2 affordable biotech IPOs – Ambit and Esperion
2013 will be remembered as one of the strongest years for biotech IPOs, with over 30 successful offerings year to date. A lot has been written on the biotech IPO boom and what will be the long term...
View Article6 stocks on my watch list
The recent pullback in the biotech sector hit the vast majority of small/mid cap biotechs. As a group, it is hard to argue biotech stocks are cheap right now but some stocks are becoming attractive...
View ArticlePost-ASH bloodbath is a bad omen for the biotech sector
Although hematology represents a small portion of human diseases, its weight in the biotech equity markets is disproportionally high. Bluebird (BLUE), Agios (AGIO), Juno (JUNO), Kite (KITE), Cellectis...
View ArticleBiotech selloff leaves Wall Street disillusioned
After 5 years of a raging bull market, more than 140 IPOs and tens of billions in proceeds, there is a debate on whether the violent selloff in biotech stocks is a hiccup or the beginning of a real...
View ArticleBiotech catalysts for 2016
After last week’s pessimistic post, this week I am focusing on potential catalysts in 2016 that could improve sentiment towards biotech as a sector. As if to remind us late stage trials don’t always...
View ArticleCould gene therapy become biotech’s growth driver in 2017?
Despite bouncing off a 2-year low, biotech is still an unpopular sector and investors are rightfully concerned about its near-term prospects. Recent drug failures, growing pricing pressure and the...
View ArticleNotes from ASCO 2017 – another year of stagnation
This year’s ASCO marks a second year in a row of relatively uneventful meetings, with very few groundbreaking or practice-changing data. Just like last year’s meeting, there were too many “me too”...
View ArticleGene therapy’s 2017 scorecard – No alarms and no surprises (please)
Readers of this blog know I have high hopes for gene therapy, a field with a checkered history but disruptive potential that may finally be ready for primetime. After two years of dramatic progress...
View ArticleInvestment ideas for 2019
Despite the recent surge in general and biotech indices I still believe we are in the beginning of a significant correction after a 10-year bull market. If a major correction occurs in 2019, I intend...
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