Helios's Blog

Re: Helios's Blog

Postby investar » Wed Dec 23, 2020 2:01 am

a bit sour to see SGMO soaring (now 18.4!) after holding so long, and then exiting just at the top of the traditional trading range

Luckily AXSM and GNPX have a lot of room to start rocketing as well!

Happy holidays!
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Re: Helios's Blog

Postby helios » Tue Jan 05, 2021 4:22 am

sold $TEVA tonight just a little as the Jan 08 calls are unusual ... news of drug price hike definitely help, rest will hold on until Feb 05 Q1 release.

As the JPM21 is inching nearer, I will be selling out on $AULT very illiquid, however excellent clinical programs on AUTO-1 and AUTO-3 ...

$SGMO is also presenting, I think, this stock will come down after a while, especially upon its peers news flow or publication, expect this to balance at $10-11ish. $CRSP patent should be resolving soon .....
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Re: Helios's Blog

Postby helios » Tue Jan 05, 2021 4:32 am

$AUTL catalysts AUTO1 pivotal study,enroll 100 relapsed or refractory (r/r) adult acute lymphoblastic leukemia (ALL) subjects with top-line data expected by end-2021; rapid maturation of ALEXANDER study of AUTO3, which has pinpointed a recommended Phase 2 dose (RP2D) with keytruda. I think they'll present e storyboard advancement of all three clinical programs at JPM21. Time to sell out ... !
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Re: Helios's Blog

Postby helios » Tue Jan 05, 2021 5:10 am

BAIRD says too and sees $MRNA going for $NTLA gene editing in 2021
so would $PFE buy partner $BNTX and partner $SGMO for editing? been rumoured.
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Re: Helios's Blog

Postby helios » Tue Jan 05, 2021 5:39 am

eye-ing on $AVRO .... relatively cheaper than $SGMO but has a near term hunter syndrome catalyst.
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Re: Helios's Blog

Postby helios » Fri Jan 08, 2021 8:09 am

Exited $TEVA and swing twice already, however a check on Calls volume Feb is still sweeping in ... especially 10th Feb will be Q4 earnings ... it is not wise to unwinding now; aiming for a price target to $13-ish.

Bought some $KALA and exited last night. Shall closely monitored it as $KALA All the boxes checked now but one if will be rumoured for MBO ....

✅Top Management
✅2 Approved FDA RX
✅Huge Market/need
✅Insurance co's on board
✅First and only RX for acute DED
✅cash runway extended to Q4 2022
✅100% De-risked
⬜️$50 buyout

Saw the volatile $AUTL last night and might swing out little, and ought to .... now have to wait till JPM ... well ...

All three above are presenting in JPM21 Healthcare Conference next week on 11th
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Re: Helios's Blog

Postby investar » Wed Jan 13, 2021 5:56 pm

$KALA still on watch here,

like it as it seems indeed quite de-risked,

my bid is 7.21$, should I raise it or is there no 'urgency' cfr that rumour?
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Re: Helios's Blog

Postby helios » Wed Jan 20, 2021 4:19 pm

Yes no hurry with $KALA.

Finally moving again $TEVA w lots of sweep calls. Am going to exit bulk first week of Feb, if not on 10th their annual report. my guess is >$13.50 target ....

Am hunting for other stocks now ....
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Re: Helios's Blog

Postby investar » Wed Jan 20, 2021 10:15 pm

OK thanks

Hunting for others?
Take a look at ECOR, or ETTX
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Re: Helios's Blog

Postby helios » Tue Jan 26, 2021 5:51 am

Bought $VXRT upon opening at sold it intra-trade.

$VXRT one of my most speculative trade and broke own rule of 'no covid stock'!

rumoured announcement should be this week, as their annual report is on 10th.
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