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Started By
Message
Investing in Biotech
Posted on 4/23/21 at 9:44 am
Posted on 4/23/21 at 9:44 am
It's hard to imagine that there will not be massive advances in the biotech industry over the next 10-30 years. If one were to accept that biotech is expected to grow by leaps and bounds in the next few decades, what would be the best play to invest in that sector? It seems that many small cap biotechs flame out, stagnate, or fail to ever see any growth. Would an ETF (such as XBI or ARKG) be the play or would it be better to do some research and put a little into 5-10 biotech companies. I'm not talking about going all-in, just 5-8% total net worth with a very long term view.
9
Posted on 4/23/21 at 10:33 am to LSUtiger17
Been this way forever, safest play is definitely through an ETF spread out over many companies. Too many regulatory hurdles and lawsuits to really to get too comfy with a single player IMO.
Posted on 4/23/21 at 10:52 am to UltimaParadox
And I would be cautious about how many you include where there's not a currently marketed product. Always the possibility of something in the pipeline hitting or an acquisition by big pharma, but by and large those will be a role of the dice.
I would look for companies with some molecules in phase 3 in disease states with a lot of potential upside. I bought AXSM back when it was $23.65 because of their migraine and depression portfolio. Missed selling on the pop over $100, but it's still a nice gain for me with plenty of upside as their drugs come to market.
ETA: Median price target for AXSM is $133, so I'm long.
I would look for companies with some molecules in phase 3 in disease states with a lot of potential upside. I bought AXSM back when it was $23.65 because of their migraine and depression portfolio. Missed selling on the pop over $100, but it's still a nice gain for me with plenty of upside as their drugs come to market.
ETA: Median price target for AXSM is $133, so I'm long.
This post was edited on 4/23/21 at 10:54 am
Posted on 4/23/21 at 10:55 am to LSUtiger17
quote:
an ETF (such as XBI or ARKG)
Would be the play, imo.
Unless you have the time and expertise to sort through a field as highly technical, dynamic and regulated as biotech you are better off going with an ETF.
Posted on 4/23/21 at 11:03 am to Douglas Quaid
Something to keep in mind is the current white house and congress, and the potential for them to regulate pharma pricing. It's something that has been on the progressives checklist for a bit, and if that gets through before midterms it'll hit the industry hard. But I fully expect congress to swing back the other way at the midterms. I think history tells us that is usually the case.
Posted on 4/23/21 at 12:27 pm to LSUtiger17
NVTA
ARKG
ARKG
Posted on 4/23/21 at 2:40 pm to cgrand
DMTK
Posted on 4/23/21 at 2:46 pm to cgrand
quote:
NVTA
This is the way.
Posted on 4/23/21 at 5:17 pm to hiltacular
there’s a better than zero chance that NVTA will change the world.
their backers surely think they will
big money can’t loan them money fast enough
their backers surely think they will
big money can’t loan them money fast enough
This post was edited on 4/23/21 at 5:18 pm
Posted on 4/25/21 at 9:56 am to LSUtiger17
I hold some arkg. Its top 10 holdings include a lot of good pharm companies.
Posted on 4/26/21 at 9:32 am to Chucktown_Badger
quote:
AXSM
quote:
Axsome Therapeutics announces FDA acceptance and priority review of new drug application for AXS-05 for treatment of major depressive disorder
Priority Review is granted by the FDA to applications for medicines that, if approved, would provide significant improvements in the effectiveness or safety of the treatment, diagnosis, or prevention of serious conditions when compared to standard applications. In general, the FDA's Priority Review designation accelerates the review time from 10 months to a goal of six months from the date of acceptance of the filing. The FDA has set a Prescription Drug User Fee Act (PDUFA) target action date for the AXS-05 NDA of August 22, 2021.
Up ~$7 (13%) this morning.
Posted on 4/26/21 at 10:25 am to LSUtiger17
An ETF is probably your best bet but the current elevation in a lot of growth companies makes even that less of a sure thing than it otherwise might.
Someone or several someones are going to build real solid state batteries in the next few years. That would be a massive value company.
Biotechnology companies like CRISPR and BNGO really excite me. You could trust Cathie Wood and her ARK crew to sort through those options but we really don't know if ARK will turn out to be BH or one of those other ETFs.
I think a small percentage of some people's investments could be Healthcare funds. Boomers are going to have to spend on themselves and the cost of Healthcare in the United States has massively increased over the past 25 years with almost no downward pressure applied.
Someone or several someones are going to build real solid state batteries in the next few years. That would be a massive value company.
Biotechnology companies like CRISPR and BNGO really excite me. You could trust Cathie Wood and her ARK crew to sort through those options but we really don't know if ARK will turn out to be BH or one of those other ETFs.
I think a small percentage of some people's investments could be Healthcare funds. Boomers are going to have to spend on themselves and the cost of Healthcare in the United States has massively increased over the past 25 years with almost no downward pressure applied.
Posted on 4/27/21 at 8:14 am to itsbigmikey
DMTK big pop this AM. Twitter Link
Jonah is a good follow when it pertains to Dermtech.
Jonah is a good follow when it pertains to Dermtech.
Posted on 4/27/21 at 10:34 am to itsbigmikey
I just bought a couple hundred shares of VTGN (VistaGen). They don't have any marketed products yet but are going to their phase III pivotal trial for their lead candidate, which is an anxiety drug that has a different MOA than benzodiazepines. Potential other indications with other types of anxiety and depression. And they have a few other molecules in development for depression. Currently trading at around $2.10 with price targets from around $5.67-$6.00.
ETA: Lots of firmly entrenched generics in anxiety and depression, but the unique and more safe MOA could be compelling.
ETA: Lots of firmly entrenched generics in anxiety and depression, but the unique and more safe MOA could be compelling.
This post was edited on 4/27/21 at 10:43 am
Posted on 6/30/21 at 11:03 am to Chucktown_Badger
quote:
VTGN (VistaGen)
quote:
Currently trading at around $2.10
Just broke $3. I'm up 38% since the end of April.
Posted on 6/30/21 at 11:07 am to Chucktown_Badger
Nice trade!
Posted on 6/30/21 at 11:12 am to Hussss
Thanks. I would suggest people take another look at the price targets on AXSM as well. Low price target is $62, high is $225, median is $132.
It's trading $69 right now.
Sentiment is 100% bullish and options are not cheap.
It's trading $69 right now.
Sentiment is 100% bullish and options are not cheap.
This post was edited on 6/30/21 at 11:14 am
Posted on 6/30/21 at 11:14 am to Chucktown_Badger
LOVE that stock. Haven’t traded it in a few years.
Posted on 6/30/21 at 11:22 am to Chucktown_Badger
Used to trade this back and forth from $8-$12 when Trump first got into office. It has been out of sight, out of mind since it ran away from me.
Just noticed 15% of the float is sold short. Come on squeeze.
ETA: BIG move coming very soon on TENX. I’ve traded this name for years and when it tightens up like this, it pops big time. It’s thinly traded and there is normally a few pennies between the bid and ask but both are @ $2.17 right now. $2.15 is solid support with resistance @ $2.25, $2.40.
Just noticed 15% of the float is sold short. Come on squeeze.
ETA: BIG move coming very soon on TENX. I’ve traded this name for years and when it tightens up like this, it pops big time. It’s thinly traded and there is normally a few pennies between the bid and ask but both are @ $2.17 right now. $2.15 is solid support with resistance @ $2.25, $2.40.
This post was edited on 6/30/21 at 11:34 am
Posted on 7/1/21 at 12:18 am to LSUtiger17
With some research and some active management biotechs can be very rewarding. They can also have every sign of success and fail miserably as well.
If I was just wanting to buy and hold I'd do an ETF to let someone else do the management.
If I was just wanting to buy and hold I'd do an ETF to let someone else do the management.
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