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,…
Immunology market update (positive: $ABBV $UCB / negative: $JNJ, $NVS, $LLY, $BMY, $AMGN)
Immunology is a hot space for all the large pharma because it is one of the largest (if not the largest) therapeutic areas - and therefore a great product can…
Lumakras is a drug, but it won’t be a blockbuster drug – CodeBreak200 – what is the right pair trade from here?
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)
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…
ETF I have been accumulating to benefit from bear market – series #1: $COWZ
Woah - we are in deep bear market. The indices are down, but I can also tell from some of these nasty bear market rallies (or squeezes) - these bear…