Thematic - Biotech Update - January 22, 2018

publication date: Jan 22, 2018

Cerundolo Investment Research    

Thematic Update  

Volume 1, Issue 2
January 22, 2018

Download PDF Version here


Items of Interest:

We like all 32 stocks listed below. Many of these stocks have recently emerged from bullish base patterns after consolidating for a number of months. AGIO and LGND have bullish bases and the shorts have been adding to these, maybe a squeeze coming. Although most of the best ideas are in the mid-cap area, BIIB and AMGN have been improving on an absolute and relative basis.

Symbols highlighted in bold are of special interest. 

Symbol

Description

Symbol

Description

 

 

 

 

AGIO

AGIOS PHARMACEUTICALS INC

GRFS

GRIFOLS S A

LGND

LIGAND PHARMACEUTICALS INC

ESPR

ESPERION THERAPEUTICS INC NEW

CRSP

CRISPR THERAPEUTICS AG

BOLD

AUDENTES THERAPEUTICS INC

IMMU

IMMUNOMEDICS INC

LOXO

LOXO ONCOLOGY INC

 

 

 

 

ENTA

ENANTA PHARMACEUTICALS INC

COLL

COLLEGIUM PHARMACEUTICAL INC

SGMO

SANGAMO THERAPEUTICS INC

ADMS

ADAMAS PHARMACEUTICALS INC

ABBV

ABBVIE INC

SGMO

SANGAMO THERAPEUTICS INC

BPMC

BLUEPRINT MEDICINES CORP

NVCR

NOVOCURE LTD

 

 

 

 

BLUE

BLUEBIRD BIO INC

EDIT

EDITAS MEDICINE INC

SRPT

SAREPTA THERAPEUTICS INC

PRAH

PRA HEALTH SCIENCES INC

NBIX

NEUROCRINE BIOSCIENCES INC

UTHR

UNITED THERAPEUTICS CORP DEL

ARRY

ARRAY BIOPHARMA INC

FGEN

FIBROGEN INC

 

 

 

 

AERI

AERIE PHARMACEUTICALS INC

XLRN

ACCELERON PHARMA INC

BGNE

BEIGENE LTD

XNCR

XENCOR INC

QURE

UNIQURE NV

BIIB

BIOGEN INC

MNOV

MEDICINOVA INC

AMGN

AMGEN INC

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As noted below, three of these stocks have shorts adding to their position  and the charts have bullish bases.  They will likely be forced to cover and propel the stocks higher.

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