Biotech Frontiers

Life-science and biotech investing is our focus in Biotech Frontiers… Some startups follow a clear, smooth path to success. Others skyrocket, then quickly fall back to Earth. But, generally speaking, as a sector, biotech stocks perform differently than tech stocks, “forever stocks,” and certainly the blue chips… Biotech veteran Erez Kalir heads up this advisory that publishes on the first Thursday of each month, with regular unscheduled updates as they are needed.

Issues & Updates


  • A Biotech Blue Chip
    Just as recombinant DNA unlocked a new era of drug-making, siRNA is now unlocking an era where we don’t just supplement biology – we command it. This month’s recommendation is a company that is category defining in its leadership of the siRNA – and a blue-chip biotech stock that should surge ahead as the industry falls back.
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  • Sell Alert: Iovance Biotherapeutics (Nasdaq: IOVA)
    Dear Biotech Frontiers subscribers, One of the most important qualities that separates professional investors from amateurs is the capacity to face reality when it becomes clear an investment thesis has broken down. As I’ve said before, hope is not a strategy. Unfortunately, that moment has come regarding our Biotech Frontiers investment in Iovance Biotherapeutics (Nasdaq:
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  • Our Negative-EV Basket, Part II
    Unlike in the first negative-EV biotech basket, editor Erez Kalir doesn’t anticipate having a Big Picture catalyst that causes our recommendations to rise in price. This time, the catalyst will come from the biotech sector itself: The advances emerging are as transformative as any in the history of biotech
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  • A Biotech Tipping Point
    No discovery in the history of science has had a larger impact than that of monoclonal antibodies (“mAbs”) – the laboratory-made proteins that act like precision-guided cruise missiles, targeting a specific molecule in the body. Last year, five of the top 10 best-selling drugs in the world were mAbs, including the number-one best-seller Keytruda, Merck’s cancer therapy that did $29.5 billion in revenue.
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