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ONO Pharmaceutical Acquires Deciphera in a Monster Deal - Earnings Season has Begun with Big Beats

Jonathan Poyer

May 1, 20243 min read

Biotech & Healthcare

ONO Pharmaceutical Acquires Deciphera in a Monster Deal - Earnings Season has Begun with Big Beats

Biotech M&A Quiet Heading Into Earnings Season - Intra-Cellular (ITCI) Drug Hits in Clinical Trial and Creates Potential $1B+ Opportunity

Jonathan Poyer

Apr 24, 20242 min read

Biotech & Healthcare

Biotech M&A Quiet Heading Into Earnings Season - Intra-Cellular (ITCI) Drug Hits in Clinical Trial and Creates Potential $1B+ Opportunity

Biotech Capital Markets Activity - 130 Biotech Transactions YTD compared to Just 45 Last Year. $22B vs. $6B. Healthy Numbers but the Index Lags

Jonathan Poyer

Apr 23, 20241 min read

Biotech & Healthcare

Biotech Capital Markets Activity - 130 Biotech Transactions YTD compared to Just 45 Last Year. $22B vs. $6B. Healthy Numbers but the Index Lags

There is (Much) More to AI Markets than NVIDIA - And That Dip Might Mean a Good Time to Buy

Jonathan Poyer

Apr 23, 20242 min read

Robotics & Automation

There is (Much) More to AI Markets than NVIDIA - And That Dip Might Mean a Good Time to Buy

Vertex Announces Their Largest Deal Ever While AbbVie's News Around Neuroscience Drug Maker Makes More Waves

Jonathan Poyer

Apr 19, 20241 min read

Biotech & Healthcare

Vertex Announces Their Largest Deal Ever While AbbVie's News Around Neuroscience Drug Maker Makes More Waves

Vertex Pharmaceuticals Announces Largest Acquisition Ever - But Biotech Index Dips

Jonathan Poyer

Apr 18, 20242 min read

LifeSci Weekly Updates

Vertex Pharmaceuticals Announces Largest Acquisition Ever - But Biotech Index Dips

April 2024 Riffin' on Real Estate

Jonathan Poyer

Apr 15, 20241 min read

Riffin' on Real Estate Recordings

April 2024 Riffin' on Real Estate

Risk On for Q1 - But Returns are Broadening Beyond Tech and Indices are at All-Time Highs

Jonathan Poyer

Apr 12, 20242 min read

Risk On for Q1 - But Returns are Broadening Beyond Tech and Indices are at All-Time Highs

Biotech Rise Starts to Come Down as Index Reverts to the Mean - But as Momentum Cools Solid Fundamentals Look Good

Jonathan Poyer

Apr 10, 20243 min read

Biotech & Healthcare

Biotech Rise Starts to Come Down as Index Reverts to the Mean - But as Momentum Cools Solid Fundamentals Look Good

Barrons Highlights a Potential Big Change in Bio Investing - What Happens When $100B in Revenue Comes Up for Grabs?

Jonathan Poyer

Apr 8, 20242 min read

Biotech & Healthcare

Barrons Highlights a Potential Big Change in Bio Investing - What Happens When $100B in Revenue Comes Up for Grabs?

Diving Deep into the Waters of RMBS Investing. Should We Give Up on the Sector or Can It Become Attractive Again?

Jonathan Poyer

Apr 5, 20242 min read

Diving Deep into the Waters of RMBS Investing. Should We Give Up on the Sector or Can It Become Attractive Again?

Momentum and Story Stocks Narrowly Drive the Index - When Will Others Participate?

Jonathan Poyer

Apr 5, 20241 min read

Biotech & Healthcare

Momentum and Story Stocks Narrowly Drive the Index - When Will Others Participate?

Merck Hits All-Time High; But Momentum Trading Continues to Push Down the Biotech Index

Jonathan Poyer

Apr 2, 20242 min read

LifeSci Weekly Updates

Merck Hits All-Time High; But Momentum Trading Continues to Push Down the Biotech Index

Lots of Action on the Biotech Secondary Market - 8 Transactions, $1.4B

Jonathan Poyer

Mar 28, 20241 min read

Biotech & Healthcare

Lots of Action on the Biotech Secondary Market - 8 Transactions, $1.4B

You Need to Understand the Status of the VIX - More Volatility on the Up than the Down

Jonathan Poyer

Mar 28, 20241 min read

Volatility Investing and the VIX

You Need to Understand the Status of the VIX - More Volatility on the Up than the Down

Acquisitions in the News, But Momentum Trading Driving a Select Few Biotech Names. How Long Will That Last?

Jonathan Poyer

Mar 26, 20243 min read

Biotech & Healthcare

Acquisitions in the News, But Momentum Trading Driving a Select Few Biotech Names. How Long Will That Last?

AstraZeneca Acquires 2 Pharma Companies for over $2.1B Combined - Index Still Down for March

Jonathan Poyer

Mar 26, 20241 min read

Biotech & Healthcare

AstraZeneca Acquires 2 Pharma Companies for over $2.1B Combined - Index Still Down for March

Not All AI Success Stories Rhyme with NVIDIA - Take a Look at Some Names You Might Not Have Heard Of

Jonathan Poyer

Mar 25, 20242 min read

Robotics & Automation

Not All AI Success Stories Rhyme with NVIDIA - Take a Look at Some Names You Might Not Have Heard Of

Light M&A But Favorable Regulatory Activity Highlights Innovation and Advancements in Biotech

Jonathan Poyer

Mar 21, 20243 min read

Biotech & Healthcare

Light M&A But Favorable Regulatory Activity Highlights Innovation and Advancements in Biotech

Investing in AI Digital Simulation vs. AI Driven Digital Twin Technology

Jonathan Poyer

Mar 19, 20243 min read

Robotics & Automation

Investing in AI Digital Simulation vs. AI Driven Digital Twin Technology

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