Why Small-Cap Biotech Stocks are a Speculators Best Friend (INMD, ATRX, DVAX, SAVA, ICPT, IMGN, IBB)

Bloomberg reports this week that the VIX (the CBOE Volatility Index) is rallying with the S&P 500 in a rare way over the past few weeks. And recent analysis from Susquehanna suggests that this is not because people are bidding up put option contract prices out of valuation jitters but bidding up the price of […]

Top Biotech Opportunities for the End-of-Year Run (CRSP, ATRX, PTPI, ALNA, MRNA, VRTX, IBB)

The Biotech space made a big move on Wednesday, sparking a rebirth in excitement about the space following the Federal Reserve’s move to start tapering its bond purchases. The move was expected to be a big hurdle for tech stocks, including biotechs. Instead, we got a melt-up, which included a breakout to new multi-month highs […]

Top Biotech Opportunities as the Revolution Accelerates (NVAX, ATRX, ILMN, OCGN, VRTX, CMPS)

We are currently living through several simultaneous technology revolutions all of which are set to change everything about how we live our lives.  The most important of them are encompassed by artificial intelligence, quantum computing, and advanced biotechnology, which now includes ideas like mental health and genomics, and may remain increasingly in focus in the […]

The Race is Heating Up in the $30-plus Billion NASH Treatment Space (MDGL, ATRX, VKTX, ARWR, GALT, MTCR, ICPT, GILD)

The race is on to get a commercial biotech treatment asset targeting Nonalcoholic steatohepatitis, or “NASH”. NASH is sadly one of the fastest growing treatable major health problems on the planet right now, and analysts believe the resulting commercial opportunity could be as big as $20-35 billion annually by midway through this decade. NASH is […]

The Next Biotech Winners After the Vaccine Bubble Burst (ATRX, INMB, DVAX, SAVA, ICPT, IMGN, IBB, MRK, AZN)

The Covid story is starting to change. And you can hear the popping sound in the vaccine space. The needle is “therapeutics”. The therapeutic route was thought to be tricky for this virus on the near-term time horizon, which fueled a massive tsunami into the vaccine stocks as large money managers thought they would be […]

Why Small Biotech Stocks Top List of Potential Outperformers this Fall (GTHX, ATRX, SRPT, MGNX, CPRX, CLDX, BDSI, SAVA)

The smaller cap biotech space offers two key advantages for investors right now: cyclical diversification and diversification away from the vaccine monolithic theme. To break that down a bit, the stock market has been volatile over the past month, with many growth plays getting smacked down as risk comes off the table with Wall Street […]

How to Invest in the $111 Billion Diabetes Boom (DXCM, ATRX, TNDM, MNKD, NVO, LLY)

The global diabetes market was estimated at $25.9 billion in 2020 and is expected to reach $28.5 billion in 2021 according to Grand View Research. The global market for diabetes care products including drugs and devices is even more impressive. This larger category is expected to exceed $111.2 billion by 2027 according to iHealthcareAnalyst.com. Why […]

Top Stocks Targeting the Underserved $5.7B Parkinson’s Opportunity (PRTA, ITCI, ATRX, QURE, GMAB, IMPL, AMRX)

According to a recent report from MarketsAndMarkets.com, the global Parkinson’s disease treatment market is expected to reach $5.69 billion by 2022, growing from $4.24 billion in 2017, expanding at a CAGR of 6.1%.  The report notes that this market is being driven by rising geriatric population and expanding government funding for research on the disease. […]

Analysts Make the Case for Small-Cap Biotech Stocks This Fall (INMB, DVAX, SAVA, ICPT, IMGN, ATRX)

With the dominance of the giants in the Covid vaccine space, biotech stocks have outperformed the market this year by a wide margin. But almost all of that outperformance has been isolated in the large-cap factor zone in the space, leaving small-cap biotech players to badly lag the market. The Nasdaq Biotech Index, which is […]