Savvy Trades and Investments

[yielddude]

blindman, medium term picks ...

My two largest positions are MBXBF (Microbix) and BCRX (Biocryst).

Microbix (.49) basically has 3 products. Antigens, used in PCR testing, long term business, sales are steady but margins increasing. QAP's, which are quality controls for the machines that do testing, to make sure they are working correctly, and to train technicians. VTM, which are vials filled with medium that are used to transport swabs to preserve the integrity of the virus/bacteria.
QAP's and VTM growth is growing fast, and should continue to do so for the next year. I'm expecting price to be $1 by year-end, and $2 by year end 2022.
Biocryst (17) has recently approved drug for HAE. 1stQ sales beat estimates, and 2ndQ sales in August will likely beat estimate as well. Next drug (BCX9930) in pipeline beginning pivotal trials in 2ndH of year for PNH, if successful should be 10X the market (a blockbuster to be used for various indications). Has risen from 12 to 17 in past month. Not sure of short term, but I'm expecting at least $25 by year-end, $100 by YE 2022 if trials successful for BCX9930.