- the virus impact on Latin America, Brazil, India, Nepal, and many other countries brings such devastating and depressing news that it is difficult to feel upbeat about any biotech victories.
- In the time of many medical advances the bitcoin “Crypto” issue is irrelevant.
- I have been adding long positions in (MRK)(GILD)(AMGN)(JNJ)(ABBV)(AZN)(LLY) since September 2020.
- upbeat biotech/medical news is still not enough to counter the ongoing politico attacks against the biotech and bio-pharma community.
- “We will lift our eyes, we won't fear the fight"
Every Victory – BiotecHOPE™
I was originally going to blog about “Every Victory” about a month ago except the virus impact on Latin America, Brazil, India, Nepal, and many other countries brings such devastating and depressing news that it is difficult to feel upbeat about any biotech victories. The virus and vaccine news in America and some Euro countries has been positive, but the news from lesser developed countries has been horrible. I keep track of the virus here at www.biotechSTORM.com the latest page is here = seeking biotech alpha is biotecMAX 生物技术最大 5/23/2021 the heart of biotech
How India’s Covid Crisis Got Out of Control | WSJ •May 19, 2021
I have no idea if Bitcoin will succeed or fail in the next 10-20 years, or if governments will want to control or restrict it or stop it. It is however one of the many media battles that distorts and supersedes successful investments that are occurring in the markets. Bitcoin is taking a lot of the air out of the business discussion room. From my perspective, it is a debate among those wealthy enough to have "risk money" to “play” this game. The volatility of Bitcoin and all the other “crypto-currencies” make it a highly speculative investment for most investors. I have no position in any bitcoin companies or ETF’s. If “Crypto” can succeed and be a useful tool/currency for investments so be it.
"While other governments have been dithering and taking a wait-and-see approach, Beijing has charted a course for financial stability, a sovereign digital currency and environmental protection."
However, right now, today, these past few weeks, biotech/bio-pharma and medtech companies are making significant gains to improve and prolong lives, all lives. “Every Victory” they achieve brings meaningful differences to us all no matter your race, color, religion, gender, sexual orientation or country of origin or position on bitcoin. In the time of many medical advances the bitcoin “Crypto” issue is irrelevant.
BiotecHOPE™ BiotecMAX™ BiotecWARS™ BiotecNOVA™
We may be divided as a nation on many things and in many areas, nevertheless progress can be made, is being made on things that can improve life for us all regardless of all these disagreements. Many of these differences will remain for generations and will take a long time to resolve. The differences all make for great political banter and dominate TV news discussions but currently many of these things, these cultural differences have little impact on people’s everyday lives, or even within the next 10 years. Moreover, the ongoing political divide in America is also not as relevant to real American prosperity. This ongoing battle gets way too much air-time and does not really change/impact medical advancements and or biotech success stories. They are succeeding regardless and indifferent to the ongoing hostile political landscape. I keep track of many biotech success stories and the biotech battles at these sections of my site;
- BiotecMAX™ seeking biotech alpha is biotecMAX 生物技术最大 5/23/2021 the heart of biotech
- BiotecHOPE™ seeking biotech alpha is biotecMAX 生物技术最大 5/23/2021 the heart of biotech
- BiotecNOVA™ seeking biotech alpha is biotecMAX 生物技术最大 5/23/2021 the heart of biotech
- BiotecWARS™ seeking biotech alpha is biotecMAX 生物技术最大 5/23/2021 the heart of biotech
- BiotechVortex™ seeking biotech alpha is biotecMAX 生物技术最大 5/23/2021 the heart of biotech
As I mentioned in a prior blog, 2020 will go down as the worst year for biotech-biopharma companies in terms of public relations in America = during all of 2020, and all during this pandemic, the www.biotechSTORM.com of 2020 and into 2021 biotech companies were all targeted as villains by almost all politicos, both sides. Not one product success story was enough to counter all the political negativity. And these positive and encouraging biotech news stories can barely gain good press as other more drama based issues dominate the news. As such, upbeat biotech/medical news is still not enough to counter the ongoing politico attacks against the biotech and bio-pharma community.
Pfizer's announcement below, via IDA Ireland, sends a clear message to all American politicos.
A more recent example is the ongoing debate over Intellectual Property “IP” rights of vaccine makers as it is certainly portrayed as a political issue and a political divide. Although the debate may make for good TV, in the end no matter which way the “IP” issues go it does not impact the real problems that poorer countries have in gaining access to Covid-19 vaccines or getting it to their populations. The challenging production, distribution, organization of sourcing ingredient supplies, maintaining quality controls and required safety controls in shipments are the real obstacles for all these countries. The “IP” issue is not the real issue, but here again it makes for great political TV drama. Reverse engineering of new products is not a new or difficult concept for savvy competitive biotech engineers, the real production quality control product development process issues are seriously challenging and a limiting factor in making great and effective products. And, even after the “IP’ issue, (no matter the outcome) the real question will remain – how does America assist poorer countries in gaining access to a vaccine?
BiotecMax™ - Victories
All during the last April and May of 2021 there have been many biotech success stories. Highlighted below are just a few;
Bristol Myers Squibb Receives Positive CHMP Opinion Recommending Opdivo (nivolumab) plus Yervoy (ipilimumab) for Treatment of Mismatch Repair Deficient or Microsatellite Instability-High Metastatic Colorectal Cancer After Prior Chemotherapy
Bristol Myers Squibb Announces LAG-3-Blocking Antibody Relatlimab and Nivolumab Fixed-Dose Combination Significantly Improves Progression-Free Survival vs. Opdivo (nivolumab) in Patients with Previously Untreated Metastatic or Unresectable Melanoma
FDA Approves Merck's KEYTRUDA® (pembrolizumab) Combined With Trastuzumab and Chemotherapy as First-line Treatment in Locally Advanced Unresectable or Metastatic HER2-Positive Gastric or Gastroesophageal Junction Adenocarcinoma - Merck.com
Merck and Eisai Receive Priority Review From FDA for KEYTRUDA® (pembrolizumab) Plus LENVIMA® (lenvatinib) Applications for Advanced Renal Cell Carcinoma and for Advanced Endometrial Carcinoma - Merck.com
bluebird bio Receives Positive CHMP Opinion for SKYSONA™ (elivaldogene autotemcel, Lenti-D™) Gene Therapy for Patients Less Than 18 Years of Age with Early Cerebral Adrenoleukodystrophy (CALD) | bluebird bio, Inc.
Lilly's tirzepatide achieves all primary and key secondary study outcomes against insulin glargine in adults with type 2 diabetes and increased cardiovascular risk in SURPASS-4 trial | Eli Lilly and Company
Bristol Myers Squibb Presents Late-Breaking Phase 3 Data Demonstrating Health Status Benefits of Mavacamten in Patients with Obstructive Hypertrophic Cardiomyopathy at American College of Cardiology's 70th Annual Scientific Session
“We will lift our eyes, we won't fear the fight"
Every Victory (feat. Danny Gokey) // The Belonging Co
•Premiered Feb 5, 2021
I have been adding long positions in (MRK)(GILD)(AMGN)(JNJ)(ABBV)(AZN)(LLY) since September 2020 to the "SeekingBiotechAlpha" portfolio and for now will continue to do so; seekingbiotechalpha.com | danwatson888's Portfolio on GuruFocus.com
Today May 23, 2021 I remain 100% invested in companies that develop products that improve, prolong and save lives. “We will lift our eyes, we won't fear the fight"
Disclosure: I am/we are long the following companies (GILD) (AMGN) (JNJ) (ABBV) (BMY) (AZN) (MRK) (LLY) (PFE) (XLRN) as of 5/23/2021. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it. I have no business relationship with any company whose stock is mentioned in this article.
I am considering/reviewing adding the following to the "SeekingBiotechAlpha" portfolio (MRNA) (AMRN) (VIR) (ISRG) (MDT) (OTCQX:RHHBY) (TMO) (BNTX) (IMMU) (GSK) (SNY) (BGNE) (OTCPK:WXXWY) (ABT) (NVS) (ABMD) (SGEN) (NVO) (DXCM) (BMRN) (GLPG) (EXEL) (RARE) (BLUE) (XLRN) (KPTI) (VIR)
Respectfully submitted to Seeking Alpha on 5/23/2021.
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Analyst's Disclosure: I am/we are long JNJ, AMGN, ABBV, AZN, LLY, PFE, BMY, GILD, XLRN, MRK.
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