China has become the #2 pharmaceutical market years ahead of projections and continues to be the fastest growing market in the world. China is $50 billion dollars a year into life science and healthcare development through over 160 government funding programs. VC investment, M&A transactions and cross-border partnering deals in China were all up significantly in 2012.
ChinaBio® Today focuses exclusively on the rapidly evolving life science industry in China, including biotech, pharma, medical device, diagnostics, services and tools. From our offices in Shanghai and San Diego, our industry analysts provide daily news, commentary and analysis on public and private China life science companies, as well as events and global issues affecting the China market.
Visit: ChinaBio Today (http://www.chinabiotoday.com)
ChinaBio LLC (http://www.chinabiollc.com)
Investor/Trader in biotech and tech sectors for 10 years. Founder & Editor of ROTY (Runners of the Year), a strategy and now Marketplace Service focused on discovering opportunities to achieve high % gains within a year´s time frame.
Importantly, I often highlight risk management and entry/exit strategies, as I believe they represent areas that are often neglected but materially important for readers to understand and apply if they want to be profitable long term.
For new readers, you are welcome to follow along with free articles, which includes my Core Biotech Buys series for investors seeking stocks with multi-year upside potential and limited downside.
Benefits of a subscription to ROTY include unlimited archive access to all of my material, the ability to participate in a dynamic live chat & community that wants to see you succeed, access to our 10 stock model account and Contenders (watch list), access to tools such as Catalyst Tracker and much more at an accessible price point.
Full Disclosure: I am in a collaborative relationship with The Biotech Forum/Bret Jensen.
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Individual Investor with a PhD in Biological Sciences from an Ivy League school and extensive research experience in the field. My current focus is on technology sector with growth potential and deep value, especially the biotech industry.
My ideas in technology focus on finding companies with sustainable cash flow, and strong intellectual property or technological moat around the business.
Biotech ideas focus on clinical and commercial stage companies that look to be de-risked with large potential for upside. Having a strong management team is key to any long-term success in pharmaceuticals or biotech. There are plenty of biotech firms, and I attempt to sift through them to find the strongest investments at low valuations.
Kerrisdale Capital is a private investment manager that focuses on value and special situations investments. We manage investment partnerships and separately managed accounts.
Strong Bio is a growth-focused analyst seeking identification of unique investment opportunities in biotechnology that arise as high probability market niche innovation or expansion based on scientific peer-reviewed evidence supportive of novel mechanism(s) of action. By diligently screening investment candidates in multiple biotechnology sectors, initial position recommendations and reinforcing position pricing profiles can be systematically evaluated citing fundamental trends for investors to exploit. If you would like to request that Strong Bio publish an article on a company of interest, please request by private message. Strong Bio reminds the reader that investment in biotechnology can be considered high risk, and diversification of assets is a necessity. Strong Bio is a personal branding of F. Thomas Crump, Ph.D., in an attempt to communicate with a biotechnology stock club that got too large to communicate with by text. Strong Bio mobile app under construction.
Avisol Capital Partners runs the Total Pharma Tracker Seeking Alpha Marketplace service. This is managed by Dr Asok Dutta, BVScAH and Dr Udaya Kumar Maiya, MD Oncologist. The service offers end-to-end research on both investing and trading ideas everyday, and includes a 150-stock watchlist and two 40-stock model portfolios that are continuously tracked.
Dr Dutta is a retired veterinary surgeon. He has over 40 years experience in the industry. Dr Maiya is a well-known oncologist who has 30 years in the medical field, including as Medical Director of various healthcare institutions. Both doctors are also avid private investors. They are assisted by a number of finance professionals in developing this service.
If you want to check out our service, go here - https://seekingalpha.com/author/avisol-capital-partners/research
Disclaimer - we are not investment advisors.
I am an individual investor focused on biotech, technology, and natural resources. I have also recently started covering the marijuana industry.
I often write about undervalued biotech companies with significant potential to disrupt existing markets. I will increasingly cover the market for recreational and medicinal marijuana which is poised to rapidly expand as legalization takes place in Canada and several American states. I am a law student and have spent several years researching the interaction between Indigenous rights and natural resource development in North America, Australia, and New Zealand. Much of my writing on Seeking Alpha focuses on the impact of social, legal, and political factors on the North American resource extraction sector.
AMP Biotech Research provides brief, detailed research reports for publicly traded biotech companies. We are a team of PhDs and 1 MD + more who use our deep technical training and investing experience to provide detailed analysis of biopharma companies.
Individual Investor with a strong passion for Technology and BioTechs. Value seeker and momentum investor with a short to medium term investment horizon. An upstart SA contributor.
Note that the views and expressions in this article are my own and are not to be taken as an investment advice; its best to consult a financial advisor in that regard.
I spent years as a L/S analyst at one of the largest hedge funds in the world. Now, I focus on small and micro cap stocks in my spare time that are under valued, under followed and misunderstood. My expertise is fundamental analysis with time frames that are primarily medium to long term oriented - depends how far and fast the stocks move.
I use Seeking Alpha to publish my analysis and offer my perspective to other investors.
I enjoy learning from my fellow writers as well! If you live in San Francisco or in the Bay Area, feel free to send me a message to coordinate meetups to discuss stock investing, finance, etc.
You can connect with me on Twitter: https://twitter.com/RonaldLiu3
SA PRO author & marketplace contributor. Successful PRO calls include $AKAO (+400% within 6 months) & $MRNS (+450% within 6 months).
I am providing members of my marketplace service, 'Second-Level Investing' with exclusive ideas, analysis and interviews with managers and subject matter experts.
- A former diplomat & entrepreneur. A former Project Manager at UN Principles for Responsible Investment
- An alumni of SciencesPo Paris
- Based in Luxembourg
Nearly four years of investing experience with a concentration in tech, energy, and biotech stocks. My intention is to find value in equities which the market has yet to appropriately price by using an insightful, intelligent perspective.
Learn from your own mistakes and capitalize on those of others.
I am a US Air Force Academy graduate and pilot. I have a Bachelors of Science in Economics. I flew KC-135 tankers and also worked as the budget officer in the comptroller’s squadron. I started off my civilian career as a stock broker for Dean Witter. After leaving Dean Witter I worked at a regional Broker Dealer called National Securities. I was a research analyst and authored and published reports in the aerospace sector. I am no stranger to public speaking and was a guest professor at the local community college teaching about the stock and options markets. In 1999 I left the securities business to test my skills as an entrepreneur.
Currently I work as a contract CFO for various public companies.
I have 20+ years of experience in biotech investments. I am a chemical engineer and hold a Ph.D. in microbial physiology, but I am not an MD. I have authored or co-authored more than 20 peer reviewed scientific papers.
H.B.Sc. from the University of Toronto specializing in Biology and Life Sciences, current Doctor of Optometry candidate studying at the University of Waterloo, started my own business in 2014 in the retail healthcare sector, and currently manage my own portfolio of investments while studying.
Got into investing because I love the research element of finding a special opportunity, and having real time feedback on whether the logic used was right. I have no formal education in this field, everything I know is from dozens of books, and hundreds of articles, interviews, and podcasts that I've read and listened to in the past few years. I look for asymmetric opportunities that provide quick option like gains on investment to bolster returns while holding other assets for long term growth. I'm open to further opportunities in this field, feel free to get in touch.
Lastly, I am young and learning every day, and acknowledge the likelihood that my opinions and strategies will develop and change as I gain further knowledge/experience in this field. Thus, this is a disclaimer that I am NOT a certified, registered, or accredited financial planner and/or investor/investment adviser. Material provided by me is my own opinion and purely for informational/entertainment purposes and should never be seen as investment advice. Readers are encouraged to do their own due diligence and consult on topics surrounding investing with their own financial/investment adviser.
Cheers and thanks for reading,
Be healthy, wealthy, happy, and savvy
I am an individual investor with a strong passion and interest in Life Sciences. I am a recent contributor to Seeking Alpha and hope to write a lot more. I will be talking mainly about small cap bio companies that I believe have value along with industry outlooks. I may also occasionally write about stocks that interest me outside of the Life Sciences space.
I currently help students understand fundamental analysis of equities and how to explore the use of Bloomberg terminals for doing meaningful research. Recently I've been covering cryptocurrencies more because the field is exciting and not well researched. I've slowed my writing on stocks due to the nature of my investment process. I look at earnings transcripts, do ratio analysis and sentiment analysis, and look at price action before I buy. These are often not enough to fill a detailed article like the ones I was writing and I would rather not publish weak pieces. I still hope to give my insights on equities occasionally (likely through blog posts), but will be moving to cover the CryptoSphere more. If you're interested in cryptocurrencies, even just to learn more, I hope you'll stick around!
I have been on the markets since 2006. I concentrate mostly on medium term option trades. Among my big wins were betting against the oil spike in 2008, buying Green Mountain Coffee at $17, First solar at $14, and betting against Exxon Mobile last year. My biggest failures were buying Fremont General in 2008 and being bullish on Netflix at $350 with calls.
RagingBull.com is the premier destination for both new or experienced active traders who are looking for stock picks, stock ideas, how to get started trading stocks, and overall stock market education. Our team is comprised of real millionaire stock traders who put their money to work every day in the markets by actively trading penny stocks, ETF’s, options, small-cap stocks and biotech stocks.
BIO: Vincent Tizono is a financial analysts and private speculator who graduated summa cum laude with a Bachelor of Science from Rocky Mountain College. He's a former Edward Jones Financial Advisor who worked at Edward Jones Headquarters in St. Louis, Missouri, handling multiple offices in transition. The cumulative assets under management for the 11 advisor team totaled over $400 million. Furthermore, Vincent was apart of the FACD program at Edward Jones, which only 1 in 500 applicants are accepted into.
I have a unique talent for finding high-quality speculations and catalyst plays in the biotech space. My last six speculations were ZSAN, FLXN, CPRX, VSTM, OCUL, and AUPH. I wrote articles outlining each of these opportunities; except for ZSAN and FLXN which were just blog posts stating that they were currently worth buying as speculations. All four articles and the two blog posts can be found under my profile.
ZSAN--22% in 5 days (the write up is in my Sep 30th Biotech Brief)
FLXN--21% in 65 days
CPRX--26% in 5 days
VSTM--24% in 3 days
OCUL--14% in 5 days
AUPH--42% in 6 days
--Returns have been calculated by assuming that a position was taken on the open of the day that the piece was published and sold on the close of the day that it hit my stated price target or, in the absence of that, the day before the data readout.
The results of my Long-term oriented articles:
CARA: The stock ran up 86% between the time of my first article and my second article. Also, I explained in my second article that I thought it was smart to lock in profits and thus reduced my position to only 25% of my original position.
AIMT: The stock is currently up a little over 69% since my first article.
GWPH: -- I didn’t suggest buying at these levels but rather I explained why I am still holding long even though I, at that point, was up 188% (I included a pic of my brokerage account since 188% is such a stellar return and thus a large claim)
TTNP: I articulated why the equity would struggle, and currently the stock is down a little over 50% since my article.
PLX: The stock is down since I wrote about it, but this is the type of little stock that you either make multiples of your money or it will go to zero. Thus, size your position accordingly and check back in a couple of years.
(Long-term for me is a year or longer given that we are talking about small/mid-cap biotech)
My Style: I look for compelling speculations in the small/mid-cap space of the biotech industry. Each speculation has its own nuances and idiosyncratic risks that are associated with it. However, generally speaking, my speculating focuses on finding windows in time when probability favors appreciation, there’s solid visibility on the risks and possible outcomes, and a high reward to risk ratio is present. Furthermore, equity markets manipulate the emotional weaknesses of speculators. Thus, my entries, exists, and sizing of positions are decided on in a systematic fashion. Lastly, I believe that sound bankroll/risk management is the key to profitable speculation. Proper bankroll/risk management is what will allow you to overcome the randomness that is inherent in security speculation by allowing you to handle drawdowns from a negative sequence of returns.
Wisdom: “No man so wise that he may not easily err if he takes no other counsel than his own. He that is taught only by himself has a fool for a master”-Ben Johnson
"There is nothing so disastrous as a rational investment policy in an irrational world"-John Maynard Keynes
"Amateurs care about how much they can make, but professionals care about how much they can lose"
Learn more about the Small Cap model portfolio and the Biotech model portfolio at GraycellAdvisors.com and PrudentBiotech.com
Besides being an Analyst on both the Buyside and Sellside, the author has worked in Corporate Strategy and Finance roles for technology services companies and has now been publishing risk-adjusted return-driven, quantitative model portfolios for many years at Graycell Advisors. More about the author can be learned here.
During 2016, the Graycell Small Cap Portfolio was up +71% compared to benchmark Russell 2000 Index gain of +19%. The Prudent Biotech Portfolio was up +7%, compared to Biotech Index (IBB) decline of -21% in 2016. In 2017, the outperformance continues. Recent performance numbers are available here for Graycell and here for Prudent Biotech.
You are invited to take a look at our websites for Samples, Performance, Philosophy, and Approach, and decide if the Biotech and Small Cap products can contribute to your investment objectives.
You can even Register for a Free Monthly Pick direct from the Portfolio,
Any questions, please write to Support @ GraycellAdvisors .com or use the Contact Form.
Graycell Advisors and related entities are not a Registered Investment Advisor (RIA). Nothing here or on the site constitutes a personalized investment recommendation, and stocks mentioned in the reports/articles/comments may be now or in the past, part of the portfolios recommended by Graycell Advisors and related entities. All opinions expressed are subject to change as new information develops, and no updates will be provided on model portfolios unless you are a subscriber.