Few biotechs that on red days might be good adds or ones that I like to tell people more about story -I try do little blurb later this weekend if any interest -good adds today no order $FGEN $TGTX $MYOV $KPTI $BTAI $AXSM $AUPH $OCUL $KNSA $CCXI $DCTH $ACAD $VKTX $BPMC $XAIR $AMRN
$MEIP $TRIL $APTO $ASLN $SGMO $TCRR $IMUX $MRNS $OTLK $UROV $TARA $MIRM $TMBR Please add to list. But give a catalyst or good reason why it’s good add here. I try to do my reasons this weekend
$VKTX - I was lucky here owning this years back in 2-3 range watching it go to 25 - traded it nicely - only to see it in purgatory for last year worse yet many I know bought at much higher levels 🤢 I still believe in class here $MDGL $VKTX - will take time - $VKTX finally has
Catalysts coming Aug 28-with bigger data early next year - lot of risk/time but one of those that could be 10 times your investment just don’t know yet https://twitter.com/semodough/status/1288878621134925829?s=21
$FGEN -big week upcoming - earnings -looking for update on FDA meeting-possible NEJM ? Soon-China sales all ready 20 million quarter -PDUFA soon 700 million cash-also off radar -3019 in DMD & Covid update maybe next week-believe stock grinds higher 2h2020 https://twitter.com/semodough/status/1288820114972868608?s=21
Also good overview on $FGEN by Peter https://twitter.com/biomaven/status/1283765763657039872?s=21 imho pretty derisked biotech - with good value here
$BTAI - frustrating week for longs - yes - but weeks like this - you have to know what you own -imho $BTAI has something special -as just seem to very highly positive results in large markets -fully believe stock works higher into next data set 1-3months https://twitter.com/semodough/status/1287924667173535747?s=21
I could go on and on $BTAI but data speaks - let me repeat data speaks -market will take care of itself later $BTAI Mcap to cheap for what it has going imho
$KNSA off most biotech investors radar - interesting late stage pipeline - 2 very postive trials of late - one more readout soon - call option here also with COVID where results very good so far - https://twitter.com/semodough/status/1277657928737198080?s=21
$KNSA here is early result in covid expecting another update soon https://twitter.com/semodough/status/1244962170267451392?s=21
$BPMC - been trading range for awhile - nice deal with roche lately - will go higher overtime - been in name forever will continue to trade around core here - why. Well I argue with anyone this biotech has best research labs of anyone producing one IND almost every year
$BPMC https://twitter.com/semodough/status/1283096237626056708?s=21
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