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And +30% up today. Probably big yesterday's selloff was an overeaction as it is true regulatory landscape is not clear, the science is there. Watching in the sidelines for now...
INCY, thank you for your comment. I am not playing with "house money" I did only one purchase of INCY stock, at $8.8 and never sold a share. I am taking my bio portfolio more closely as I have spending more time in bio investing so I am debating whether I should hold "forever" or not. In days with IBB up and INCY 10% almost, I am more bullish than yesterday...For taxes I prefer to hold but I don't know how the Bio sector as a whole would perform next months. It is more a decision on how the general mkt will perform as If mkt is OK I am confident INCY will too. But in a bear mkt all stocks blow
Thanks for the info. I lost track of this company as lost interest on it after our discussion on it a few months ago. Most probably they will need more cash now for the trials. Good advice here. Thanks
I am exactly in at $8.84 which is 1050% at today´s price. I prefer not to sell. I was considering when was at $130, because of the high valuation so in a bear mkt it could go down when everybody is talking about expensive drugs and bio valuations that have to correct. That is still my worry
As I commented. I got in INCY years ago, at $ 7s. Is my best ROI stock and for me is dificult to sell. Nevertheless I considered to sell it at $130 but I didnt. I am still debating on what to do. Any thoughts and comments wellcome.
Glad I got out at $70. Still looking at it in case there is an opportunity but there are so many bargains now out there
I have in green PSDV (9%) and JUNO (5%)
JUNO on no news, PSDV bc ow they getting data in december for phase III and FDA ok with it
I understand per your message that you sold today some of your investment in CNAT, after results?? Otherwise you mean you sold at a loss before data today??.
Are you in the same situation with ENTA as has been very weak lately? or holding all towards 2016 as you previously stated.
thanks
Are you still holding CNAT?
No. Do you have an explanation for arwr and abus trading today? I am ABUS investor, not in arwr so happy with this.
Ironically ARWR closes only 6% after data and competitor ABUS closes 11%
CNAT: still holding but my smallest position. GL
The stock whent for +20% in pre market to -7% now. Another weird action
Something to worry about? Or just computers. No possition now
Didnt like that weird action today and got out for good profit after the stock recovered. I might be back if I get clearer picture
Stock halted. Actelion news might be true
Agree. For some months expecting a oncology BO by GILD, hope it finally happens. Some targets: CLVS, EXEL, INCY...even a CAR-T could be possible but less likely IMO. With the money GILD has, there is no doubt that the bonds emission is because they are planning a big acquisition
I thought they were not going to present data at the Lung conference and Was expecting the data of 40% response rate or more by end of the year
thanks for the reminder. I´ll take it as a bullish sign as it was a big amount.
If i remember correctly, you posted a few months ago, insider buying from CEO. Looks like the best DD is to follow insider buying (AKBA) and insider selling (TTPH) ;)
Masive insider selling in the past two months and also days before data release. Looks like they also delayed data release to unload...
did you hear the CC? Does this affect in positive or negative QURE Hemophilia program in any way? thank you
Thanks for the info. I am long TGTX for a year. Companies have BTK in development and could partner or buy TGTX for 1202, wich is best in class PI3k inhibitor with a very safe profile.
I have QURE in my watch list as I am interested in the abstract that should be published on 21st of September for the Sant Fillippo B trial. (for ASH in December).
As per AF article today HFs and FUND managers didnt move much on yesterday's selloff, wich is good http://www.thestreet.com/story/13265349/1/an-inside-look-at-biotech-investor-pros-dealing-with-market-meltdown.html
What happened yesterday is unrelated to the biotech sector. A macro event like china concerns shouldnt have afected most of BIOS IMO.
Added CPRX at 3.10 and CEMP at 32. No full position
Lets see and hope for support at $320. You have to watch for reversal when going back and holding the 200 day MA with is $342.
Nobody knows but some consensus that we could see a support at $320. We are not far from that. Some predict correction could well go into 2016, others that this will be over in a month. I hope is the second case ;)
Scrambling for abbv or for ENTA as well?
could you please elaborate more on this for CLVS please?
well, I think the stock will move when news from J&J-ACHN combo are published, so still HepC stock dependent.
congratulations. looks great today
I think most investors are reallistic and know that they where going to get a label similar to REGN. Nobody should expect a broader label at this point and the market is not expecting this either. There is a 5% that that could happen if AMGN labeling at the end of august is a broader label but nobody expects this. I bought ESPR a week ago at $60 expecting to be at maximum $85 a week later based on the above, and this is what is happening.
As expected. I think news were leaked today as this explain the 16% up before close
ESPR I took profits on ESPR today but still hold half of my position.
minutes of the meeting should come earlier. I am expecting the FDA asks for the CVOT analysis separated but not needed for approval. the CVOT data will come after drug is approved
ACHN up 10% after Baker Brothers added in Q2 around 2.5M shares
ESPR up +16% in advance of the FDA meeting they are holding this month.
Cowen analyst: Schmidt believes the weakness was due to the unsubstantiated possibility of a patient death in the lead-in portion of the Ph I/II trial in DLBCL.
"We believe it likely that such a patient would have died due to circumstances unrelated to therapy (these are very sick patients)," Schmidt commented. "Nonetheless, Kite is "excited" to present data from Ph I at ASH and is on track to start Ph II in H2."