Talking about Biotech – Page 4

$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…

CHARACTERISTICS OF STOCKS that retail will likely to have an edge over institutional investors – why I focus on leading platform spawning companies

By biotechwarrior February 22, 2021Investing Thoughts, Talking about BiotechNo Comments

Retail investing is booming these days - armed with information availability and sharing, they are largely crushing vast majority of institutional investors in terms of performance. Having exposure on is…

venBio-Immunomedics story – story of value creation through strong management team-investor-heavy platform investment and finding an aggressive and desperate buyer

By biotechwarrior February 17, 2021Talking about BiotechNo Comments

I have a ton of respect for deep fundamental value investors - especially in biotech. They deal with massive volatility - stick it through the tough times, and then generate…

Why I stay away from “playing short squeeze” on biotech companies – a cautionary tale on heavy equity dilution at biotech companies

By biotechwarrior February 4, 2021Talking about Biotech2 Comments

Short squeeze saga continues - particularly today with a short segment on CNBC. They hosted a biotech "strategist" and the strategist laid out a few companies that could be ripe…

Why I view potential new FDA commissioner (Dr. Woodcock) bodes well for more rapid innovation in biotech and that is great for patients

By biotechwarrior January 17, 2021Talking about BiotechNo Comments

FiercePharma reported (link to the news below) that FDA veteran Janet Woodcock will take over as commissioner at least temporarily. President Biden tapped Dr. Woodcock as interim FDA commissioner. There…

How do AI and big data enhance DRUG TRIAL SUCCESS RATE? Key takeaways from a lecture by Tom Siebel

By biotechwarrior January 12, 2021Talking about BiotechNo Comments

One of my hobbies is to watch key lectures from experts that are freely available on Youtube - there really is a great wealth of knowledge in those lectures that…

Why certain biotechs/pharmas trade at compressed multiples and how they can recover – Case study on Roche

By biotechwarrior January 11, 2021Talking about Biotech7 Comments

As investors, we always look for "cheap names" and a very common metric for cheapness or value is the multiple. Common metrics are price/earnings, enterprise value/EBITDA, enterprise value/sales, or enterprise…