Si se acaba ahora. Estoy totalmente descolocado. Ayer no me acordé del cierre y hoy no de la apertura. Este horario es muy malo. Hay que decirles que lo pongan como nosotros.
Si te sientas en la mesa y no descubres al "primo" es que lo eres tú.
BYND No he entrado, espero que nadie lo haya hecho. Simplemente venía por lo hablado a la mañana. Lo que diga este y el otro, tiene el mismo valor que lo que lo diga cualquiera. Para mí ninguno. Un saludo. PD: se le hará el seguimiento debido al acontecimiento.
Si te sientas en la mesa y no descubres al "primo" es que lo eres tú.
This is my list of the top ideas for the most exciting companies that I follow.
1. BPMC - This one is super cheap and has great potential. It is a late stage company with 4 break through therapy designations. You can't ask for a better company. I would think many big pharma companies are looking at its cheap valuation to buy this company.
2. MRTX - This one has fantastic science, but its also vastly overvalued. It is about 3 or 4 years behind BPMC in development of its potential yet it trades at a huge premium to BPMC. I would only buy this one after the euphoria breaks and the stock crashes back to reality. It could take a while.
3. CRSP - I think their science is slowly disproving all the skeptics and rewarding all the believers. It is probably only a matter of time before this one gets bought out. Even if it doesn't, it has huge long term potential.
4. KRYS - This company has a game changing product for skin disorders with its topical gene therapy. Its also has the bonus of being very cheap. It has better science and more potential as ZYME yet trades at nearly 1/2 its value.
5. FATE - This have been one of my absolute favorites on the science front for its iPSC manufacturing of cells. Right now, we are approaching the real data for these programs. I have high hopes now that the euphoria has broken. Its about fair valued here.
6 IOVA - I think this one has finally pulled back to about fair value. It has some very exciting science around neoantigens of solid tumors. It works very well and gets around all the major challenges of other cell therapies.
7. SAGE - I have been a huge fan of this one for many years now. It has stunning science for the CNS. I haven't been in it as its gotten priced for perfection going into its critical data read outs for MDD and PPD. I would love this one to take a hit like it did back last December. I would put it in my retirement portfolio again.
8. AMRN - I am cautious of one hit wonders, but this one has huge potential. I think its cheap as we await the Adcom. I can't see how a drug with such overwhelming data could get rejected. I have this one in my retirement account. Its the only biotech I own in there right now. That is how much I like it.
9. ZYME - I am cautious to put this on the list as it is extremely bubbly right now. Some one with a ton of money and little discipline is very in love with this company. I get that its justified on the science side. I would not touch it at this level. It could trade at 1/2 this valuation once the euphoria dies.
Hoy cierra más feo, si. vela repetida, le da por ahí. Lo que hablaba por la mañana. 3020-3015 puede ser sano. Perder los 3000, ya,,,, nos aboca a la línea del bien y el mal, la roja.
Si te sientas en la mesa y no descubres al "primo" es que lo eres tú.
