Talking about Biotech – Page 2

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…

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…

$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,…