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Audio Commentary – Market Craziness Explained + $CALA $AFMD & More
Audio Commentary – Market Craziness Explained + $CALA $AFMD & More
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$AFMD Trial Halt News Recap
This evening Affimed reported that the company placed its AFM11 trial on a clinical holding following the discovery of a death as well as two life-threatening adverse events all at the highest dose tested to date. As can be expected with this management team, the press release did little to elaborate on the details of […]
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Webinar – $CALA In Depth + Potential Market Issues Discussed
In this webinar, we begin by discussing $CALA’s R&D day from last Friday. We heard a lot that we like, and think the company is headed in the right direction. Here, we discuss all the positives we heard that confirms our view that in time, CALA should be a big winner. Having said that… Danny […]
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Webinar – New Plays + Much More Covered Here
In this Webinar, we cover $SNDX, $VKTX, $CYTK, $BLRX, $CALA, and $OMER at the end, after we talk about some geo politics – trade talk and such..Webinar is about 30 minutes long, enjoy! Scott
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Audio Commentary – An Update On Our Positions & Market Outlook + Fed Commentary
In this audio update, I begin by talking about how the Fed sent some mixed signals yesterday; On one hand, Powell recognizes that the economy may have leverage issues, but on the other hand, indicates rate raises will stay on course. In my opinion, the market has somewhat misread Fed comments that removed the ‘accommodation’ […]
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Market Update: Biotech Recap and FOMC look-ahead
Good Morning, The overall markets have continued to consolidate sideways following trade headlines, as we see a lot of digestion of this range. On ES (december contract) 2928.xx appears to have a significant seller for the past couple days. A firm break of this level will begin to confirm a trajectory back to highs, but […]
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Video Chart Reviews + Commentary – Lots of Charts Reviewed
Video Chart Reviews + Commentary – Lots of Charts Reviewed
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Webinar – Our Plays Covered + Macro Outlook
In this Webinar, Danny and I begin with discussing $BLRX, and the reasons we are taking a gamble on it. We explain their leverages and apparent biz plan. CEO is relatively new and appears to be sailing the company on a better course. Company has a lot of ‘shot on goal.’ so-to-speak.. More in audio […]
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Market Update $SPY $TLT $HYG $CALA $MGEN $AFMD
Hi all, A largely uneventful start to the trading week as initial market weakness was quickly bought up today. The ES futures seem poised to test 2900 this week, potentially opening the door for new ATH. On the downside continue to monitor 2872 and 2855. The bond curve saw continued flattening, with the 2 10 […]
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Webinar – $AFMD $MGEN $NKTR $CALA + Others Defined
In this webinar, Danny and I begin with explaining in detail, the new deal $AFMD has with Roche. While the deal itself is not ‘blockbuster,’ it does put AFMD on the map so-to-speak, and sets it up for a nice run into data coming in abstracts Nov.1st, then ASCO full presentations in December. We do […]