Dissecting the Bull
Reporting about and analyzing technology stocks
Friday, July 8, 2016
ImmunoGen and Juno
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I own some ImmunoGen (IMGN) and some Juno Therapeutics (JUNO), both of which are small (under 1%) parts of my portfolio, since they are deve...
Tuesday, July 5, 2016
Sold my Bind Therapeutics.
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I sold my Bind Therapeutics (BIND) stock today after it went up on the news that Pfizer will make an offer to buy its assets. The problem is...
Thursday, June 30, 2016
Initiation of Coverage of ImmunoGen
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I previously owned biotechnology pharmaceutical companies working with ADC (antibody drug conjugate) technologies, notably Celldex (CLDX). O...
Friday, June 24, 2016
Alnylam, Microchip, Brexit
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It is a bloody day on Wall Street and across the world's markets, but I am not worried, yet. Since I am mainly in biotechnology stocks I...
Thursday, June 9, 2016
GlycoMimetics: if you can stand the risk, buy it
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My latest Seeking Alpha article: GlycoMimetics: Undercovered with Catalysts Coming I originally bought GLYC on March 31, 2015, then on A...
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