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11/10/2025

Time as an Edge

Why timing the market isn’t luck. It’s a skill that separates smart trades from missed opportunities.
#general read here
23/09/2025

Pfizer Bets Big on Obesity Drugs with $47.50 + $22.50 Metsera Deal

Pfizer acquires Metsera for $47.50 per share upfront plus $22.50 in CVRs, gaining GLP-1 and combo obesity drugs in Phase 2
#phase3 read here
20/09/2025

Will Precigens RRP Therapy Become a Blockbuster?

Precigen just won FDA approval for Papzimeos, the first-ever therapy for recurrent respiratory papillomatosis (RRP)
#pdufa read here
20/09/2025

Roche Acquires 89bio Why the $6 CVR Goals Are Likely Out of Reach

Roche is acquiring 89bio for $14.50 per share plus up to $6 in CVRs tied to ambitious milestones.
#phase3 read here
18/09/2025

My Buy and Hold Strategy. Balancing Risk and Reward

In this article, I break down my personal investment approach with a focus on biotech stocks.
#general read here

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