Stock版 - Biotech stock revisit and my thoughts |
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g****e
发帖数: 1426 | 1 Just want to share some thoughts on recent biotech stocks bought or
currently holding:
AMRN: since all in, sold all @ mid 14. Re-enter below 13 and added more this
Friday. Performance +. Looking for buyout and recongnition of the
blockbuster market potential of its drug vascepa.
CPRX: sold in mid 1.3 with loss. Performance -. Dilution and its
questionable ownership of the drug keep me away from re-entering.
DVAX: sold. Good stock to own now. Still has room to run, but maybe pull
back some time next week. Solid cash position and drug potential market.
AEGR: sold. Too risky to have this one.
DCTH: sold. Not good to hold this month. Poor cash and management plus
dilution. Undervalue company and will re-enter early oct.
EXEL: sold. Had nice run since 4.3 and may pull back. Looks high chance of
approval of
Caboz. More importantly Caboz has great potential for other wider
indications. Solid cash too.
SPPI: Bought under 12 and look forward big run up in
near term. Undervalued with low pe (rev 68.7 m, earn 0.29 per share, cash
279m in Q3). Three oncology drugs on market and many candidates in phase 2
& 3. Catalyst event of belinostat topline results in Q4.
Overall, had nice return with most of these biotech stocks(CPRX was my only
one with - return, maybe it will come back, but I will not touch it anymore.
You may have different returns due to timing, could be higher, lower or
even
loss).
Do your own DD. Good luck!! |
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