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Gilead Sciences: Rating Upgrade Warranted On HIV Division Strength
Seeking Alpha· 2025-11-20 21:46
If you are interested in keeping up to date with stocks making moves within the biotech, pharma and healthcare industries, and understanding the key trends and catalysts driving valuations ahead of the market, why not subscribe to my weekly newsletter via my Investing Group, Haggerston BioHealth ?The last time I posted on Gilead Sciences, Inc. ( GILD ), the California-based Pharma giant, and a company I am invested in, it was to cover its Q1 2025 earnings andEdmund Ingham is a biotech consultant. He has bee ...
From Setback To Surge: UniQure's Huntington's Hope Is Poised For Upside
Seeking Alpha· 2025-11-10 17:44
Group 1 - The article highlights the expertise of Dr. Bhavneesh Sharma in biotech investing, emphasizing his in-depth research and personalized reports for subscribers [1] - Dr. Sharma has a strong academic background with an MBA in Finance from NYU-Stern and an MD from Delhi University, complemented by postgraduate training at Harvard and Cornell [1] - The service provided by Dr. Sharma includes exclusive analysis of income investing and long-term takeover potential in biotech/pharma stocks, focusing on both short-term and long-term investment strategies [1] Group 2 - Subscribers benefit from regular portfolio trade alerts and an interactive chat feature, which enhances communication and addresses investor queries [1] - Dr. Sharma authored a top-selling book titled "Winning Strategies For Biotech Investing" and teaches a course on biotech investing on Udemy [1] - The company specializes in high growth biotech/pharma investment ideas and custom biotech analysis upon request [1]
Arcutis Biotherapeutics: Soaring On Q3 Earnings - Further Upside Likely (Upgrade)
Seeking Alpha· 2025-10-28 19:26
If you are interested in keeping up to date with stocks making moves within the biotech, pharma and healthcare industries, and understanding the key trends and catalysts driving valuations ahead of the market, why not subscribe to my weekly newsletter via my Investing Group, Haggerston BioHealth ?The stock of Arcutis Biotherapeutics, Inc. (NASDAQ: ARQT ) is buoyant in trading today - up 30%, to a price of $26 - its highest value since August 2022 - after the company released itsThe group is for both novice ...
UnitedHealth Vs. Centene: Next Week's Q3 Earnings Should Trigger Gains For Both
Seeking Alpha· 2025-10-24 15:49
Core Insights - The article emphasizes the importance of staying updated on stocks within the biotech, pharma, and healthcare sectors, highlighting key trends and catalysts that influence market valuations [1]. Group 1: Industry Overview - The performance of the five largest health insurers in the U.S. by market capitalization is discussed, specifically mentioning UnitedHealth Group Incorporated and CVS Health [1]. - The investing group Haggerston BioHealth provides insights for both novice and experienced biotech investors, including catalysts for investment decisions and buy/sell ratings [1]. Group 2: Analyst Background - Edmund Ingham, a biotech consultant with over five years of experience in the sector, has compiled detailed reports on more than 1,000 companies and leads the Haggerston BioHealth investing group [1].
Eli Lilly: Outstanding Orforglipron Data Reinforces Value Proposition
Seeking Alpha· 2025-10-15 16:22
If you are interested in keeping up to date with stocks making moves within the biotech, pharma and healthcare industries, and understanding the key trends and catalysts driving valuations ahead of the market, why not subscribe to my weekly newsletter via my Investing Group, Haggerston BioHealth ?Eli Lilly and Company (NYSE: LLY ), the Pharma whose valuation has more than quadrupled on a five-year basis, almost exclusively down to its "miracle" weightThe group is for both novice and experienced biotech inve ...
Some Chinks Developing Within The AI Narrative
Seeking Alpha· 2025-10-10 12:44
Live Chat on The Biotech Forum sees frequent discussion of specific covered call ideas. To see what covered call trades I am currently executing along with a model portfolio of attractive biotech stocks, just initiate your free trial into The Biotech Forum by clicking HERE .Some chinks are finally to develop around the AI narrative. Some investors are also finally asking some hard questions behind this key driver of the market and the economy. Even major central banks have this bubble increasingly poppingBr ...
Making Money In Biotech Stocks (undefined:GERN)
Seeking Alpha· 2025-10-09 21:00
Core Insights - The biotech investment strategy focuses on a balanced portfolio with 85% in commercial stage and 15% in clinical stage companies, emphasizing disciplined position sizing and quality over quantity [5][6][8] - The community aspect of biotech investing is highlighted, where collaboration and feedback among members enhance investment decisions and strategies [9][10][15] - The current market environment presents opportunities in rare diseases and companies nearing growth stages, with a focus on those with approved drugs and clear paths to profitability [21][24][27] Group 1 - The ROTY Biotech Community has grown to nearly 500 members, including analysts and medical professionals, contributing to a collaborative investment environment [5][9] - The investment approach includes strict position sizing rules, with a maximum of 10% in commercial stage companies and 5% in clinical stage companies [6][20] - The strategy emphasizes long-term perspectives, focusing on sales projections for 2025 and beyond, and the importance of clinical momentum [8][21] Group 2 - Recent successes in the biotech sector, such as uniQure's advancements in gene therapy, have attracted more generalist investors to the space [16][18] - The investment community encourages a disciplined approach to trading, with a focus on maintaining a trade log to analyze performance and improve strategies [22][30] - The importance of understanding regulatory risks is emphasized, as even promising drugs can face unexpected challenges during the approval process [44][49] Group 3 - Syndax Pharmaceuticals is highlighted as a top holding, with a significant gain since entry, driven by positive developments in their lead drug [32][33] - Geron Corporation is presented as a potential investment opportunity, with a focus on its approved drug for blood cancer and a favorable enterprise value [49][52] - The current market dynamics suggest that while some biotech stocks are being overlooked, there are attractive opportunities in commercial stage companies [38][47]
3 Way-Too-Early Predictions For 2026
Seeking Alpha· 2025-10-03 12:24
Group 1 - The article discusses the Biotech Forum, which focuses on covered call trades and offers a model portfolio of attractive biotech stocks [1][2] - The author makes three early predictions for the biotech sector in 2026, indicating a forward-looking perspective on market trends [1] - The Biotech Forum provides live chat discussions, trade ideas, and weekly market commentary, enhancing investor engagement and information sharing [2] Group 2 - The article mentions that the investing group has a beneficial long position in several biotech companies, including BMY, GILD, NVO, and PFE, indicating confidence in these stocks [3] - The content emphasizes that past performance does not guarantee future results, highlighting the inherent uncertainties in investment [4]
5 Clear Signs Of Market Euphoria
Seeking Alpha· 2025-09-24 15:36
Live Chat on The Biotech Forum sees frequent discussion of specific covered call trades. To see what covered call trades I am currently executing along with a model portfolio of attractive biotech stocks, just initiate your free trial into The Biotech Forum by clicking HERE .I recently came across an interesting article earlier this week diving into some of the greatest market bubbles in history. These range from the South Sea Bubble, the birth of railroads in the United States, the advent of automobiles, r ...
Intellia Therapeutics: Full Trial Enrollment Wows Market - Underlines Buy Thesis (NTLA)
Seeking Alpha· 2025-09-19 18:31
If you are interested in keeping up to date with stocks making moves within the biotech, pharma and healthcare industries, and understanding the key trends and catalysts driving valuations ahead of the market, why not subscribe to my weekly newsletter via my Investing Group, Haggerston BioHealth ?My Buy call on Intellia Therapeutics, Inc. (NASDAQ: NTLA ) stock made in a Seeking Alpha post published last month—August 15th, to be precise—has already paid off. Shares have been soaring in value thisThe group is ...