This Little Known Cancer Play has been Crushing the Market (ADGI, OTLC, DVAX, PACB, SAVA, NVAX, IMGN, BNTX)

Volatility remains the dominant factor across the equities market, with interest rates rising and growth stocks well underwater so far in 2022. Ground zero for this correction is among “long duration assets”, which includes growth stocks with big hypothetical cash flows down the road but not all that much coming in the door right now. […]

Why 2022 Could Open Gangbusters for Covid Stocks (AZN, OTLC, NVAX, PFE, MRNA, MRK, JNJ, BNTX)

If you think the pandemic is yesterday’s news, think again. One of the nation’s top doctors recently warned that the US could very soon start seeing as many as a million new Covid-19 cases every day due to the lightspeed spread of the new and recently emerging Omicron variant. Retiring NIH Director, Dr. Francis Collins, […]

Covid Stocks Set for Continued Interest on Global Omicron Surge (NVAX, OTLC, PFE, AZN, MRNA, MRK, JNJ, BNTX)

We are finally starting to get hard data on the Omicron variant of Covid-19 from its epicenter in Gauteng, South Africa. And that data, along with data on the variant from the UK, paint a picture of a flash fire spreading at unimaginable speed through populations likely already around the world. The major finding from […]

Top Ideas in the Small Cap Biotech Space (INMB, OTLC, DVAX, SAVA, ICPT, IMGN)

The small cap biotech space offers a powerful dimension for active investors because it is comprised of stocks with little or no consistent correlation with the broad market, creating diversification without sacrificing explosive upside potential. But the group is best handled in baskets. In other words, investors may stand to benefit from cultivating exposure to […]

Biotech Growth Stocks Set to Benefit from Rising Volatility (REGN, OTLC, AMGN, ILMN, LLY, GILD, MRK)

With the spotlight firmly on Covid variants, it’s easy to lose sight of what will probably be the most important segment of the biopharma space over the next ten years: oncology. This is where the biggest success stories will be found. It’s where the largest revolutions will happen. It’s the epicenter of the most important […]

Therapeutics Candidates in Focus as Covid Data Heads Back to Front Burner (MRK, OTLC, PFE, JNJ, NVAX, BNTX, AZN, MRNA)

We are increasingly seeing signs that the pandemic is hardly over. The European Union is battling record case levels. Areas of the US are starting to see some similar dynamics. Hospitals in the developed world are beginning to fill back up with Covid patients. It’s a familiar pattern. This shouldn’t come as a total shock as […]

Biotech Investors Eye the Explosive PD1 Oncology Opportunity (MRK, OTLC, BMY, RHHBY, BGNE, GMAB)

The PD-1 blocker market has exploded into place as one of the most important and promising major biopharma oncology markets yet to appear. Immuno-oncology drugs that block the checkpoint PD-1 have been some of the most successful stories in the industry over recent years, launching blockbuster drugs like Opdivo and Keytruda – central assets from […]