Investing in biotech stocks - My experience so far

Moe_The_Bartender

moneyfoolish said:

Moe_The_Bartender said:

I wonder how many of those who bought ARWR but for an amateur punter plugging it on here. I doubt that any would have even heard of it.

As for EVFM, don’t get me started……..

Arrowhead has a great pipeline of possibilities and partnerships but like any small biotech company its price can fluctuate wildly. Just look at the list below and tell me that this isn't a company with great prospects.

https://arrowheadpharma.com/pipeline/

Perhaps but that doesn’t seem to be reflected in the share price.

moneyfoolish

Moe_The_Bartender said:

moneyfoolish said:

Moe_The_Bartender said:

I wonder how many of those who bought ARWR but for an amateur punter plugging it on here. I doubt that any would have even heard of it.

As for EVFM, don’t get me started……..

Arrowhead has a great pipeline of possibilities and partnerships but like any small biotech company its price can fluctuate wildly. Just look at the list below and tell me that this isn't a company with great prospects.

https://arrowheadpharma.com/pipeline/

Perhaps but that doesn’t seem to be reflected in the share price.

The prices of most biotechs have fallen heavily in the last few months irrespective of their potential. In addition, biotechs are very high risk. At the moment, outside of companies involved in covid, I don't expect there will be much to look forward to unless Phase 3 is reached. Arrowhead has 5 well into Phase 2 and plenty more getting into Phase 2. They could still all fail but if one or two make Phase 3 then the price should move up. As with any small biotech company, it's a gamble but IMO the chances of Arrowhead being very successful is better than most. Time will tell!

justme111

I remember brokstocker was mentioning some news that should have come out in June about this company - was there any and what was the result ? Too lazy to check. I put some money in it as well - so tempting 😏. Interesting what comes out of it .

Moe_The_Bartender

moneyfoolish said:

Moe_The_Bartender said:

moneyfoolish said:

Moe_The_Bartender said:

I wonder how many of those who bought ARWR but for an amateur punter plugging it on here. I doubt that any would have even heard of it.

As for EVFM, don’t get me started……..

Arrowhead has a great pipeline of possibilities and partnerships but like any small biotech company its price can fluctuate wildly. Just look at the list below and tell me that this isn't a company with great prospects.

https://arrowheadpharma.com/pipeline/

Perhaps but that doesn’t seem to be reflected in the share price.

The prices of most biotechs have fallen heavily in the last few months irrespective of their potential. In addition, biotechs are very high risk. At the moment, outside of companies involved in covid, I don't expect there will be much to look forward to unless Phase 3 is reached. Arrowhead has 5 well into Phase 2 and plenty more getting into Phase 2. They could still all fail but if one or two make Phase 3 then the price should move up. As with any small biotech company, it's a gamble but IMO the chances of Arrowhead being very successful is better than most. Time will tell!

Some have, some haven’t. Those featured in this discussion have on the whole but if you look at an OEIC like Axa Framlington Biotech which has a set of managers who know what they’re doing, investors in it are still breaking even this year. Biotech is a graveyard for amateurs.

Neruda

Moe_The_Bartender said:

moneyfoolish said:

Moe_The_Bartender said:

moneyfoolish said:

Moe_The_Bartender said:

I wonder how many of those who bought ARWR but for an amateur punter plugging it on here. I doubt that any would have even heard of it.

As for EVFM, don’t get me started……..

Arrowhead has a great pipeline of possibilities and partnerships but like any small biotech company its price can fluctuate wildly. Just look at the list below and tell me that this isn't a company with great prospects.

https://arrowheadpharma.com/pipeline/

Perhaps but that doesn’t seem to be reflected in the share price.

The prices of most biotechs have fallen heavily in the last few months irrespective of their potential. In addition, biotechs are very high risk. At the moment, outside of companies involved in covid, I don't expect there will be much to look forward to unless Phase 3 is reached. Arrowhead has 5 well into Phase 2 and plenty more getting into Phase 2. They could still all fail but if one or two make Phase 3 then the price should move up. As with any small biotech company, it's a gamble but IMO the chances of Arrowhead being very successful is better than most. Time will tell!

Some have, some haven’t. Those featured in this discussion have on the whole but if you look at an OEIC like Axa Framlington Biotech which has a set of managers who know what they’re doing, investors in it are still breaking even this year. Biotech is a graveyard for amateurs.

Harsh.

I think it is more the case that in the short term markets move according to the indicators that professional fund managers see as important. These indicators tell one a great deal about the financial position of a company but rather little about its capacity to develop and market radically new products, something that might or might not lead to super-normal profits.

moneyfoolish

Moe_The_Bartender said:

moneyfoolish said:

Moe_The_Bartender said:

moneyfoolish said:

Moe_The_Bartender said:

I wonder how many of those who bought ARWR but for an amateur punter plugging it on here. I doubt that any would have even heard of it.

As for EVFM, don’t get me started……..

Arrowhead has a great pipeline of possibilities and partnerships but like any small biotech company its price can fluctuate wildly. Just look at the list below and tell me that this isn't a company with great prospects.

https://arrowheadpharma.com/pipeline/

Perhaps but that doesn’t seem to be reflected in the share price.

The prices of most biotechs have fallen heavily in the last few months irrespective of their potential. In addition, biotechs are very high risk. At the moment, outside of companies involved in covid, I don't expect there will be much to look forward to unless Phase 3 is reached. Arrowhead has 5 well into Phase 2 and plenty more getting into Phase 2. They could still all fail but if one or two make Phase 3 then the price should move up. As with any small biotech company, it's a gamble but IMO the chances of Arrowhead being very successful is better than most. Time will tell!

Some have, some haven’t. Those featured in this discussion have on the whole but if you look at an OEIC like Axa Framlington Biotech which has a set of managers who know what they’re doing, investors in it are still breaking even this year. Biotech is a graveyard for amateurs.

That isn't a fair comparison. I've got Polar Capital Biotechnology which is very similar to the Axa Framlington and it's down 8% since I bought it. However, these biotech funds are investing in large established biotch companies as well as small ones so they are obviously not going to lose as much when the market is out of favour.

Apodemus

Yes, and I have IBT which is down 12% on my purchase last October, or about 10% after Divs on a total return basis.  I'm relaxed, though, about it.  I bought it at a high price, when all Tec stocks were up, but will be holding it long-term for dividend income, so can afford to be pragmatic about the actual share value, at least in the short-term.

Moe_The_Bartender

My basic point is that the biotech sector is littered with failures and amateurs relying on the judgement of other amateurs is little different from the guy at the pub who’s got a tip for the 3.30 at Newbury which probably has a better chance of winning.

Even the pros specialising in this sector don’t get it right all the time.

Worried_fool

This thread has been silent for a while... Anyway, there was a BBC radio programme this afternoon about Gene Silencing, although for some reason it did not mention ARWR. Listen again here:
https://www.bbc.co.uk/programmes/m0010p1p

moneyfoolish

The thread has been silent because BrockStoker who was the main contributor has stopped posting. I don't know if he stopped because he got fed up of being called an "amateur" or whether it was because his investments were taking a bit of a bashing! It's a shame as I always enjoyed his posts and IMO he has a good knowledge of the biotech arena. I am still holding 3 biotech companies and all are still making losses but seem to have stabilized lately. I still have reasonable hopes for all 3 but any biotechs are a gamble but it won't be life changing to me if they were all to go bust or they were all to multiply by 10.