I was still not exercised, but it looks like tonight our CELG options will be exercised. Monday, we will be selling the February $120 calls. We will have 200 CELG.
We are getting some more offerings as is expected post JPM but they seem slower than usual. In any case, we have more large cap pharma news that is pretty.
The following was a research project completed for my Economics of Regulation class about tax inversions, the implications, and proposed solutions. Since this is a large paper, it will be.
We have some news to talk about that seems to be a net neutral but in terms of individual stocks are likely meaningful. I also do not want to beat.
JPM is over and I am back. It is a lot to digest, so I will do some broad highlights today and then get more into details on Monday. To.
News continues to come in (both expected and unexpected) and the sector remains strong into JPM. Usually there is a tailwind JPM week that can last a little but eventually.
The year continues at two for two with another trial failure but so far the market is shrugging it off. It is not surprising as expectations build for JPM. Usually.
*** David Sobek is a disciplined value investor. Using models, research, and fundamental data, David devises a value for biotech stocks, buys when significantly undervalued, and sells when significantly overvalued.***.
Welcome to 2017 and we are not off to a great fundamental start with a phase III failure, capital raises and price increases. In other words, more of the same..
The news flow continues with deals and talk of deals. I want to end this week (will be at home for the holidays Thursday and Friday) with a follow up.
We are winding down and gearing up. The year is winding down so the news flow seems to be drying up but we are starting to gear up with 2017.
Agios Pharmaceuticals came to market in 2013 as a promising cancer metabolism company. Three years later, it has pivoted to rare disease. AG-120, an IDH1 mutant inhibitor being developed for.
Here we go again. Just when you thought we could focus on fundamentals we have to talk about politics and politicians again. There was apparently an interview where Trump talked.
ASH 2016 has turned out to be an important convention for many small biotechs, and will likely be remembered as a break-out event for CAR-T therapies. Results from the Phase 1 TGR-1202/Ibrutinib.
It was a good day for most of the sector and ASH names except the ones I seemed to own. In any case, it was good to see the sector.
Bellicum Pharmaceuticals’ leading clinical candidate is BPX-501, individualized T-cells transduced with a controllable suicide gene. They are being studied for use as an add-back following T-cell depletion during Haploidentical Stem.
Trillium Therapeutics presented interim data from its ongoing Phase 1 trial of the SIRPaFc TTI-621 at ASH this past weekend. These highly anticipated results gave a deeper look into the.
ASH starts soon and the sector needs some more positive news as it is really starting to lag. Outside of the initial election pop it has been pretty bad in.
It seems like the election move is taking a time out and some consolidation is happening. That is not surprising given the move and (at least for the sector) the.
More of the same in terms of slow news and likely decreasing volumes into the weekend. We do have a couple pieces of fundamental news to talk about but nothing.