$heff's $tation of $tocks & $olid DD

[BioHunter]

Trading / account. It's been extremely challenging start to the year, and have taken a step back since BCRX smack down. I do think it's critical to at times take a step back from the markets and resettle your thoughts and game plan. This week I have not watched the action too closely, listened to several Been watching this market mostly and staying away from too much trading. Still holding CPXX, RLYP, PIRS, KPTI. Some small positions in CBAY, ATNM, CPRX, SYN, XXII


A few stories I am really keeping my eye on in 2016 and good presentation at Bio CEO that are worth listening to

RDHL
CPXX
IMNP
RYLP
CANF
PETX
PGNX

Many others but these stories are worth watching.

I do think it's going to be a long time until catalyst and runup trades work again. So my focus going forward is likely to be SMID's with great tech trading near cash, stocks loaded with catalysts that are really value plays i.e. PETX. At the end of the day will need to read the market as it recovers to see where new money is going, don't assume what worked in 2013-15 will work again.

-BioHunter