...Currently now I have $TEVA (yes back in again; it's well supported at baseline) and $FLXN a small portion vested for interest only.
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Helios's Blog
Re: Helios's Blog
by helios » Fri May 15, 2020 3:54 am
Not comparable to your portfolio ...
Currently now I have $TEVA (yes back in again; it's well supported at baseline) and $FLXN a small portion vested for interest only.
...Currently now I have $TEVA (yes back in again; it's well supported at baseline) and $FLXN a small portion vested for interest only.
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Re: Helios's Blog
by helios » Mon May 18, 2020 10:14 pm
Offloaded TEVA and shall await an opportunity to jump right in again ...
[Finance disclaimer: The content of this article is intended to provide a general guide to the subject matter. Specialist advice should be sought regarding investing of any stocks/ funds and/or whatsoever. The author has no vested interest in the mentioned stock at the time of writing.
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Re: Helios's Blog
by helios » Tue May 19, 2020 6:32 am
Off loaded $TEVA and tonight will offload $FLXN; started a small portion in $BLCM ...
[Finance disclaimer: The content of this article is intended to provide a general guide to the subject matter. Specialist advice should be sought regarding investing of any stocks/ funds and/or whatsoever. The author has no vested interest in the mentioned stock at the time of writing.
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Re: Helios's Blog
by helios » Tue May 19, 2020 11:47 pm
Offloaded $FLXN ....
Now looking at some smaller caps like $RUBY in anticipation of PKU trial results, hopefully in May.
I think $TEVA may break out to 13-ish levels given its strong hold now ... So my next will have to go long ...
Now looking at some smaller caps like $RUBY in anticipation of PKU trial results, hopefully in May.
I think $TEVA may break out to 13-ish levels given its strong hold now ... So my next will have to go long ...
[Finance disclaimer: The content of this article is intended to provide a general guide to the subject matter. Specialist advice should be sought regarding investing of any stocks/ funds and/or whatsoever. The author has no vested interest in the mentioned stock at the time of writing.
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Re: Helios's Blog
by helios » Thu May 21, 2020 9:55 am
Got out of $RUBY too slow for me ...
Investors r slower to react on adjuvants technologies, on 7th May $DVAX announced partnership w COVID vaccines companies it only jumped a fair bit. Its Q1 results surprised everyone. Took a small vested interest also because this was in my watchlist for a year or so wrt. their HepB vaccine program.
Post ASGCT20 --- $BLCM really caught my eye on their safety switch on muting cytokines storm, took another stake in it, probably for mid-term. Very low-profiled company by analysts. Could be a gem given e rest/bluebird are too highly priced.
I've rotated my portfolio out of $TEVA and $SGMO & keeping the two above for a while until a better price of $TEVA comes along ....
~
Investors r slower to react on adjuvants technologies, on 7th May $DVAX announced partnership w COVID vaccines companies it only jumped a fair bit. Its Q1 results surprised everyone. Took a small vested interest also because this was in my watchlist for a year or so wrt. their HepB vaccine program.
Post ASGCT20 --- $BLCM really caught my eye on their safety switch on muting cytokines storm, took another stake in it, probably for mid-term. Very low-profiled company by analysts. Could be a gem given e rest/bluebird are too highly priced.
I've rotated my portfolio out of $TEVA and $SGMO & keeping the two above for a while until a better price of $TEVA comes along ....
~
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Re: Helios's Blog
by helios » Thu May 21, 2020 9:58 am
TOL : do you think vaccines stocks are becoming a tech bubble to be short in time to come?
OMG - look at HKSE's Cansino - it announced almost all e covid vaccines modalities it can laid its hands on ...
OMG - look at HKSE's Cansino - it announced almost all e covid vaccines modalities it can laid its hands on ...
[Finance disclaimer: The content of this article is intended to provide a general guide to the subject matter. Specialist advice should be sought regarding investing of any stocks/ funds and/or whatsoever. The author has no vested interest in the mentioned stock at the time of writing.
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Re: Helios's Blog
by helios » Fri May 22, 2020 5:26 am
Cansino fell due to news on animal trial of Oxford ... That's why Adenovirus vector is hard to overcome e high immunity to trigger baseline immunity .. anyone wanna guess if mRNA modality will work ... ? Time to buy a Put for Moderna?
[Finance disclaimer: The content of this article is intended to provide a general guide to the subject matter. Specialist advice should be sought regarding investing of any stocks/ funds and/or whatsoever. The author has no vested interest in the mentioned stock at the time of writing.
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Re: Helios's Blog
by winston » Mon May 25, 2020 2:39 pm
Cansino down 20% today...
It's all about "how much you made when you were right" & "how little you lost when you were wrong"
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Re: Helios's Blog
by helios » Thu May 28, 2020 12:27 am
Repurchased $TEVA and went in and out twice already.
Awaiting to load up third time. This stock is steadily increasing to 13-ish. My original thought was 13.6 to 14 ...
Awaiting to load up third time. This stock is steadily increasing to 13-ish. My original thought was 13.6 to 14 ...
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Re: Helios's Blog
by helios » Fri May 29, 2020 6:05 am
I think tonight depends on what Trump said on his Tweets re. US - HK - CN tension, we might see another buying opportunity once again .... all stock up to buy in again ...
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