This company was initially brought to my attention by Dr. KSS and Glenn Newby sometime back in 2015, as best as I can recall. It has been one of Dr. KSS’s most highly recommended stocks, though he always urged that you do your own DD. I have owned the stock since fairly early in the […]
Author Bio
Long term investor. I run a fairly balanced approach with a mix of Blue Chips, Yield Producers (MLPs and REITs), Value (out of favor), and fun speculative issues. I try to steer my portfolio ship towards sectors I like and away from those I don't. I hedge my bets often and use options for that purpose and to buy at a discount. My comments are my view only and are not to be construed as advice.
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Posted on March 2, 2024
Posted on March 9, 2023
Get well soon Travis. Hope you aren’t out of commission for long.[...]
Posted on March 5, 2022
You can start with HCV, a deadly disease that big pharma provided a cure for. Gillead and others made a lot of money off the first approved molecules that provided the cure but they and a few other companies saved countless lives. I’m sure there are oth[...]
Posted on July 23, 2021
Thanks Travis. After reading the last bit, I sorta regret selling half my stake in IIPR . It had simply passed my max percentage for a single holding (3% for single issues is my rule). The fact that I still own a decent amount which now has a negative cos[...]
Posted on December 11, 2020
Travis, your words of wisdom convey more wisdom than most. Thanks for the steady view into what seems at times to be an abyss. Your insight has made me richer in more ways than one so I for one, am grateful to be a gumshoe follower.[...]
Posted on March 1, 2019
Travis, Your discussion IIPR got me to thinking about other similar business models and I have recently been thinking of investing in a Business Development Corporation or two. What is your take on them? Do you know anything about Ares Capitol Corp $ARCC o[...]
Posted on February 28, 2019
Any "cure" for any potentially fatal disease would be a tremendous blockbuster for the company that develops it. It is the holy grail that so many investors are seeking when they invest in biotech. Big Pharma does indeed employ more lobbyists than any othe[...]
Posted on December 4, 2018
I wouldn't use the word "universally," but I certainly get your drift. Responsibility is an often overlooked component of cause - effect relationships.[...]
Posted on December 3, 2018
I don't think Doc G. has ignored anything nor has he acted as you describe. So you have an axe to grind with big pharma? Why not elaborate your concerns and reasons for them rather than dissing a rather well written article by a person who has enlightened [...]
Posted on November 2, 2018
There is a lot of uncertainty out there. I think it is a given that the upcoming elections will roil the markets, regardless of the results. There has been a lot of good economic news lately but much of it is baked in, I think. I have to question the valid[...]
Posted on August 10, 2018
Thanks, STM. This is very helpful. After reading this $AUPH news, I think my plan will be to reenter late in the year with expectations that the dry eye syndrome data will released around the end of the year. By then, some of the economic and election unce[...]
Posted on August 9, 2018
STM, Doesn't $AUPH have a major catalyst coming up around the end of 2018? I sold my $AUPH shares back in the spring with the intent of jumping back in at some point. I was convinced that nothing was going to happen in the short term and I think that call [...]
Posted on August 8, 2018
STM, I couldn't agree more. I think KSS did have great insight into the science that he shared freely (early on at least), but the companies he picked that hit the note did not always result in profits. We all know the game is rigged but there is that unde[...]
Posted on August 8, 2018
It makes one wonder if there isn't more to it, in the current administration, than proving the drug works using the guidance of the FDA. Perhaps $AKAO management failed to grease the right palms or pissed someone off at a high level. We will never know but[...]
Posted on July 3, 2018
I just think there are more transparent and consistent companies out there in the biotech space that are actually producing results. Names that come to mind that I am long on, $APTO, $ESPR, $BLPH. A few more that I am watching are $ZFGN, $CWBR, and $CRBP. [...]
Posted on June 29, 2018
What bugs me about the offering is that Dr. Norchi specifically had this to say in the study announcement, “While the study and report must be completed before we can draw conclusion, we remain optimistic about the outcome based on the results of the pri[...]
Posted on June 29, 2018
$ARTH - More good news: https://finance.yahoo.com/news/arch-therapeutics-provides-skin-sensitization-115000607.html[...]
Posted on June 29, 2018
$APTO - Good news: https://finance.yahoo.com/news/fda-lifts-clinical-hold-myc-110000210.html[...]
Posted on May 31, 2018
Would love to see what your picks are STM. Our styles of investing seem to align pretty well so I'd wager that at least one or two are also on my radar.[...]
Posted on May 29, 2018
Another smack to the chin. The CRL for the IV version of Meloxicam that $REPH has been developing was a surprise. The drug clearly works. Given the big money behind the continued proliferation of opiates, one can't help but think there was some funny busin[...]
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PayPal offers several coins in an easy to trade platform. Coinbase is also relatively easy and popular.[...]