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. […]

Canadian Biotech Disruptor Lexston Life Sciences is unlocking the God Molecule (LEXTF, ICPT, AKBA, QURE, BNTX, SAVA)

Investors were all spooked today with Dow plummeting more than 500 points. The primary cause can be attributed to inflation fears, disappointing earnings, and booming bond yields. Tech stocks drove the Dow down with the NASDAQ skidding 2.6 percent and the S&P 500 index falling 1.8 percent. The Dow closed down 1.5 percent. With the […]

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 […]

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 […]

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 […]

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 […]