, limit 10.98 USD.

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#87) On December 16, 2011 at 2:57 PM, portefeuille (99.50) wrote:

buy 15000 DSCO, limit 1.57 USD.

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#88) On December 16, 2011 at 3:02 PM, portefeuille (99.50) wrote:

bought 15000 DSCO 1.46 USD.

currently 1240000 DSCO shares in the fund with break-even of around 2.33 USD.

buy 30000 DSCO, limit 1.43 USD.

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#89) On December 16, 2011 at 3:22 PM, portefeuille (99.50) wrote:

"hepatitis basket" (number of shares, ticker, current value (USD), current share price (USD), break-even (USD)).

7300, INHX, 74971.00, 10.27, 3.16.
530, VRUS, 65317.20, 123.24, 58.07.
4000, IDIX, 28160.00, 7.04, 5.92.
650, VRTX, 22093.50, 33.99, 34.62.
2600, ACHN, 19422.00, 7.47, 3.73.

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#90) On December 16, 2011 at 11:49 PM, portefeuille (99.50) wrote:

performance (March 8, 2010 - December 17, 2011) with/without DSCO: -19.4%/+9.4%.

cash: -$1.39 million.

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#91) On December 17, 2011 at 12:12 AM, portefeuille (99.50) wrote:

sell 500 AMRN, limit 6.58 USD,
sell 15000 DSCO, limit 1.54 USD,
sell 4000 FOLD, limit 3.48 USD,
sell 600 ISIS, limit 7.18 USD,
sell 500 ISTA, limit 8.45 USD,
sell 2500 ITMN, limit 12.88 USD.

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#92) On December 17, 2011 at 12:50 AM, portefeuille (99.50) wrote:

BiovaxID® Lymphoma Vaccine-Induced T-Cell Immune Responses Complement Rituximab Induction Chemotherapy and Significantly Correlate with Overall Survival in Mantle Cell Lymphoma

Vaccine Isotype Seems to Affect Clinical Outcome in Blood Cancer Trials

Could This Be The End Of Cancer?

currently 1400/3700 ABPI/BVTI shares in the fund with break-even of around 0.85/1.08 USD.

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#93) On December 17, 2011 at 12:52 AM, portefeuille (99.50) wrote:

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#94) On December 17, 2011 at 1:50 AM, portefeuille (99.50) wrote:

#81

-------------

Hep C Drug Panic! Pharmasset Stumble Ripples Through Sector

...

Analysts rushed to defend Inhibitex, pulling out their medicinal chemistry textbooks to demonstrate that while INX-189 was similar in some respects to Pharmasset's PSI-938, the two drugs also have structural differences.

For hepatitis C investors, Friday was clearly a day to regret sleeping through your college chemistry classes. Here's what JMP Securities analyst Liisa Bayko had to say to clients about INX-189:

"In our view, it is important to note that PSI-938 has a different active species (2-fluoro guanosine triphosphate) than INX-189 (2-methyl guanosine triphosphate) and that the compounds are not similar outside of the guanosine base - looking at the compounds as a whole, we believe INX-189 is more structurally similar to PSI-7977 than PSI-938. We also note that there are guanosine drugs marketed such as acyclovir, and therefore we do not believe that guanosine is the reason for the PSI-938 toxicity."

...

-------------

http://en.wikipedia.org/wiki/Guanosine

Guanosine.



enlarge

 

 

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#95) On December 17, 2011 at 6:01 PM, portefeuille (99.50) wrote:

 Protein Purification Reagent Market Expands

currently 11100 QGEN shares in the fund with break-even of around 16.46 USD.

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#96) On December 18, 2011 at 12:09 AM, portefeuille (99.50) wrote:

old "predictions".

Saxo Bank - Outrageous Predictions - 2011 (pdf)

Jakobsen Says Apple Decline Among `Outrageous' Picks

new "predictions".

Saxo Bank - Outrageous Predictions - 2012 (pdf)

Jakobsen Says Apple Decline Among `Outrageous' Picks

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#97) On December 18, 2011 at 1:50 AM, portefeuille (99.50) wrote:

Year to Date Stock Market Returns by Country



enlarge

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#98) On December 18, 2011 at 11:56 AM, portefeuille (99.50) wrote:

Clinical Cancer Advances 2011 (pdf)

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#99) On December 19, 2011 at 2:50 AM, portefeuille (99.50) wrote:

buy 300 ANGN, limit 5.30 USD,
buy 4000 YMI, limit 1.52 USD.

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#100) On December 19, 2011 at 3:27 AM, portefeuille (99.50) wrote:

Strategic co-operation of Air Berlin PLC with Etihad - Etihad increases shareholding in Air Berlin PLC to 29.21%

Etihad Raises Air Berlin Stake to 29.2% to Deepen Operational Cooperation

currently 4100 AB1:GY shares in the fund with break-even of around 3.58 EUR. also see this post.

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#101) On December 19, 2011 at 3:34 AM, portefeuille (99.50) wrote:

performance (March 8, 2010 - December 19, 2011) with/without DSCO: -19.7%/+9.1%.

cash: -$1.39 million.

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#102) On December 19, 2011 at 3:48 AM, portefeuille (99.50) wrote:

Galapagos achieves clinical Proof-of-Mechanism milestone in GSK alliance (pdf)

currently 400 GLPG:BB shares in the fund with break-even of around 5.86 EUR.

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#103) On December 19, 2011 at 3:52 AM, portefeuille (99.50) wrote:

The Galapagos Group has about 800 employees and operates facilities in six countries, with global headquarters in Mechelen, Belgium.

Mechelen, Belgium.

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#104) On December 19, 2011 at 4:07 AM, portefeuille (99.50) wrote:

Physics or Fashion? What Science Lovers Link to Most [Interactive]

 

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#105) On December 19, 2011 at 7:24 AM, portefeuille (99.50) wrote:

buy 500 TSRX, limit 7.40 USD in extended or regular trading.

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#106) On December 19, 2011 at 7:38 AM, portefeuille (99.50) wrote:

buy 500 TSRX, limit 7.40 USD in extended or regular trading.

change that to

buy 300 TSRX, limit 7.55 USD in extended or regular trading.

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#107) On December 19, 2011 at 7:41 AM, portefeuille (99.50) wrote:

buy 1400 SQNM, limit 3.85 USD in extended or regular trading.

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#108) On December 19, 2011 at 7:49 AM, portefeuille (99.50) wrote:

bought 300 TSRX 7.50 USD,
bought 1400 SQNM 3.81 USD.

currently 68400/800 SQNM/TSRX shares in the fund with break-even of around 4.45/-21.16 USD.

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#109) On December 19, 2011 at 7:58 AM, portefeuille (99.50) wrote:

sell 14400 SQNM, limit 4.39 USD in extended or regular trading.

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#110) On December 19, 2011 at 9:34 AM, portefeuille (99.50) wrote:

sold 15000 DSCO 1.54 USD,
sold 500 ISTA 8.45 USD,
sold 2500 ITMN 12.88 USD,
bought 300 ANGN 4.43 USD,
bought 4000 YMI 1.44 USD.

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#111) On December 19, 2011 at 9:39 AM, portefeuille (99.50) wrote:

sold 15000 DSCO 1.54 USD,
sold 500 ISTA 8.45 USD,
sold 2500 ITMN 12.88 USD,
bought 300 ANGN 4.43 USD,
bought 4000 YMI 1.44 USD.

sold 15000 DSCO 1.54 USD,
bought 300 ANGN 4.43 USD,
bought 4000 YMI 1.44 USD.

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#112) On December 19, 2011 at 9:42 AM, portefeuille (99.50) wrote:

sold 300 INHX 10.98 USD.

currently 7000 INHX shares in the fund with break-even of around 2.82 USD.

sell 300 INHX, limit 11.98 USD.

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#113) On December 20, 2011 at 4:24 AM, portefeuille (99.50) wrote:

buy 30000 DSCO, limit 1.43 USD.

cancel that order.

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#114) On December 20, 2011 at 5:00 AM, portefeuille (99.50) wrote:

Ifo Business Climate Brightens

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#115) On December 20, 2011 at 5:33 AM, portefeuille (99.50) wrote:

Video animation: RNA interference

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#116) On December 20, 2011 at 6:35 AM, portefeuille (99.50) wrote:

British flowers are the source of a new cancer drug

Development of a novel tumor-targeted vascular disrupting agent activated by membrane-type matrix metalloproteinases.

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#117) On December 20, 2011 at 6:36 AM, portefeuille (99.50) wrote:

Development of a novel tumor-targeted vascular disrupting agent activated by membrane-type matrix metalloproteinases (pdf)

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#118) On December 20, 2011 at 6:46 AM, portefeuille (99.50) wrote:

27 Hot Drugs Facing FDA Approval in 2012

10 Biotech Stock Predictions for 2012

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#119) On December 20, 2011 at 7:04 AM, portefeuille (99.50) wrote:

ImmunoGen, Inc. Announces Antibody-Drug Conjugate Collaboration With Lilly

buy 350 IMGN, limit 11.70 USD in extended or regular trading.

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#120) On December 20, 2011 at 7:55 AM, portefeuille (99.50) wrote:

sell 100 SLXP, limit 47.50 USD in extended or regular trading.

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#121) On December 20, 2011 at 8:10 AM, portefeuille (99.50) wrote:

sold 100 SLXP 47.50 USD.

currently 200 SLXP shares in the fund with break-even of around 12.19 USD.

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#122) On December 20, 2011 at 8:32 AM, portefeuille (99.50) wrote:

Georgetown Researchers Lead Discovery Expected to Significantly Change Biomedical Research

ROCK Inhibitor and Feeder Cells Induce the Conditional Reprogramming of Epithelial Cells (pdf)

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#123) On December 20, 2011 at 9:33 AM, portefeuille (99.50) wrote:

sell 150 PGNX, limit 8.48 USD.

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#124) On December 20, 2011 at 9:48 AM, portefeuille (99.50) wrote:

Epoxyeicosanoids stimulate multiorgan metastasis and tumor dormancy escape in mice

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#125) On December 20, 2011 at 10:07 AM, portefeuille (99.50) wrote:

bought 350 IMGN 11.70 USD.

currently 3350 IMGN shares in the fund with break-even of around 6.18 USD.

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#126) On December 20, 2011 at 10:38 AM, portefeuille (99.50) wrote:

sell 10000 DSCO, limit 1.63 USD.

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#127) On December 20, 2011 at 10:47 AM, portefeuille (99.50) wrote:

Suppression of PKR Promotes Network Excitability and Enhanced Cognition by Interferon-γ-Mediated Disinhibition

Discovery could lead memory-enhancing pill out of realm of science fiction

 

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#128) On December 20, 2011 at 10:51 AM, portefeuille (99.50) wrote:

performance (March 8, 2010 - December 20, 2011) with/without DSCO: -16.9%/+9.7%.

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#129) On December 20, 2011 at 6:36 PM, portefeuille (99.50) wrote:

sold 10000 DSCO 1.63 USD.

currently 1215000 DSCO shares in the fund with break-even of around 2.34 USD.

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#130) On December 21, 2011 at 5:00 AM, portefeuille (99.50) wrote:

sold 150 PGNX 8.48 USD.

currently 150 PGNX shares in the fund with break-even of around -40.73 USD.

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#131) On December 21, 2011 at 5:33 AM, portefeuille (99.50) wrote:

performance (March 8, 2010 - December 21, 2011) with/without DSCO: -16.71%/+10.6%.

buy (to cover) 70 GEVA, limit 25.00 USD.

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#132) On December 21, 2011 at 5:51 AM, portefeuille (99.50) wrote:

MorphoSys Initiates Phase 1b Clinical Trial with MOR103 in Patients with Multiple Sclerosis

currently 11500 MOR:GY shares in the fund with break-even of around 18.18 EUR.

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#133) On December 21, 2011 at 6:19 AM, portefeuille (99.50) wrote:

currently 11500 MOR:GY shares in the fund with break-even of around 18.18 EUR.

currently 4370 MOR:GY shares in the fund with break-even of around 18.18 EUR.

 

Firms Are Upping the Stakes on mAb Biosimilar Development

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#134) On December 21, 2011 at 6:43 AM, portefeuille (99.50) wrote:

sell 1500 TRGT, limit 5.30 USD in extended or regular trading.

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#135) On December 21, 2011 at 9:13 AM, portefeuille (99.50) wrote:

sell 1500 TRGT, limit 5.30 USD in extended or regular trading.

change that to

buy 3000 TRGT, limit 5.10 USD in extended or regular trading.

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#136) On December 21, 2011 at 9:17 AM, portefeuille (99.50) wrote:

bought 3000 TRGT 5.06 USD.

currently 11500 TRGT shares in the fund with break-even of around 7.01 USD.

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#137) On December 21, 2011 at 9:35 AM, portefeuille (99.50) wrote:

buy (to cover) 4500 VMW, limit 79.00 USD.

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#138) On December 21, 2011 at 9:39 AM, portefeuille (99.50) wrote:

bought (to cover) 70 GEVA 23.15 USD,
bought (to cover) 4500 VMW 78.60 USD.

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#139) On December 21, 2011 at 9:43 AM, portefeuille (99.50) wrote:

buy 100 TLEO 37.86 USD.

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#140) On December 21, 2011 at 9:43 AM, portefeuille (99.50) wrote:

buy 100 TLEO 37.86 USD.

bought 100 TLEO 37.86 USD.

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#141) On December 21, 2011 at 10:03 AM, portefeuille (99.50) wrote:

buy (to cover) 1500 VMW, limit 77.40 USD.

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#142) On December 21, 2011 at 10:04 AM, portefeuille (99.50) wrote:

bought (to cover) 1500 VMW 77.20 USD.

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#143) On December 21, 2011 at 11:51 AM, portefeuille (99.50) wrote:

sell 3000 EXEL, limit 4.62 USD.

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#144) On December 21, 2011 at 11:53 AM, portefeuille (99.50) wrote:

sold 3000 EXEL 4.62 USD.

currently 44000 EXEL shares in the fund with break-even of around 2.68 USD.

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#145) On December 21, 2011 at 12:17 PM, portefeuille (99.50) wrote:

sell 12000 CRME, limit 2.26 USD.

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#146) On December 21, 2011 at 6:55 PM, portefeuille (99.50) wrote:

sold 500 AMRN 6.58 USD.

currently 7000 AMRN shares in the fund with break-even of around 8.34 USD.

performance (March 8, 2010 - December 22, 2011) with/without DSCO: -17.67%/+7.51%.

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#147) On December 22, 2011 at 12:35 AM, portefeuille (99.50) wrote:

sell 290 VRUS, limit 132.00 USD.

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#148) On December 22, 2011 at 2:08 AM, portefeuille (99.50) wrote:

sell 120 MDVN, limit 46.60 USD.

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#149) On December 22, 2011 at 2:12 AM, portefeuille (99.50) wrote:

sell 600 MFGLQ, limit 0.04 USD.

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#150) On December 22, 2011 at 3:47 AM, portefeuille (99.50) wrote:

buy 250 BRLI, limit 18.00 USD.

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#151) On December 22, 2011 at 4:06 AM, portefeuille (99.50) wrote:

sell 250 CRIS, limit 4.28 USD.

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#152) On December 22, 2011 at 4:22 AM, portefeuille (99.50) wrote:

performance (March 8, 2010 - December 22, 2011) with/without DSCO: -16.8%/+8.4%.

cash: -$1.83 million.

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#153) On December 22, 2011 at 7:43 AM, portefeuille (99.50) wrote:

Colorectal cancer: Fusobacterium nucleatum found in colon cancer tissue—could an infection cause colorectal cancer?

currently 8000/4400 ECX:GY/EXAS shares in the fund with break-even of around 6.39/-5.66 EUR/USD.

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#154) On December 22, 2011 at 8:06 AM, portefeuille (99.50) wrote:

buy 550 RHT, limit 40.12 USD in extended or regular trading.

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#155) On December 22, 2011 at 8:34 AM, portefeuille (99.50) wrote:

bought 550 RHT 40.10 USD.

currently 900 RHT shares in the fund with break-even of around 17.35 USD.

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#156) On December 22, 2011 at 9:33 AM, portefeuille (99.50) wrote:

sell 15000 DSCO, limit 1.67 USD.

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#157) On December 22, 2011 at 9:41 AM, portefeuille (99.50) wrote:

sell 150 AKAM, limit 30.01 USD.

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#158) On December 22, 2011 at 9:49 AM, portefeuille (99.50) wrote:

sold 600 MFGLQ 0.069 USD,
bought 250 BRLI 15.82 USD,
sold 250 CRIS 4.45 USD,
sold 150 AKAM 30.01 USD.

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#159) On December 22, 2011 at 10:12 AM, portefeuille (99.50) wrote:

sell 100 AKAM, limit 31.04 USD.

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#160) On December 22, 2011 at 10:13 AM, portefeuille (99.50) wrote:

sold 100 AKAM 31.15 USD.

currently 1150 AKAM shares in the fund with break-even of around 32.59 USD.

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#161) On December 22, 2011 at 10:49 AM, portefeuille (99.50) wrote:

performance (March 8, 2010 - December 22, 2011) with/without DSCO: -15.4%/+8.7%.

cash: -$1.85 million.

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#162) On December 22, 2011 at 11:20 AM, portefeuille (99.50) wrote:

sold 15000 DSCO 1.67 USD.

currently 1200000 DSCO shares in the fund with break-even of around 2.35 USD.

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#163) On December 22, 2011 at 11:49 AM, portefeuille (99.50) wrote:

sell 35000 DSCO, limit 1.72 USD.

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#164) On December 22, 2011 at 12:06 PM, portefeuille (99.50) wrote:

sold 35000 DSCO 1.67 USD.

currently 1165000 DSCO shares in the fund with break-even of around 2.37 USD.

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#165) On December 22, 2011 at 12:56 PM, portefeuille (99.50) wrote:

Solar hydrogen-producing bionanodevice outperforms natural photosynthesis

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#166) On December 22, 2011 at 2:44 PM, portefeuille (99.50) wrote:

sell short (to open) 2700 VMW, limit 80.00 USD in extended or regular trading.

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#167) On December 22, 2011 at 2:44 PM, portefeuille (99.50) wrote:

sold short (to open) 2700 VMW 81.20 USD.

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#168) On December 23, 2011 at 3:58 AM, portefeuille (99.50) wrote:

performance (March 8, 2010 - December 23, 2011) with/without DSCO: -12.4%/+10.2%.

cash: -$1.54 million.

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#169) On December 23, 2011 at 6:40 AM, portefeuille (99.50) wrote:

buy 1700 POZN, limit 4.50 USD.

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#170) On December 23, 2011 at 7:00 AM, portefeuille (99.50) wrote:

sold 35000 DSCO 1.67 USD.

sold 35000 DSCO 1.72 USD.

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#171) On December 23, 2011 at 10:17 AM, portefeuille (99.50) wrote:

sell 700 MNTA, limit 17.50 USD.

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#172) On December 23, 2011 at 10:27 AM, portefeuille (99.50) wrote:

bought 1700 POZN 3.97 USD,
sold 700 MNTA 17.63 USD.

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#173) On December 23, 2011 at 10:32 AM, portefeuille (99.50) wrote:

sell short (to open) 2800 VMW, limit 82.00 USD in extended or regular trading.

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#174) On December 23, 2011 at 10:35 AM, portefeuille (99.50) wrote:

sold short (to open) 2800 VMW 83.20 USD.

currently -5000 VMW shares in the fund with break-even of around 130.29 USD.

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#175) On December 23, 2011 at 10:38 AM, portefeuille (99.50) wrote:

currently -5000 VMW shares in the fund with break-even of around 130.29 USD.

currently -5500 VMW shares in the fund with break-even of around 130.29 USD.

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#176) On December 23, 2011 at 11:08 AM, portefeuille (99.50) wrote:

sell 900 MNTA, limit 18.18 USD.

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#177) On December 23, 2011 at 2:34 PM, portefeuille (99.50) wrote:

buy 2600 ZIOP, limit 4.20 USD.

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#178) On December 23, 2011 at 2:36 PM, portefeuille (99.50) wrote:

bought 2600 ZIOP 4.19 USD.

currently 17100 ZIOP shares in the fund with break-even of around 3.87 USD.

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#179) On December 23, 2011 at 2:58 PM, portefeuille (99.50) wrote:

sell 2800 TRGT, limit 5.50 USD.

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#180) On December 23, 2011 at 3:02 PM, portefeuille (99.50) wrote:

sold 2800 TRGT 5.50 USD.

currently 8700 TRGT shares in the fund with break-even of around 7.50 USD.

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#181) On December 23, 2011 at 3:34 PM, portefeuille (99.50) wrote:

sell 350 RHT, limit 41.48 USD.

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#182) On December 23, 2011 at 3:36 PM, portefeuille (99.50) wrote:

sold 350 RHT 41.48 USD.

currently 550 RHT shares in the fund with break-even of around 1.99 USD.

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#183) On December 23, 2011 at 6:29 PM, portefeuille (99.50) wrote:

performance (March 8, 2010 - December 24, 2011) with/without DSCO: -15.1%/+7.3%.

cash: -$1.28 million.

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#184) On December 24, 2011 at 9:33 AM, portefeuille (99.50) wrote:

performance (March 8, 2010 - December 24, 2011) with/without DSCO: -15.1%/+7.3%.

cash: -$1.28 million.

performance (March 8, 2010 - December 24, 2011) with/without DSCO: -15.4%/+7.0%.

cash: -$1.29 million.

 

trades in spreadsheet.

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#185) On December 24, 2011 at 2:22 PM, portefeuille (99.50) wrote:

largest losses (USD).

DSCO, 759375.78.
SPY, 592083.00.
SVNT, 121184.00.
CBK:GY, 117559.02.
MRNA, 87638.46.
TKMR, 78046.94.
ATPG, 65018.00.
ECX:GY, 52896.24.
HGSI, 43589.20.
SAYCY, 36492.21.

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#186) On December 24, 2011 at 2:44 PM, portefeuille (99.50) wrote:

sell 1700 RIGL, limit 8.03 USD.

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#187) On December 26, 2011 at 5:01 AM, portefeuille (99.50) wrote:

largest gains (USD).

VMW, 256436.00.
ANTH, 212829.00.
FOLD, 186690.20.
MNTA, 156591.50.
VOW:GY, 141529.71.
ANDS, 104939.00.
EXEL, 86180.70.
AAPL, 69532.45.
IBB, 63988.00.
EXAS, 60433.00.

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#188) On December 26, 2011 at 5:43 AM, portefeuille (99.50) wrote:

#185 correction.

largest losses (USD).

DSCO, 759375.78.
SPY, 592083.00.
SVNT, 121184.00.
CBK:GY, 117559.02.
MRNA, 87638.46.
TKMR, 78046.94.
ATPG, 65018.00.
ECX:GY, 52896.24.
HGSI, 43589.20.
ALGETA:NO, 39080.21.

 

largest long positions (USD).

EMC, 2117510.00.
DSCO, 2003800.00.
VOW:GY, 578986.55.
AAPL, 379130.20.
SQNM, 291384.00.
SVNT, 263350.00.
XDAX:GY, 251345.42.
ATPG, 247365.00.
MDAXEX:GY, 243392.41.
ALGETA:NO, 235274.40.

 

short positions (USD).

SPY, 9795225.00.
VMW, 460185.00.
IWM, 447300.00.

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#189) On December 26, 2011 at 6:00 AM, portefeuille (99.50) wrote:

continued here.

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