Talking about Biotech – Page 3

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…

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…

Should I invest in biotech in 2022?

By biotechwarrior November 18, 2021News, Talking about BiotechNo Comments

Biotech continues to lag the overall market - As of today (November 18th 2021), XBI - the biotech ETF, is down -13% while QQQ is up 27% YTD and S&P500…

BIG RISK for Abbvie – the coming of interchangeable biosimilar Humira

By biotechwarrior October 16, 2021News, Talking about BiotechNo Comments

This past Friday (10/15/2021) - we saw a big movement from the FDA that has HUGE implications for biopharma - approval of the interchangeable biosimilar for Humira. While there are…

4Q21 Biotech Thematic trades – must consider!

By biotechwarrior October 5, 2021Investing Thoughts, Talking about BiotechNo Comments

We are now in the last quarter of the year! Just like 2020, the year 2021 was all about covid19 trades and dealing with crazy moves in the market on…

Rough year for biotech investing – checking in on Perceptive Advisors and Avoro Life Sciences

By biotechwarrior September 18, 2021Talking about BiotechNo Comments

2021 is probably the most challenging year for investing in biotech stocks since I have joined the industry (early 2010s). I would think many of you probably have not had…

Screening for good ideas as a hedge fund analyst – case study with Novo Nordisk – assess the set-up relative to fundamentals

By biotechwarrior September 18, 2021Talking about BiotechNo Comments

I recently started looking into Novo Nordisk - studying fundamentals and building out financial models. It is a European diversitfied pharma company that owns a leading position in global diabetes…

New turn in Alzheimer’s drug development? – Roche 2Q21 Financial Update and potential read-thru to Aduhelm approvability in EU

By biotechwarrior July 24, 2021Talking about BiotechNo Comments

Officially the pharma earnings season has kicked off - we had multiple significant updates this week from JNJ, Roche, Biogen, and Novartis. Following the earnings update from large cap pharma…

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…