Helios's Blog

[helios]

After $BLCM, I am looking to swing back to $SGMO looking at e $9-ish price range seems tempting also as this will 'move' up usually to $11-ish range.

[helios]

Scalping on $SGMO w news of PhIII Haemophilia A first patient dosing + lifted by Noble Prize gene editting on a fine day of $DJIA.

Selling $BLCM and may revisit again ..... when appropriate.

[helios]

$CRSP marketcap almost $7B
$EDIT marketcap $2B
$NTLA marketcap $1.6B
$BEAM marketcap $1.5B
$SGMO marketcap $1.3B w first dosing pH III asset) & partnered with
$PFE $BIIB $NVS $SNY $TAK
$SGMO owns all IPs while CRISPR companies fighting each other over IP (unless e patent infringement cases are over and won't be till 2023?) $SGMO pipeline below.

e only thing is ZFN is old tech version of e gene editting ...... It just took this long cycle 20+? years to move into therapeutic clinical assets since e IPs was in-licensed from MIT 1996 ....

[helios]

Sold $BLCM tonight. They had a presentation on 12th in view of volatile event, I sold it off tonight and took profits. Will revisit this again.

[helios]

If Biden wins, I'll be closing off all my $TEVA position on 05th!!

[helios]

Luckily I sold $BLCM and did not went back to it ... Small cap biotech executive lefts and now w 14+ staffs .... New board will come in ...

[helios]

Bought some $SGMO last night for Xmas rally .... ^^

[investar]

Bought some $SGMO last night for Xmas rally .... ^^

I am still long SGMO, not much fun with this position (could have sold a couple of times already at +40% but always thought "now is the breakout!"). But I believe in the company's pipeline and partnerships. LT it will be good. Let us know when you exit this time around, maybe I will take action at that time as well.

Was watching BLCM as well, glad I didn't buy anything.

Not much other biotech holdings (except the big AXSM and GNPX positions) in my portfolio lately. I haven't been this underweight biotechs in many years. Much more looking at uranium (Laramide, Baselode Energy), copper (Solaris Resources, QC Copper&Gold, Marimaca), group III base oils (Gen III), met coal (Colonial Coal), gold juniors (AIS Resouces, Orefinders, Great Panther) and silver juniors (Minaurum) in the last few weeks and months.

Besides QDEL and FLDM, any other covid test stocks that I should take a look at? Or do you think those stocks have had their 5 minutes of momentum and are headed back down?

[helios]

Yeah should have swing trades with $SGMO ... They just released some results on haemophilia with Pfizer for ASH20 data tonight ....

Am all built up with $TEVA collected more at $9-ish and just saw they announced covid for Israel ... Guess there aren't any better player than home grounds ~ I am going to exit my $TEVA if it hits my price of ~$13ish.

[investar]

yes saw it too, again good data and PR for SGMO, again the selloff...
9.3 now.
Not impressive.
"best in class" does not seem to mean anything.
Stock is testing the patience!