Summit Excitement
CLUB/EDGE client post SEPTEMBER 15 presented by Dr. Alexander Kenton, our BioPharma analyst. Focus is on cancer drug progress - SMMT, TIL, BNTX - & Merck's value moving forward.
Dr. Alex Kenton is not an RIA but a Neonatologist! Do your own due diligence, please.
Thank Goodness for Our Resident Doctor!
"I am glad I read your post on $UNH yesterday… sold my Jan 600C for a nice 40% profit before earnings. And bought the dip again today at 552 and up 88%. Worked masterfully. Thanks for your posts."
Nishant, CLUB client.
No, this client is not referring to me (Samantha)! He's thanking Dr. Alex, our biopharma analyst in our Slack member workspace who warned about UNH's "medical care ratio" just in time before earnings were announced this week.
(But I did offer up Tuesday morning in my live trading room that $554.70 for UNH was strong support where we indeed did bounce strongly! ;-)
Wednesday morning, Dr. Alex reminded CLUB/EDGE members on his holdings in his biopharma portfolio. I thought it would be interesting to share those calls with our Substack audience, AND a recent report he did on SMMT from last month, AND how his report also set up a nice short in MRK! All are still working!
October 16th Position Review
CAPR and EWTX have therapies for muscular dystrophy. [Long since Sept.]
VRNA is one of our Faves. [Long from $16 now $34.]
TARS recent rec'd. [Full report posted last week.]
MASI is medical equipment play. [Still in play.]
The Keytruda buster SMMT starting to look like a good place to get in (again). [Full report posted last month.]
BNTX is my Keytruda buster pick, but SMMT is a buyout candidate at some point. The CEO has a history of getting biotechs to exit by acquisition.
RDNT, HQY...
PFE I am way early with this but it has activist involvement, the 200 day has flattened and if bird flu and Covid keep popping up, this could fly again. I think downside is minimal unless a bad earnings call occurs.
Dr. Alex not only shares what he is trading but also knows WHY they move and when it's safe to enter & exit.
He also publishes deep-dives on select picks that have a very important & durable theme. The following report on SMMT was presented to CLUB/EDGE clients September 15th.
KEYTRUDA AND THE UPCOMING KEYTRUDA BUSTERS
OVERVIEW: This week, SMMT stock price rocketed up 100% in a week. MRK, on the other hand, could not catch a break. BNTX and TIL followed SMMT. Here is the background as to what is going on, what’s next with these cancer drugs, and how I’m playing them.