biotechwarrior

WHY I AM TAKING OUT 401K LOAN TO MAXIMIZE MY PORTFOLIO RETURN: Part 2 – some Q&As

By biotechwarrior January 18, 2021Investing Thoughts2 Comments

I posted my previous version in reddit, and there were some very helpful feedback. Just to be sure, you need to make sure that your current financial profile fits the…

Great things take time (what we can learn from wine about stocks and companies)

By biotechwarrior January 18, 2021Investing ThoughtsNo Comments

I went to check out Napa with my wife today - with my new life in the San Francisco bay area in a new career that gives a lot more…

Why I view potential new FDA commissioner (Dr. Woodcock) bodes well for more rapid innovation in biotech and that is great for patients

By biotechwarrior January 17, 2021Talking about BiotechNo Comments

FiercePharma reported (link to the news below) that FDA veteran Janet Woodcock will take over as commissioner at least temporarily. President Biden tapped Dr. Woodcock as interim FDA commissioner. There…

Why you should always be careful looking at non-GAAP figures, particularly during Covid19

By biotechwarrior January 17, 2021Investing Thoughts1 Comment

Today I wanted to discuss something that most companies do and most investors simply accept as is - it is often provided by companies as something that "helps" investors understand…

WHY I AM TAKING OUT 401K LOAN TO MAXIMIZE MY PORTFOLIO RETURN – AND WHY YOU SHOULD CONSIDER TOO IF YOU CHECK THE BOXES BELOW

By biotechwarrior January 17, 2021Investing ThoughtsNo Comments

This is more about personal finance. Just like how companies think about how to optimize their financing - we should always strive for optimizing our own capital structure - essentially…

How do AI and big data enhance DRUG TRIAL SUCCESS RATE? Key takeaways from a lecture by Tom Siebel

By biotechwarrior January 12, 2021Talking about BiotechNo Comments

One of my hobbies is to watch key lectures from experts that are freely available on Youtube - there really is a great wealth of knowledge in those lectures that…

Why certain biotechs/pharmas trade at compressed multiples and how they can recover – Case study on Roche

By biotechwarrior January 11, 2021Talking about Biotech7 Comments

As investors, we always look for "cheap names" and a very common metric for cheapness or value is the multiple. Common metrics are price/earnings, enterprise value/EBITDA, enterprise value/sales, or enterprise…

Case study – what we can learn from Spark Therapeutics acquired at 122% premium by Roche in 2019

By biotechwarrior January 10, 2021Talking about BiotechNo Comments

Roche acquisition of Spark Therapeutics for $4.5bn in February 2019 is a day to remember for many biotech investors. This was one of the blockbuster deals of 2019 that contributed…

What defines “successful biotech investment” and why gene therapies represent such exciting opportunity for new franchises

By biotechwarrior January 10, 2021Talking about BiotechNo Comments

As biotech investors, we are always focused on what drug/therapeutic will be a commercial success and whether that success is sustainable. The latter part (sustainable success) is is particularly becoming…

“Chipageddon” with semiconductors in short supply – WSJ – bullish on edge cloud computing / infrastructure as foundation for nascent automobile digital transformation

By biotechwarrior January 10, 2021NewsNo Comments

On 01/10/2021 (today), WSJ put out a very interesting article - Ford, Other Auto Makers Cut Output, Idle Workers on Chip Shortage- sector starts 2021 by idling plants, faces a…