Guide

Poll: Nordic Nanovector recruitment to PARADIGME clinical trial – updated with result

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Update July 29th, result of the poll:

Original post, June 16th:

  • New CEO in Nordic Nanovector Peter L Braun on todays RADIUM podcast commented on patient recruitment numbers to the PARADIGME clinical trial in the light of continued Covid19 restrictions.
  • As a small experiment, I am putting out a poll to see which scenario investors think is most likely for when recruiting the 120 needed patients is done and the countdown to 100 days interim readouts for PARADIGME can be started:

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BullionVault.com is one of the best providers for investing in Precious Metals online.

Guide: Triple witching day friday June 18th 2021

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MIT OpenCourseWare youtube classes about Blockchain and Cryptocurrency

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MIT 15.S12 Blockchain and Money, Fall 2018

Instructor: Prof. Gary Gensler

View the complete course: https://ocw.mit.edu/15-S12F18​

YouTube Playlist: https://www.youtube.com/playlist?list…​

This lecture provides an introduction to the course and to blockchain technology.

Guide: Quadruple witching day March 19th 21

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Guide: Great sources about Bitcoin “Double spend” news from January 21

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  • A double whammy of FUD news about Bitcoin this week, with Janet Yellen highlighting that the anonymous aspect of some cryptocurrencies could be problematic, and then news picked up on a story about Bitmex reporting a possible Double Spend problem appearing in the Bitcoin Blockchain.
  • Luckily, the Bitcoin ecosystem has several great sources explaining in detail how this instance with one transaction appearing twice is actually expected behavior in the Bitcoin Blockhain.


Daily Chart: The XACT OBX Bear ETF is a usable hedge for the Norwegian stock market

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Get a discount in tradingview!

You can sign up for TradingView for free by using my affiliate link, and if you in turn choose to upgrade to a payed tier, we can both receive up to $30 in discounts.

https://www.tradingview.com/gopro/?share_your_love=savepiginvest

Guide: Norwegian Healthcare stocks roundup

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  • TLDR; On this page you will find a compiled list of key urls, charts and videos or podcasts about norwegian healthcare stocks! It is my hope it will be a useful gateway (drug) for investors new to this list.

    Please note that this post was written at december 29th of 2020, and some facts may have changed since then, but the main themes should remain relevant for a long time.

    Vaccibody
    Medistim
    ArcticZymes
    Photocure
    Ultimovacs
    BergenBio
    Nordic Nanovector
    PCI Biotech
    Targovax
    Soft·Ox
    Natto Pharma
    Navamedic

  • The Oslo stock exchange has traditionally been extremely focused on Oil, Shipping, Fish and Industry, with healthcare stocks being an unpopular, undercovered and underpriced backwater, compared with other norwegian stocks, and especially with peer companies listed in Europe and the US.

  • This is starting to change with a concerted effort in the previous decade, with the Bayer acquisition of Algeta being the main success story, and a brief rally during 2016-2017 leading up to a three year bear market that ended in the fall of 2019.
    Key factor to this is in short: Maturing pipelines.

  • Key parts of this are the Oslo Cancer Cluster🔗 and institutional early phase investors such as Radforsk🔗 and Inven2🔗

  • To help new investors get a quick glimpse into the sector I have compiled this list that will hopefully be of use. It is sorted descendingly by market cap as of december 28th 2020, with some updates added in early january 2021.



Norwegian Healthcare Index in a strong and sustained uptrend after a three-year bear market ended late 2019

  • Note that Vaccibody is listed on Euronext Growth market and as such is not included in the Oslo Stock Exchange Indices



Vaccibody $VACC – The shining star of Norwegian Biotech 2020

Medistim $MEDI – The high quality medtech powertrain

  • Medistim has been a very successfully growth stock within the heart surgery medtech field for over a decade.

Arcticzymes $AZT – The stock market comeback of a decade

  • This year, Biotec Pharmacon divested assets that were not performing strongly in the market, and rebranded to focus fully on its Cod Enzyme branch.
    Legendary timing as this is a key ingredient for Pharma companies working with Covid 19.

BerGenBio $BGBIO- The AXL oncology company that had a Covid19 trick up its sleeve

  • BergenBio is a company based in Oxford, England and Bergen, Norway, and has been focused on AXL as a vector for treating cancers.
    The company shocked the market when it announced in march that UK would also be trialling its lead product Bemcentinib in its Covid 19 trials.
  • The company has seized on this opportunity by doing equity offerings that has secured its financial runway for a long time into the future.

Photocure $PHO – The Bladder Cancer (Blue light) Company

Ultimovacs $ULTI – The universal cancer vaccine wonderchild

Nordic Nanovector $NANOV – The second radioimmunotherapy brainchild from Algeta founders Larsen & Bruland

PCI Biotech $PCIB – Drug Delivery Platform company using photochemical internalization

Targovax $TRVX – The worlds cheapest oncolytic virus?

Softox $SOFTX – Fighting infections with its exciting hypochloric acid platform

NattoPharma $NATTO – K2 Vitamin growth machine

  • Note attempted hostile takeover ongoing per january 2021!

Navamedic $NAVA – Nordic-based pharmaceutical company

These institutional investors will teach you that Bitcoin is a maturing inflation hedge

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Daily chart: Gold set to continue rise as general trust in paper money diminishes?

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Gold futures weekly chart spanning the last decade.

M2 Money supply superimposed:
https://www.investopedia.com/terms/m/m2.asp
https://fred.stlouisfed.org/series/M2

Guide: Use the TradingView financial indicators

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This guide uses precommercial Biotech startups as its case, but the core concepts can be applied to all companies.

My first rule of investing is “Know what you own”, for me the bread and butter of portfolio management is following every quarterly report presentation and in many cases plotting the details into my own spreadsheets.

One big reason for this is to either try to locate any weaknesses that the companies are not too interested in exposing, or any strengths they are not selling as well as they could.

Lately, I find myself not using spreadsheets as much as I used to because of the Fundamental Analysis tools in TradingView, which lets me track key data from the company reports with the click of the ‘Financials’ button in the menu row:

https://www.tradingview.com/blog/en/fundamental-analysis-is-now-available-on-tradingview-15448/

My favourite financial indicators so far:

Get a discount in tradingview!

You can sign up for TradingView for free by using my affiliate link, and if you in turn choose to upgrade to a payed tier, we can both receive up to $30 in discounts.

https://www.tradingview.com/gopro/?share_your_love=savepiginvest

Biotech Risk no 2: Cash offerings that dilute the company stock

Few other sectors live by the rule “Cash is king” like biotech, even more so for the precommercial startup companies. Companies should always seek to raise cash whenever they can, rather than whenever they must, as this will like shield investors from painfull dilutions of the value of their holdings.

Targovax $TRVX:

Targovax stock looks set to test a breakout from its long downtrend, but as can be seen, cash reserves are now very low and financing must be resolved in the near future.

Nordic Nanovector $NANO

The Prügelknabe of norwegian biotech has been caught in a downward spiral for several years as the PARADIGME clinical trial drags on past its originally guided end date.

Note that TradingView per september 27th has not updated the financial indicator to reflect the recent private offering.

BerGenBio $BGBIO

BGBIO showcases that the fact that a cash offering is very recent does not exclude the possibility of a new one coming within a short timeframe.

PCI Biotech $PCIB