For those who have successfully ridden the MicroStrategy train – seeing huge gains on investments into Bitcoin – congratulations. For those who have not ridden that train, this issue of Biotech Frontiers will offer you a similar opportunity: a recommendation of a company that is now as little-known as MicroStrategy was back in 2020, with very real potential for similar upside.
In this issue, we provide updates on several current recommendations in the portfolio that have fallen in value. Some of these are world-class companies that dominate their respective industries. One is not. The distinction provides a good lesson in when to sell and when to hold.
The total return of the average distressed bond exceeded 30% in 2024, beating the S&P 500 Index’s total return, which was well above its own historical average, at 25%. Still, with many big losers in that average, picking the right bonds is essential with distressed investing.
A leader in the field of regenerative medicine, this company has developed treatment for injured civilians and soldiers in Ukraine, and for vascular victims of automobile accidents, shootings, and industrial mishaps. Its off-the-shelf solution is putting it way ahead of its competition… with a potential for huge future returns.
It’s Naughty List time. In this once-a-year special edition, we make a list of our least-favorite, worst-performing companies, check it twice, and tell you why they’re not so nice.
While corporate insiders and Wall Street analysts wave the caution flag by selling way more than buying, retail investors have never been more euphoric. We look at how that plays out across The Big Secret portfolio.
In this issue, analyst Erez Kalir focuses on a Big Picture inflection point that he says is crucially important for biotech holdings as well as every other investment in an investor’s portfolio.
When interest rates go up, bond prices go down. Most segments obey that rule, by falling in price, as the benchmark 10-year Treasury yield rose. But not distressed bonds.
With shares trading up more than 100% from our entry price, we are recommending selling a half position in Peloton Interactive (Nasdaq: PTON). In our initial report on Peloton, “A Change of Gears,” dated October 11, 2023, we recommended purchasing Peloton’s 0% coupon bonds coming due February 15, 2026. At the time these bonds were
It would take medicine almost 100 years to translate a Nobel Prize winner’s “magic bullet” to fight cancer into reality. Now, in the past few years, the fruits of his research have emerged as one of the hottest areas of cancer medicine… . . . and of biotech deal making.