NBI 구성종목 2019년 수익률 및 2020년 구성종목 변경사항

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2019년 장 마지막날이 종료됐습니다. 바이오텍을 대표하는 지수는 Nasdaq Biotech Index (NBI) 입니다. 바이오텍 ETF인 IBB가 NBI를 추종하는 ETF죠. 매년 12월이 되면 NBI의 구성 종목을 변경하고 리발란싱을 합니다. NBI는 weighted로 종목별로 비중을 가중치를 둬서 구성합니다. 바이오텍 투자하실 때 관심종목이 최소한 NBI에 포함되는 종목인지 여부 정도는 알고 투자하시는 것이 좋습니다. 나스닥의 약 500개 정도 되는 바이오텍들 중 약 절반 정도가 NBI에 포함되어 있습니다. 절반 정도에도 포함이 안되는 종목이라면 그야말로 잡주라고 볼 수 있을듯 합니다.

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아래 표는 새로 구성된 NBI 구성 종목들의 2019년 수익률입니다. 올해 최고의 수익률을 올린 종목은 Axsome Therapeutics인데 무려 3500% 상승했습니다. 올해 저점 대비로는 5000%입니다. 2019년 나스닥 전체에서 가장 좋은 퍼포먼스를 보인 종목이기도 합니다.

심볼	이름	시총 ($)	2019 수익률	특이사항
AXSM	Axsome Therapeutics Inc	3.8B	3565.25%
KOD	Kodiak Sciences Inc	3.1B	913.38%
ARQL	ArQule, Inc.	2.4B	620.58%
ARWR	Arrowhead Pharmaceuticals Inc	6.3B	410.71%
MDCO	The Medicines Company	6.8B	343.78%
ARDX	Ardelyx Inc	644.0M	319.55%
EIDX	Eidos Therapeutics Inc	2.2B	317.08%
EPZM	Epizyme Inc	2.2B	299.35%
ACHN	Achillion Pharmaceuticals, Inc.	844.8M	279.25%
KRTX	Karuna Therapeutics Inc	2.0B	276.32%	2019 상장
XBIT	XBiotech Inc	766.9M	267.52%
ADVM	Adverum Biotechnologies Inc	744.1M	265.71%
RETA	Reata Pharmaceuticals Inc	6.8B	264.40%
CCXI	ChemoCentryx Inc	2.3B	262.51%
ARVN	Arvinas Inc	1.6B	219.77%
IOVA	Iovance Biotherapeutics Inc	3.5B	212.77%
MRTX	Mirati Therapeutics Inc	5.1B	203.77%
ITCI	Intra-Cellular Therapies Inc	1.9B	201.23%
AUPH	Aurinia Pharmaceuticals Inc	2.8B	197.07%
DCPH	Deciphera Pharmaceuticals Inc	3.2B	196.52%
BOLD	Audentes Therapeutics Inc	2.7B	180.68%
CGEN	Compugen Ltd.	369.3M	174.65%
MGTA	Magenta Therapeutics Inc	591.1M	165.96%
ACAD	ACADIA Pharmaceuticals Inc.	6.6B	164.56%
RARX	Ra Pharmaceuticals Inc	2.2B	157.86%
NVCR	Novocure Ltd	8.3B	151.70%
FTSV	Forty Seven Inc	1.7B	150.45%
QURE	Uniqure NV	3.1B	148.65%
APLS	Apellis Pharmaceuticals Inc	2.0B	132.15%
GLPG	GALAPAGOS NV/S ADR	12.1B	125.45%
ASND	Ascendis Pharma A/S	6.6B	122.06%
VCYT	Veracyte Inc	1.4B	121.94%
TPTX	Turning Point Therapeutics Inc	2.2B	115.54%	2019 상장
CRSP	Crispr Therapeutics AG	3.6B	113.20%
DERM	Dermira Inc	826.5M	110.85%
GH	Guardant Health Inc	7.3B	107.87%
MGTX	MeiraGTx Holdings PLC	732.2M	107.68%
DRNA	Dicerna Pharmaceuticals Inc	1.5B	106.08%
KPTI	Karyopharm Therapeutics Inc	1.2B	104.59%
SGEN	Seattle Genetics, Inc.	19.6B	101.66%
PRNB	Principia Biopharma Inc	1.8B	100.00%
CHRS	Coherus Biosciences Inc	1.3B	99.01%
GBT	Global Blood Therapeutics Inc	4.8B	93.64%
NSTG	NanoString Technologies Inc	994.2M	87.59%
HZNP	Horizon Therapeutics PLC	6.8B	85.26%
AXNX	Axonics Modulation Technologies Inc	940.7M	83.39%
FLXN	Flexion Therapeutics Inc	790.2M	82.86%
ALLK	Allakos Inc	4.6B	82.44%
INSM	Insmed Incorporated	2.1B	82.01%
ZLAB	Zai Lab Ltd	2.8B	79.11%
MNTA	Momenta Pharmaceuticals, Inc.	2.2B	78.71%
BDSI	BioDelivery Sciences International, Inc.	568.2M	70.81%
CYTK	Cytokinetics, Inc.	626.9M	67.88%
ADMA	ADMA Biologics Inc	237.3M	67.36%
ARGX	argenx SE - ADR	6.1B	67.09%
CSTL	Castle Biosciences Inc	586.8M	60.61%	2019 상장
TCDA	Tricida Inc	1.9B	60.05%
CHMA	Chiasma Inc	208.4M	59.49%
MEDP	Medpace Holdings Inc	3.0B	58.81%
ALNY	Alnylam Pharmaceuticals, Inc.	12.8B	57.96%
AMRN	Amarin Corporation plc	7.7B	57.53%
PRTA	Prothena Corporation PLC	631.6M	53.69%
YMAB	Y-mAbs Therapeutics, Inc	1.2B	53.64%
RCKT	Rocket Pharmaceuticals Inc	1.2B	53.58%
CBPO	China Biologic Products Holdings Inc	4.5B	53.31%
FATE	Fate Therapeutics Inc	1.5B	52.53%
TECH	BIO-TECHNE Corp	8.4B	51.68%
SYNH	Syneos Health Inc	6.2B	51.16%
NBIX	Neurocrine Biosciences, Inc.	9.9B	50.53%
MYOK	Myokardia Inc	3.4B	49.18%
EGRX	Eagle Pharmaceuticals Inc	821.4M	49.12%
OPTN	OptiNose Inc	422.6M	48.71%
BPMC	Blueprint Medicines Corp	3.9B	48.60%
VYGR	Voyager Therapeutics Inc	517.2M	48.40%
IMMU	Immunomedics, Inc.	4.4B	48.28%
EIGR	Eiger Biopharmaceuticals Inc	365.0M	46.65%
ZGNX	Zogenix, Inc.	2.3B	42.98%
PTCT	PTC Therapeutics, Inc.	3.0B	39.95%
AIMT	Aimmune Therapeutics Inc	2.1B	39.92%
GTHX	G1 Therapeutics Inc	993.3M	38.02%
INCY	Incyte Corporation	18.8B	37.32%
ANIP	ANI Pharmaceuticals Inc Common Stock	745.7M	36.98%
GERN	Geron Corporation	271.7M	36.00%
GMAB	GENMAB A/S/S ADR	96.4B	35.50%
VRTX	Vertex Pharmaceuticals Incorporated	56.3B	32.13%
EDIT	Editas Medicine Inc	1.5B	30.15%
ESPR	Esperion Therapeutics Inc	1.6B	29.63%
QTRX	Quanterix Corp	662.0M	29.06%
IRWD	Ironwood Pharmaceuticals, Inc.	2.1B	28.47%
MRNA	Moderna Inc	6.5B	28.09%
BBIO	BridgeBio Pharma Inc	4.3B	27.22%	2019 상장
GRFS	Grifols SA - ADR ADR Class B	18.8B	26.85%
OMER	Omeros Corporation	754.7M	26.48%
NGM	NGM Biopharmaceuticals Inc	1.2B	25.78%	2019 상장
SYRS	Syros Pharmaceuticals Inc	293.3M	24.06%
CARA	Cara Therapeutics Inc	752.0M	23.92%
AMGN	Amgen, Inc.	143.2B	23.84%
ICPT	Intercept Pharmaceuticals Inc	4.1B	22.95%
PTLA	Portola Pharmaceuticals Inc	1.9B	22.34%
RDUS	Radius Health Inc	930.8M	22.26%
XLRN	Acceleron Pharma Inc	2.8B	21.75%
MNKD	MannKind Corporation	266.3M	21.70%
PGNX	Progenics Pharmaceuticals, Inc.	439.9M	21.19%
HALO	Halozyme Therapeutics, Inc.	2.6B	21.19%
AKRO	Akero Therapeutics Inc	633.9M	21.15%	2019 상장
AVRO	Avrobio Inc	637.5M	20.90%
PRAH	PRA Health Sciences Inc	7.0B	20.87%
JAZZ	Jazz Pharmaceuticals PLC	8.4B	20.43%
ATNX	Athenex Inc	1.2B	20.33%
COLL	Collegium Pharmaceutical Inc	690.0M	19.86%
SRPT	Sarepta Therapeutics Inc	9.6B	18.24%
BGNE	Beigene Ltd	130.1B	18.18%
ARNA	Arena Pharmaceuticals, Inc.	2.3B	16.61%
PRVL	Prevail Therapeutics Inc	539.8M	16.40%	2019 상장
SNY	Sanofi SA	62.9B	15.64%
AKBA	Akebia Therapeutics Inc	751.7M	14.29%
PDLI	PDL BioPharma Inc	370.5M	12.07%
IONS	Ionis Pharmaceuticals Inc	8.5B	11.75%
ALXN	Alexion Pharmaceuticals, Inc.	23.9B	11.08%
STOK	Stoke Therapeutics Inc	926.9M	10.75%	2019 상장
ILMN	Illumina, Inc.	48.8B	10.61%
HCM	HUTCHISON CHINA/S ADR	2.5B	8.58%
TBIO	Translate Bio Inc	488.6M	8.53%
NTLA	Intellia Therapeutics Inc	717.1M	7.47%
GWPH	GW Pharmaceuticals PLC- ADR	38.5B	7.36%
PETQ	PetIQ Inc	708.2M	6.73%
IMGN	ImmunoGen, Inc.	764.2M	6.46%
PCRX	Pacira Biosciences Inc	1.9B	5.30%
PTGX	Protagonist Therapeutics Inc	191.8M	4.75%
GILD	Gilead Sciences, Inc.	82.2B	3.88%
AGIO	Agios Pharmaceuticals Inc	3.2B	3.56%
CLLS	Cellectis SA	726.7M	2.82%
EOLS	Evolus Inc	406.8M	2.27%
AGLE	Aeglea Bio Therapeutics Inc	221.6M	2.00%
FOLD	Amicus Therapeutics, Inc.	2.5B	1.67%
TBPH	Theravance Biopharma Inc	1.5B	1.17%
REGN	Regeneron Pharmaceuticals Inc	40.5B	0.53%
LMNX	Luminex Corporation	1.0B	0.22%
BMRN	BioMarin Pharmaceutical Inc.	15.2B	-0.70%
BIIB	Biogen Inc	53.5B	-1.39%
RARE	Ultragenyx Pharmaceutical Inc	2.5B	-1.77%
KURA	Kura Oncology Inc	623.1M	-2.07%
RGNX	Regenxbio Inc	1.5B	-2.34%
AMPH	Amphastar Pharmaceuticals Inc	905.4M	-3.07%
ALLO	Allogene Therapeutics Inc	3.2B	-3.53%
ALEC	Alector Inc	1.2B	-4.28%	2019 상장
XNCR	Xencor Inc	2.0B	-4.89%
MYGN	Myriad Genetics, Inc.	2.0B	-6.33%
CRBP	Corbus Pharmaceuticals Holdings Inc	353.1M	-6.51%
RIGL	Rigel Pharmaceuticals, Inc.	358.7M	-6.96%
FOMX	Foamix Pharmaceuticals Ltd	204.0M	-7.24%
FGEN	FibroGen Inc	3.7B	-7.32%
FIXX	Homology Medicines Inc	911.5M	-7.42%
AMRS	Amyris Inc	326.0M	-7.49%
TWST	Twist Bioscience Corp	695.5M	-9.05%
ASMB	Assembly Biosciences Inc	658.0M	-9.55%
OSMT	Osmotica Pharmaceuticals PLC	362.8M	-9.81%
ACIU	AC Immune SA	575.6M	-9.84%
EXEL	Exelixis, Inc.	5.4B	-10.42%
BLUE	bluebird bio Inc	4.9B	-11.54%
AFMD	Affimed NV	208.9M	-11.90%
ORTX	Orchard Therapeutics PLC - ADR	1.3B	-12.59%
ENTA	Enanta Pharmaceuticals Inc	1.2B	-12.78%
GOSS	Gossamer Bio Inc	1.0B	-12.88%	2019 상장
BCEL	Atreca Inc	340.8M	-14.29%	2019 상장
MGNX	MacroGenics Inc	532.7M	-14.33%
RYTM	Rhythm Pharmaceuticals Inc	1.0B	-14.58%
DNLI	Denali Therapeutics Inc	1.7B	-15.68%
XON	Intrexon Corp	891.5M	-16.21%
CERS	Cerus Corporation	592.2M	-16.77%
INO	Inovio Pharmaceuticals Inc	330.0M	-17.50%
EYPT	Eyepoint Pharmaceuticals Inc	167.6M	-17.99%
INVA	Innoviva Inc	1.4B	-18.85%
UTHR	United Therapeutics Corporation	3.9B	-19.12%
RVNC	Revance Therapeutics Inc	837.6M	-19.37%
AMAG	AMAG Pharmaceuticals, Inc.	412.8M	-19.88%
DTIL	Precision BioSciences Inc	705.4M	-20.36%	2019 상장
URGN	Urogen Pharma Ltd	700.1M	-22.50%
LGND	Ligand Pharmaceuticals Inc.	1.8B	-23.15%
MCRB	Seres Therapeutics Inc	241.5M	-23.67%
SAGE	SAGE Therapeutics Inc	3.7B	-24.64%
ADPT	Adaptive Biotechnologies Corp	3.7B	-25.76%	2019 상장
MYL	Mylan NV	10.4B	-26.64%
SGMO	Sangamo Therapeutics Inc	970.4M	-27.09%
SUPN	Supernus Pharmaceuticals Inc	1.2B	-28.60%
PACB	Pacific Biosciences of California	786.6M	-30.54%
ALKS	Alkermes Plc	3.2B	-30.87%
AERI	Aerie Pharmaceuticals Inc	1.1B	-33.05%
NKTR	Nektar Therapeutics	3.8B	-34.32%
ENDP	Endo International PLC	1.1B	-35.75%
TXMD	TherapeuticsMD Inc	656.2M	-36.48%
VNDA	Vanda Pharmaceuticals Inc.	875.3M	-37.20%
PRQR	ProQR Therapeutics NV	489.2M	-37.20%
RTRX	Retrophin Inc	610.0M	-37.25%
LXRX	Lexicon Pharmaceuticals, Inc.	441.0M	-37.50%
SIGA	SIGA Technologies, Inc.	386.7M	-39.62%
RUBY	Rubius Therapeutics Inc	758.1M	-40.92%
GRTS	Gritstone Oncology Inc	321.2M	-41.94%
SRRK	Scholar Rock Holding Corp	391.2M	-42.62%
AKCA	Akcea Therapeutics Inc	1.6B	-43.80%
GLYC	GlycoMimetics Inc	229.4M	-44.14%
CTMX	CytomX Therapeutics Inc	377.6M	-44.97%
OPK	Opko Health Inc.	978.4M	-51.16%
ATRA	Atara Biotherapeutics Inc	891.9M	-52.59%
UBX	Unity Biotechnology Inc	331.2M	-55.66%
AKRX	Akorn, Inc.	189.2M	-55.75%
PBYI	Puma Biotechnology Inc	340.9M	-57.00%
BCRX	BioCryst Pharmaceuticals, Inc.	531.5M	-57.25%
SPPI	Spectrum Pharmaceuticals, Inc.	411.2M	-58.40%
XERS	Xeris Pharmaceuticals Inc	190.3M	-58.53%
AUTL	Autolus Therapeutics Ltd - ADR	593.8M	-59.81%
PSNL	Personalis Inc	340.5M	-61.74%	2019 상장
ANAB	AnaptysBio Inc	440.9M	-74.53%
CBAY	CymaBay Therapeutics Inc	134.7M	-75.10%
WVE	Wave Life Sciences Ltd	274.8M	-80.92%
TORC	resTORbio, Inc.	54.3M	-82.71%
SLDB	Solid Biosciences Inc	204.6M	-83.40%

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아래는 위 리스트 중 2019년 12월에 신규 편입된 종목들입니다.

ADPT	Adaptive Biotechnologies Corp	3.7B
ADMA	ADMA Biologics Inc	237.3M
AFMD	Affimed NV	208.9M
AKRO	Akero Therapeutics Inc	633.9M
ALEC	Alector Inc	1.2B
ALLO	Allogene Therapeutics Inc	3.2B
ARDX	Ardelyx Inc	644.0M
ARVN	Arvinas Inc	1.6B
ASMB	Assembly Biosciences Inc	658.0M
BCEL	Atreca Inc	340.8M
AXNX	Axonics Modulation Technologies Inc	940.7M
AXSM	Axsome Therapeutics Inc	3.8B
BDSI	BioDelivery Sciences International, Inc.	568.2M
BBIO	BridgeBio Pharma Inc	4.3B
CSTL	Castle Biosciences Inc	586.8M
CHMA	Chiasma Inc	208.4M
CGEN	Compugen Ltd.	369.3M
GMAB	GENMAB A/S/S ADR	96.4B
GOSS	Gossamer Bio Inc	1.0B
GRTS	Gritstone Oncology Inc	321.2M
GH	Guardant Health Inc	7.3B
KRTX	Karuna Therapeutics Inc	2.0B
KOD	Kodiak Sciences Inc	3.1B
MGTX	MeiraGTx Holdings PLC	732.2M
MRNA	Moderna Inc	6.5B
NGM	NGM Biopharmaceuticals Inc	1.2B
ORTX	Orchard Therapeutics PLC - ADR	1.3B
OSMT	Osmotica Pharmaceuticals PLC	362.8M
PSNL	Personalis Inc	340.5M
DTIL	Precision BioSciences Inc	705.4M
PRVL	Prevail Therapeutics Inc	539.8M
PRNB	Principia Biopharma Inc	1.8B
PTGX	Protagonist Therapeutics Inc	191.8M
SNY	Sanofi SA	62.9B
SRRK	Scholar Rock Holding Corp	391.2M
STOK	Stoke Therapeutics Inc	926.9M
TPTX	Turning Point Therapeutics Inc	2.2B
TWST	Twist Bioscience Corp	695.5M
XBIT	XBiotech Inc	766.9M
YMAB	Y-mAbs Therapeutics, Inc	1.2B

아래는 2019년 12월에 NBI에서 탈락한 종목들입니다. 이중에는 인수합병으로 상장폐지된 종목도 있고, 파산한 종목도 있고, 주가가 많이 하락해서 시총이 작아진 종목들도 있습니다. 개중에는 주가가 괜챦았는데 리스트에서 빠진 종목들도 몇개 보이네요.

심볼	이름	시총 ($)	2019 수익률	특이사항
ABUS	Arbutus Biopharma Corp	158.0M	-27.42%
ACOR	Acorda Therapeutics Inc	98.0M	-86.91%
ACRS	Aclaris Therapeutics Inc	78.2M	-74.42%
ACRX	AcelRx Pharmaceuticals Inc	167.9M	-8.66%
ADAP	Adaptimmune Therapeutics PLC - ADR	754.0M	-79.13%
ADMS	Adamas Pharmaceuticals Inc	105.6M	-55.62%
ADRO	Aduro BioTech Inc	95.0M	-55.30%
ALDR	Delta Drone SA	10.2M	-94.57%
APTX	Aptinyx Inc	115.2M	-79.32%
AQST	Aquestive Therapeutics Inc	186.5M	-7.62%
ARRY	Array Pharmaceuticals			인수합병
ASRT	Assertio Therapeutics Inc	100.9M	-65.37%
AXGT	Axovant Sciences Ltd	116.7M	-35.76%
CELG	CELGENE ORD	77.0B		인수합병
CLVS	Clovis Oncology Inc	571.4M	-41.93%
CLXT	Calyxt Inc	231.0M	-32.34%
CNCE	Concert Pharmaceuticals Inc	219.9M	-26.45%
CORI	Corium International, Inc.			인수합병
CRNX	Crinetics Pharmaceuticals Inc	607.7M	-16.34%
DBVT	DBV TECHNOLOGIE/S ADR	923.2M	66.67%
DOVA	Dova Pharmaceuticals, Inc			인수합병
ECYT	Endocyte, Inc			인수합병
ELOX	Eloxx Pharmaceuticals Inc	294.2M	-38.72%
FPRX	Five Prime Therapeutics Inc	167.0M	-50.65%
GHDX	Genomic Health, Inc			인수합병
INSY	INSYS Therapeutics, Inc			파산
KALA	Kala Pharmaceuticals Inc	127.5M	-24.54%
KNSA	Kiniksa Pharmaceuticals Ltd	607.0M	-60.63%
LOXO	LOXO Oncology			인수합병
MNOV	MediciNova, Inc.	295.5M	-17.50%
MRSN	Mersana Therapeutics Inc	274.4M	40.44%
NERV	Minerva Neurosciences Inc	277.5M	5.49%
NVAX	Novavax, Inc.	105.8M	-89.18%
OCUL	Ocular Therapeutix Inc	189.9M	-0.75%
ONCE	Spark Therapeutix Inc			인수합병
PETX	Aratana Therapeutics Inc			인수합병
PRTK	Paratek Pharmaceuticals Inc	134.2M	-21.44%
PTI	Proteostasis Therapeutics Inc	116.6M	-29.63%
REPL	Replimune Group Inc	512.1M	43.50%
SBBP	Strongbridge Biopharma plc	113.3M	-53.35%
STIM	Neuronetics Inc	83.7M	-76.80%
SURF	Surface Oncology Inc	52.4M	-55.66%
SVRA	Savara Inc	184.6M	-40.82%
SYBX	Synlogic Inc	83.3M	-63.20%
TOCA	Tocagen Inc	12.7M	-93.54%
TSRO	Tesaro Inc			인수합병
UMRX	Unum Therapeutics Inc	22.1M	-83.64%
VSTM	Verastem Inc	99.6M	-60.12%
XENE	Xenon Pharmaceuticals Inc	339.1M	107.77%
ZFGN	Zafgen Inc	41.5M	-77.58%

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