biotechwarrior

$XBI is no longer a good way to have exposure / to hedge biotech – single stock picking / shorting is more important than ever

By biotechwarrior April 24, 2022Talking about Biotech2 Comments

We are all aware of how bad $xbi (biotech ETF) has been over the past year. $XBI is flat over the past three years, down -30% over the past year,…

Follow the $$$ – Blackstone doubles down on residential real estate

By biotechwarrior April 21, 2022Investing ThoughtsNo Comments

Earlier this week (04/19), we saw another large M&A transaction in residential real estate. A premier private investment firm Blackstone paid $13bn to acquire American Campus Communities - this is…

Dividend Kings for Rate Rising Environment

By biotechwarrior April 8, 2022Investing ThoughtsNo Comments

The rising rate is the all the rage in the investment community these days. It is clearly not good for stocks at a high level - with rising rates, the…

SF Horology Update – IWC, JLC, Nomos are being left in the dust

By biotechwarrior March 26, 2022Watch postsNo Comments

My wife was away last weekend - this gave me some time to do something that my wife does not like to do.. and that is... VISITING LOCAL WATCH SHOPS!!!!…

Get ready for summer with new watch straps! #serica #tagheuer

By biotechwarrior March 25, 2022Watch postsNo Comments

We are now approaching the end of March - this means the end of 1Q2022, but also the beginning of 2Q2022. This is exciting because this means that the weather…

Curious case of $AMRN’s special fish oil – my speculation on why Sarissa is interested

By biotechwarrior March 18, 2022Talking about BiotechNo Comments

Amarin is an interesting company - they have a product called Vascepa, which is essentially highly purified fish oil - it is different from omega-3 fish oil that is readily…

SORRY ASTELLAS – THAT HOT FLASH DRUG PROBABLY WON’T BE A $3-4BN PRODUCT (FEZOLINETANT)

By biotechwarrior March 8, 2022Talking about BiotechNo Comments

Among various therapeutic areas that many pharmaceutical companies are marketing their products, there are hot / high growth ones, like oncology, and there are areas that have turned out to…

NYC electricity bill goes up by 200% and 300% in January 2022 – one-time hyperinflation is the new normal

By biotechwarrior February 19, 2022Investing Thoughts, NewsNo Comments

Hyperinflation is now directly hitting where it hurts the most - our electricity / heating bills. New York City utility provider Con Edison sent electricity bills to their customers and…

Residential real estate is the name of the game to combat hyperinflation

By biotechwarrior February 16, 2022Investing Thoughts1 Comment

Recently I discussed why I am doubling down on real estate exposure in my personal wealth by taking out a large loan to buy a condominium. I discussed it in…

$PFE Comirnaty’s dominant market teaches us the importance of being first-to-market with strong execution

By biotechwarrior February 15, 2022Talking about Biotech3 Comments

Pfizer's 4Q21 earnings had a very interesting slide that showed the importance of being first-to-market - this shows why it is so important to be either FIRST-IN-CLASS OR BEST IN…