Biotech recommendations?

RoadTrip

Any of you savvy investors up on this space? I was doing some reading on mRNA technology and even though it's what helped Moderna and Pfizer bring the C19 vaccines to market at record pace, the technology seems to be in its infancy.

PurpleThrobber

RoadTrip said:

Any of you savvy investors up on this space? I was doing some reading on mRNA technology and even though it's what helped Moderna and Pfizer bring the C19 vaccines to market at record pace, the technology seems to be in its infancy.

Stay away from 5G towers.

Or invest in them.

Your choice.

BennyBeaver

PurpleThrobber said:

RoadTrip said:

Any of you savvy investors up on this space? I was doing some reading on mRNA technology and even though it's what helped Moderna and Pfizer bring the C19 vaccines to market at record pace, the technology seems to be in its infancy.

Stay away from 5G towers.

Or invest in them.

Your choice.

WhyNotBoth?.gif

PurpleThrobber

BennyBeaver said:

PurpleThrobber said:

RoadTrip said:

Any of you savvy investors up on this space? I was doing some reading on mRNA technology and even though it's what helped Moderna and Pfizer bring the C19 vaccines to market at record pace, the technology seems to be in its infancy.

Stay away from 5G towers.

Or invest in them.

Your choice.

WhyNotBoth?.gif

Hedge.

EwaDawg

RoadTrip said:

Any of you savvy investors up on this space? I was doing some reading on mRNA technology and even though it's what helped Moderna and Pfizer bring the C19 vaccines to market at record pace, the technology seems to be in its infancy.

I am not up on biotech but I did dump PFE a few months ago. LLY is pricey but has caught my eye, recently.

What are you looking at in biotech? It does seem promising and intriguing. But, ya, it seems early and mostly unproven.

I usually start with a published list and go from there. Like this.

https://money.usnews.com/investing/stock-market-news/slideshows/the-best-biotech-stocks-to-buy-today?slide=10

FireCohen

Anyone? Interesting topic

godawgst

EwaDawg said:

RoadTrip said:

Any of you savvy investors up on this space? I was doing some reading on mRNA technology and even though it's what helped Moderna and Pfizer bring the C19 vaccines to market at record pace, the technology seems to be in its infancy.

I am not up on biotech but I did dump PFE a few months ago. LLY is pricey but has caught my eye, recently.

What are you looking at in biotech? It does seem promising and intriguing. But, ya, it seems early and mostly unproven.

I usually start with a published list and go from there. Like this.

https://money.usnews.com/investing/stock-market-news/slideshows/the-best-biotech-stocks-to-buy-today?slide=10

Last twenty years Pfizer stock has made a round trip from high of 50 to teens back to where it's at now, so return b4 dividends is a big fat zero.

Seems hard to do but they have.

I like Amgen and Abbv here with dividends over 3% and are cheap compared to industry average and even more so versus S and P

Bigger flier would be Gilead for Cap Appreciation, but they are in penalty box of not having a great pipeline so have had to overspend for their growth.

HoustonHusky

RoadTrip said:

Any of you savvy investors up on this space? I was doing some reading on mRNA technology and even though it's what helped Moderna and Pfizer bring the C19 vaccines to market at record pace, the technology seems to be in its infancy.

I love investing (gambling) in them but hesitate giving advice...easy space to win or lose big. If you are a gambling man there are some good follows on Twitter...pm me and I’ll give you some. I say that but my biggest bet right now in the space is ignored by them so who knows...

ABUS originally owned a good chunk of the technology for a lot of the mRNA space that developed this...a big unknown is if Moderna is violating their patents or not. Either way they should shoot their former CEO for giving up most of the technology (to a private firm Genovant) to chase HepB...they still own 17% or so. Bought some at $3...not sure I would at higher prices though.

EwaDawg

godawgst said:

EwaDawg said:

RoadTrip said:

Any of you savvy investors up on this space? I was doing some reading on mRNA technology and even though it's what helped Moderna and Pfizer bring the C19 vaccines to market at record pace, the technology seems to be in its infancy.

I am not up on biotech but I did dump PFE a few months ago. LLY is pricey but has caught my eye, recently.

What are you looking at in biotech? It does seem promising and intriguing. But, ya, it seems early and mostly unproven.

I usually start with a published list and go from there. Like this.

https://money.usnews.com/investing/stock-market-news/slideshows/the-best-biotech-stocks-to-buy-today?slide=10

Last twenty years Pfizer stock has made a round trip from high of 50 to teens back to where it's at now, so return b4 dividends is a big fat zero.

Seems hard to do but they have.

I like Amgen and Abbv here with dividends over 3% and are cheap compared to industry average and even more so versus S and P

Bigger flier would be Gilead for Cap Appreciation, but they are in penalty box of not having a great pipeline so have had to overspend for their growth.

Twenty years ago was about when I stopped being a buy and hold investor. As I have said before, I trade relatively short term within my Roth IRA and my wife's retirement accounts.

And, yes, I sold my PFE near the recent peak of around $40.

I own AMGN as it was in my wife's retirement account when I transferred her assets to a brokerage account. I sold what didn't look good and kept what I liked.

I'll check out GILD. ABBV looks interesting. Thanks,

godawgst

EwaDawg said:

godawgst said:

EwaDawg said:

RoadTrip said:

Any of you savvy investors up on this space? I was doing some reading on mRNA technology and even though it's what helped Moderna and Pfizer bring the C19 vaccines to market at record pace, the technology seems to be in its infancy.

I am not up on biotech but I did dump PFE a few months ago. LLY is pricey but has caught my eye, recently.

What are you looking at in biotech? It does seem promising and intriguing. But, ya, it seems early and mostly unproven.

I usually start with a published list and go from there. Like this.

https://money.usnews.com/investing/stock-market-news/slideshows/the-best-biotech-stocks-to-buy-today?slide=10

Last twenty years Pfizer stock has made a round trip from high of 50 to teens back to where it's at now, so return b4 dividends is a big fat zero.

Seems hard to do but they have.

I like Amgen and Abbv here with dividends over 3% and are cheap compared to industry average and even more so versus S and P

Bigger flier would be Gilead for Cap Appreciation, but they are in penalty box of not having a great pipeline so have had to overspend for their growth.

Twenty years ago was about when I stopped being a buy and hold investor. As I have said before, I trade relatively short term within my Roth IRA and my wife's retirement accounts.

And, yes, I sold my PFE near the recent peak of around $40.

I own AMGN as it was in my wife's retirement account when I transferred her assets to a brokerage account. I sold what didn't look good and kept what I liked.

I'll check out GILD. ABBV looks interesting. Thanks,

Like you grew up on buy and hold. Much more leary to tell a 20 something to do that Unless it's for their 401k/retirement then go put it in a index fund wake up 40 years later and be astounded and grateful at what it's worth.

Joking have said only Pfizer could come up with a vaccine to stop/kill/help cure a worldwide virus and it's stock price be BELOW where they started on the journey to do so.

The whole biotech sector is depressed from a P/E and valuation standpoint.

Always chuckle when people cry about the evil Pharm Companies and a little pill that costs .25 to make is $15 a piece when to get a pill to market and start making money it will cost a billion dollars for R/D, trials, etc and for every one that makes it 5-10 don't ever get out of Phase 1/2/3 trials so that money goes up in flames.

EwaDawg

godawgst said:

EwaDawg said:

godawgst said:

EwaDawg said:

RoadTrip said:

Any of you savvy investors up on this space? I was doing some reading on mRNA technology and even though it's what helped Moderna and Pfizer bring the C19 vaccines to market at record pace, the technology seems to be in its infancy.

I am not up on biotech but I did dump PFE a few months ago. LLY is pricey but has caught my eye, recently.

What are you looking at in biotech? It does seem promising and intriguing. But, ya, it seems early and mostly unproven.

I usually start with a published list and go from there. Like this.

https://money.usnews.com/investing/stock-market-news/slideshows/the-best-biotech-stocks-to-buy-today?slide=10

Last twenty years Pfizer stock has made a round trip from high of 50 to teens back to where it's at now, so return b4 dividends is a big fat zero.

Seems hard to do but they have.

I like Amgen and Abbv here with dividends over 3% and are cheap compared to industry average and even more so versus S and P

Bigger flier would be Gilead for Cap Appreciation, but they are in penalty box of not having a great pipeline so have had to overspend for their growth.

Twenty years ago was about when I stopped being a buy and hold investor. As I have said before, I trade relatively short term within my Roth IRA and my wife's retirement accounts.

And, yes, I sold my PFE near the recent peak of around $40.

I own AMGN as it was in my wife's retirement account when I transferred her assets to a brokerage account. I sold what didn't look good and kept what I liked.

I'll check out GILD. ABBV looks interesting. Thanks,

Like you grew up on buy and hold. Much more leary to tell a 20 something to do that Unless it's for their 401k/retirement then go put it in a index fund wake up 40 years later and be astounded and grateful at what it's worth.

Joking have said only Pfizer could come up with a vaccine to stop/kill/help cure a worldwide virus and it's stock price be BELOW where they started on the journey to do so.

The whole biotech sector is depressed from a P/E and valuation standpoint.

Always chuckle when people cry about the evil Pharm Companies and a little pill that costs .25 to make is $15 a piece when to get a pill to market and start making money it will cost a billion dollars for R/D, trials, etc and for every one that makes it 5-10 don't ever get out of Phase 1/2/3 trials so that money goes up in flames.

Ya. I don't understand WHY PFE tanked but I sell when I notice that an analyst or two has downgraded one of my holdings. People are sheep.

When I bought it I thought I would hold it at least a few months longer.

greenblood

Just got a nice pay day today from Zynerba. I also put some play money on Assertio, Novan, and Opko Health. We'll see...

BuffBuffPass

godawgst said:

EwaDawg said:

godawgst said:

EwaDawg said:

RoadTrip said:

Any of you savvy investors up on this space? I was doing some reading on mRNA technology and even though it's what helped Moderna and Pfizer bring the C19 vaccines to market at record pace, the technology seems to be in its infancy.

I am not up on biotech but I did dump PFE a few months ago. LLY is pricey but has caught my eye, recently.

What are you looking at in biotech? It does seem promising and intriguing. But, ya, it seems early and mostly unproven.

I usually start with a published list and go from there. Like this.

https://money.usnews.com/investing/stock-market-news/slideshows/the-best-biotech-stocks-to-buy-today?slide=10

Last twenty years Pfizer stock has made a round trip from high of 50 to teens back to where it's at now, so return b4 dividends is a big fat zero.

Seems hard to do but they have.

I like Amgen and Abbv here with dividends over 3% and are cheap compared to industry average and even more so versus S and P

Bigger flier would be Gilead for Cap Appreciation, but they are in penalty box of not having a great pipeline so have had to overspend for their growth.

Twenty years ago was about when I stopped being a buy and hold investor. As I have said before, I trade relatively short term within my Roth IRA and my wife's retirement accounts.

And, yes, I sold my PFE near the recent peak of around $40.

I own AMGN as it was in my wife's retirement account when I transferred her assets to a brokerage account. I sold what didn't look good and kept what I liked.

I'll check out GILD. ABBV looks interesting. Thanks,

Like you grew up on buy and hold. Much more leary to tell a 20 something to do that Unless it's for their 401k/retirement then go put it in a index fund wake up 40 years later and be astounded and grateful at what it's worth.

Joking have said only Pfizer could come up with a vaccine to stop/kill/help cure a worldwide virus and it's stock price be BELOW where they started on the journey to do so.

The whole biotech sector is depressed from a P/E and valuation standpoint.

Always chuckle when people cry about the evil Pharm Companies and a little pill that costs .25 to make is $15 a piece when to get a pill to market and start making money it will cost a billion dollars for R/D, trials, etc and for every one that makes it 5-10 don't ever get out of Phase 1/2/3 trials so that money goes up in flames.

That's not the bad part. The bad part is when they come up with stereoisomers, prodrugs and extended release versions with minimal additional efficacy and get doctors who are ignorant to cost to switch everyone over before the original drug loses patent exclusivity. Or when they take two cheap OTC drugs, combine them and somehow get an NDC and convince doctors to write scripts because it's more convenient for a patient to swallow one pill than two. Oh yeah, and then that $20/month combo becomes $2k/month. Or when they lobby Congress to not allow Medicare to negotiate on price.

The solutions on the horizon are not good for the drug companies, who have been fleecing Americans while subsidizing the rest of the world for years.

BennyBeaver

I’m hearing T cells will cure cancer.

HoustonHusky

BennyBeaver said:

I’m hearing T cells will cure cancer.

GILD’s Yescarta shows promise but has some nasty impacts on folks...they are working with some companies to improve on that. Couple other Car T plays behind them as well...