Dave Trading – May 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.***.

What Do You Need To Know Ahead of Next Week – SRPT CHMP Oral-Explanation

The CHMP meeting will take place next week April 23-26, we have no idea what day exactly is SRPT meeting, (Update 04/23:  today the CHMP published this week agenda and.

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.

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.

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.

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.

Dr. James Wilson Paper About Safety Concerns, Is Not Sarepta’s Concern!

Today morning, most of the gene-therapy stocks including SLDB, AVXS, ONCE, RGNX, BOLD, ABEO and even SRPT Stumbled following Dr. James Wilson paper published online “Severe toxicity in nonhuman primates.

Achaogen: Is It A Buy?

South San Francisco based Achaogen is on the verge of gaining FDA approval for its bacteria fighting drug Plazomicin. The decision date has been set for June 25 with an.

The Kodak Hail Mary

Kodak is just the latest in a series of companies that rescued a failing stock price by announcing a crypto-currency scheme. While there is a Kodak crypto-currency that will be.

What is the Difference (Crypto-Currencies)

What’s the Difference? There are hundreds and soon to be thousands of crypto-currencies. It is impossible to know them all but I want to highlight some of the important aspects.

What Drives the Bitcoin Market?

What is Bitcoin? To answer that question we need a good analogy as to what bitcoin actually is or what it is supposed to do. Bitcoin as a Digital Currency.

The Bitcoin Bubble

Bitcoin is a bubble. Bitcoin is overvalued. There is a lot of hysteria about bitcoin but that is from both those drinking the koolaid as well as those screaming bubble.

PSTI – An Under the Radar Small Cap Biotech Company

Pluristem Therapeutics Inc. (PSTI) Nasdaq   PLURISTEM (PSTI) a cell therapy company, developer of placenta-based cell therapy product candidates for the treatment of multiple ischemic, inflammatory and hematologic conditions, company I’m.

Dave-Trading – December 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.***.

SRPT – Preparing For Blast Of Catalysts

Already a year has passed since Sarepta’s first drug Exondys51 was granted FDA approval on 09/19/2016. The landmark decision by Janet Woodcock, despite the review team’s opposition, gave hope to.

Dave-Trading October 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 – September 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 August 2017

Dave Trading – August 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,.

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.

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