Let me be the first "but what about LCTX!" comment. But yeah, as a huge CBIO bull on this readout, I expected this take and I get it, but it doesn't make me any less bullish for this as a swing trade. As a trade over several years, sure -- but even so, Biogen may feel urgency to move this along after + APLS P3 data.
I think I'm being irrational not wanting to swing CBIO, because it seems like the better r/r here rather than going long APLS at 5B. Ya, I suppose I missed another beloved GA company...i'll have to take a quick look at LCTX
When I saw the subject I (as a shareholder) was immediately hoping for some LCTX coverage. Too bad it wasn't included. Maybe in a next episode? I love the potential of OpRegen.
I appreciate your insight and the details. I vaguely remember you covering GLTO in the past but could not find where. If yes, Can you please let me know video# and would like to watch again. Thank you in advance.
Sorry I actually don't remember. I think like 5-6 episodes ago? I do remember it was a quick Covid play that I ended getting lucky on a squeeze of some sort.
@@breakingbiotech □ top 3 best picks/readout predictions since starting the podcast -> with historical mini clips and date and stock chart □ optionally top 3 flops □ Your favourite big investors in biotech □ Clinical trial review and stock analysis : breakdown of methodology with your favourite example □ Why do you do the series? What's your story? A personal branding episode □ favourite resources: sites, SEC filings, Ckinicaltrials.gov reddit stocktwits etc + breaking down the process of analysing the stock.. Some click-baity ideas: breaking arkg series □Top x crappy stocks in ARKG □Top x good stocks in ARKG
I looked at dry AMD with limited scientific skill. I majored in geology. I hold AGTC, LCTX and MITO in the space. I had Appellis too for awhile. They are more risky, but have small market caps with other targets in their pipelines. Dry AMD trials fail regularly. I'd rather bet on the beaten down small market caps with possible easy phase 1 and 2 safety catalysts with low endpoints. As with Alzheimers stocks, best to play the easy catalysts. Then sell before the tougher efficacy endpoints are required and invest in another at the lower catalyst level... AGTC, LCTX and MITO have a long way to go until they fail. I just hope that their management is skilled at spinning results! Space them out properly. Follow Annovis Bios game plan!! lol
This was my comment on my latest video that applies to thme: I think their full dataset is coming in Sept? I didn't have a chance to get through it. Their AAIC presentation was difficult to parse out. The sell off put them at a a more attractive price point but I need to see what exactly the 'full dataset' would mean. They have had a bunch of data releases lately and I'm concerned this one won't add enough to move the stock
Let me be the first "but what about LCTX!" comment.
But yeah, as a huge CBIO bull on this readout, I expected this take and I get it, but it doesn't make me any less bullish for this as a swing trade. As a trade over several years, sure -- but even so, Biogen may feel urgency to move this along after + APLS P3 data.
I think I'm being irrational not wanting to swing CBIO, because it seems like the better r/r here rather than going long APLS at 5B.
Ya, I suppose I missed another beloved GA company...i'll have to take a quick look at LCTX
When I saw the subject I (as a shareholder) was immediately hoping for some LCTX coverage. Too bad it wasn't included. Maybe in a next episode? I love the potential of OpRegen.
I appreciate your insight and the details. I vaguely remember you covering GLTO in the past but could not find where. If yes, Can you please let me know video# and would like to watch again. Thank you in advance.
Sorry I actually don't remember. I think like 5-6 episodes ago?
I do remember it was a quick Covid play that I ended getting lucky on a squeeze of some sort.
getting close to 100 episodes :) are you thinking of a special edition?
I'm not sure! Any suggestions?
@@breakingbiotech
□ top 3 best picks/readout predictions since starting the podcast -> with historical mini clips and date and stock chart
□ optionally top 3 flops
□ Your favourite big investors in biotech
□ Clinical trial review and stock analysis : breakdown of methodology with your favourite example
□ Why do you do the series? What's your story? A personal branding episode
□ favourite resources: sites, SEC filings, Ckinicaltrials.gov reddit stocktwits etc + breaking down the process of analysing the stock..
Some click-baity ideas:
breaking arkg series
□Top x crappy stocks in ARKG
□Top x good stocks in ARKG
I looked at dry AMD with limited scientific skill. I majored in geology.
I hold AGTC, LCTX and MITO in the space. I had Appellis too for awhile.
They are more risky, but have small market caps with other targets in their pipelines.
Dry AMD trials fail regularly. I'd rather bet on the beaten down small market caps with possible easy phase 1 and 2 safety catalysts with low endpoints.
As with Alzheimers stocks, best to play the easy catalysts. Then sell before the tougher efficacy endpoints are required and invest in another at the lower catalyst level...
AGTC, LCTX and MITO have a long way to go until they fail. I just hope that their management is skilled at spinning results! Space them out properly. Follow Annovis Bios game plan!! lol
I feel like ANVS at these prices is great but i'm not extremely confident. I would appreciate any thoughts you have.
This was my comment on my latest video that applies to thme:
I think their full dataset is coming in Sept? I didn't have a chance to get through it. Their AAIC presentation was difficult to parse out. The sell off put them at a a more attractive price point but I need to see what exactly the 'full dataset' would mean. They have had a bunch of data releases lately and I'm concerned this one won't add enough to move the stock
What’s your take on ticker $NWBO - northwest bio. If u have time, would like to see a video of your analysis here on Yt. Thanks!