Dave Trading – April 2018

*** 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.***.

March 19 Biotech Update

The sector continues to struggle a little as we have a lack of leadership and the old leaders are faltering. This morning does not dissuade from this analysis but it.

SRPT – Preparing For The CHMP Oral-Explanation

It was an intense week for SRPT’s investors, where the share price bounced from $74.36 (close Friday 03/09) to reach the high of $84.37 this week after the press release.

March 16 Biotech Update

The sector did not really have an encouraging day yesterday. Instead of broadening out the rally, the previous leaders slipped and nothing picked up the slack. There was a chance.

March 15 Biotech Update

We might be seeing a little of the broadening rally that I talked about as the XBI seems to be modestly underperforming the IBB the past couple days. The move.

SRPT Was and Still The DMD Gene Therapy Leader

Today after the market close, Solid Biosciences (SLDB) announced it has received notification from the U.S. Food and Drug Administration (FDA) that IGNITE DMD, its Phase I/II clinical trial for.

March 14 Biotech Update

The trend is your friend barring anything new in the sector. It seems like we at least want to test recent highs if not break through them, although the sector.

Celldex: Quick Take

Celldex has struggled for a couple years now since its brain cancer drug Rintega failed in 2016. In Q2 this year, results from a pivotal study of the gpNMB antibody.

March 12 Biotech Update

An interesting start to the week thanks to the weekend news. I thought there would be a little more price action after the news but it is still early and.

March 9 Biotech Update

The market is certainly providing a better backdrop and the sector is doing well in response. At this point the trend is your friend, although as I noted the other.

March 8 Biotech Update

Some interesting news happening in the sector that might have some pin action more broadly. In general, it seems like the broader market is getting its legs, which is likely.

March 7 Biotech Update

Macro might be a little bit of a drag on the sector today but it seems to be doing well this week despite the lack of M&A and some macro.

March 5 Biotech Update

Not a ton of sector moving news to start the week but some big data sets. I will touch on one as it seems to have been an often discussed.

March 2 Biotech Update

Between continued hawkish fed speak and a potential trade war, the market is going to have trouble getting its feet, which includes the sector. The market has been able to.

March 1 Biotech Update

Nothing that new to talk about but there is one missed opportunity that I want to highlight. It is a stock I talked about buying, thought about buying, almost bought,.

February 28 Biotech Update

Last night was an interesting night (to put it kindly). One is more a stock reaction story and the other is an unknown-unknown story. Let us dive into these issues..

February 27 Biotech Update

So still a relatively slow news week. There are a couple of interesting tidbits that came out the past day that are useful to highlight, although nothing that would be.

February 26 Biotech Update

A slow start to the week, although the sector does not seem bothered by the lack of news or M&A to start the week. There is some additional earnings this.

February 23 Biotech Update

The market is looking a little shaky. It is not as if the selling is sending it down but every single spike in the past couple days has been sold..

February 22 Biotech Update

A little pick up in the news flow but clearly the sector has been tied to the broader market in the immediate term. The spike in interest rates caused by.

February 21 Biotech Update

There is not a lot of news to start the day, so this can be relatively quick. In general, it seems that the market is slowly getting back to a.

February 20 Biotech Update

There is some news to start the week but mainly some minor partnerships and some data. Not the large scale M&A that people always seem to hope for after a.

February 16 Biotech Update

There has been some interesting news to end the week. The market seems to have recovered its footing a little and this includes the sector. There is still some work.

Dave Trading – March 2018

*** 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.***.

February 14 Biotech Update

It is a pretty active morning for news, so I will dive right into the events as they are pretty interesting. I am not convinced that these will be enough.

February 13 Biotech Update

The market had a nice follow through yesterday, although for some reason I do not really trust this rally (yet). It would be nice to see a couple days of.

February 12 Biotech Update

The rule of thumb is that markets never bottom on a Friday but we at least got a short term bottom as the market rallied into the close. Whether this.

February 9 Biotech Update

The broader market looks heavy and it appears that if we end the day red that the weekly losses will be accelerating. Markets do not bottom on a Friday, so.

Sarepta Official Statement Regarding The UK Study Halt

This morning, EP Vantage reported a temporary UK study halt in dosing after “one serious adverse event that could possibly be related to the investigational drug product” but the halt was for.

February 7 Biotech Update

So it looks like we are going to be tied to the broader market for a little while. We are still in the middle of earnings (although most large caps.

February 6 Biotech Update

There is not a ton of sector specific news but the broader markets are taking everything down. The XIV is closing, which might have unknown consequences. It is only a.

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