Donate to Remove ads

Got a credit card? use our Credit Card & Finance Calculators

Thanks to tea42,yyuryyub,Howyoudoin,Anonymous,EverybodyKnows, for Donating to support the site

How do you pick Pharma-Bio Investments?

Medical related share discussion
DelianLeague
Posts: 44
Joined: September 15th, 2020, 11:44 am
Has thanked: 20 times
Been thanked: 42 times

How do you pick Pharma-Bio Investments?

#506351

Postby DelianLeague » June 10th, 2022, 7:19 pm

Hello All,

When it comes to buying shares in individual companies I can be cautious, in general. I have a couple of holdings in big pharma and I have never invested in Bio-tech companies….until recently.
I admit that I have little idea of what I am doing as the companies don’t make a profit so I can’t tell if I am overpaying for the shares or not.
I have invested in the following 3 companies simply because I find the technology behind the products/cures fascinating and they seem to be really making a difference to people’s lives:

Autolus, Sangamo and Cidara

I would be interested in anyone else’s stories/ideas on how they chose investments in this sector. I admit that I don’t really know what I am doing but I have kept my Investment in each company fairly modest.

D.L.

TUK020
Lemon Quarter
Posts: 1727
Joined: November 5th, 2016, 7:41 am
Has thanked: 591 times
Been thanked: 979 times

Re: How do you pick Pharma-Bio Investments?

#506461

Postby TUK020 » June 11th, 2022, 10:36 am

I have taken a modest punt on Novo Nordisk, purely on the basis of a report that an early stage trial shows that large doses of their already approved diabetes drug seems to result in significant and enduring weight-loss.
This was done on a very simple set of logic assumptions/generalisations without any rigorous analysis:

Money in pharma is for issues which affect western world, not developing countries.
Big and growing issue for developed countries is obesity/diabetes.
Big issue with drug development is cost/time/success rate of trials & safety approvals.
Drug that has already been approved for a related use has a massive head start.

Bought a small stake and have tried not to look at it since.

DelianLeague
Posts: 44
Joined: September 15th, 2020, 11:44 am
Has thanked: 20 times
Been thanked: 42 times

Re: How do you pick Pharma-Bio Investments?

#506589

Postby DelianLeague » June 12th, 2022, 8:26 am

TUK020 wrote:I have taken a modest punt on Novo Nordisk, purely on the basis of a report that an early stage trial shows that large doses of their already approved diabetes drug seems to result in significant and enduring weight-loss.
This was done on a very simple set of logic assumptions/generalisations without any rigorous analysis:

Money in pharma is for issues which affect western world, not developing countries.
Big and growing issue for developed countries is obesity/diabetes.
Big issue with drug development is cost/time/success rate of trials & safety approvals.
Drug that has already been approved for a related use has a massive head start.

Bought a small stake and have tried not to look at it since.



Novo was always a share that was on my 'watchlist' It was one of the ones that I wanted at a good price but it always seemed to up and I never managed to buy any at the price that I wanted. I suppose its a sign of quality.

D.L.

bruncher
Lemon Slice
Posts: 619
Joined: November 4th, 2016, 12:20 pm
Has thanked: 136 times
Been thanked: 99 times

Re: How do you pick Pharma-Bio Investments?

#508724

Postby bruncher » June 21st, 2022, 9:34 pm

DelianLeague wrote:Hello All,

When it comes to buying shares in individual companies I can be cautious, in general. I have a couple of holdings in big pharma and I have never invested in Bio-tech companies….until recently.
I admit that I have little idea of what I am doing as the companies don’t make a profit so I can’t tell if I am overpaying for the shares or not.
I have invested in the following 3 companies simply because I find the technology behind the products/cures fascinating and they seem to be really making a difference to people’s lives:

Autolus, Sangamo and Cidara

I would be interested in anyone else’s stories/ideas on how they chose investments in this sector. I admit that I don’t really know what I am doing but I have kept my Investment in each company fairly modest.

D.L.


Why not split your proposed investment between all three? These stocks are so volatile, that one winner covers your losses if the other two don't do well.

bruncher
Lemon Slice
Posts: 619
Joined: November 4th, 2016, 12:20 pm
Has thanked: 136 times
Been thanked: 99 times

Re: How do you pick Pharma-Bio Investments?

#510090

Postby bruncher » June 27th, 2022, 8:06 pm

My best performing share last year was Moderna - I bought a dip and more than doubled my money, but not everything works out like that - I'm currently underwater with a small bet on CureVac.

GrahamPlatt
Lemon Quarter
Posts: 1417
Joined: November 4th, 2016, 9:40 am
Has thanked: 680 times
Been thanked: 532 times

Re: How do you pick Pharma-Bio Investments?

#510109

Postby GrahamPlatt » June 27th, 2022, 9:26 pm

Have had my fingers burned more times than I care to recall “buying the story” in small companies with a good idea. Mine were largely of an engineering bent, but I’m sure the same applies to pharma. If the product is that good, the gorillas will just acquire them, or time will be against them and they don’t get to market until the funds run out. OTOH, a very few will shoot the lights out. It’s a gamble. So, as bruncher says, spread your bets.

bruncher
Lemon Slice
Posts: 619
Joined: November 4th, 2016, 12:20 pm
Has thanked: 136 times
Been thanked: 99 times

Re: How do you pick Pharma-Bio Investments?

#511839

Postby bruncher » Yesterday, 1:33 pm

An interesting story re BioNTech and CureVac:

CureVac has filed a lawsuit in the German Regional Court in Düsseldorf against BioNTech SE and two of its subsidiaries, seeking fair compensation for infringement of a portfolio of CureVac’s intellectual property rights,


https://markets.ft.com/data/announce/de ... 91049_en-1


Return to “Pharmaceuticals & Bio-Pharma”

Who is online

Users browsing this forum: No registered users and 1 guest