Below is my short-list of stocks showing strong positive price movements:
TGTX ESPR CEMP OCUL ADXS SCMP ZIOP AMAG ZFGN NVAX BLUE TSRO ASPX
CBMG NBIX EGRX NWBO HALO
CBPO OTIC RDUS ANAC FOLD PTCT CNC
Wednesday, March 18, 2015
Medical Stocks Watchlist - March update
I remain in a strong BUY mode.
Below is my short-list of stocks showing strong positive price movements:
TGTX ESPR CEMP OCUL ADXS SCMP ZIOP AMAG ZFGN NVAX BLUE TSRO ASPX
CBMG NBIX EGRX NWBO HALO
CBPO OTIC RDUS ANAC FOLD PTCT CNC
Below is my short-list of stocks showing strong positive price movements:
TGTX ESPR CEMP OCUL ADXS SCMP ZIOP AMAG ZFGN NVAX BLUE TSRO ASPX
CBMG NBIX EGRX NWBO HALO
CBPO OTIC RDUS ANAC FOLD PTCT CNC
Thursday, February 26, 2015
Northwest Biotherpeutics (NWBO) - offering exciting cancer vaccines
My best stock idea got published on Forbes.com.
Check it!
http://www.forbes.com/sites/kenkam/2015/03/06/northwest-biotherapeutics-is-a-best-idea/
My responses in an article format below -
I would like to nominate NWBO as one of my best stock ideas.
NWBO is a small biotech company in the Immuno-Oncology space. They have two products in clinical trials for the treatment of solid cancers.
NWBO’s approach to treating cancer is unique and very
exciting.
NWBO claims their dendritic cell based cancer vaccine is able to boost and direct the immune system to attack ALL cancer cell antigens. Cancers are known to have a large variety of antigens so it makes sense that attacking all of them is your best chance of defeating the cancer. Current immunotherapy treatments are mainly designed to attack a single cancer antigen so it is not surprising current treatments are having limited successes with fighting cancers. Monoclonal antibodies, checkpoint modulators and CAR-T cells are all examples of single agents that are currently used in treatments.
http://www.nwbio.com/dendritic-cell-immunotherapy/
NWBO’s approach at treating cancer can theoretically be used to treat ALL types of solid tumors (operable and inoperable). So the potential market size for their treatments is huge. We have over 14M total cancer suffers in the US.
http://seer.cancer.gov/csr/1975_2011/browse_csr.php?sectionSEL=2&pageSEL=sect_02_table.21.html
The market valuation of NWBO is around 420M, up to 5 times smaller than other small biotechs that have excited Wall Street. KITE, JUNO, BLUE are examples of companies enjoying much higher valuations, they have CAR-T cell treatments under development (single agent antigen treatments). NWBO should be valued at least at these same levels, especially considering their vaccines have a seemingly superior mechanism of action (attacking ALL cancer antigens instead of just one) and their vaccine is also showing an excellent and superior safety profile.
NWBO’s vaccines are also much further along in their clinical development. DCVax-L at Phase 3 and DCVax-Direct will soon to move to Phase 2 in the clinic. JUNO and KITE treatments are just entering the clinical stages.
https://clinicaltrials.gov/ct2/show/NCT02348216?term=kite&rank=3
Results from clinical trials of NWBO’s vaccines are very promising and probably not well understood by investors.
DCVax-L at Phase 2 showed excellent efficiency bettering the standard of care by up to 3 times in patient Overall Survival (OS), from 14.6 months to 36 months.
DCVax-L is also running a Phase3 “Compassionate” trail for patients that were TOO SICK and not eligible for their main Phase3 trial. Data is available from this trial of 55 patients. Median OS is about two times longer for DCVax-L than the SOC, 18 months versus 8.5 months. These results are a big positive for DCVax-L considering the patients being treated have tumors that are further advanced (and larger) than those patients being tested in their main Phase 3 trial. The vaccine also showed an excellent safety profile with fevers being reported after the vaccine injection which was treated with Tylenol.
Based on the data presented so far I suggest there is a high likelihood of success for this vaccine. NBWO’s relatively low valuation suggests the market does not understand the data presented so far. DCVax-L Phase 3 results due in early 2016.
The German FDA equivalent is impressed enough with early DCVax-L clinical results to approve it for compassionate use in German hospitals, even before Phase 3 results are out.
UK’s medical board is also considering early approval of DCVax-L. I suggest these medical bodies have a better handle on what these early DCVax-L trial results mean.
Disclosure - NWBO is a core holding of my Marketocracy Fund. This Fund is available for investment at http://www.marketocracy.com/managers.php?manager=781
Follow the links.
I do not short stocks.
Check it!
http://www.forbes.com/sites/kenkam/2015/03/06/northwest-biotherapeutics-is-a-best-idea/
My responses in an article format below -
I would like to nominate NWBO as one of my best stock ideas.
NWBO is a small biotech company in the Immuno-Oncology space. They have two products in clinical trials for the treatment of solid cancers.
DCVax-L is their lead product, it’s at an advanced Phase 3 stage for treating
GBM brain cancer and their other product is DCVax-Direct for treating various
inoperable cancers, it’s at Phase 1 in the clinic.
https://clinicaltrials.gov/ct2/show/record/NCT00045968?term=Northwest+Biotherapeutics&rank=3
https://clinicaltrials.gov/ct2/show/record/NCT00045968?term=Northwest+Biotherapeutics&rank=3
NWBO claims their dendritic cell based cancer vaccine is able to boost and direct the immune system to attack ALL cancer cell antigens. Cancers are known to have a large variety of antigens so it makes sense that attacking all of them is your best chance of defeating the cancer. Current immunotherapy treatments are mainly designed to attack a single cancer antigen so it is not surprising current treatments are having limited successes with fighting cancers. Monoclonal antibodies, checkpoint modulators and CAR-T cells are all examples of single agents that are currently used in treatments.
http://www.nwbio.com/dendritic-cell-immunotherapy/
NWBO’s approach at treating cancer can theoretically be used to treat ALL types of solid tumors (operable and inoperable). So the potential market size for their treatments is huge. We have over 14M total cancer suffers in the US.
http://seer.cancer.gov/csr/1975_2011/browse_csr.php?sectionSEL=2&pageSEL=sect_02_table.21.html
The market valuation of NWBO is around 420M, up to 5 times smaller than other small biotechs that have excited Wall Street. KITE, JUNO, BLUE are examples of companies enjoying much higher valuations, they have CAR-T cell treatments under development (single agent antigen treatments). NWBO should be valued at least at these same levels, especially considering their vaccines have a seemingly superior mechanism of action (attacking ALL cancer antigens instead of just one) and their vaccine is also showing an excellent and superior safety profile.
NWBO’s vaccines are also much further along in their clinical development. DCVax-L at Phase 3 and DCVax-Direct will soon to move to Phase 2 in the clinic. JUNO and KITE treatments are just entering the clinical stages.
https://clinicaltrials.gov/ct2/show/NCT02348216?term=kite&rank=3
Results from clinical trials of NWBO’s vaccines are very promising and probably not well understood by investors.
DCVax-L at Phase 2 showed excellent efficiency bettering the standard of care by up to 3 times in patient Overall Survival (OS), from 14.6 months to 36 months.
DCVax-L is also running a Phase3 “Compassionate” trail for patients that were TOO SICK and not eligible for their main Phase3 trial. Data is available from this trial of 55 patients. Median OS is about two times longer for DCVax-L than the SOC, 18 months versus 8.5 months. These results are a big positive for DCVax-L considering the patients being treated have tumors that are further advanced (and larger) than those patients being tested in their main Phase 3 trial. The vaccine also showed an excellent safety profile with fevers being reported after the vaccine injection which was treated with Tylenol.
Based on the data presented so far I suggest there is a high likelihood of success for this vaccine. NBWO’s relatively low valuation suggests the market does not understand the data presented so far. DCVax-L Phase 3 results due in early 2016.
The German FDA equivalent is impressed enough with early DCVax-L clinical results to approve it for compassionate use in German hospitals, even before Phase 3 results are out.
UK’s medical board is also considering early approval of DCVax-L. I suggest these medical bodies have a better handle on what these early DCVax-L trial results mean.
NWBO has suffered from negative media coverage particularly
from thestreet.com Adam Feuerstein.
http://investorshub.advfn.com/boards/read_msg.aspx?message_id=106748854
http://investorshub.advfn.com/boards/read_msg.aspx?message_id=106748854
I think this negative publicity has unfairly held back NWBO’s stock price. The
main motivation for attacking NWBO may be its CEOs past where she was
a vice-president at now infamous Enron.
As NWBO continues to progress its vaccines and show
more positive data, as I expect, the media and investors will get behind and
support NWBO because they truly offer a new and exciting hope for all cancer
suffers.
Disclosure - NWBO is a core holding of my Marketocracy Fund. This Fund is available for investment at http://www.marketocracy.com/managers.php?manager=781
Follow the links.
I do not short stocks.
Saturday, February 14, 2015
2015 ASX Stockmarket Game1 - my tips
Game1 begins on the 26th of Feb and runs till the 10th of June, 15 weeks.
Here's the link to the game:
http://www.asx.com.au/education/sharemarket-games.htm
3 prizes to be won -
1st wins $8,000
2nd wins $6,000
3rd wins $4,000
Hopefully this year's competition will be better and fairer than last years.
This comp had a trade execution flaw that allowed competitors to make unrealistic trades.
Becky, the winner of the last game, achieved a portfolio return of over 250%. Her return was completely unrealistic considering we were trading in a negative market and no single stocks returned anywhere near 250%.
The game organizers tell me they have fixed the flaw and the game will be now more realistic. Time will tell!
I will be constructing my fund with performance stocks. Performance stocks, with strong positive trends, tend to do well when the general market is buoyant. The ASX Index is off to strong start in 2015, up 14% since December's low, check the chart below:
I ran my technical performance screen and came up with the following short-list of stocks - which is kind of long really.
Medicals
ANN SRX CSL RHC RMD COH FPH
Materials
EVN NST SYR SIR NCM RRL AWC ORA
Real Estate
LLC WFD ABP GMG BWP
Energy
CTX ZNZ AWC
Other
TAH MFG PTM HGG REC EGP SGH IVC HVN
This list is my starting point for choosing stocks for my portfolio.
I will look to minimize my portfolio diversification to give myself a chance at achieving a really high return.
Beware this type of strategy can also give you really low returns.
I will probably choose 4 stocks from a single sector.
Good luck!
& hope to see you on the Leader-board
Here's the link to the game:
http://www.asx.com.au/education/sharemarket-games.htm
3 prizes to be won -
1st wins $8,000
2nd wins $6,000
3rd wins $4,000
Hopefully this year's competition will be better and fairer than last years.
This comp had a trade execution flaw that allowed competitors to make unrealistic trades.
Becky, the winner of the last game, achieved a portfolio return of over 250%. Her return was completely unrealistic considering we were trading in a negative market and no single stocks returned anywhere near 250%.
The game organizers tell me they have fixed the flaw and the game will be now more realistic. Time will tell!
I will be constructing my fund with performance stocks. Performance stocks, with strong positive trends, tend to do well when the general market is buoyant. The ASX Index is off to strong start in 2015, up 14% since December's low, check the chart below:
I ran my technical performance screen and came up with the following short-list of stocks - which is kind of long really.
Medicals
ANN SRX CSL RHC RMD COH FPH
Materials
EVN NST SYR SIR NCM RRL AWC ORA
Real Estate
LLC WFD ABP GMG BWP
Energy
CTX ZNZ AWC
Other
TAH MFG PTM HGG REC EGP SGH IVC HVN
This list is my starting point for choosing stocks for my portfolio.
I will look to minimize my portfolio diversification to give myself a chance at achieving a really high return.
Beware this type of strategy can also give you really low returns.
I will probably choose 4 stocks from a single sector.
Good luck!
& hope to see you on the Leader-board
Sunday, February 1, 2015
My #3 ranked Marketocracy Fund
Marketocracy just released their 2014Q4 ranking.
My Biotech Fund is ranked #3 for 5 year returns, making 272.4%.
Crossy's CLVF Fund is the best ranked one, it returned a whopping 352.8%.
Below is a list of the Top10 ranked Funds -
Below are my Fund's Top15 holdings - (note this fund is virtual)
My Biotech Fund is ranked #3 for 5 year returns, making 272.4%.
Crossy's CLVF Fund is the best ranked one, it returned a whopping 352.8%.
Below is a list of the Top10 ranked Funds -
Below are my Fund's Top15 holdings - (note this fund is virtual)
| Index | Symbol | Value | Return | Days Held |
| 1 | IG | $547,999.20 | 56.31% | 319 |
| 2 | ACAD | $547,740.01 | 764.12% | 814 |
| 3 | TGTX | $484,159.99 | 16.41% | 102 |
| 4 | AGIO | $306,028.80 | 61.24% | 102 |
| 5 | TTPH | $277,790.40 | 51.25% | 102 |
| 6 | ANAC | $246,655.99 | 22.16% | 465 |
| 7 | ACHN | $237,600.01 | 7.85% | 158 |
| 8 | FOLD | $217,550.10 | 26.46% | 158 |
| 9 | NWBO | $207,318.00 | 7.69% | 232 |
| 10 | AKRX | $199,274.41 | 25.24% | 213 |
| 11 | UNIS | $190,639.40 | 12.10% | 86 |
| 12 | SSN | $182,756.54 | -65.75% | 1074 |
| 13 | HCA | $168,504.01 | 12.23% | 187 |
| 14 | ZIOP | $152,150.00 | -2.19% | 3 |
| 15 | SHPG | $129,363.40 | -13.01% | 187 |
Monday, January 26, 2015
TG Therapeutics (TGTX) trading at a low?!
TGTX is having a rough start in 2015. The stock is down
over 22% from its highs at the beginning of this year.
However I am holding my position because I cannot find a good reason for this price-drop and I am not convinced it has broken its positive price-movement trend.
TGTX’s current price is running at about its 75-day SMA (simple moving average) where it’s been several other times over the past 9 months so its price may just be trading at a low and presenting a good buying opportunity.
If TGTX's price moves beneath its SMA (75) this may signal a change to negative for its market sentiment and its price movement. In that case I will look to adjust my holding for the short-term.
The stock’s medium and longer term prospects
still look great.
They kicked-off enrollments in their first Phase 3 clinical trial and are on track to deliver a bunch of clinical trial updates this year.
TGTX also got an endorsement from Cramer
on his Mad-Money show last week which shows their promising drugs are starting
to get noticed. You can see the interview at this link https://www.youtube.com/watch?v=Pp9aegwcsMQ
Below I have updated TGTX’s clinical
activities for 2015:
* Started enrollment in their first Phase3 combo trial of
TG-1101 plus Imbruvica versus Imbruvica alone for treating high-risk CLL.
Enrollment completion in Q3 2016.
Enrollment completion in Q3 2016.
* Register Phase3 trial for combo TG-1101 plus TGR-1202 for treating relapsed NHL & CLL.
* Register Phase3 trial for TGR-1202 as a single agent for treating relapsed hematologic malignancies.
* Present Phase I/II trial results of single Agent TG-1101 in Relapsed/Refractory NHL & CLL.
EPC (Estimated Primary Completion Date) Feb 2015
* Present trial results in Q2 2015 of combo TGR-1202 plus Gazyva plus chlorambucil in patients with previously untreated CLL.
* Present trial results in Q2 2015 for combo TGR-1202 plus brentuximab vedotinin for relapsed Hodgkin’s Lymphoma.
* Present Phase I trial results for combo TG-1101 plus TGR-1202 for Relapsed/Refractory NHL & CLL. Also evaluated in this study is the triple combination of TG-1101 plus TGR-1202 plus ibrutinib (IMBRUVICA). EPC Date Jun 2015
* Present Phase2 trial results for combo TG-1101 plus Imbruvica for Relapsed/Refractory MCL & CLL. EPC Date Jun 2015
* Enter into clinical phase IRAK-4 inhibitor in Q3 2015.
* Present trial results for single agent TGR-1202 in patients with relapsed/refractory Hematologic Malignancies. EPC Date Aug 2015
* Begin new combo trial of TGR-1202 & Imbruvica for patients with CLL or MCL.
EPC Feb 2018
Disclosure - I trade TGTX at Marketocracy.com & I only hold long positions
Tuesday, January 6, 2015
Biotech & Healthcare Watchlist updated - Jan 2015
I am in a strong BUY mode. But also keeping a close eye on Russia's Ruble, its collapse could end our party early!
Below is my short-list of stocks showing strong positive price movements:
TGTX KITE OVAS AGIO RCPT TTPH FOLD PTCT AMAG AMED ALDR EXAS
RDUS IG CMRX INGN SKH
ESPR NWBO OMER ADXS CEMP
CUR NVIV
note - I trade the mentioned stocks in a game at Marketocracy.com. I trade with virtual money NOT real money.
Below is my short-list of stocks showing strong positive price movements:
TGTX KITE OVAS AGIO RCPT TTPH FOLD PTCT AMAG AMED ALDR EXAS
RDUS IG CMRX INGN SKH
ESPR NWBO OMER ADXS CEMP
CUR NVIV
note - I trade the mentioned stocks in a game at Marketocracy.com. I trade with virtual money NOT real money.
Monday, December 29, 2014
Strong Australian Healthcare Stocks
The Australian Healthcare sector is continuing its positive trend. Check its 1-year chart below:
The index has performed strongly over the past 4 months, gaining over 24%. I continue feeling bullish about this sector and will be looking to enter into more positions though Russia's ruble problems have me on edge.
Below is my updated watchlist:
SRX.AX, CUV.AX, IPD.AX, SOM.AX, CAJ.AX, FPH.AX, NAN.AX, API.AX
NEU.AX, UNS.AX, RVA.AX, PXS.AX, PME.AX
RHC.AX, COH.AX
IMC.AX, PGC.AX, LCT.AX, BLT.AX, AVH.AX
Note - Of the mentioned stocks I am already long on NEU, UNS, FPH, BLT, AVH, LCT, & SRX. I do not enter in short positions.
The index has performed strongly over the past 4 months, gaining over 24%. I continue feeling bullish about this sector and will be looking to enter into more positions though Russia's ruble problems have me on edge.
Below is my updated watchlist:
SRX.AX, CUV.AX, IPD.AX, SOM.AX, CAJ.AX, FPH.AX, NAN.AX, API.AX
NEU.AX, UNS.AX, RVA.AX, PXS.AX, PME.AX
RHC.AX, COH.AX
IMC.AX, PGC.AX, LCT.AX, BLT.AX, AVH.AX
Note - Of the mentioned stocks I am already long on NEU, UNS, FPH, BLT, AVH, LCT, & SRX. I do not enter in short positions.
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