Articles

Markets selling off can be scary, especially when it's some of your first weeks trading! It's tricky to take your emotions out of trading but historically it's what successful investors do! Today … [Read more...] about Buying The Panic

  In these trying times of COVID-19, companies, government agencies, and medical workers are working to provide patients with the medications needed to maintain quality of life, and more … [Read more...] about FDA PDUFA Dates in the Times of COVID

  Year to date, Verastem (VSTM) is up 208%, largely driven by the excitement around licensing the drug candidate CH5126766 from Chugai Pharmaceutical. The reason? An investigator sponsored trial … [Read more...] about All Eyes on Verastem

This week we saw great excitement as President Trump and the Corona Virus Task Force unveiled plans to open the country back up. Furthermore, we saw appreciation of biotechnology companies as reports … [Read more...] about Week in Review: April 13th and an FDA Second

In this article series I go over our core investments, their investment thesis, and new developments during the First Quarter of 2020 (1/1/20 to 3/31/20) starting with LJPC. La Jolla … [Read more...] about Quarterly Update, 1Q20: LJPC