Buy great companies.
Spend the time to make sure they’re still great.
Trim when multiples get especially excessive.
Accumulate when multiples get especially compelling.
Zoom out.
Rinse, repeat.
The situation hasn’t changed one bit. Money markets are filled with dollars. Meanwhile, stock indices like the S&P 500 keep rising. However, if you look closer, you’ll see that they’ve lacked volume since Nov 2022. This is a bullish divergence in technical terms. Unsustainable.
$XBI bullish time for acquisitions in biotechs into JP Morgan conference.
Drug pricing issue in hindsight
Rate cuts
Tons of biotech stocks undervalued
Be selective
Thanks Jeff Lawson for buying the Onion so we could get this great zoom in on electoral coverage. No other news source has gone to this level of detail.
$NVCT (Nuvectis Pharma) has garnered attention recently due to its potential breakthrough therapies, NXP-800 and NXP-900. These innovative drugs target difficult-to-treat cancers with promising early clinical results.
Nice $OVID idea. Strong leadership often finds a way through difficult times. Solticlestat is not entirely dead and $TAK yet to report full analysis. Could be AES in December?
Nice $OVID idea. Strong leadership often finds a way through difficult times. Solticlestat is not entirely dead and $TAK yet to report full analysis. Could be AES in December?
270 Followers 152 FollowingVascular and Interventional Radiologist, MD Anderson Cancer Center @MDAndersonNews, Tweets are my own #RenalAblation #Radioembolization
152 Followers 4K FollowingOh LORD, our God and Most Beloved Father we lift our hearts in love and joy 🥹 🙏✝️ . You are our Sovereign Majesty and King of Glory.☮️
92 Followers 102 FollowingSilexion Theraputics is a Clinical-stage company developing proprietary treatments for KRAS-driven cancers. NASDAQ: $SLXN (Prv. $MACA)
19K Followers 1K FollowingCURE Epilepsy is the leading nongovernmental funder of epilepsy research, with over 300 grants funded in 18 countries to date.
32K Followers 2K FollowingMy posts are strictly personal, not reflective of positions or policies of Insilico Medicine, which disclaims any responsibility for my individual statements.
178K Followers 1K FollowingDetailed equity research and balanced portfolio insights for serious investors who want analysis over hype. Invest with good reason here.
3K Followers 3K FollowingHindsight is infallible. Being good involves recognizing when you’re lucky & pounding the table w/ conviction. Not investment advice. U win some, U learn some
16K Followers 97 FollowingI invest in biotechs. I often tweet about companies I have positions in. Nothing I say should be considered investment advice.
3K Followers 105 FollowingNxera Pharma is a technology powered biopharma company in pursuit of new specialty medicines to improve the lives of patients in Japan and globally.
106 Followers 124 FollowingSfN-sponsored Social since 2018 for promoting exchange and diversity of neuroscientist across the world. Chair @JoJoLab5 & Secretary @kei_m_igarashi
41 Followers 48 FollowingWe develop therapies for rare genetic disorders. The first and only therapy for the treatment of hyperphagia in #PraderWilliSyndrome received full FDA-approval.
8K Followers 703 FollowingFollow the news/filings/catalysts and throw darts. Trade in limbo but Trend is my real friend. Expect the unexpected. No investment advice posts.
64K Followers 180 FollowingManaging Partner, RA Capital Management. We build & invest in biotech companies. Scientist. Author, The Great American Drug Deal. https://t.co/ARVLrrTQU4
597 Followers 592 FollowingBiotech, Event-Driven, Special situations. Join the Club. Full reports in Telegram: https://t.co/fqyM9KeaIB or Discord: https://t.co/eVPjOTHleR
113K Followers 155 FollowingUSC Pharmacy Alumni, Full Time Investor. My tweets are a general reflection of my Investments and not a recommendation. Please do your own due diligence.
69K Followers 93 FollowingInvestor/trader focused primarily in the biopharma sector.
Tweets are not investment advice and are not recommendations of any kind.
2K Followers 173 FollowingStoke Therapeutics is addressing the underlying cause of severe diseases by upregulating protein expression with RNA-based medicines.
4K Followers 725 Followingfounder & CEO @drughuntersite after drug discovery in pharma/biotech (Genentech, RAPT Therapeutics) - discover faster in two min at https://t.co/lyNyXN7Pof
576 Followers 309 FollowingPraxis is translating genetic insights into the development of therapies for central nervous system disorders characterized by neuronal imbalance.
693 Followers 18 FollowingXenon (Nasdaq:XENE) is a neuroscience-focused biopharmaceutical company committed to discovering, developing, and commercializing innovative therapeutics.
6K Followers 841 FollowingBiotechnology company creating the next generation of serotonergic drugs to treat mental health and other CNS disorders 🧠👨🔬🔬
NASDAQ $DRUG / CSE $DRUG