BioReport@bio_report
Joined December 2014
15 Photos and videos
A bit odd to only see $GRAL reacting to FDA adcom and not the other big MCED players like $CAI $GH $FRNM who are behind Grail but seem to have better technologies.
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$DKNG really think it’s misguided to think opening up the whole US to sports trading through prediction markets is bad for them
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$AVAV really solid quarter
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If you need a stock analyst to tell you $LMT is undervalued you shouldn’t be investing
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$AVGO looking cheap based on those 2027 projections
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The sell off in defense names has been brutal $LMT $NOC
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$MYGN market cap under $300M is just crazy. I agree they need to really figure out path forward and it’s likely can’t be alone but I would argue that makes them even more valuable for investors.
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$CAPR so turns out @adamfeuerstein was wrong and CEO was telling the truth. No CRL and no matter what games FDA plays with the data the skeletal muscle endpoint is statically significant.
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Wow $GH ordered to pay a 6% royalty going forward on basically all their products and stock is only down 3%?
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$BCRX looks cheap
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$BLLN quite the overreaction for a company growing 50% annually. Could see a 15% drop but almost 40% is crazy
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$MYGN valuation is a joke at almost .3x revenue multiple. Would be so easy to turn this business highly profitable
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$SIBN press release said raised guidance. They raised revenue guidance from $230M to $231M. That made me laugh
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$MYGN execution has been horrendous but it’s surprising that valuation is giving zero consideration to sum of the parts value. If they were just a HCT business current market cap would be $800M+
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$RDDT wow looks cheap. Everyone hanging onto a CEO comment even through they beat and raised guidance
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$MYGN you have an oncology business doing about $500M a year. Everything else is noise in the business.
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$MYGN no matter the projections there is no world where the company should be valued under $500M
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$MYGN this management team clearly does not have the chops to turn the business around. Time to sell the business or sum of the parts. Hereditary cancer business alone should get $800M.
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$CAPR FDA has offered none of the promised flexibility for DMD studies. Not in the hit job briefing book, excluding skeletal, and the wording of the vote by including “substantial”. Think these kids will take an improvement even if not “substantial”
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$MDGL will be acquired at some point anyways so showing demand much more important than increased S&M
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