Specializing in biotech stocks, Small Caps, managing optimized portfolios
Contributor Since 2009
Finding tomorrow's big winners in the lucrative biotech sector, The Biotech Forum focuses on proprietary, breaking research on promising biotech and biopharma stocks with significant potential for outsized alpha. It is the fourth most subscribed to investment service offered through the Marketplace on SeekingAlpha.com. Our service offers a model-20 stock portfolio as well as the most active Live Chat on the Marketplace. This is where scores of seasoned biotech investors trade news and investment ideas back and forth throughout the trading day.
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Specializing in profiling high beta sectors, Bret Jensen founded and also manages The Biotech Forum, The Insiders Forum, and the Busted IPO Forum model portfolios. Finding “gems” in the biotech and small-cap stock sectors, these highly volatile spaces proven hugely successful have empowered Bret Jensen's own investing portfolio.
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The whole of life is just like watching a film. Only it's as though you always get in ten minutes after the big picture has started, and no-one will tell you the plot, so you have to work it out all yourself from the clues.” ― Terry Pratchett, Moving Pictures
The biotech had a decent sell-off in trading Thursday. The major biotech ETFs were down 1.5% to 2.1% on the day. We had solid Q1 reports from JP Morgan (JPM) and Wells Fargo (WFC) this morning to officially kick off first quarter earnings season. This has investors in a good mood as we look to start the last trading day of the week and pre-market futures are up nicely.
While we await the opening bell this Friday morning, here are four biotech stocks garnering positive analyst commentary.
We project U.S. peak sales of $325M in 2026 for DSUVIA. For Zalviso, we project product launch in 1H20 (85% POS) with peak sales in 2027 of about $185M. We apply a 12.5% discount rate to both products.”
Piper Jaffray initiates GlycoMimetics (GLYC) as a new Overweight with a $20 price target. Jaffray's analyst states 'The shares are undervalued considering the company has two Phase 3 assets in rivipansel and uproleselan with data for the former expected by the end of Q2. Rivipansel aims to reduce duration of sickle cell disease related pain crises and hospitalization times'. The analyst views 'the drug as a $1.5B opportunity that is not fully priced into the stock and sees "significant upside from two relatively de-risked programs.'
10 Simple Rules To Trade Options Like A Pro' from our friends at Investors Alley is a good quick overview on using option strategies to mitigate risk and enhance returns in your portfolio. These strategies are well suited to high beta sectors like biotech where option premiums tend to be large. The report is now available free via download HERE
Finally, Piper Jaffray also likes UniQure (QURE) this morning. It is assigned a new Overweight rating and $80 price target. Jaffray's analyst 'sees "significant unrealized value" for the company's pipeline and expects initial clinical proof-of-concept data with uniQure's gene therapy for Huntington's disease to drive shares higher by the end of 2019'And those are four small biotech stocks analysts favor this Friday morning as we look to close another trading week on a high note.
The length of a film should be directly related to the endurance of the human bladder.” ― Alfred Hitchcock
Thank You & Happy Hunting,
We published an extensive free report on a new 7% yielding stock I just added to my personal portfolio late in March. The shares have recent insider buying as well. If you are signed up to receive our free reports, you should have received this research automatically in your email. If you want this investment analysis and are not registered yet, just go to bretjenseninvests.com and hit the 'free reports' tab to download this latest report. This action will also register you for all the free reports we put out going forward as published as well. Next week we take an in-depth look at a small biotech name with a fast approaching PDUFA date.