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,…
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.…
FDA Trend Report: Lower bar in the neurology division and what it means for biotech investing $XBI $ALKS $ACAD $SRPT $NBIX $BIIB $AMLX
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…
Chugai – a falling house whose lucky streak is now over after Actemra and Hemlibra
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
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,…
$PFE Comirnaty’s dominant market teaches us the importance of being first-to-market with strong execution
Pfizer's 4Q21 earnings had a very interesting slide that showed the importance of being first-to-market - this shows why it is so important to be either FIRST-IN-CLASS OR BEST IN…
AMGN 4Q21 Earnings- what happens when heavily crowded short stock meets hype artists in a highly illiquid market
AMGN is a massive biotech company - it is $130bn+ biotech giant. It is not just any giant - it is A GIANT THAT IS SQUEEZING 9% and it is…
Don’t be picking up pennies in front of coming freight train- when buying the F$!&ING dip can become NASTY to your portfolio- $TSLA $QQQ $PLTR $SPY
It was the Thanksgiving massacre in the equity markets - due to the new variant that has emerged out of South Africa. Wednesday before Thanksgiving was a rough day with…
Should I invest in biotech in 2022?
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
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…