Dave-Trading – July Edition – Unveiling the “whipped cream” strategy

*** 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 – May SRPT Edition

***Joe Gantoss relies on knowing more, either through technical analysis & charts or DD & research.*** Well, SRPT has delayed their decision past the PDUFA, destroying the weekly out-of-the-money (OTM).

Dave-Trading – May 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.***.

Buy DeLo, Sell DeHigh – GILD Earnings

Last week I tweeted about an options play I made on $GILD earnings.  I consulted with Dave, who said he was not expecting much of a move.  The options were.

SRPT – Final thoughts ahead of the AdCom

  Reaching the decision point… Today is the day we have to make decisions in SRPT position. As has been explained several times in the forum and CRG twitter private.

Dave-Trading – April 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 – GILD Calls

  ***Joe Gantoss relies on knowing more, either through technical analysis & charts or DD & research.*** Thesis: GILD has been in a channel between ~87 and ~91. Joe already.

Dave-Trading BIIB

  *** 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.

Biotech Inflection Point – Watch List-2

  Following my last technical analysis “Biotech Inflection Point – Watch List-1” I will keep adding names to our watch list with some beaten down tickers, we can find many.

Buy DeLo, Sell DeHigh – RUT

  *** Jason DeLorenzo is an income options trader. He trades on indexes mostly, but will trade positions based on CRG theses*** On 2/18 close to the market close, Joe.

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,.

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..

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.

Catalyst Watch – Vol. 3, Edition 9 (7/8/15)

Below are current tactical and strategic thoughts on approaching FDA and clinical trial catalysts for select names. Estimates, values and views are as of the date published (or are noted),.

Catalyst Watch – Vol. 3, Edition 8 (5/28/15)

Below are current tactical and strategic thoughts on approaching FDA and clinical trial catalysts for select names. Estimates, values and views are as of the date published (or are noted),.

Catalyst Watch – Vol. 3, Edition 7 (5/15/15)

Below are current tactical and strategic thoughts on approaching FDA and clinical trial catalysts for select names. Estimates, values and views are as of the date published (or are noted),.

Catalyst Watch – Vol. 3, Edition 6 (4/30/15)

Below are current tactical and strategic thoughts on approaching FDA and clinical trial catalysts for select names. Estimates, values and views are as of the date published (or are noted),.

Catalyst Watch – Vol. 3, Edition 5 (4/17/15)

Below are current tactical and strategic thoughts on approaching FDA and clinical trial catalysts for select names. Estimates, values and views are as of the date published (or are noted),.

Catalyst Watch – Vol. 3, Edition 4 (4/3/15)

Below are current tactical and strategic thoughts on approaching FDA and clinical trial catalysts for select names. Estimates, values and views are as of the date published (or are noted),.

Catalyst Watch – Vol. 3, Edition 3 (3/18/15)

Below are current tactical and strategic thoughts on approaching FDA and clinical trial catalysts for select names. Estimates, values and views are as of the date published (or are noted),.

Catalyst Watch – Vol. 3, Edition 2 (3/6/15)

Below are current tactical and strategic thoughts on approaching FDA and clinical trial catalysts for select names. Estimates, values and views are as of the date published (or are noted),.

Catalyst Watch – Vol. 3, Edition 3 (1/18/15)

Below are current tactical and strategic thoughts on approaching FDA and clinical trial catalysts for select names. Estimates, values and views are as of the date published (or are noted),.

Catalyst Watch – Vol. 3, Edition 2 (1/27/15)

Below are current tactical and strategic thoughts on approaching FDA and clinical trial catalysts for select names. Estimates, values and views are as of the date published (or are noted),.

Catalyst Watch – Vol. 3, Edition 1 (1/15/15)

Below are current tactical and strategic thoughts on approaching FDA and clinical trial catalysts for select names. Estimates, values and views are as of the date published (or are noted),.

Catalyst Watch – Vol. 2, Edition 36 (12/30/14)

Below are current tactical and strategic thoughts on approaching FDA and clinical trial catalysts for select names. Estimates, values and views are as of the date published (or are noted),.

Catalyst Watch – Vol. 2, Edition 35 (12/11/14)

Below are current tactical and strategic thoughts on approaching FDA and clinical trial catalysts for select names. Estimates, values and views are as of the date published (or are noted),.

Catalyst Watch – Vol. 2, Edition 34 (12/5/14)

Below are current tactical and strategic thoughts on approaching FDA and clinical trial catalysts for select names. Estimates, values and views are as of the date published (or are noted),.

Catalyst Watch – Vol. 2, Edition 33 (11/20/14)

Below are current tactical and strategic thoughts on approaching FDA and clinical trial catalysts for select names. Estimates, values and views are as of the date published (or are noted),.

Catalyst Watch – Vol. 2, Edition 32 (11/5/14)

Below are current tactical and strategic thoughts on approaching FDA and clinical trial catalysts for select names. Estimates, values and views are as of the date published (or are noted),.

Catalyst Watch – Vol. 2, Edition 31 (10/23/14)

Below are current tactical and strategic thoughts on approaching FDA and clinical trial catalysts for select names. Estimates, values and views are as of the date published (or are noted),.

MRK – A Falling Knife Or a Golden Opportunity

  Merck & Co. Inc. (MRK) -NYSE Many speculation going around the huge drop in MRK’s share price in just one week, dropping from the $60.18 (closing on 10/08) to reach.

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