Share Picks 2021 - Thread banned users post #1

pioneerpro · 03-03-2021 02:16PM

On the OCGN play 2x Medical plays for consideration/anyone who can give some input

KMPH got FDA approval in the early hours of the morning for ADHD; low valuation and huge addressable market.
https://finance.yahoo.com/news/kempharm-announces-fda-approval-azstarys-043100312.html

Novo Nordisk is seeking U.S. marketing approval for 2.4 mg semaglutide for chronic weight management. Lancet Article this week. Huge addressable market again
https://medicalxpress.com/news/2021-03-weight-loss-drug-patients-diabetes.html

In terms of COVID stuff I'm still waiting on NeuroRx/RLF's 60 day trials but have a small position.

pioneerpro · 03-03-2021 02:16PM

cronos wrote: »

Very tempting. Might be a little sell off early to take profits, might jump in if that happens. Even at this price though you would imagine it has a decent chance. Although valuations matter more now, so not so sure about the 10 bill figure. Could be viewed as too much for it.

Rumour rather than a DA mind, but a Bloomberg rumour so pretty certain. Be interesting to see reaction in any case.

Atlas_IRL · 03-03-2021 02:27PM

Lots of people have got burnt on the 4 or so spacs that they think were getting sportsradar.

bish76 · 03-03-2021 02:39PM

pioneerpro wrote: »

On the OCGN play 2x Medical plays for consideration/anyone who can give some input

In terms of COVID stuff I'm still waiting on NeuroRx/RLF's 60 day trials but have a small position.

The big gap in OCGN vaccine is commercialisation. As it stands governments in developed world have already locked in deals with Pfizer, AZ and Moderna that is multiple of population. And Bharat Biotech is responsible for commercialisation in developing world. J&J one dose is convenient and holds a better chance at this stage.

pioneerpro · 03-03-2021 02:44PM

bish76 wrote: »

The big gap in OCGN vaccine is commercialisation. As it stands governments in developed world have already locked in deals with Pfizer, AZ and Moderna that is multiple of population. And Bharat Biotech is responsible for commercialisation in developing world. J&J one dose is convenient and holds a better chance at this stage.

The bigger problem (from a stock speculation point of view, not a moral one!!!) is the fact that the vaccine manufacturers are often legally prevented from taking significant profit from them - and even then the likes of J&J priced the vaccine on a not-for-profit basis, defined by a Gates Foundation model and determined in conjunction with independent auditors.

The RLF play I cited isn't a vaccination play, but is rather about the treatment of critically ill COVID patients, with particular efficacy in freeing up hospital beds in critical care units and ICUs ~10 days before the median, so is a bit more viable for a spike if it gets the EUA from the FDA.

cronos · 03-03-2021 02:59PM

pioneerpro wrote: »

Rumour rather than a DA mind, but a Bloomberg rumour so pretty certain. Be interesting to see reaction in any case.

The CCIV one worked out so I'm fairly trusting of these rumours. Not so trusting of the valuations though. I've a bid in that I don't expect to fill at 10.5 just incase.

pioneerpro · 03-03-2021 03:21PM

cronos wrote: »

The CCIV one worked out so I'm fairly trusting of these rumours. Not so trusting of the valuations though. I've a bid in that I don't expect to fill at 10.5 just incase.

Yeah all SPACs talk absolute muck about their growth and 'estimated' EBITDA - they're not remotely bound by the same rules as IPOs and DPOs, FRX was the best case in point of that in recent times. The max they can get off SportRadar without a PIPE is like ~5-7% IIRC.

bish76 · 03-03-2021 03:33PM

pioneerpro wrote: »

The bigger problem (from a stock speculation point of view, not a moral one!!!) is the fact that the vaccine manufacturers are often legally prevented from taking significant profit from them - and even then the likes of J&J priced the vaccine on a not-for-profit basis, defined by a Gates Foundation model and determined in conjunction with independent auditors.

The RLF play I cited isn't a vaccination play, but is rather about the treatment of critically ill COVID patients, with particular efficacy in freeing up hospital beds in critical care units and ICUs ~10 days before the median, so is a bit more viable for a spike if it gets the EUA from the FDA.

Yep, fully agree. This will attract high price tag once approved.

Nemeses2050 · 03-03-2021 03:56PM

Anothey red day, Pre-market was up nicely until the last half hour.

contemplating selling Hammerson and the balance of IAG to raise some cash - both have risen nicely in the last few weeks and see a pull back for them...Am I picking the wrong ones.

GoldFour4 · 03-03-2021 03:57PM

MILE absolutely tanking the last week or so for me. I’m in since before the transfer to MILE so I’m still up overall at least - albeit DEGIRO is showing a hefty unrealised loss with the change in ticker!

Bacchus · 03-03-2021 04:01PM

Nemeses2050 wrote: »

Anothey red day, Pre-market was up nicely until the last half hour.

contemplating selling Hammerson and the balance of IAG to raise some cash - both have risen nicely in the last few weeks and see a pull back for them...Am I picking the wrong ones.

Not sure about selling off IAG. They've been on a great run alright but they're still way off their pre-COVID price. I expect more ups and downs with them but more up than down, especially as we get more good news RE opening up.

crushproof · 03-03-2021 04:12PM

Portfolio down 15%, another red day. Only greens this week have been FTSE stocks, not much luck on the other side of the Atlantic.

Valhallapt · 03-03-2021 04:18PM

Its been the worst two weeks for me since March...

cronos · 03-03-2021 04:20PM

malistheman wrote: »

MILE absolutely tanking the last week or so for me. I’m in since before the transfer to MILE so I’m still up overall at least - albeit DEGIRO is showing a hefty unrealised loss with the change in ticker!

It's value was likely relative to lemonade. Lemonade is down 40 percent probably so is this.

wrestlemaniac · 03-03-2021 04:22PM

Where do people see this going, extended dip? I have got cash on the side ready to jump in, but thinking I will let this play out for the week

cronos · 03-03-2021 04:29PM

wrestlemaniac wrote: »

Where do people see this going, extended dip? I have got cash on the side ready to jump in, but thinking I will let this play out for the week

I've got most of my money on the sidelines. Not sure yet on when to get back in.

Valhallapt · 03-03-2021 04:29PM

wrestlemaniac wrote: »

Where do people see this going, extended dip? I have got cash on the side ready to jump in, but thinking I will let this play out for the week

I'm down 41% since Jan 27, I hope it doesn't extend much longer

cronos · 03-03-2021 04:32PM

Valhallapt wrote: »

I'm down 41% since Jan 27, I hope it doesn't extend much longer

Owch. What areas are you invested in?

Valhallapt · 03-03-2021 04:37PM

cronos wrote: »

Owch. What areas are you invested in?

I'm overweight on genomics, CRSP being 35% of my portfolio, everything else is tech..

JeffKenna · 03-03-2021 04:37PM

Thanks for the ocgn tip here. Sold out the majority of my shares but will leave 200 riding to see how they go.

cronos · 03-03-2021 04:42PM

I think I got unlucky that my first ever Motley fool pick IDEXX is down around 10 percent since they recommended it. Will have to reconsider such blind purchases haha. Hopefully it will recover so have not sold.

LC134 · 03-03-2021 04:46PM

Valhallapt wrote: »

I'm overweight on genomics, CRSP being 35% of my portfolio, everything else is tech..

I know CRSP is a ticker but I’ve seen reference to “crspr”or similar stocks - seemed to be in context of a group / or sub-industry? Is there such a thing?

cronos · 03-03-2021 04:52PM

Any particularly good bargains out there?

LC134 · 03-03-2021 04:53PM

JeffKenna wrote: »

Thanks for the ocgn tip here. Sold out the majority of my shares but will leave 200 riding to see how they go.

Congrats - I’ve been day dreaming too much and holding on in the hope of big gains. Shame the news took so long and J&J developments this week, as it would probably have gone above previous high if there wasn’t the current market dip / downward pressure.

I think I will hold most of mine til at least EUA news to give it a proper chance. If it could break 20 sell enough to get back my capital.

Bacchus · 03-03-2021 04:55PM

cronos wrote: »

I think I got unlucky that my first ever Motley fool pick IDEXX is down around 10 percent since they recommended it. Will have to reconsider such blind purchases haha. Hopefully it will recover so have not sold.

Ha! Same. I've noticed the pattern with their picks is that there is a huge spike and quick sell off following their release of the pick. Then it settles somewhere between the per-announcement price and the spike by the end of the day. If you can't get in ahead of the spike, wait for the price to stabilize after a couple of days. After that, well my sole experience has been a slow bleed. Not selling though, the outlook was 3 months so lets wait and see.

DutchYurt · 03-03-2021 04:57PM

Two weeks of red, all my gains more or less gone. relentless.. I had a feeling the correction was coming I didn't think it was going to be this much.

Alteryx continues to dip, Edesa trading sideways even after the 10m worth of shares deal closes.
Green energy still having no luck.

I've a little bit of cash on the sidelines. Tempted to go more into Alteryx but it has an air of Fastly last round of devilment in it.

Chuckie_Egg · 03-03-2021 05:13PM

LC134 wrote: »

I know CRSP is a ticker but I’ve seen reference to “crspr”or similar stocks - seemed to be in context of a group / or sub-industry? Is there such a thing?

CRISPR is a technology that can be used to edit genes
crispr $crsp is also a company founded by 1/2 of the original science team that discovered Crispr technology.
Not all crispr stocks are the same, some use different viral vectors to do the gene editing, some are precise some do it via a sledge hammer method. You need to become expert before investing as there are some duds out there.
Either way this is all very long term, if you are not willing to wait 5-10 years then look elsewhere.
Doctor Dean investing
Crispr talk

ADZAM · 03-03-2021 05:16PM

I was awake at 3am last night thinking about my portfolio and this morning at open sold everything except Lakestar SPAC I SE (LRS1.F) and ESG Core Investments B.V. (ESG.AS) both are European Spacs near their NAV so only upside if a deal is made, no downside apart from opportunity cost.

I've learnt my lesson with SPACS, take the profit. Lost 40% of paper profit made over 12 months in 2 weeks. I know I shouldn't panic, buy the dip and be greedy etc etc maybe this is the bottom and I'm an idiot but I can't let more profit vaporize.

I'm up overall and it's time to take a break.

Anyways Lakestar SPAC I SE (LRS1.F) and ESG Core Investments B.V. (ESG.AS) and I will sell on the first rumor which pops the stocks.

the butcher · 03-03-2021 05:41PM

JeffKenna wrote: »

Thanks for the ocgn tip here. Sold out the majority of my shares but will leave 200 riding to see how they go.

I did the same but now I'm 100% out.

Valhallapt · 03-03-2021 05:44PM

Chuckie_Egg wrote: »

CRISPR is a technology that can be used to edit genes
crispr $crsp is also a company founded by 1/2 of the original science team that discovered Crispr technology.
Not all crispr stocks are the same, some use different viral vectors to do the gene editing, some are precise some do it via a sledge hammer method. You need to become expert before investing as there are some duds out there.
Either way this is all very long term, if you are not willing to wait 5-10 years then look elsewhere.
Doctor Dean investing
Crispr talk

I’ve been in crsp for 4 years now, it’s a hold forever for me, but it still hurts to see it fall from $210 to $120 in a few weeks. I’m also in edit beam agtc pacb and sgmo all in the crispr or genomics space.

I remember reading an article shortly after crispr was discovered and felt it was going to be a game changer for humanity. Went as deep as a could at the time, have bought along the way.

I don’t plan on selling.

Share Picks 2021 - Thread banned users post #1

Comments