Helios's Blog

[investar]

KALA did very well in the last months but I prefer AXSM in the next months
Are you still in the market and/or monitoring your blog Helios?

[helios]

Dear Investar,

Wonderful to hear from you.

Yes am still vested in KALA.
I divested out from VRX (BHC) and reploughed into TEVA vested interest now. Will load more on TEVA during JPM Jan ... I missed out its low amdist e COVIDs in Asia ....
Am preparing for a short business trip to Belgium next week ^^ many regards to you ! Happy investing in Biomeds or vaccines playbook now!

[investar]

Hi Helios

great to hear you are fine!
Ah in Europe, do you want to meet up for lunch/dinner/drinks?
I just sent you a PM.

[helios]

With over 5,000 new cases reported so far today, USA has overtaken France to become e 6th most infected country > 25,000 cases within e next 24 hrs surpassing Iran Germany Spain to become 3rd most infected country when trading markets open on Monday! It's important to create such timeshift overlays + forecasting index on e stock markets indices analysis $VIX forex currencies volatility etc. I think 28th till 31st March will be very crucial. ie. Use all timeshift data for peak trajectory of USA-COVID cases and create overlays ! Very nice piece of data from John Hopkins to be reused ... !!

[helios]

Look at e timeshift line plot and overlay to project covid trajectories onto stock indices. Was very interested after a crash course re. Tableau.

[helios]

Vested finally in $SGMO @ 6.18 : it was relatively cheaper than $CRSP and $EDIT for their ZFN-AAV partnerships, strong cash position etc. Bought a small position in it also because it had been getting expensive to reload restack on my $TEVA.

[investar]

Hi Helios

TEVA at 7-8$ was quite a good move to go for.
As the "peak" has not arrived yet in the US, do you think another wave down is in the cards?

[helios]

Loaded my 4th stacks re. $TEVA and shall be the final.
It announced and repositioned the drug chloroquinone a week ago thro' some donations subsequently Trump was advertising it indirectly. Am going to exit once the target price $13.6 - 14.0 (?) is reached or any earlier if any sign of 3rd stimulus ... last time I recalled we did have a QE-III .... ^^

[investar]

Hi Helios

I'd be happy with 11.88$ for TEVA already

And not keep it below 9.8 anymore.

Interesting stocks, EDIT and SGMO and CRSP. SGMO below 8$ looks like a buy to me, but my research is not finished on it. Feel free to share more!

Thanks and kind regards,

and take care

[investar]

Bought some sgmo yesterday: 7.44$

I like the BIIB deal. I may stay in this for more than a few months.

From Fools:


Sangamo Therapeutics (NASDAQ:SGMO)one of the few companies in the gene-editing sector, often gets overshadowed by its larger competitors. Compared to stocks like CRISPR Therapeutics, which is significantly larger in market cap, Sangamo seems like a smaller player in this relatively young market. However, this healthcare stock has plenty of tailwinds many of its competitors don't enjoy.

For one, Sangamo has one of the most diverse pool of drug candidates in the entire gene-editing sector. The company has 16 separate projects ongoing at the moment, with 11 in preclinical development and five in early stage clinical testing. This is much more than CRISPR's nine drug candidates, with only three having begun early stage testing. Right now, some of Sangamo's most anticipated candidates are its transfusion-dependent beta thalassemia drug ST-400, a sickle cell disease treatment called BIVV003, and a hemophilia A drug called SB-525.

Given the uncertain nature of developing new drugs, especially in the cutting-edge field of gene-editing, there's always a big chance that something can go wrong, like a candidate flopping. As such, having a diverse portfolio means there's a bigger chance of hitting at least one clinical home run, which is all a small biotech stock like Sangamo needs to become a major success.

Sangamo is also remarkably well-funded, with around $385 million worth of cash or cash equivalents on its balance sheet. For 2019, the company reported a net loss of $95.2 million. If expenses stay relatively the same, that would mean Sangamo has just under four years' worth of cash to keep itself afloat, more than enough time for a candidate to enter late-stage trials.

The gene-editing company also has a number of major partnerships with big names in the pharmaceutical industry, including Biogen, Pfizer, and Sanofi. These deals can help provide additional capital as well as help manufacture and commercialize a potential candidate once it reaches late-stage trials.