Commentary

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14 Aug

Posted at 07:07h in Portfolio Updates

TFFP announced their quarterly update yesterday and the stock rallied as high as $14 post close from $10.28 52 week highs afterwards. They announced a worldwide licensing agreement for Niclosamide with Union Therapeutics. This is transformational and has 210 million in milestone payments, royalties, and...

06 Aug

Posted at 11:41h in Portfolio Updates

Quick notes PRVB is back over 12 now after hitting 10.20 area last week. I posted on Stocktwits then I felt we hit a long term bottom and would march to 18 plus into the BLA application for Teplizumab. This is a good time to buy...

29 Jul

Posted at 10:28h in Research Reports

TBIO $16.30 area down from $28.09 highs in June on Sanofi news Tipping point to buy the stock after material drop following great news. Looks purely technical related and comes with insider buying.- Dave 67 Million shares outstanding, 1.1 billion market cap, 700 million cash. Translate Bio is...

29 Jul

Posted at 09:38h in Portfolio Updates

The TPS Portfolio overall is doing great Unable to do charts today as Amazon AWS is having issues and I cant load Stockcharts.com now Action Items: Closing SOLY for loss, Holding SAMAW even though down big on paper Likely issuing new research buy report possibly this week or...

TPS
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