Note: the first version of this article contained some errors in price and calculation in the examples given, now corrected. I wrote some about Michael Lewitt’s Zenith Trading Circle when it was launched last September, and there have been several discussion threads about it over the past six months as well. From what I hear, […]
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These are my notes and instant reactions from a presentation at the Value Investing Congress, the notes below might contain errors, paraphrases, incorrect quotes, or misinterpretations. Carlo Cannell has presented at past Congresses, though I don’t know if I’ve written about him before. He argued that boring and mundane industries are the way to go… […]
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The thing that makes this investment potentially worth looking into is that Perceptive Advisors owns about 8.8 million s...
$SRRA perceptive advisors files 7% ownership of Sierra. Point 72 asset mgmt, orbimed advisors, iguana healthcare, percep...
$SRRA NP "No harm ever came to anyone in biotech from being better informed. Knowledge is power, and all that." Ag...
Another large purchase of $FOLD: Amicus Therapeutics (NASDAQ:FOLD) Perceptive Advisors Llc (Major Shareholder) Buy 14...
Amicus (FOLD) looks attractive at these levels especially off these two recent inside buys from Perceptive Advisors at t...
Amicus Therapeutics (NASDAQ:FOLD) Perceptive Advisors Llc (Major Shareholder) Buy 189,500 shares @ $4.51 $854,645.00 12...
$ASMB np This one has made a big move in the last year (bad market) 3X $4.33 low.- $13.20 today. $14.50 high 227...
Dr. KSS, Many times you have stressed that good institutional support is an important factor to weigh before buying a...
$ARWR np Arrowhead Pharmaceuticals Closes $45 Million Private Offering View source version on businesswire.com: ht...
Perceptive Advisors, a Hedge Fund which is Biotech focused was top of the list in 2015 in performance. Notice them in a ...
Perceptive Advisors! Sorry for the typo $fold...
NOVUS reported the following top five 2015 Q1 hedge fund stock-pickers in the Healthcare sector: RA Cap Management; BB...
I prefer the site http://www.j3sg.com/ for looking at insiders / companies. They show the insider activity and provide ...
Hi Kenny; I got confused trying to view activity for Perceptive Advisors using the sec.gov web site. I did the search a...
re Perceptive Advisors: one of the better ways of following the action of PA or others such as the Baker Brothers may b...
Is there any way to know which other stocks they (perceptive advisors) have invested in?...
$FOLD: Good info Lawrence. And with returns like those, perhaps it is a good strategy to follow Edelman and his Percep...
$FOLD That 2.1 million FOLD share buy was the third (and smallest) incremental share purchase by Perceptive Advisors (P...
Perceptive Advisors added to stake in $FOLD today. Long $FOLD!...
Doc Kss,would you take a look at this company when you get a chance? I have been researching this one for a few days.The...
Legless from Hotcopper here. Full text of announcement. Sorry for the crap formatting - cut n paste from PDF. Benitec B...
well dilution is not for existing shareholders, but this will help benitec big time to accelerate the pipeline and progr...