Portfolio Recap
Sorry about board posting or the lack thereof, I have been moving and that has proven to be a big project. This week it only gets worse. Then headed to S. America on June 6th, so my posting will probably stay on the light side.
Main trading positions:
$LPCN PDUFA 6/28
$IMMU ASCO play
$PRTK Key P3 data late early July
$PETX - ADUFA 6/7
Starters
$VICL(3%)
$ICPT(3%)
$RVNC (3%)
$RYLP (3%)
Longer Investments
$TRIL
$XXII
$PIRS
These longer term trades/ investments represent major upside but early stage and lots of risk. $XXII is an outlier J. Napodano had done most of the DD,
Hot watch for entries after ASCO
$CLDC
$ARLZ
$CERU
$SAGE
$SGYP
-BioHunter
-BioHunter
Twitter: @TheBio_Hunter
