Sell Alert: Focusing on the Big Picture When the Big Picture Matters

Dear Biotech Frontiers Subscribers: There is one big question today that no investor can ignore or avoid: Is inflation in the U.S. on its way down… or is it set to rebound? This question matters to every asset class – stocks, bonds, real estate, commodities, precious metals, crypto, art – and to every single investment
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Action to Take: Sell Half of Kodiak Sciences

Dear Biotech Frontiers subscribers: Shares of Kodiak Sciences (Nasdaq: KOD), part of our original basket of 10-negative-enterprise-value biotech stocks, are up about 100%. We recommended Kodiak at $3.16 per share. Today, shares are trading in the range $6.15 to $6.35. There is no specific news that has driven the re-rating in Kodiak, and the stock
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Two Important Updates on Iovance Biotherapeutics

Dear Biotech Frontiers Subscribers: We have two timely pieces of news to digest. 1. This past Friday, February 16, the Food and Drug Administration (“FDA”) granted Iovance Biotherapeutics’ (Nasdaq: IOVA) lifileucel therapy accelerated approval for advanced melanoma, making it the first and only tumor-infiltrating lymphocyte (“TIL”) treatment available for cancer. Lifileucel’s approval is an important
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Buy Alert: IOVA for Biotech Frontiers Portfolio

Dear Porter & Co. Biotech Frontiers Subscribers: One of the defining aspects of biotech is that it’s a catalyst-driven investment domain. This means that the fate of biotech investments often depends on specific, concrete events – such as clinical-trial-data releases or regulatory decisions. These decisions can drive biotech stocks much higher… or much lower.   This
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