Helios's Blog

[investar]

many biotechs got hit severely in the last weeks, but yesterday's action made me believe the time could be there to get back in?

[helios]

Sold $KALA, $VXRT (tonight exited @ 7.8), $CTXR left with:
1. $TEVA
2. $AULT
3. $ZIOP

Will be selling out $TEVA tomorrow or soon I hope ...
maybe it is time to buy back some $SGMO.

[investar]

SGMO not yet, also KALA disappointed

CTXR is in good mood. Mino Lok FDA news/update expected in May
ETTX had another injection from Innoviva and I think the 2$ of today is a very steady floor
ECOR constant good newsflow but no reaction and attractive here at 1.7$ imo

GNPX and AXSM are in waiting mode and sold off heavily in the last months

Looking at CDXC now. Tempted to take first position

[helios]

Reorganising:-
1. $TEVA
2. $AULT
3. $ZIOP
4. $KALA
5. $SGMO
might start a 6th ....

[investar]

Crazy move up for BIIB.

I bought some CYCN in sympathy today (3.2$).

[helios]

I see ... these two days biotechs are moving upwards ...
So, I may add $FLXN old counter as this is very much a laggard for a quick trade ...

[helios]

Traded $FLXN twice, reduced $AULT, holding rest and topped $TEVA (looking at its high amount of Dec Calls). Am going to get rid of $SGMO reminder of 500 shares.

[investar]

TEVA interesting price point here, but litigation issues still causing incertainties.

CTXR still very bullish, now above 4$, lots of volume in the past few days and more to come (Russell add + DMC expected early July).

ETTX nice move in the last weeks. AXSM is getting ready for approval, so it seems (still interesting here at 70 imo).
CYCN, was a great trade
CDXC, waiting for results but interested
KALA and SGMO, what do you think? Re-enter or wait a bit longer?

[investar]

looking at SVA (Sernova) at this moment. it may be heating up