Talking about Biotech – Page 6

Why you may wanna own those European biotech powerhouses (Part 1)

By biotechwarrior November 3, 2020Talking about BiotechNo Comments

We often think (correctly) that US biotechs lead the world in terms of developing the most innovative therapeutics, but Europe can't be ignored in terms of delivering innovation in biotech…

Why I like to invest in a category leader in allogeneic CART – Allogene (feat. management team, TPG, Pfizer, and Gilead)

By biotechwarrior November 2, 2020Talking about BiotechNo Comments

Improvement in genomic analysis is fueling increased understanding of disease pathology, and simultaneous improvement in gene editing technologies are having massive synergies in development of new breakthrough therapeutics - with…

Fundamentals solve problems of heavy stock prices – cases to help you HODL onto your darling biotech stocks

By biotechwarrior November 1, 2020Talking about BiotechNo Comments

October 2020 is finally over! It has been a difficult month - every day, Dow Jones or S&P500 dropped 2-3%. After leaving my fund, I am focused on managing my…

Catalyst set-up drives short-term stock path – why you may not want to buy that dip in Galapagos (GLPG)

By biotechwarrior November 1, 2020Talking about BiotechNo Comments

On August 18th 2020, Galapagos and Gilead put out some crazy press release that caught everyone (at least in biotech) by surprise. FDA notified Gilead that the FDA would not…

Story of Alexion – High barrier to entry drugs provide predictable and compounding growth

By biotechwarrior November 1, 2020Talking about BiotechNo Comments

Unlike consumer or industrials sectors, biotechnology is very different in that while scale of economies or network effects often serve as the barriers to entry for consumer or industrials companies,…

XBI – the most efficient way to invest in innovative biotech companies

By biotechwarrior November 1, 2020Talking about BiotechNo Comments

Single stock investing in biotech is both risky and difficult - full of surprises at 6am (when companies start putting out press releases) or 4pm (when markets close). This is…