All Posts

BACKGROUND

SUMMARY

SUMMARY Hedge fund holdings can help you discover new investment ideas We identified & follow the top biopharma-focused hedge funds Q3 hedge fund holdings reports were released on ~11/14/23 This report focuses on top holdings of top biopharma hedge funds as of 9/30/23 Top Biopharma Hedge Funds At BPIQ we identified the top smid-cap biopharma-focused hedge funds ^1. We updated our database of holding and other info re: these funds with their recently-released data for holdings

Great that $XBI is up this week on Fed pause But XBI is still very low (in the $60s) Here’s 2 ways to make $$ in this long-term biotech bear market (See 👇) 1) Smid-cap biopharma M&A targets 2) M&A arbitrages STRATEGY 1 Invest in biopharma companies that are M&A targets ⇒ Cannot know for certain which biopharma Co's will get acquired ⇒ So focus on companies with attributes that make them M&A targets      •  Especially since biopharma M&A is very active 📸      •  -1 key attri

Check out the gene editing presentation @ the ~30 min to ~50 min mark of the 10/31/23   VRTX AdCom by Fyodor Urnoff of UC Berkeley Available at the following Link:   https://www.youtube.com/watch?v=M90IjjxOdQg&t=20970s Posted 11/1/23 This article is NOT legal, investment or tax advice. Please do your own diligence before making any investment decisions.

For FDA decision on $SRPT ELEVIDYS (ELEV) DMD gene therapy Currently ... ELEV has conditional approval for 4-5 yr olds only SPRT wants full approval & expanded label for all DMD pts FDA is faced with challenge: Hold a hard line on the 1' endpoint? 17 question NSAA test (rated as 0, 1, or 2) 📸 ELEV missed 1' endpoint 📸 Or give SRPT the benefit of the doubt? DMD trials are very hard to run 1 time gene therapy with well founded MOA ELEV was Directionally favorable for all key

At BPIQ, our goal is to help you make money investing in smid-cap biopharma stocks

See our post " Two Strategies to Make Money in a Biopharma Down Market " for key strategies to make money regardless of whether XBI is in an upward or downward trend

When will smid-cap biopharma (e.g., XBI) stock prices start to increase again? Maybe when the biggest drivers for the downturn end or even reverse? So what are these 2 major drivers? US Federal Reserve interest rate increases U.S. Congress threats/action re: drug price controls/reform Here’s some background on the downturn, to help us understand why we think especially item 1, and to a lesser degree, item 2 are the main drivers. It’s been tough since 2021 for biotech investor

See our post " Two Strategies to Make Money in a Biopharma Down Market " for key strategies to make money regardless of whether XBI is in an upward or downward trend