biotech

Portfolio update November 14th 2021

savepiginvest1 Comment
  • Doubling down on my silver bet. Watching the gigantic cup/handle setup in the monthly gold chart.

    Old setup that has taken some time to materialize:
    Portfolio chart: Gold monthly and weekly chart hilariously bullish

  • Reinvested dividends from Kitron, DNB and Sparebanken Vest.
  • Targovax replaced with Episurf
  • Photocure seems to have found their way into Kaiser Permanente clinics, an important milestone.
  • Generally a pretty strong sentiment for Norwegian Biotech, with Ultimovacs following the lead of Vaccibody and also a optimistic spirit for Nordic Nanovector.

Previous portfolio update:

https://thebaconportfolio.wordpress.com/2021/10/15/portfolio-update-october-15th/


Portfolio update August 14th 2021

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  • Continuing to accumulate Bitcoin and Silver

    My preferred way of buying physical metal remains Bullionvault.com:
    https://www.bullionvaultaffiliate.com/porcelripam/en

  • Nordic Nanovector volatile after the expected delay to PARADIGME recruitment was reported to the market.
  • Photocure sold off a wee bit after quarterly report, so have been moving some funds to increase that post.
  • Genmab and Medistim doing fantastic.

Previous portfolio update:
https://thebaconportfolio.wordpress.com/2021/06/13/portfolio-update-june-13th-2021/


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:

image

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Portfolio update June 13th 2021

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  • My position in precious metals now meaningfull enough that i pulled it out from the generic “savings/valuables” post.

    My preferred way of buying physical metal remains Bullionvault.com: https://www.bullionvaultaffiliate.com/porcelripam/en

  • Great news from Targovax on their oncolytic virus ONCOS-102, so relocated my PCI Biotech position to Targovax for now.

  • Nordic Nanovector remains my single largest stock position! This is very nostalgic and I’m happy to see the company in such a bullish position.

    The companys Q1 report with regards to patient recruitment was good, not quite great, so it was sold off a little bit by the market, but have found good footing above key support levels going into the summer.

    Newsflow around radiopharmaceuticals remains very bullish. See the NANOV investor blog for more info:
    https://nanoinvestors.wordpress.com/
  • Gold and Silver still testing very critical resistance levels, and can be about to do a major move to the upside, I am as bullish as ever:
    Portfolio chart: Gold monthly and weekly chart hilariously bullish
  • Bitcoin remains in the 30.000 to 40.000 range, I have been carefully buying Spot Bitcoin, still not considering going back into the margin trading game.

  • Genmab has been performing fantastically, so shaving my position there just a bit to put some funds into Targovax.

  • Closely watching Photocure, looking to rebuy more if we don’t see any dumping action.

Previous portfolio update:

https://thebaconportfolio.wordpress.com/2021/05/18/portfolio-update-may-18th-2021/


Portfolio Chart: Photocure partner Asieris signs deal with Sinopharm to accelerate Hexvix commercialization in the Chinese market

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“Asieris and Sinopharm Enter into Strategic Partnership to Accelerate Commercialization of Asieris Products
Shanghai, China, May 20, 2021

Asieris Pharmaceuticals (Asieris) announced today that it has signed a strategic collaboration agreement with Sinopharm. The two companies will jointly advance commercialization, logistics and supply chain services for the innovative products of Asieris. The first project under the partnerhsip will be the commercialization of Hexvix®, which comes on the heels of the collaboration with Lecheng Sinopharm.

Asieris focuses on genitourinary tumors and related diseases, striving to build a leading portfolio and develop integrated solutions of diagnosis and treatment for the best care of our patients. Hexvix® is the only optical imaging agent indicated for use in the cystoscopic detection of bladder cancer. The use of Hexvix® with Blue Light Cystoscopy (BLC®) can effectively improve the detection of non-muscle invasive bladder cancer (NMIBC), especially carcinoma in situ. Hexvix® has been marketed in more than 30 countries. Asieris obtained the exclusive rights to register and commercialize Hexvix® in Mainland China and Taiwan in January this year.
“

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Photocure weekly chart 2015 – 2021

Portfolio update May 18th 2021

savepiginvest2 Comments
  • Quite bullish sentiment in Norwegian Biotech lately, including for PCI Biotech, so reinitiated a position in PCIB.
  • Eagerly awaiting Q1 report for Nordic Nanovector
  • Gold and Silver testing very critical resistance levels, and can be about to do a major move to the upside.
  • Bitcoin in turmoil after Elon Musk twitter meltdown. Extreme fear levels in the markets, but i feel comfortable with my current Bitcoin position. Buying a little bit of spot, but not using any margin accounts at all.

Previous portfolio update:

https://thebaconportfolio.wordpress.com/2021/05/02/portfolio-update-may-2nd-2021/


Portfolio update May 2nd 2021

savepiginvest1 Comment
  • Bitcoin has corrected sharply and then bounced, and i feel content with my current position after what I believe will be a last round of selling for the foreseeable future.
    A lot of positive buzz around Bitcoin in Norway this weekend after respected economist Kari Due Andresen tweeted she is no a Bitcoin Hodler
    A good time to try out my recommended services Blockfi and Mirai exchange?
  • Nordic Nanovector coming into Q1 presentation scheduled for may 26th on a high note after successfully raising funds that should see it well past important value inflection points.
    Management so far staying firm on guiding initial 100 day readout for PARADIGME within 2021, which would be a major breakthrough for the company.
    Interesting to see that Novartis got a late breaking abstract for their Lutetium 177 product at ASCO 2021
  • Genmab doing a very nice comeback.
  • Photocure has been performing fantastically, but I have chose to be a bit defensive on the position ahead of the next quarterly presentation, will look to rebuy a lot of stock in the not too distant future.
  • My Silver Bet is still on, after increasing position in physical silver during april, and also diversifying my finnish junior miner to american listed stocks Hecla Mining and Pan American Silver. Sotkamo Silver disappointed with its Q1 production numbers, and I may look at reallocating a little bit more.
    Get free silver by using my BullionVault affiliate Link
  • Kitron and Medistim positions going strong.
  • DNB is has put out a bid on competitor Sbanken, triggering a bit of controvercy. As a response to this, I have reallocated some DNB funds to my local contender Sparebanken Vest, who also owns Bulder Bank, who reports Sbanken customers are contacting them in droves about getting mortgage offers.
  • Will follow PCI Biotech after they finally reported first patient enrolled in the US in their Bile Duct Cancer clinicalt trial.
  • Pleased to see that my “Savings” lot is now above 30% weight in my portfolio. This is my bucket of funds that is not expected to move with the same kind of fluctuations as the rest of my portfolio, but should still not be considered as “low risk” investments by any means.
  • My cash position is too low mainly due to mye oversized silver bet, and i will be looking to adjust this this week. “Sell in may and stay away” still a rule to be respected.
  • Cut my Softox position at this point, will keep it at my watch list until further notice

Previous portfolio update:
https://thebaconportfolio.wordpress.com/2021/04/01/portfolio-update-april-1st-2021/

Nordic Nanovector $NANOV trading well above repair offering price with one day to go of subscription period

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  • Subscription period of ongoing period lasts until Friday 9th of april, 16.30 CET
  • Subscripton price is 22.75 NOK
BullionVault.com is one of the best providers for investing in Precious Metals online.

Portfolio update April 1st 2021

savepiginvest1 Comment
  • No april fools Jokes in this post! 😉
  • As expected, Nordic Nanovector used the bullish sentiment after its Q4 report to raise funds with a private offering, and a repair offering is now being tried in the market. I have increased my position, and will also buy the few shares I can get in the repair offering.

    New CEO for the company looks to be very qualified with deep insight in novel drug works after his experience in Roche. Of course, Roche is one of the strongest contenders to be a future big pharma partner for NANOV, given the expected combination treatment potential in Betalutin + Rituximab.
    🔗Blogpost about Nordic Nanovector
  • I am deep, deep, deep into the silver mines hoping that this huge bet will pay off handsomely towards the end of the year. A small setback in the private offering for Sotkamo Silver, but not expected based on the cash position of the company.
    🔗Blogpost about Sotkamo Silver
  • Kitron submitted to the market a mouth wateringly bullish newsflow, and the market responded with rocketing the share price to All time High. To be honest, a good portfolio strategy would be to just go all in Kitron and then forget about the whole thing at this point.
    🔗Blogpost about Kitron
  • Started a position in Nordic Mining which i intend to grow later in the year. Started off with a false beat as the company needed to raise funds for its own investment in Keliber Lithium mine in Finland. The ownership in Keliber ensures that Nordic Mining is not a one trick pony on Engebø Rutile.
  • My BEAR OBX position has not been working the intended way, and I will revert to holding good old cash NOK instead.
  • Bitcoin is almost back at ATH! My strategy of taking a good amount of profit enabled me to not spend much energy on the short term volatility at all. With bullish bitcoin newsflow lately it seems very likely that it will continue to follow the Plan B stock to flow trajectory!
  • Genmab has been pushed back along with rest of Big Biotech lately, but holding strong above 2000 DKK. Would not be surprised to see it double in value a few years down the road.
  • Photocure extremely strong! Pulling some chips off the table, but it looks set to become another strong norwegian medtech stock along with Medistim.
  • Softox with unexpected setback in announcing that the swedish regulatory authority has requested more information and this will cause delay to the hand desinfectant rollout in Europe. Exited the stock at 55 NOK, awaiting more news about progress for the company. Important to remember that the hand desinfectant really is a sideshow in the great scheme of things for Softx.
  • Steadily increasing the percentage of the porfolio in funds and other investments apart from single stock positions. Admittedly some of this is in physical silver where the same price volatility as in stocks can be expected.
  • Reallocated some from PCI Biotech to Ultimovacs to spread risk a little bit. Ultimovacs stock has corrected much more than I had expected given its pipeline newsflow. Also to be honest the leadership in Ultimovacs seem to be much more engaged with regards to shareholders lately.
    Of course, these stocks are extremely volatile, so always ready to make changes at short notice.
    🔗 Blogpost about Ultimovacs

Previous portfolio update:
https://thebaconportfolio.wordpress.com/2021/02/21/portfolio-update-february-21st-2021/

The bullish case for Nordic Nanovector $NANOV

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Introduction

This blog post will do a summary about Nordic Nanovector, and its stock. As always, do your own due diligence and refer directly to sources before making any investment decisions!

  • Background about the company and its lead product
  • Recent developments and possible short term triggers.
  • Technical analysis suggesting an end to four years of bear market
  • Radiopharmaceuticals and theranostics gaining main stream acceptance
  • Recent M&A activity in the commercial space

Background about the company and its lead product

Nordic Nanovector IR: https://www.nordicnanovector.com/investors-and-media/reports-and-presentations/interim-reports

Clinicaltrials.gov: https://www.clinicaltrials.gov/ct2/results?term=betalutin

Betalutin Fast Track Designation: https://nanoinvestors.wordpress.com/betalutin-fda-fast-track-status/

Journal of Nuclear Medicine: Novel Radioimmunotherapy Reverses Resistance to Commonly Used Lymphoma Drug

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Recent developments and possible short term triggers.

Technical analysis suggesting an end to four years of bear market

  • Enormous trading volume
  • Golden cross 50 / 200 SMA
  • Stock retracing and making positive notes on breaking out from short term triangle formation.

Radiopharmaceuticals and theranostics gaining main stream acceptance

Recent M&A and fund raise activity in the commercial space

Novartis to Buy Cancer-Drug Maker Endocyte for $2.1 Billion

From zero to hero: Endocyte’s little deal a year ago spurred a comeback capped by $2.1B Novartis buyout