Medicine 3.0: Investing in Ways to Live Longer
If you care about maximizing your net worth, you should care deeply about longevity – this issue looks at how to look after both.
Biotech
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
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
Finding Winners in the Discard Pile
In this issue of Biotech Frontiers, we focus on an upstart company that’s playing “pharmaceutical moneyball” – like the gritty Oakland A’s did with discarded baseball players, it looks through a new lens to find drugs that other pharma companies have put on the back shelf.
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
The Time For Biotech Is Now
As a sector, biotech stocks perform differently than tech stocks, “forever stocks,” and certainly the blue chips… We asked biotech veteran Erez Kalir to explain, in his own words, how he finds the right stocks for our new advisory Biotech Frontiers.
Dr. Rosenberg’s Roxbury Miracle
In this issue of Biotech Frontiers, we’ll lay out why one doctor’s five decades of pioneering work in oncology has not been simply an academic exercise… but instead stands to transform the lives of many cancer patients and reward this company’s shareholders who have funded its development.
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
Action to Take: Sell Half of Sagimet Biosciences
Dear Porter & Co. Biotech Frontiers Subscribers: On January 22, Sagimet Biosciences (Nasdaq: SGMT) – a member of our inaugural 10-stock basket kicking off our portfolio – announced top-line results from the Phase 2b clinical trial of its lead drug candidate, Denifanstat. Denifanstat is a promising treatment for liver fibrosis and NASH, serious metabolic illnesses that afflict
The Big Biotech Rebound
We’re in the midst of the longest and most punishing bear market in the history of biotech. Investors are so repelled by the sector that they’re ascribing negative value to many of its companies, creating the perfect opportunity for biotech investors. That’s why in this launch issue of Biotech Frontiers, we are recommending a basket of 10 biotech stocks to buy immediately.