biotechwarrior

Big Pharma’s “Value” M&As – Buying Cheap in Growth Industry Generally Does Not Work

By biotechwarrior July 2, 2021Talking about BiotechNo Comments

This morning, we saw some interesting transaction coming out of a major European Pharma - GlaxoSmithKlein annnouced a global collaboration in immuno-neurology for neuro-degenerative disease with Alector for $700mm upfront…

Why Pension Funds are Dying to Put More Money with Citadel or Millennium-like funds – And what it means for your money!

By biotechwarrior June 26, 2021Investing Thoughts2 Comments

2021 has been an interesting year for sure - and it is one year where a lot of big names in financial industry that have largely managed to stay under…

Lessons from ever rising prices of pre-owned Rolex and Porsche 911

By biotechwarrior June 20, 2021Investing ThoughtsNo Comments

It feels like we are finally looking at potentially putting most of the restrictions of covid19 behind us. One great example is that baseball stadiums are getting filled.... photo credit:…

CPG price trend suggests signal for inflation acceleration ($PG earnings) – not so great for growth stocks in short-term

By biotechwarrior April 20, 2021Investing ThoughtsNo Comments

As a biotech investor, I would normally not pay a lot of attention to what the CPG (consumer product / goods) companies say in their earnings. However, now I am…

$ZYME Chief Medical Officer leaves company – I don’t like buying this type of dips either

By biotechwarrior April 19, 2021Talking about BiotechNo Comments

$XBI remains an EXTREMELY challenging space these days with the sector trading down 100-200bps or more very often with no real news. This type of sector move is actually not…

What FTC’s challenge to $ILMN’s acquisition of Grail means for biotech valuation

By biotechwarrior March 30, 2021Talking about BiotechNo Comments

WSJ reported that FTC (Fair Trade Commission) seeks to challenge Illumina's $7.1bn acquisition of Grail - a prominent liquid biopsy firm. While one may view that this is a diagnostics…

Financial theory vs. real experience and why I am sticking with secular mega trend ideas with my long-term time horizon

By biotechwarrior March 8, 2021Investing Thoughts, Talking about Biotech1 Comment

Today, I would like to discuss why staying with secular long-term trend is WAY more important than knowing financial theories. Also, I will discuss my view on mega secular trends…

Potential FDA regulatory changes with new commissioner – story of transition to Dr. Hahn from Dr. Gottlieb

By biotechwarrior March 4, 2021Talking about BiotechNo Comments

There is a lot of speculation as to who will be the new commissioner of the FDA. With change in FDA commissioner, there usually is change in the direction of…

Key takeaways from Tesla Model 3 ownership and how they fit into my LONG thesis on $TSLA

By biotechwarrior March 3, 2021Investing ThoughtsNo Comments

Todays post is written for car buyers in the market who are looking to buy a new car above $30K or Tesla investors who are bullish or bearish on $TSLA…

Why Apple-like Vertical Integration is Key Strategic Advantage for Tesla (based on WSJ article)

By biotechwarrior March 1, 2021Investing Thoughts1 Comment

Tesla ($TSLA) is a hot company with a lot of zealous bulls and bears - it is a $800bn battleground. The battle is all on all fronts - from purely…