Pharma update: Bullish for 4Q24
It has been a long time since I wrote on this website. Things are getting busy! A lot of things happened in biotech/pharma land - however, for ALL THAT NOISE,…
Immunology market update (positive: $ABBV $UCB / negative: $JNJ, $NVS, $LLY, $BMY, $AMGN)
Immunology is a hot space for all the large pharma because it is one of the largest (if not the largest) therapeutic areas - and therefore a great product can…
REGN’s CRL and its impact on wet AMD market: 2H23 Biotech/Pharma outlook
Following up on previous post, this is the part 2 of biotech/pharma outlook. In this post, I would like to discuss key developments in some major therapeutic areas of interest…
2H23 Pharma/Biotech Outlook (Part. 1)
We are now at the end of the tumultuous first half of the year. We still have a week remaining as of today, but as investors, we are always forward-looking.…
$RPRX: Curious case of insider activities at Royalty Pharma (CEO buying, but everyone else is selling)
Royalty Pharma is an interesting business - despite the "pharma" letter in the name, it is not a pharma, but it is an investment firm that buys royalties. However, Royalty…
Thoughts on LLY for 1Q23, 2023, and beyond
Eli Lilly stock has been on a tear over the last five years - appreciating by +200% during that time. That is something that you generally would not expect from…
How to think about biosimilar humira for ABBV and AMGN stock investing – $ABBV $AMGN
2023 is a special year in pharmaceutical industry - we will see what happens when the biggest product in pharmaceutical industry - HUMIRA - faces biosimilar competition. As you all…
HOW TO INVEST IN ALZHEIMER’S STOCKS – LECANUMAB DATA $BIIB $LLY $RHHBY $NBIX $ACAD $IONS $ITCI
Today - we all have something to celebrate - Biogen and Eisai were developing lecanumab for treatment of Alzheimer disease (after aducanumab flopped) and despite much skepticism, lecanumab Phase 3…
$BPMC – Ayvakit is cool, but post-Tagrisso EGFR TKI is WAY COOLER? ST / LT investment highlights for leading small molecule biotech
With the market selling off on higher rates, $XBI / biotech index is taking a nose dive. People are throwing the baby out with bathwater! THIS INSTRINSICALLY GIVES A LOT…
Key beneficiaries of the latest drug pricing reform as it currently stands – hint: rare disease, large/complex drugs
With mid-term election just around the corner, politicians are focusing on key items that they can talk about as we ramp into voting ballot. One of the popular items that…