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Interesting both for the (1) shift in the macro-trend to M&A (vs. Licensing) and (2) change in top spenders
$Merck & Co (MRK.US)$ $Bristol-Myers Squibb (BMY.US)$ $Johnson & Johnson (JNJ.US)$ $Pfizer (PFE.US)$ $Novo-Nordisk A/S (NVO.US)$ $AbbVie (ABBV.US)$
$Merck & Co (MRK.US)$ $Bristol-Myers Squibb (BMY.US)$ $Johnson & Johnson (JNJ.US)$ $Pfizer (PFE.US)$ $Novo-Nordisk A/S (NVO.US)$ $AbbVie (ABBV.US)$
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$PDD Holdings (PDD.US)$ It's May, and the CEOs are going on vacation. Sell in May ~~~~
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$Alibaba (BABA.US)$It's been several years, still hovering around the 70s, what's wrong with buying some things, tesla, nvidia, apple, netflix
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🗓️ Last week’s PDUFAs:
$Supernus Pharmaceuticals (SUPN.US)$ : CRL 4/8/24 🙁
⇒ SPN-830
⇒ OFF episodes in PD
⇒ NDA
⇒ PDUFA: 4/5/24
$Legend Biotech (LEGN.US)$ & $Johnson & Johnson (JNJ.US)$ : Approved 🎉
⇒ CARVYKTI (cilta-cel)
⇒ Multiple myeloma
⇒ sBLA
⇒ PDUFA: 4/5/24
$AstraZeneca (AZN.US)$ : Approved 🎉
⇒ Enhertu
⇒ HER2+ solid tumors
⇒ sBLA
⇒ PDUFA: Q2 2024
$2seventy bio (TSVT.US)$ & $Bristol-Myers Squibb (BMY.US)$ : Approved 🎉
⇒ Abecma
⇒ Multiple myeloma
⇒ sBLA
⇒ Delayed PDUFA
$Vanda Pharmaceuticals (VNDA.US)$...
$Supernus Pharmaceuticals (SUPN.US)$ : CRL 4/8/24 🙁
⇒ SPN-830
⇒ OFF episodes in PD
⇒ NDA
⇒ PDUFA: 4/5/24
$Legend Biotech (LEGN.US)$ & $Johnson & Johnson (JNJ.US)$ : Approved 🎉
⇒ CARVYKTI (cilta-cel)
⇒ Multiple myeloma
⇒ sBLA
⇒ PDUFA: 4/5/24
$AstraZeneca (AZN.US)$ : Approved 🎉
⇒ Enhertu
⇒ HER2+ solid tumors
⇒ sBLA
⇒ PDUFA: Q2 2024
$2seventy bio (TSVT.US)$ & $Bristol-Myers Squibb (BMY.US)$ : Approved 🎉
⇒ Abecma
⇒ Multiple myeloma
⇒ sBLA
⇒ Delayed PDUFA
$Vanda Pharmaceuticals (VNDA.US)$...
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$Tesla (TSLA.US)$ This wave will at least stop around 130, then we can make a comeback.
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$Tesla (TSLA.US)$ Enter and grab a handful of candy, and leave the next day.
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$PDD Holdings (PDD.US)$ chinese stocks may take further beating becoz of geo political risks
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$Tesla (TSLA.US)$
Seize a small rebound, then run away.
Seize a small rebound, then run away.
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$Tesla (TSLA.US)$ I Think Cathie's bag is getting heavier
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