Dave-Trading – PFE

  Pfizer Inc. (PFE)–NYSE   *** David Sobek is a disciplined value investor. Using models, research, and fundamental data, David devises a value for biotech stocks, buys when significantly undervalued,.

February 5 Biotech Update

The sector did OK during the pricing hearing but it was more of a mixed bag than across the board out- or under-performance. Today everything is down, so it is.

Options Basics (3) – Options variables and Greeks

  We already discussed what an option is, and how it can help with risk management. When I was talking about risk management, I was talking about how options require a.

February 4 Biotech Update

Today is going to be an interesting day. Yes, there is the drug pricing testimony in Congress and that is simply a show and grandstanding that has no impact on.

February 3 Biotech Update

The market remains tied to oil and while sentiment remains negative on oil it still has not made a new low. This is not to say that a new low.

GWPH: Is Epidiolex Nothing But Placebo?

GW Pharmaceuticals made the mistake of allowing expectations to exceed its abilities, forcing the company to announce a delay in the read-out of its pivotal Dravet study. Data originally anticipated for release.

Cup O' Joe – SRPT AdCom

  ***Our trading analyst Joe Gantoss relies on knowing more, either through technical analysis & charts or DD & research.*** Thesis: Joe has done a lot of research on SRPT..

Options Basics (2) – Options as a risk management tool

  In the last article, I discussed the basics of options. What they are, their classification, properties, and the different types that exist. I also mentioned how options allow you.

February 1 Biotech Update

Different week but the same market. There remains a bias to the downside, although perhaps an optimist can see a slight outperformance of the sector. At the very least, it.

Options Basics (1) – What is an option?


GILD – Heavy Options Activity

  Gilead Sciences Inc. (GILD) –Nasdaq   GILD dropping hard after MRK receive the FDA approval for a less expensive alternative to Gilead’s hepatitis C drug and pricing it with.

January 29 Biotech Update

It was obviously another bad day for the sector. The technicals look broken. The headlines are all about pricing. Buyers are on strike. There are no real exciting near term.

January 28 Biotech Update

The market and sector did not like the FOMC decision or perhaps the wording of the decision. The sector remains in a precarious position. It has already fallen a lot.

January 27 Biotech Update

The sector finally caught a break with the macro headwinds seeming to pause only to get sector specific headwinds with Donald Trump talking about drug pricing. It was not clear.

Sarepta: Is Eteplirsen Dead?

This was originally going to be titled “Ahead of the AdCom” but that no longers seems fitting. The highly anticipated Advisory Committee meeting originally scheduled for Friday January 22 was.

January 25 Biotech Update

It is a mixed start to the week but at least we have some biotech news to talk about even if it is not exactly what was expected. That being.

XBI – A Look At The Near and Long Term In The Biotech Sector

  SPDR S&P Biotech ETF (XBI)–NYSE   We will maintain our focus on the XBI as the biotech barometer, many are waiting for the XBI to outperform the IBB again.

January 22 Biotech Update

The market seems to be catching its footing but again if we are bottoming we are in the early stages and confirmation still needs to happen but I am cautiously.

January 21 Biotech Update

So we have some biotech to talk about (finally) and the sector had a nice rally off the lows yesterday but we are not out of the woods by a.

January 20 Biotech Stock Update

Not much news as most people wait on SRPT questions as the panel approaches but even then there will not be a lot of new information in the questions (yes,.

January 19 Biotech Update

A pretty slow start to the week on the news front, so I will focus on more broad issues as they are likely more important than usual given that we.

January 15 Biotech Update

I hope everyone enjoyed the move yesterday as it looks like it was only a quick respite to the relentless decline in 2016. Sentiment will eventually change but the hopes.

January 14 Biotech Update

So the sector has been struggling a little during JPM. I think many hoped (including me) that good news out of JPM would be a nice catalyst to flip sector.

January 7 Biotech Update

The year is off to an even worst start as all the secondaries are getting bad prices (to varying degrees of bad) and all are breaking those prices. China continues.

January 6 Biotech Update

The year is really off to a bad start and I am not sure what will reverse it. You have continued bad news with China, which is continuing the rout.

January 5 Biotech Update

While the market recovered a little into the end of the day yesterday and had a slight positive bias this morning, it is still not looking too healthy. I am.

January 4 Biotech Update

Well, 2016 is not off to the best of starts and I am of two minds when it comes to the market. First, there are not a lot of reasons.

December 31 Biotech Update

I figured there would be a more positive bias as we headed into the end of the year but the market has seen some selling. Obviously volume is low but.

December 30 Biotech Update

Nothing newsworthy for the sector has happened in the past day. We had a nice rally the other day and perhaps that continues with a positive bias into the end.

December 29 Biotech Update

I am back and ready to get into the sector again. Some news since I have been gone but for this week I mainly want to focus on 2016 previews.

December 15 Biotech Update

The sector is doing better today but I am still not a believer in the market. Perhaps that in and of itself is a sign of a bottom and perhaps.

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