Andrew Gordon @gordon_analysis

Analysis Summary: $SOWG (Sow Good Inc.), Tightest 5D Range: 10-Jul-2025 to 16-Jul-2025, High: $0.84, Low: $0.79, Delta: $0.050, Best AVWAP Anchor: 28-Jul-2025, Latest Volume: 0.04M, Not Investment Advice

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Andrew Gordon @gordon_analysis

2 weeks ago

$annx ANNX should license ANX005 in Europe and the USA. The money from the licenses would build a financial bridge to 2027 when the P3 study for ANX007 would be completed. ANX007 may be viewed as the flagship product. ANX005 would provide the money to assuage concerns on cash

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Andrew Gordon @gordon_analysis

3 weeks ago

Nuvation Bio (NUVB) Cantor healthcare conference Positive discussion. The CEO of Nuvation believes that Safusidenib will be a blockbuster drug. The logic is based on Royalty Pharma's valuation of Vorasidenib, a competitor drug.

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Andrew Gordon @gordon_analysis

3 weeks ago

$onc - closed out position Took the profits and added to $babo $tsmy $msfo

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Andrew Gordon @gordon_analysis

4 weeks ago

BeOne Medicines ($ONC) took a small position. The company appears to be building a franchise in Chronic Lymphocytic Leukemia (CLL) and B cell malignancies Brukinsa (estimate $4B sales) - a BTK inhibitor Sonrotoclax (P1/P2) - a BCL-2 inhibitor. BGB-16673 (P1) - a BTK degrader.

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Andrew Gordon @gordon_analysis

4 weeks ago

$Cldx - took a small position. Market cap = $1.5B The lead product, Barzolvolimab may be an effective treatment for chronic spontaneous urticaria. P3 trial study complete Oct. 2026. Peak sales estimate =$1.5B. Cash =$630M estimate. Burn rate = ($55M)/q estimate.

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Andrew Gordon @gordon_analysis

a month ago

$OKLO - closed out position. Thank you to BoA for recommending the stock this morning. $NNE - closed out position. I felt that it went up with OKLO and not on its own merits. Took profits and reestablished positions in $NUVB, $SNDX, $VSTM. Added to $TSMY, $SNOY, $MSFT, $BABO