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Thematic - Biotech Update - January 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 |
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ESPR |
ESPERION THERAPEUTICS INC NEW |
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CRSP |
CRISPR THERAPEUTICS AG |
BOLD |
AUDENTES THERAPEUTICS INC |
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ENTA |
ENANTA PHARMACEUTICALS INC |
COLL |
COLLEGIUM PHARMACEUTICAL INC |
ADMS |
ADAMAS PHARMACEUTICALS INC |
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ABBV |
ABBVIE INC |
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SRPT |
SAREPTA THERAPEUTICS INC |
PRAH |
PRA HEALTH SCIENCES INC |
UTHR |
UNITED THERAPEUTICS CORP DEL |
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ARRY |
ARRAY BIOPHARMA INC |
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AERI |
AERIE PHARMACEUTICALS INC |
XLRN |
ACCELERON PHARMA INC |
BGNE |
BEIGENE LTD |
XNCR |
XENCOR INC |
QURE |
UNIQURE NV |
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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.