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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, the presidents are going on vacation, sell on May ~~~~
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$Alibaba(BABA.US$It's been a few years, and it's still around 70. It's not good to buy something, 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 stop at least around 130. At that time, you can play a wave
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$Tesla(TSLA.US$ I went in to get a handful of sugar and left 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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$Tesla(TSLA.US$
Grab a small bounce and run when you're done
Grab a small bounce and run when you're done
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$Tesla(TSLA.US$ I Think Cathie's bag is getting heavier
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