Pharmdca
@Pharmdca
USC Pharmacy Alumni, Full Time Investor. My tweets are a general reflection of my Investments and not a recommendation. Please do your own due diligence.
2H2025 LT position updates- Portfolio Picks Buyouts $NARI $BPMC $MYOV $IMGN $KRTX $HZNP $PRVB $ISEE $BLU $CTIC $FSTX $ICVX $LVGO $STML $JUNO $CMRX Tech positions- $GOOGL $AMZN $NVDA $SOFI $TSLA $AMD $PINS $AAPL $NU $COIN $RDDT $TTD $NVTS $OSCR $LULU $NKE Top Bio positions:…
$TSLA price back to pre-earnings levels. Hit ~ $300 post ER. Few days later, stock price reversed completely.
Two huge binary events movers in Bioland $XBI $ABVX outperformed by over 600% since data updates last week $CELC up 230% today Next big binaries $VKTX $ATYR
BREAKING: Elon Musk has confirmed that @Tesla has signed a $16.5 billion deal with Samsung to produce Tesla's AI6 (HW6) chips in Texas.
Samsung’s giant new Texas fab will be dedicated to making Tesla’s next-generation AI6 chip. The strategic importance of this is hard to overstate. Samsung currently makes AI4. TSMC will make AI5, which just finished design, initially in Taiwan and then Arizona.
$UNH Recall CEO Stephen Hemsley, significant insider purchase of company stock approximately $25 million worth of shares on May 16. Stock has been down significantly over last several months. If earnings turned out to be ok or better than most feared, could see a good spike.…
$SPY $XBI Market extended, overextended or not just don’t fight the market trend. Extended could become overextended. I’m a buyer in selective names I own in Tech and Biotech on Any healthy pullback because I believe market will go higher next few years as rates start to drop.
$XBI $IBB Lowest Rate on Pharma Tariffs. This is the Best news Biotech sector can get. Huge Positive ✅
EU'S VON DER LEYEN ON TRADE DEAL WITH TRUMP: 15% TARIFF RATE SET FOR VAST MAJORITY OF EU EXPORTS, INCLUDING CARS, SEMICONDUCTORS, AND PHARMACEUTICALS.
Would be icing on the cake if Fed starts to lower rates either next week or in September $SPY $XBI
PIPER $VKTX Data are expected in 2H 2025 (we think in the August timeframe, but company has guided to data potentially in 3Q25).
$VKTX - @ripster47 - nugget from Joon at Truist - not sure market ever digested this & ramifications- but fully believe this is still what makes $VKTX unique & has what others don’t - look forward to next upcoming data
$AAPL JAPAN DISPLAY TO SELL PRODUCTION EQUIPMENT AND EXIT APPLE OPERATIONS — NIKKEI.
TRUMP: “We will not allow a windmill to be built in the United States. They're killing us. They're killing the beauty of our scenery.” “It’s driving the whales loco.”
TRUMP: “We will not allow a windmill to be built in the United States. They're killing us. They're killing the beauty of our scenery.” “It’s driving the whales loco.”
$SPY $XBI Fantastic meltdown for shorts since market hit lows post tariffs announcement Long term and dip buyer investors says thank you 🙏 for the big pullbacks while folks sitting on the sidelines, naysayers and panic driven individuals as always missed the train ride again…
PRESIDENT TRUMP'S AI ACTION PLAN COULD UNLEASH A MASSIVE INFRASTRUCTURE BOOM This plan is built around three pillars: domestic compute, energy independence & data sovereignty -- and it could trigger one of the biggest industrial buildouts of our time. Here’s where the capital…
JUST IN: Trump says he reached a deal with the European Union, where the EU buys $750 billion of American Energy
*EU'S VON DER LEYEN: TREADE DEAL WITH US WILL BRING STABILITY *VON DER LEYEN: AGREED TO 15% ACCROSS THE BOARD TARIFFS