Precious Metals

[bladerunner1717]

Blade, Thanks. I hope you don't mind me using your stock picks as the basis for a small/micro cap biotech 'ETF' that I'm creating for my own investing. So far the list includes -

ADRO, CRDF, CHMA, CCXI, KZIA, KURA, MGTA, MGNX, MEIP, NERV, OTIC, PIRS, PRVB, SYBX, XENE

Thanks for the kudos, gfp. I doubt if I deserve it. From 2015-2019, my biotech stock picking was decidedly inferior.

Let me go through your list:

ADRO----Don't own it. Haven't followed it in a while.

CRDF----Huge position for me now. Have been loading up under $17

CHMA----Sold out. I, generally, don't like execution stories.

CXXI----Made millions. Still hold 30% of my shares. May be fairly valued.

KZIA----I own a ton. Will lose it all or make millions. Highly spec.

KURA----Sold out way too early. Too rich for me now.

MGNX----Sold out way too early. Maybe too rich for me now.

MEIP----Just bought a little (for me), but color me skeptical

NERV----Sold out after recent drug failure.

MGTA----Sold out. Lost a ton. May buy back next year. Still like it.

OTIC----Sold out. No plans to re-enter.

PIRS----Own a miniscule position. Can't get a handle on it.

PRVB----My largest position. Way undervalued, IMO.

SYBX----Don't own it, don't follow it.

XENE----Sold out, but still high on my watch list.

TRIL----Lost a ton. Stock went to $.24. Should have bought. Stupid me. It's in my Contest portfolio. The leader in the Contest, jbog, had it as his largest position. He's up over 200% in the Contest!!! I recently bought back at $13.20. If FTSV is worth over $4 billion, then TRIL should be worth more down the line.

MYOV----Own a fair amount, but not for endometriosis. The value is in prostate cancer.

Dewdiligence ("Dew") likes ENTA & RVNC. Should always give Dew his due. Incredibly smart guy.

The "sleeper" here is KZIA. Will be presenting at SNO (Society of Neuro-Oncology) next week. Could be some important news. One-drug Australian nano-cap biotech. Crazy, huh? But that drug came from Genentech lab.

If we don't have an attempted coup or a divided Presidency or blood in the streets, Market should be fine, once we get COVID under control.

Bladerunner