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I agree with 1AD, (always liked biotech’s with university...

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jeremycbrowne

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11/02/19

17:33

Post #: 37401658
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Originally posted by Anton Chigurh: ↑

Hi @Davisite
Saw your RR on the other thread and nicely written. Have to admit, the mining focus hides your underlying profession but good to see as there's not enough professional level analysis on HC - especially for bios. Keen to see more, time permitting.

Slim pickings on the ASX in my view but have found (regarding specs) a nice RR strategy is to buy well out from key trials and let market expectation/positioning do the work for you. Sell before. Can't remember missing too many that have gone on with it and managed not to give profits back. One way to skin the cat.

fwiw, I rate OPT, 1AD and PTX as speculative opportunities for next year (none currently held) and I hold EX1 as a speculative punt.

Plenty of others names that will prove to be good traders, like the crazy bio run we saw a month or so ago. VSTT isn't my thing and I'm guessing you're looking more at investment grade companies?

Cheers.

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I agree with 1AD, (always liked biotech’s with university pedigrees). I also like OSP because they have a device that appears to actually work, at least according to Bell Potter. (Whether device makers are in the same category as biotechs is arguable).
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