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Today I am doing some quick updates on our 9 portfolio names , I plan to have 3 more with 12 being the max. Each position should be about 8% of a TPS allocation portfolio. Obviously I weight this in smaller cap names and Biotech in...

Call with Terren Peizer 12/17/2020   Phase 2/3 plans? when? The start of Phase 2 enrollment etc. is imminent, within days possibly if all goes well   Phase 2b will be just 24 patients  small size to to test and making sure the nurse visiting the home procedure as opposed...

BIVI near $12 as of 12/14/20 close Recent IPO in late September at $10 Max Entry 13, add  all the way to 11.50 on near term dips Liver treatment indication that is de-risked and a potential promising Alzheimers indication added to pipeline in 2021 Target in...

TBIO hit near 28 today Written up on July 29th 2020 at $16 per share with advice to buy from 15-17, we dipped as low as 12.50, in the 14's I said to add if aggressive. Target was $28 Avg is about 15.50 net of advisories and the...

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