biotechwarrior

FDA Trend Report: Lower bar in the neurology division and what it means for biotech investing $XBI $ALKS $ACAD $SRPT $NBIX $BIIB $AMLX

By biotechwarrior September 17, 2022Talking about BiotechNo Comments

There is something happening at the neurology department at the FDA. AND IT IS A POSITIVE DEVELOPMENT FOR DRUG DEVELOPMENT IN A VERY HIGHLY DIFFICULT SEGMENT OF DRUG DEVELOPMENT: NEUROLOGY…

Lumakras is a drug, but it won’t be a blockbuster drug – CodeBreak200 – what is the right pair trade from here?

By biotechwarrior September 12, 2022Talking about BiotechNo Comments

ESMO has very exciting updates for investors And patients - cancer is something we look to conquer one day and every year, we are getting closer. One of key focus…

$BMY – this deucra / Sotyktu approval changes profile of terminal value completely (bad for $AMGN)

By biotechwarrior September 10, 2022Talking about Biotech1 Comment

Key bear thesis on Bristol Myers Squibb had been massive loss of exclusivity problem - coming from Revlimid ($10bn franchise) and Eliquis ($6bn) franchise with no material pipeline asset to…

4Q22 Biotech / Pharma investing outlook – negative overall, but some bright spots

By biotechwarrior September 10, 2022Talking about Biotech2 Comments

We are now just in front of 4Q22 at mid-September. 3Q22 saw great inflection for biotech after big drawdown in 2Q - many investors were caught off guard with this…

3Q22 Biotech / pharma investing themes – for LONG investments

By biotechwarrior July 12, 2022Talking about BiotechNo Comments

$XBI remains highly challenged on multiple fronts. First - there are too many companies/ assets chasing after same targets. Second - biotech management teams had been too fixated on prior…

Key lessons for me from Druckenmiller interview at 2022 Sohn Conference

By biotechwarrior June 26, 2022Investing ThoughtsNo Comments

Stanley Druckenmiller is up there in hall of fame for investing AND trading- a very rare combination - for that reason, he is my favorite financial trader/investor of all time.…

ETF in crashing market – $DIVB – compounding dividend + buyback

By biotechwarrior June 4, 2022Investing ThoughtsNo Comments

With the beginning of quantitative tapering (QT), the market continues to decline with occasional bear market rips (sudden movement to the upside while the primary trend remains negative). Many high…

SF Bay Area Watch Market Update (June 2022)

By biotechwarrior June 1, 2022Watch postsNo Comments

Amid all the rage around inflation and bubbles popping in asset prices, I decided to take a stroll around watch deals in San Francisco during Memorial weekend - hoping that…

ETF I have been accumulating to benefit from bear market – series #1: $COWZ

By biotechwarrior May 27, 2022Investing ThoughtsNo Comments

Woah - we are in deep bear market. The indices are down, but I can also tell from some of these nasty bear market rallies (or squeezes) - these bear…

Chugai – a falling house whose lucky streak is now over after Actemra and Hemlibra

By biotechwarrior April 30, 2022Talking about BiotechNo Comments

In pharmaceutical industry, there are not that many innovation powerhouses - it really is very difficult to develop an innovative drug that can have uses for multiple diseases. Innovation powerhouse…