Plays Big Boards & Biotechs! Boardmark me as I am an honest, transparent, & well respected investor.
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Updated Holdings 3/9/17..in the IBOX today after shedding several positions yesterday.
Yes..they should have waited until after their catalysts which would have driven their share price much higher. That is why I exited yesterday above $2/share. Will revisit later.
Chimaera..$NSPR is $1.33 in pre-mkt. good call here a few days ago and thanks for the heads up as well. It had been trading strange the past few days!
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$NSPR...new filing looks like warrants at $2.50 and $3.13, would limit upside if I'm interpreting the filing correctly.
NSPR S-1/A
$NSPR:
— SEC Filings Reporter (@NewsThatIs) March 6, 2017
New SEC Filing for NSPR: Form S-1/A (No. 0001493152-17-002157):https://t.co/8Q2qOuuile
$AGLE..$6.55..this one hit $6.88 today.
$AGLE
$6 cash per share
$67m in cash w/ zero debt
Float 6m shares
Huge stake by $NVS $LLY
Orbimed Jennison & Baker loaded
Mon-Wed: #Cowen & Co Health Care Conference, 239 company webcasts scheduled. http://wsw.com/webcast/cowen38/ …
https://t.co/eotX4QtBXo
Oppenheimer: "Top picks in Oppenheimer coverage include $EIGR and $ICPT and attractive takeover candidates $NBIX, $PRTA, $TXMD."
Biotech watchlist for wk 3/4/17: $AGLE $IMGN $RTTR $BSTG $TENX $ECYT $MRNS $AFMD $ADMP $NTRP $BPMX $NEOS $RDUS $PTI $RXDX $NSPR $LPTX $PIRS
---These plays have been absolutely on fire this week! I follow all the biotechs but really follow these closely.
New Economy Portfolio Alert:..Bought $EIGR (7% stake) at $11.60 in the New Econ portfolio. The company has a high of $23.10 and a low of $10.71. Has several key catalysts on deck in Q2 and throughout the remainder of the year. The lead program in HDV is advancing with 2Q17 data from LOWR HDV and an END of Phase 2 meeting in 3Q17 to discuss a proposed pivotal study design.
The next data point release is Q2 data from LOWR HDV (Ph 2 interim data) at EASL 2017 (April 19th-23rd)
8.4m shares Outstanding and only 4m in the float. The company is funded through 3Q18. Market cap of under 100M here. 82% institutional interest. Zero debt! More information on this company to come.
Also reduced $BPMX from 10% position to a 5% position at $.48 from $.41 avg. Key Data in April.
New Economy Portfolio Update..Alert bought $ECYT (6%) position at $2.35. Will update positions this week in an audio.
The company has zero debt and more than $3 share in cash. Key catalysts upcoming in Q2 that should push it well above $3. Had the same setup that $IMGN had at $2.50 and that one is $3.70 now or $IDRA that I was in at $1.40 and its above $2 now. This one has limited downside vs. Major upside with 7 catalysts in 4 months.
$DVAX..announces FDA acceptance for review of CRL for HEPLISAV-B. Pdufa August 10,2017
$AGIO $CELG.. FDA Accepts NDA and Grants Priority Review for Enasidenib in Relapsed or Refractory AML with an IDH2 Mutation. Pdufa Aug. 30 17'
Thx for the heads up Kei! Good info to know. I like $NEOS a lot and own it but don't own $ADMP yet.
$LXRX..$15.80 post approval.. Artal fund has a great track record. They own 57m shares of $LXRX.
http://bit.ly/ArtalandLXRX
Baker Bros NEW positions.. $AVXS $SBPH $CBAY $CRBP $BIIB $RARX $RIGL -
https://whalewisdom.com/filer/baker-bros-advisors-llc#/tabholdings_tab_link
$ECYT..$2.08.. has limited downside vs. Major upside with 7 catalysts in 4 months. This one will be very interesting to track! On watch here.
$DVAX..announces FDA acceptance for review of CRL for HEPLISAV-B. Pdufa August 10,2017
New Economy Portfolio Update:
Bought $NSPR at $2.20 (6% position) in New Economy Portfolio. It that has some key catalysts upcoming in Q1 that should move this much higher. Company also has only 1.5m shares outstanding and about half that in the float. They have a 3.3m MC as well. Below is the presentation link as well as the audio done at the LD Micro Conference in December. Expecting and holding for a run well above $3.00 with a near-term catalyst on deck due soon. It could go to $4 on any positive news which should happen in March.
$NSPR..http://bit.ly/2mBxbdH
http://wsw.com/webcast/ldmicro11/nspr/?lobby=true&day=1 (Key Catalysts upcoming in Q1)
Very true! Yesterday was a good day indeed to be locking in on hard earned gains.
New Economy Portfolio Update...exited $LXRX here at $16.15 with today being PDUFA day for the company. I think they get approved but it is nerve wracking to watch them go till the last day of approval when the company has priority review for their drug. Seems like this should have been approved already. Even with the FDA backlog they have pushed drugs without priority review faster it seems. We will see!
$LXRX..$16.40..I hope to be selling in two waves. The initial pop and then the a potential squeeze shortly after.
New Economy Portfolio Update: Updated Portfolio
Sold some stock that has a binary event upcoming. Upcoming portfolio here.
Alert..exited half $LXRX at $16.20 (now a 5%) position in the New Economy Portfolio. PDUFA date for their drug is Feb 28th..tomorrow. Reducing into the PDUFA date and risk/reward.
I have listened to the 2/16 Leerink presentation by the CEO where he said he expects approval based on his discussions with the agency. I expect a move b/w $17-$20. The drug has priority review as well.
Disclaimer: http://bit.ly/OlN9DB
Yes..$PIOI is in my beginner acct. Still holding that one. Seems like I have been in there forever. Was a lotto play. Been waiting for them to wrap this up already!
Update: My Personal Portfolios (New Economy & Beginner) on the board are updated 100%! 2/24/17
$AGLE (10%)
$LXRX (10%)
$BPMX (10%)
$NEOS (8%)
$TENX (8%)
$BTSG (7%)
$CTRV (3%)
New Economy Portfolio Update:
Bought a stock that has a binary event upcoming. Upcoming portfolio here.
Alert..bought $LXRX at $15.55 (10%) position in the New Economy Portfolio. PDUFA date for their drug is Feb 28th. I have listened to the 2/16 Leerink presentation by the CEO where he said he expects approval based on his discussions with the agency. I expect a move b/w $17-$20. The drug has priority review as well.
Disclaimer: http://bit.ly/OlN9DB
Yes. Apologies. I had that at $5.50 and sold close to flat. It is still flat at this price. I held that way too long when it was over $6. Not my best trade! $SGYP
My Personal Portfolios (New Economy & Beginner) on the board are updated 100%! 2/24/17
$BPMX (10%)
$AGLE (10%)
$NEOS (8%)
$TENX (8%)
$BTSG (7%)
$CTRV (3%)
$AGLE..$5.85..this looks good here! Yesterday was a good opportunity to add. Did that in the $5.60 range at EOD. Watching here today as its trading well today even though $IBB and $XBI are weak.
Atlanta1..There was a lot of selling into that data. Adam Feuerstein had mentioned that open-label Oncology data with small numbers does not move the needle. A lot of people believe that so there was not confidence in the name that I expected to see going into the data release today. When it pulled down to $1.42 this morning, I had a feeling it would spike and sell off like it did to $1.60. I don't fight the trends, but go with them. That is how I trade and always will! Decided it was best to break even than at a loss. I will be watching it closely as it could very well come back!
$BTSG..$.36..You are gonna look up over the next month and it will be at $.50+ before you know it.
$RNN..$.247.. Clinical Data in 2017..Corp Presentation: Watching this one for a possible trade near-term. Not a legit company I would sink a lot of money into here but a trade opportunity most definitely.
http://files.shareholder.com/downloads/AMDA-2J9T0P/2823568058x0x907790/4B1A9AE0-8AA8-4308-974A-BA4F66D1AC1A/Rexahn_Overview.pdf
New Economy Portfolio Update..Looked at a company with some solid clinical data updates moving forward.
Alert..Exited $ONCS at $1.57 here on the positive data spike from $1.57 entry yesterday for a flat trade.
Disclaimer: http://bit.ly/OlN9DB
$ONCS..$1.47..yes. New data is being released tomorrow. Stock lost its momentum for sure!
New Economy Portfolio Update..Looked at a company with some solid clinical data updates moving forward.
Alert..Bought $ONCS at $1.57 & $1.50 here.
I think it moves higher over the next few days and has positive data. Will start buying here in this range. Will look for a 6% position. They have zero debt and 24m in cash. Excellent partnerships with Merck. They will be releasing data at the SITC conference over the next few days.
http://oncosec.com/wp-content/uploads/2016/10/ONCS-Power-Point-Presentation_10-3-16.pdf
http://www.investorcalendar.com/?date=archive#
Look $ONCS up their disruptive technology conference
New Economy Portfolio..Bought $BSTG here. I like the entry in the $.32/$.33 range here. Also grabbed shares today under $.33/.34 Company just completed an offering at $.40 last week so they have cash position. They are a bounce play in near-term but also have solid catalysts later in the year.
$BSTG..Stock Report Nov 2016 (StoneGate)
http://stonegateinc.com/reports/BSTG_November_2016_Final.pdf
BSTG Audiocast at Biotech Showcase 1/9/16
https://event.webcasts.com/viewer/event.jsp?ei=1131134