Read on Twitter
Important thread on latest developments in #COVID19 vaccine race, thread also breaks down my investment picks as requested. Right now (in the US):
1. Moderna- Phase II (Clinical Trials), NIAD partnership
2. Innovio-Phase II/III
3. Novavax-Phase II
4. Merck-Phase I
5. J&J-Phase I
1. Moderna- Phase II (Clinical Trials), NIAD partnership
2. Innovio-Phase II/III
3. Novavax-Phase II
4. Merck-Phase I
5. J&J-Phase I
Back in late Feb. (after being ridiculed by conservative economists for predicting a massive bio-security failure), "several Wuhans," loaded up on small-cap bio-tech stocks. The three I bought and still hold:
-Innovio, Moderna, and Novavax. But there are more... #CoronaEconomics
-Innovio, Moderna, and Novavax. But there are more... #CoronaEconomics
The #COVID vaccine race will not be a winner take all market and its a mega market. Several winners will capture the market share and for the foreseeable future (Q3 2020-Q1 2021), continue to see a massive rally in small cap biopharma. Smaller+specialized vaccine shop the better.
Remain very bullish on small cap #COVID biopharma and the sector as a whole heading into Q3+Q4 and so far my 2020 bio-security forecast has been spot on. Americans have been careless, very anti-science, individualistic, and not a united all so cases will explode for a long time.
My Investment picks:
Buy+hold: Moderna, Novavax, Innovio, and Sorrento Therapeutics. Q3+Q4 (2020), part of my "virus" economy thesis in Feb.
Avoid: Conglomerates, Pzifer, Johnson & Johnson.
Note: Sorrento Theraputics develops #COVID treatments not vaccines but very important.
Buy+hold: Moderna, Novavax, Innovio, and Sorrento Therapeutics. Q3+Q4 (2020), part of my "virus" economy thesis in Feb.
Avoid: Conglomerates, Pzifer, Johnson & Johnson.
Note: Sorrento Theraputics develops #COVID treatments not vaccines but very important.
Pfizer*
