Dave Trading – July 2017

*** 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.***.

June Dave- Quick Trade Update – ESPR

I tweeted earlier that ESPR was crushed because of what seemed like an innocuous employee benefit (I made the tweet Friday, it published today). That was all I had on.

Dave-Trading June 2017

*** 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.***.

GILD Earnings Trade Idea

Let me preface this by saying that trading earnings is a scary proposition.  Earnings tend to move stocks a lot, particularly when catalysts for the stock tend to be earnings.

Dave-Trading – May 2017

*** 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.***.

Dave Trading – March 2017

*** 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.***.

Tax Inversions: Regulation Chasing Corporate Tax Loopholes Part 6

Proposed solution and conclusion Finally, I’d like to draw some conclusions and offer a different solution.  First of all, it is clear that the corporate tax structure is way too.

Tax Inversions: Regulation Chasing Corporate Tax Loopholes Part 5

Proposed Policy Actions to curtail inversions All policy actions taken so far have been attempts at adjusting the tax code to greatly discourage inversion, but falls short of eliminating the.

Tax Inversions: Regulation Chasing Corporate Tax Loopholes Part 4

The incentives to invert Now that we have determined that inversions are not in America’s best interest and that multinational corporations are now actively seeking to invert, we must critically.

Tax Inversions: Regulation Chasing Corporate Tax Loopholes Part 3

A brief history of corporate tax inversion In 1982, McDermott Inc., an industrial company making nuclear reactor parts for the US Navy as well as deepsea oil and gas production.

Tax Inversions: Regulation Chasing Corporate Tax Loopholes Part 2

Corporate Tax impact on the Economy It is well documented through economic circles that taxes skew relative prices by shifting the supply curve to the left in a standard supply-demand.

Tax Inversions: Regulation Chasing Corporate Tax Loopholes Part 1

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.

December 20 Biotech Update

Well, this has been a strangely interesting day for the week before Christmas. I thought the bulk of news was done but I clearly spoke too soon. There is some.

AGIO- Pivot to PKD

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.

ASH Update: TGTX

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.

ASH Update 2: BLCM

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.

ASH Update: TRIL

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.

Dave Trading – Where is the value?

Dave gave me one line when I asked him about value… “not much value.  Maybe write about how to make profit in a momo market while not risking too much.”.

Catatonic Economics – Unpacking a Trump win

On October 9, 2016, I made a prediction about this election that has come true.  Hillary would lead the polls by 5 points throughout the election, and Trump would win..

Catatonic Economics – No one is talking about the greatest risk to America

Financial markets talk about a lot of headwinds to the economy.  China devaluation, negative S&P earnings, presidential race, central bank actions, European banking problems, Japan, oil, etc.  One that should.

Dave-Trading – September Edition – 3 shots

*** 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.***.

BLCM: Staying on the Sidelines

Bellicum is a small biotech developing drugs in the hot field of adoptive cell therapeutics. Their lead candidate is a personalized T-cell product for use after stem cell transplants to prevent early.

Achillion’s Pivot To Orphan Diseases

Through many years, Achillion focused on HCV, among the biggest prizes in drug discovery. The problem is they entered the field late while working on a very popular target. A nearly.

Catatonic Economics – Brexit!

In response to Dave, “someone will nail the impact”… I figured I’d give my shot at it. My prediction last article was that sovereign debt along with other headwinds would.

Dave-Trading – June Edition

*** 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.***.

Cup O' Joe – SRPT followup

***Joe Gantoss relies on knowing more, either through technical analysis & charts or DD & research.*** Last article, I spoke about the decision tree, and how to play the coming.

Catatonic Economics – The Four Letter Word

*** “The market can remain irrational longer than you can remain solvent” – John Maynard Keynes *** Economics is called the dismal science for a reason.  The real reason is.

Catatonic Economics – Nippon!

*** “I’m turning Japanese, I think I’m turning Japanese, I really think so.” – Janet Yellen ***    All right, so maybe Janet Yellen didn’t say that outside a karaoke.

TRIL – A quick update from BloomBurton 2016 conference

  Trillium Therapeutics Inc. (TRIL) – Nasdaq   Trillium Therapeutics (TRIL) presented at BloomBurton-2016 Healthcare Investor Conference in Toronto on May 3rd, the same as last year the speaker was TRIL’s Chief.

Eteplirsen: Reasonable Evidence of Efficacy

  The Adcom is over and Eteplirsen was voted down. A final decision still remains for approval. Much was discussed in the Adcom, the key arguments were over the following:.

Catatonic Economics

***”Economists have forecast 9 out of the last 5 recessions. *** One contribution I make to the CRG team is my background in economics. I have a pervasive interest in.

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