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 […]

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 […]

Dyadic Int’l (DYAI) Inks Deal Toward Potential Access to 40% of the World as Covid Vaccine Continues in Development

The problem we face going forward as a big world of diverse nations and communities all dealing with the Covid threat is the uneven access we have had, continue to have, and will likely always have in terms of access to testing and vaccines. Much of the world falls into the category: Underserved. And it […]

Delta Means Beta Testing Alpha Strategies in Biotech (NVAX, MRNA, DYAI, PFE, JNJ, BNTX, AZN, IBB)

The Delta variant has become an increasingly important variable for capital markets over recent weeks. The key issue isn’t that Delta evades our current vaccine solutions. It doesn’t. But it does represent an example of how that might someday be the case: Delta is far more contagious than prior variants, and it is materially different in […]