Stanford phd candidate Calvin schmidt posts about investing opportunities in synthetic biology. Available for consulting on potential investments in this area.

Calvin Schmidt Synthetic Biology Index: November Update

Performance overview

Value at beginning of month: $131,204.33

Value at end of month: $135,877.90

Month over month change: +3.56%

Total IRR: 17.67%

Related indices, monthly change

NASDAQ: +2.28%

IVV (iShares Core S&P 500): +4.08%

IBB (iShares NASDAQ Biotechnology Index): +5.30%

MXI (iShares Global Materials): +1.33%

VEGI (iShares MSCI Global Agriculture Producers): +4.07%

ICLN (iShares Clean Energy): +11.26%

Individual performances

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Both Codexis and Ziopharm had a great month. Codexis closed a week out at a valuation of over $1 billion for the first time in its history. Ziopharm rose thanks to a positive update to a Phase I clinical trial. On the opposite end, Amyris presented some pretty rough Q3 data. The stock dropped around 30% that day and has yet to recover.

Changes made to index

Added Twist Bioscience.

You can view the index here.

Allocation as of November 30, 2018

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Calvin Schmidt Synthetic Biology Index: October Update