$xbi only 3 bio/healthcare stocks i own now
$sibn - med tech; beaten up. $12 is multi-year low
$abvx - waiting for buyout
$sndx - waiting for more data reads and revenue acceleration. Today is Q1 ER (not expecting much)
75% cash. when above stocks get beaten up more, add
@EricLDaugh of coures it 'should' be rejected by SCOVA; but they allowed this referendum to go through to begin w/.. only chance is if SCOVA sees:
1) slim victory; so the 'voice' isn't overwhelming; it's 2-3 pt diff; similar to current 6-5 D/R seats.
2) ballot language is 100% misleading
$abvx why few posters have fascination w/ $lly and that they 'must' be the one to acquire? From day one, I thought it would be European co. that has the best shot at it - macro and US relation being not ideal. $lly is NOT the buyer.. get over it. $azn is prob. #1. $sny #2
$abvx I do agree either we get a buyout next 1-2 weeks (pre data) or won't be for a long while - well after maintenance data.
I tend to think this is gone soon
$qqq $iwm $xbi this market is crazy. this ceasefire is pretty worthless and QQQ is up $20. I will short this into open. Iran is still firing their missiles at neighbors, and nothing in past 45 yrs show me Iran will ever give in...
Current portfolio $XBI
1) $sndx
2) $crnx
3) $rare
4) $derm
5) $abvx - clearly no buyout until June maintenance data or close to it, IF BP jumps b4 data release.
$xbi my top buyout targets 2026.
1. $tern
2. $abvx
3. $sndx
beyond BO thesis, love all 3 in quality of mgmt, pipeline, desirability of BP's need to fill their future revenue.
$sndx really solid ER. nice c/c w/ a lot of confidence from CEO (versus KURA competition & overall). More data 2H '26. nice Q/Q sequential growth. Nothing alarming. $20-$22 trading range. Will this ER break the range? not sure. $kura ER next wk;
@MorseReport@LeaderJohnThune nice job you bozo the clown... you will forever be known, along w/ your butt buddy McConnell, as the biggest traitors to this nation.. go F yourself.
🚨BREAKING: President Trump has previewed a "17-page draft executive order that claims China interfered in the 2020 election as a basis to declare a national emergency that would unlock extraordinary presidential power over voting,” per the Washington Post.
This would allow President Trump to:
-Ban mail-in ballots nationwide, framing them as a vector for foreign influence.
-Restrict or ban electronic voting machines, under the notion that they can be compromised by foreign actors.
-Withhold federal funding and certifications from any states or counties that are found to be operating in non-compliance.
@LeaderJohnThune you are pure garbage and inept. how do you look at yourself in the mirror everyday and look at your family? you think your parents are proud of you? worthless piece of shit
@LeaderJohnThune@SpeakerJohnson@GOP this is pure insanity and utterly shameful for USA to conduct elections in this manner. this is EXACTLY why Dems do NOT want ID for votes. They know their party is no more if it does. This is why we MUST pass
Want to hear something crazy?
You can win…
Electoral College: 223/538 ≈ 41%
House Seats: 189/435 ≈ 43%
Senate Seats: 34/100 = 34%
Without a single voter having to show ID to prove they’re an American citizen.
Totally insane and unacceptable.
Pass the SAVE ACT to end this.
@EricLDaugh I've only voted GOP once in my 58yrs. That was Trump in 2024. Still not crazy about Trump/his arrogance. But what Dems have become is pure evil, deranged, psychotic, and undeserving of anything but contempt. No real, genuine Americans would vote for this
@biotech_jack well, there will always be naysayers, especially w/ analysts.. i like some balance and this is good. way 2 many enthusiasts for this stock. nonetheless, it will do what it will do regardless. who cares