There are many ways to play biotech. You can buy an ETF and get the mega cap stuff like BIIB and GILD. Or, you can follow great investors like RA Capital and Baker Bros. Or, you can do a little research and try to find the next blockbuster. Obviously, the big money will be found in cancer, cholesterol and liver disease.
These are my biotech lottery tickets and I have one more that I am researching now.
ICPT: NASH. Drink yourself into cirrhosis and ICPT will reverse that shit, allowing you to drink more.
AGIO: Revolutionizing chemo therapy for cancer patients. Huge.
ESPR: Next gen cholesterol drug, similar to REGN, but you won’t need to inject yourself with a needle.
JUNO: CAR-T. Next generation cancer therapy.
The one I am researching now is ADRO: cancer vaccines.
Other biotech investments of mine include JAZZ and SGEN. I’d be shocked if JAZZ wasn’t acquired for north of $220 within the year.
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MNK is my favorite. Remains under the radar, but is about as strong a stock as I have seen.
Any thoughts on XON? I know that was an old favorite of yours, and the thesis still holds.
LJPC is small cap, but Baker Bros favorite with a strong pipeline.
Thanks, Fly
btw, what do you think of SRPT, Herr Señor le Docteur?
and I was just catching up .. just wondering, is “African hungry” politically correct?
Fly is politically incorrect
I take it you’ve seen Vice: Killing Cancer on HBO?
saw it…unreal
gasman – That one was pretty amazing. I did read an article citing a few cancer experts saying it was overly optimistic, but still… One thought I had after watching: being that your immune system does rid the body of cancer cells, and some cancers are so deadly because of their ability to suppress one’s immune system, could the overuse (or chronic use) of antibiotics actually lead to cancer vulnerability?
Nope
I think you would enjoy it. It essentially highlights cancer treatments similar to those being developed by Juno and ADRO.
What do house-flipping tv shows have to do with anything…?
“Home Flipping Profits Hit Record As Wall Street Drives Speculation (Again)” 5/8
said it in jan HRTX
this is the yr direct quote from a senior officer say no more
ps i think i am a yr to date top 10
PS rode Juno up from 30 thks to the FLY
but also rode a couple down as well
DBVT?
DBVT, I bought this yesterday. Baker Bros and Perceptive Advisors both started positions recently, according to HedgeMind.