"Earnings don't move the overall market; it's the Federal Reserve Board... It's liquidity that moves markets." --Stanley Druckenmiller United StatesJoined December 2020
$XBI — 2025 Biotech M&A Predictions:
$SRRK x $RHHBY
Roche is the rare big pharma that could stand to benefit from both of apitogromab’s potential indications, SMA supplement to Evrysdi, and muscle-sparing potentiator of their Carmot-acquired GLP.
$MRUS x $LLY
It didn’t…
2/ Here are some of the deSPAC winners that made it through the valley of death. This list does not include deSPACs that were acquired for big premiums like $LFG ($26) and $CERE ($45).
A "cognitive bias" is a systematic error in thinking that distorts decision-making.
The greatest thinkers like Musk, Munger, Tesla, and Feynman... all learned to avoid them.
The 7 most powerful cognitive biases I've found:
Michael Mauboussin recently held a fantastic speech on: How the best Investors Behave
He explained what they do differently and how we can copy their tactics.
Here’s what they do👇🏼
Quick Preview IBD50 list 🇺🇸
1. $NVDA 👑 💽
King of the Ai/Chips needs a breather ⏳
Possible double top?
$850's could give us a bounce.
3. $VRT 💽 ☁️
Strong growth stock in our IBD top10. Some consolidation needed ⏳
⚡️$80.85 to trigger higher 📈
5. $ARM 💽
Someone…
What to expect from #biotech in 2024. Some of my favorites: $BPMC $KRYS $MREO $ARWR $ALNY $GUBRA $AXSM $ITCI $IMCR $IMTX $DCPH $SRRK $CRSP $VRTX $VYGR $CYTK and more. schroders.com/en-gb/uk/indiv…
Last yr $NVO had $21.1 bil in rev from GLP-1 drugs (Ozempic, Rybelus & Wegovy),
$LLY had $12.5 bil in rev from GLP-1 drugs (Trulicity, Mounjaro & Zepbound),
And @jpmorgan projects GLP-1 sales will hit $100 bil in the US alone by 2030 w/ LLY and NOVO controlling 80% mkt shr,…
Last yr $NVO had $21.1 bil in rev from GLP-1 drugs (Ozempic, Rybelus & Wegovy),
$LLY had $12.5 bil in rev from GLP-1 drugs (Trulicity, Mounjaro & Zepbound),
And @jpmorgan projects GLP-1 sales will hit $100 bil in the US alone by 2030 w/ LLY and NOVO controlling 80% mkt shr,… https://t.co/a1vd35ulp7
If a company has the ability to raise its dividend every year for 5-9 consecutive years, and the stock is making new 52-week highs, then call me crazy, but something is probably going right over there. Check out this month's Young Aristocrats allstarcharts.com/finding-winner…
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