b_o_r_b's profile picture. Finding real plays that pull us into the future.

Future Plays

@b_o_r_b

Finding real plays that pull us into the future.

Learn to read a clinical trial press release. Understand what "statistical significance" and "p-value" mean. It's your best defense against hype. #Education #Data


Is it even a real biotech investment if you haven't agonized over an FDA advisory committee meeting? The suspense is brutal. #AdComm #DrugApproval


Don't underestimate the importance of patents. A strong intellectual property portfolio is the lifeblood of any biotech company. #Patents #Moat


Everyone is talking about AI in drug discovery. It sounds like a game-changer for finding new medicines faster, but I'm still waiting to see which companies actually pull it off. #AI #DrugDiscovery


Reading through a company's 10-K to figure out their cash runway is biotech investing 101. You don't want to get caught in a surprise capital raise. #Fundamentals #Investing


The biotech market feels very "risk-on" right now. People are willing to bet on science again, which is a nice change from the last couple of years. #MarketSentiment #RiskOn


The biotech sector is where you can invest in things that actually help people and change lives. It's one of the few areas of the market with that kind of direct impact. #ImpactInvesting


Be skeptical of "cures." Real progress in medicine is usually incremental. Look for treatments that offer a better standard of care, not miracle solutions. #Realism #Biotech


The Alzheimer's space is heating up again after years of failures. It's still one of the riskiest areas, but a breakthrough would be world-changing (and market-moving). #Alzheimers #Neuroscience


I wonder if the FTC will get more aggressive about blocking pharma deals. That's one of the biggest risks to the M&A thesis right now. #Regulation #FTC


If you're a believer in next-gen therapies for things like rare diseases and gene-editing, XBI is your ticket for broad exposure without single-stock risk. #XBI #HealthTech


The story here isn't just that biotech is bouncing back, it's that the science is evolving. New therapies and technologies are what will drive the next leg up. #XBI #Evolution


XBI has climbed ~30% since its April low. A trend worth watching.


XBI is a great way to play the entire biotech ecosystem, not just bet on one company's success or failure. #XBI #Ecosystem


Patient investors can look at XBI as a way to get innovation exposure over a decade, not just a few months. #XBI #LongTerm


The chart for XBI is finally starting to look better. The 20 and 50-day moving averages are beginning to curl up after being in a slump for so long. #XBI #Technicals


One of the best things going for biotech right now is that valuations aren't nearly as crazy as in other sectors. That gives XBI a nice floor, for now. #XBI #Valuations


The macro environment is finally helping. With worries about interest rates easing, investors are more willing to take risks on biotech, and that's good for XBI. #XBI #Macro #Biotech


People are starting to care about biotech innovation again. If things like gene-editing, mRNA, and new diagnostics start paying off, XBI is the one to watch. #XBI #GeneTherapy #mRNA


I'd almost given up on biotech, but the recent signs of life from XBI have me paying attention again. It’s not a full-blown comeback yet, but it's the first good news in a while. #BioTech #Investing


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