Investing in biotech stocks - My experience so far

BrockStoker

moneyfoolish said:

BrockStoker said:

AMRS to report earnings before opening bell tomorrow. Should be an interesting day!

Portfolio total back up to where it was on the 24th, just over £130K. Looks like things are heading back to "normal", for the time being at least.

PS. BNGO also got some good press from SA:

https://seekingalpha.com/article/4410239-bionano-genomics-second-chance

Some nervous people on stocktwits. I saw one post which reckons could be a swing of 30% either way tomorrow depending on the earnings figures! A few worried that it moved down from over $16 back to $15.66 before the close. We shall see!! I've seen several negative comments about advertisments EVFM have recently been pouring out and the impact of their cost without great results in sales. It's certainly my biggest loser at the moment. Down over 23% since Feb18th!!!

Yes, some significant volatility is defiantly possible with AMRS tomorrow. We can only hope the market likes the numbers. Even if they are not good numbers I would not panic sell though - at least till I had a good handle on what was going on. Amyris has it's tentacles in multiple markets, so should be very resilient, even if it looses a tentacle or two down the line, and just like the octopus it can always grow new ones to replace any which have been lost.

Sounds like a lot of noise on the EVFM board. We will have to wait to see the results, and then EVFM will either go up or down, but again, I'd be cautious about selling - sales might take some time to really take off. Hopefully this TV ad campaign does the trick, if not, it's bad news, but it could still be recoverable. I'm still hopeful that the campaign is on track. 

moneyfoolish

BrockStoker said:

moneyfoolish said:

BrockStoker said:

AMRS to report earnings before opening bell tomorrow. Should be an interesting day!

Portfolio total back up to where it was on the 24th, just over £130K. Looks like things are heading back to "normal", for the time being at least.

PS. BNGO also got some good press from SA:

https://seekingalpha.com/article/4410239-bionano-genomics-second-chance

Some nervous people on stocktwits. I saw one post which reckons could be a swing of 30% either way tomorrow depending on the earnings figures! A few worried that it moved down from over $16 back to $15.66 before the close. We shall see!! I've seen several negative comments about advertisments EVFM have recently been pouring out and the impact of their cost without great results in sales. It's certainly my biggest loser at the moment. Down over 23% since Feb18th!!!

Yes, some significant volatility is defiantly possible with AMRS tomorrow. We can only hope the market likes the numbers. Even if they are not good numbers I would not panic sell though - at least till I had a good handle on what was going on. Amyris has it's tentacles in multiple markets, so should be very resilient, even if it looses a tentacle or two down the line, and just like the octopus it can always grow new ones to replace any which have been lost.

Sounds like a lot of noise on the EVFM board. We will have to wait to see the results, and then EVFM will either go up or down, but again, I'd be cautious about selling - sales might take some time to really take off. Hopefully this TV ad campaign does the trick, if not, it's bad news, but it could still be recoverable. I'm still hopeful that the campaign is on track. 

You've probably seen this already as you're miles ahead of me in this game. However, just in case!

https://seekingalpha.com/article/4410486-amyris-hasnt-even-begun-to-peak

BrockStoker

moneyfoolish said:

BrockStoker said:

moneyfoolish said:

BrockStoker said:

AMRS to report earnings before opening bell tomorrow. Should be an interesting day!

Portfolio total back up to where it was on the 24th, just over £130K. Looks like things are heading back to "normal", for the time being at least.

PS. BNGO also got some good press from SA:

https://seekingalpha.com/article/4410239-bionano-genomics-second-chance

Some nervous people on stocktwits. I saw one post which reckons could be a swing of 30% either way tomorrow depending on the earnings figures! A few worried that it moved down from over $16 back to $15.66 before the close. We shall see!! I've seen several negative comments about advertisments EVFM have recently been pouring out and the impact of their cost without great results in sales. It's certainly my biggest loser at the moment. Down over 23% since Feb18th!!!

Yes, some significant volatility is defiantly possible with AMRS tomorrow. We can only hope the market likes the numbers. Even if they are not good numbers I would not panic sell though - at least till I had a good handle on what was going on. Amyris has it's tentacles in multiple markets, so should be very resilient, even if it looses a tentacle or two down the line, and just like the octopus it can always grow new ones to replace any which have been lost.

Sounds like a lot of noise on the EVFM board. We will have to wait to see the results, and then EVFM will either go up or down, but again, I'd be cautious about selling - sales might take some time to really take off. Hopefully this TV ad campaign does the trick, if not, it's bad news, but it could still be recoverable. I'm still hopeful that the campaign is on track. 

You've probably seen this already as you're miles ahead of me in this game. However, just in case!

https://seekingalpha.com/article/4410486-amyris-hasnt-even-begun-to-peak

Yes, posted the link a page back, but thanks for re-posting - it's easily the best piece I've seen written about AMRS, from someone who understands the company better than most. Many reasons to be encouraged by what is to come!

Apparently the magic number is $85m revenue. If that is bettered, today should be an up day. We should know in the next 30 mins.

BrockStoker

Perhaps not. Looks like earnings are in, and they are good!

Just looking now.

moneyfoolish

BrockStoker said:

Perhaps not. Looks like earnings are in, and they are good!

Just looking now.

I'm no expert but everything looks good to me. Earnings, Debt reduction, projected revenue, products, new company just bought. If the price drops I will probably buy a few more but it showing no signs of dropping at the moment. Shame I'm not as brave as you but it looks as though your confidence in this one is going to be well justified.

BrockStoker

moneyfoolish said:

BrockStoker said:

Perhaps not. Looks like earnings are in, and they are good!

Just looking now.

I'm no expert but everything looks good to me. Earnings, Debt reduction, projected revenue, products, new company just bought. If the price drops I will probably buy a few more but it showing no signs of dropping at the moment. Shame I'm not as brave as you but it looks as though your confidence in this one is going to be well justified.

Likewise, I'm still learning the intricacies when it comes to earnings reports. Never been good with numbers, but I don't think it matters too much - at least not as much as seeing the bigger picture.

I think you may struggle to find decent dips now. I suspect we will have a lot of momentum going forward. I would like to buy more too, so hopefully we will get a chance. As always of course, the best prices are when nothing is certain, and you need some steel to buy then. In that respect, EVFM is the one to be looking at now!

Voyager2002

BrockStoker said:

I think you may struggle to find decent dips now. I suspect we will have a lot of momentum going forward. I would like to buy more too, so hopefully we will get a chance. As always of course, the best prices are when nothing is certain, and you need some steel to buy then. In that respect, EVFM is the one to be looking at now!

Darn! I did some buying yesterday, but after looking at both of these I bought EVFM.

moneyfoolish

BrockStoker said:

moneyfoolish said:

BrockStoker said:

Perhaps not. Looks like earnings are in, and they are good!

Just looking now.

I'm no expert but everything looks good to me. Earnings, Debt reduction, projected revenue, products, new company just bought. If the price drops I will probably buy a few more but it showing no signs of dropping at the moment. Shame I'm not as brave as you but it looks as though your confidence in this one is going to be well justified.

Likewise, I'm still learning the intricacies when it comes to earnings reports. Never been good with numbers, but I don't think it matters too much - at least not as much as seeing the bigger picture.

I think you may struggle to find decent dips now. I suspect we will have a lot of momentum going forward. I would like to buy more too, so hopefully we will get a chance. As always of course, the best prices are when nothing is certain, and you need some steel to buy then. In that respect, EVFM is the one to be looking at now!

I decided to buy another a few more Amysis at $18.67 because I thought the results and prospects were spectacular. I thought the price would drop back at some stage today especially as the NASDAQ is down but it still seems to be holding up at the moment. Just need some good news from Evofem and Arrowhead now!

moneyfoolish

Voyager2002 said:

BrockStoker said:

I think you may struggle to find decent dips now. I suspect we will have a lot of momentum going forward. I would like to buy more too, so hopefully we will get a chance. As always of course, the best prices are when nothing is certain, and you need some steel to buy then. In that respect, EVFM is the one to be looking at now!

Darn! I did some buying yesterday, but after looking at both of these I bought EVFM.

Voyager2002 said:

BrockStoker said:

I think you may struggle to find decent dips now. I suspect we will have a lot of momentum going forward. I would like to buy more too, so hopefully we will get a chance. As always of course, the best prices are when nothing is certain, and you need some steel to buy then. In that respect, EVFM is the one to be looking at now!

Darn! I did some buying yesterday, but after looking at both of these I bought EVFM.

That was unlucky but it's always easy after the fact. I'm 23% down on EVOFEM since I bought it but it's early days.

BrockStoker

Voyager2002 said:

BrockStoker said:

I think you may struggle to find decent dips now. I suspect we will have a lot of momentum going forward. I would like to buy more too, so hopefully we will get a chance. As always of course, the best prices are when nothing is certain, and you need some steel to buy then. In that respect, EVFM is the one to be looking at now!

Darn! I did some buying yesterday, but after looking at both of these I bought EVFM.

Fast gains are always nice, but I have a feeling EVFM could still be the better buy of the two. If/when that takes off, make sure you're strapped in!