Investing_saints
04/01/24 05:16
Ha respondido al tema Farmas USA
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Más listas, esta de biotech Jim, alguien que escribe por IV y está también en Twitter.https://twitter.com/JamesEKrause/status/1730686975768760643I am betting that 75% of these companies shown will show price appreciation in 2024. I hold 7 of the 12 currently. I am watching the other 5 closely, and looking to initiate or add to some others as well. Only half of those currently held are long term status, but a large chunk of assets in those. I recently loaded up on the two nascent eye companies shown. I also have a larger watch list, but my leash is held tight currently. Still in a large cash position (for me).REGN $100B Modern day genomics company with many high throughput technical molecular advances. Two major blockbuster drugs, Sharpest hands on scientist in the business.MRNA $43B mRNA antibody platform company with COVID in the rear view mirror and therapeutics drugs now on the radar.MDGL $4.4B NASH drug resmetirom on Mar14 lookout for approval, game changing lipid control drug.INSM $4.2B Rare disease companies often get high valuations, unique biotech.AXSM $3.6B Growing integrated pharma company with a CNS focus. Sales growth ramping, many upcoming potential catalysts.ARWR $3.46B Local company with siRNA and other nucleic acid tech, going after gene silencing.BHVN $3.35B Yale technology biomedicine company, doing it again after the CGRP migraine efforts and buyout. IgG and IgA degraders are of much interest.XENE $3.3B Voltage gated potassium channel blocker for epilepsy, solid data to date.TGTX $2.56B Cd20 MS drug gaining market share.VKTX $1.78B NASH, obesity and diabetes, and lots of competition.OCUL $519M Axitinib implant for wAMD.HROW $409M Specialty eye products company, dAMD etc with sales growth ramp as the promise.TERN $404M Onc specialty program, a very good but late NASH THRbeta drug, and a small molecule glipron with a chance.XERS $316M Specialty endocrine sales etc companyRLMD $131M Adjunctive depression drug has a chance.SGMT $110M A novel mechanism for NASH, block fat synthesis, not burn it up in the liver like MDGL efforts. Tidbit: Bakers bought it for a long shot, but MDGL would only help its flow in clintrials.