Pharmdca
@Pharmdca
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USC Pharmacy Alumni, Full Time Investor. My tweets are a general reflection of my Investments and not a recommendation. Please do your own due diligence.
United States
Joined September 2013
LT position updates: Part 1 17 Portfolio Pick Buyouts $NARI $BPMC $MYOV $IMGN $KRTX $HZNP $PRVB $ISEE $BLU $CTIC $FSTX $ICVX $LVGO $STML $JUNO $CMRX $RLYP Tech positions- $TSLA $SOFI $COIN $GOOG $AMZN $NVDA $TTD $IREN $NBIS $DUOL $HOOD $ASTS $RKLB $BMNR $META Bio positions:
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@teslaownersSV If Gates hasn’t fully closed out the crazy short position he has held against Tesla for ~8 years, he had better do so soon
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$GOOGL $DIS Google and Disney reach deal to restore ESPN, ABC to YouTube TV
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$VKTX Baker Bros my favorite fund started a new position in Viking T. Not a huge position but good to see him getting into VKTX $MDGL is another position owned by Bakers that is a huge gainer for me 600% plus gainer in few years
$VKTX Baker Bros new position 366K shares @ 29.17
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$GOOGL Alphabet Inc.’s Google plans to invest $40 billion in three new Texas data centers, ramping upits footprint as competitors such as OpenAI and Anthropic PBC map out their own multibillion-dollar bets in the state.
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“I pretty much owe Tesla my life at this point” A woman was hit head on and walked away with a broken arm, bruises and burns Her 3 year-old only had a small scratch on his chin All airbags were deployed and her Tesla immediately dialed 911 If you love them, make sure they are
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Stick to your investing plan as always.
In times like this, you really see the difference between good investors and great ones. When the market gets shaky, most people panic or chase what’s hot. The great investors stay patient, stick to their plan, and focus on the long game. This is where conviction matters
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Some say Biotech sector sucks. You gotta be selective 2025 has been a better turnaround year for small cap Biotechs with $XBI finally breaking out over $100 pivot point. Here's a list of important Biotech acquisitions this year and more to come. 4 of my portfolio picks were
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Ron Baron is NOT holding back on Tesla. He says most CEOs have to be careful about future promises, except @elonmusk. @RonBaronAnalyst believes Elon will grow Tesla 5–7x in the next 10 years, and then 4–5x after that… Putting $TSLA stock at around $2,500 in a decade, and
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Ron Baron on CNBC this morning on @elonmusk: “You know, when you think about what he's doing, you talk about the pay package, and this is not like Rockefeller or like Carnegie or like Mellon or like Morgan, Ford, the great industrials who built this nation. This guy is like Da
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BREAKING - Sec. of Agriculture Brooke Rollins has just announced that the entirety of SNAP will be rebuilt and that all users will have to reapply to prove they genuinely need it.
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Lol
Healthcare has been up for 9 straight days so be a seller not a buyer...
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$MDGL FY30 peak sales estimate at $7B and EPS estimate at $120/share. Imagine how profitable Madrigal becomes by then, BP are you noticing? $BMY $MRK $GILD $LLY $XBI
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A partial list of small cap biotech companies that outperformed this year. If I miss any, please add to the list Look at the approximate % gainers this year $CDTX 1176% $MDGL 105% $CELC 1000% $ABVX 2100% $MTSR 400% $CYTK 117% $BBIO 139% $SPRB 4700% $TRVI 233%
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$CELC very close to triple digits. Another biotech stock outperformed $XBI In August, it was trading below $20 Long $CELC
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