biotechwarrior

Incyte – Opzelura launch and downfall of mighty biotech into a low quality spec pharma – ARE BAKER BROS SELLING OUT OF INCYTE?

By biotechwarrior February 13, 2022Talking about BiotechNo Comments

Incyte was one of the most innovative biotech companies in the world. Jakafi (ruxolitinib) changed the lives of patients that are suffering from 1) polycythemia vera, 2) myelofibrosis, and GVHD.…

AMGN 4Q21 Earnings- what happens when heavily crowded short stock meets hype artists in a highly illiquid market

By biotechwarrior February 8, 2022Talking about BiotechNo Comments

AMGN is a massive biotech company - it is $130bn+ biotech giant. It is not just any giant - it is A GIANT THAT IS SQUEEZING 9% and it is…

Home buyers demand softening?

By biotechwarrior February 7, 2022NewsNo Comments

Saw an interesting chart from Bloomberg today - AMERICANS HAVE TURNED COMPLETELY UPSIDE DOWN ON THEIR VIEW ON WHETHER IT IS A GOOD TIME TO BUY HOME OVER THE PAST…

Why I am SELLING STOCK AND DOUBLING down on real assets (Real estate and Rolex) IN INFLATIONARY ENVIRONMENT

By biotechwarrior February 6, 2022Investing Thoughts1 Comment

There is a lot of rumblings in the financial market because of Federal Reserve raising rates. With the impending increase in rates, many investors are concerned how happens to the…

Drugs with structural defense against biosimilar/generic competition: #1 Krystexxa

By biotechwarrior January 30, 2022Talking about BiotechNo Comments

As an investor, you are always looking for a company with sustainable moat - a moat that can be preserved over time and a moat that can become stronger over…

I got the call! #rolex

By biotechwarrior January 3, 2022Watch postsNo Comments

Today is an amazing day because I got the call! It is “THE CALL” for which Rolex enthusiasts dreadfully wait - the call from your AD (authorized dealer) that a…

GUARANTEED PATH TO A SUCCESSFUL MEDIOCRITY (I AM GUITY OF THIS)

By biotechwarrior December 19, 2021Investing ThoughtsNo Comments

Today I just want to discuss why I am pursuing FIRE - it is about amassing as much money as possible in the least amount of time so that I…

Weekend musing – a no-rinse car wash with some podcasts

By biotechwarrior December 5, 2021Simple things, Watch postsNo Comments

Weekend is a time to take my mind off my primary job of weekdays and focus in other hobbies of my life. My “outside of work” hobbies have been “watches”…

Don’t be picking up pennies in front of coming freight train- when buying the F$!&ING dip can become NASTY to your portfolio- $TSLA $QQQ $PLTR $SPY

By biotechwarrior November 28, 2021Investing Thoughts, NewsNo Comments

It was the Thanksgiving massacre in the equity markets - due to the new variant that has emerged out of South Africa. Wednesday before Thanksgiving was a rough day with…

BEWARE OF ROLEX ROBBERIES ON STREET – TAG HEUERS ARE THE BEST EVERYDAY REPLACEMENT FOR ROLEX

By biotechwarrior November 27, 2021Watch postsNo Comments

I like to browse through Rolex subreddit on Reddit and came across something concerning and sad. ROLEX OWNERS HAVE BECOME A TARGET FOR THEFTS BECAUSE THIEFS HAVE REALIZED THE VALUE…