Daily General Discussion and spitballin thread - May 04, 2021 Investing |
- Daily General Discussion and spitballin thread - May 04, 2021
- Daily Advice Thread - All basic help or advice questions must be posted here.
- Best way to profit from inflation?
- G1 Therapeutics as a future of oncology!
- Q1 2021: Tesla market share is shrinking
- Index funds or stock portfolio?
- Compliance policies on Trading — new employee at Wall Street
- Bullish or bearish on China / FLCH?
- What do you guys think about $GEO shares. Is it worth investing?
| Daily General Discussion and spitballin thread - May 04, 2021 Posted: 04 May 2021 02:01 AM PDT Have a general question? Want to offer some commentary on markets? Maybe you would just like to throw out a neat fact that doesn't warrant a self post? Feel free to post here! This thread is for:
Keep in mind that this subreddit, and this thread, is not an appropriate venue for questions that should be directed towards your broker's customer support or google. If you would like to ask a question about your personal situation or if you are asking for advice please keep these posts in the daily advice thread as that thread is more well suited for those questions. Any posts that should be comments in this thread will likely be removed. [link] [comments]  |
| Daily Advice Thread - All basic help or advice questions must be posted here. Posted: 04 May 2021 02:00 AM PDT If your question is "I have $10,000, what do I do?" or other "advice for my personal situation" questions, you should include relevant information, such as the following:
Please consider consulting our FAQ first - https://www.reddit.com/r/investing/wiki/faq And our side bar also has useful resources. Be aware that these answers are just opinions of Redditors and should be used as a starting point for your research. You should strongly consider seeing a registered financial rep before making any financial decisions! [link] [comments]  |
| Best way to profit from inflation? Posted: 03 May 2021 08:15 AM PDT I am feeling very confident that all of these massive shortages (lumber, housing, labor, chips, cars, etc) is a sign of increased inflation in the next 1-3 years (thanks, Planet Money). I hope I'm wrong, I but it made me nervous because I do have quite a bit of cash on hand (10k+) that I'm holding to find an investment opportunity. Here's what I found with a bit of research:
Is anyone else here feeling this way? How are you positioning yourself if inflation does rear it's head? [link] [comments]  |
| G1 Therapeutics as a future of oncology! Posted: 04 May 2021 03:29 AM PDT If you ever met CANCER you must know how tough it is, tough to fight with it, tough to watch how your beloved struggle and sometimes the only thing that can help is chemo! But chemo also not easy to go through, thats why you need to know about G1 Therapeutics and Cosela!
Investing in a start-up biotech company is an absolute roller coaster -clinical trials can both bring highs and lows but not in G1 Therapeutics case, beacuse it's key drug COSELA™ (trilaciclib) has been approved by FDA at 02.12.2021. Simple profit taking has snowballed into a huge sell-off, with the stock dropping more than 40%.So, COSELA is the only FDA-approved therapy that helps proactively deliver multilineage myeloprotection to patients with extensive-stage small cell lung cancer being treated with chemotherapy. Myeloprotective efficacy of COSELA resulted in reductions in the incidence and duration of severe neutropenia, and impacted anemia and the need for rescue interventions such as growth factors and red blood cell transfusions. Myelosuppression is the most serious and life-threatening side effect of chemotherapy, or damage to the bone marrow, resulting in reduced white blood cells, red blood cells and platelets. Chemotherapy-induced myelosuppression may lead to increased risks of infection, severe anemia, and/or bleeding. These complications impact patients' quality of life and may also result in chemotherapy dose reductions and delays. To date, approaches have included the use of growth factor agents to accelerate blood cell recovery after the bone marrow injury has occurred, along with antibiotics and transfusions as needed. By contrast, trilaciclib provides the first proactive approach to myelosuppression through a unique mechanism of action that helps protect the bone marrow from damage by chemotherapy. In the U.S., approximately 30,000 small cell lung cancer patients are treated annually.Cosela's price has been set at $1,417 per vial. G1 estimates that treatment will average roughly $34,000 per patient. Running the numbers by management's estimates of treatable patients gets us to peak sales estimates of around $1 billion per year. On June 2020, G1 announced a three-year co-promotion agreement with Boehringer Ingelheim (biggest private owned pharmaceutical company) for COSELA in small cell lung cancer in the U.S. and Puerto Rico. G1 will lead marketing, market access and medical engagement initiatives for COSELA. The Boehringer Ingelheim oncology commercial team, well-established in lung cancer, will lead sales force engagement initiatives. First sales data will be released on 5 may. G1 consensus price target is about 50$ per share (as of April 30, 2021, the price is 21,07$), at 04.09.21 Needham & Company LLC sticked to their buy rating with p.t. of 68$, which is three-times higher, than the current price. However, the stock is currently undervalued against peak sales for only one of its usages, and I feel that commercial success in the next few quarters will bring a revaluation in the stock price. Management has itself positioned right and has the right group of leaders to really make a name for Cosela, as well as make G1 a market darling over the next few years.The Company expects its current financial position to be sufficient to fund its operations and capital expenditures into 2023. The company is also not a one trick pony, as Cosela is undergoing multiple other clinical trials in different cancers with larger addressable markets. G1 also has another compound in clinical trials called Rintodestrant, an oral SERD that it expects phase 2 data on in the second quarter of 2021. And the latests news: BCBSNC will provide coverage for trilaciclib(Cosela)when it is determined to be medically necessary because the medical criteria and guidelines noted below are met Anthem California insurance plans to use Cosela https://www.anthem.com/ca/ms/pharmacyinformation/Cosela.pdf National Comprehensive Cancer Network guidelines for SCLC - Cosela included https://www.nccn.org/guidelines/guidelines-detail?category=1&id=1462 Oregon Health Authority approves Cosela with recomendation from NCCN guidelineshttps://www.oregon.gov/oha/HSD/OHP/Tools/Oregon%20Medicaid%20PA%20Criteria,%20May%201,%202021.pdf Memorial Sloan Kettering Cancer Center recommends Cosela as cancer care treatmenthttps://www.mskcc.org/cancer-care/patient-education/trilaciclib News from ChinaMain partner of G1 Therapeutics in China - Simcere plans to focus on oncology sector [link] [comments]  |
| Q1 2021: Tesla market share is shrinking Posted: 04 May 2021 12:27 AM PDT While Tesla sales are booming, as a whole its market share is shrinking worldwide:
As now almost every manufacturer is pushing hard on EV and a lot of models are launching this year, it appears Tesla is on track to be a major player in the car industry but not necessarily dominant. [link] [comments]  |
| Index funds or stock portfolio? Posted: 03 May 2021 10:03 PM PDT It is common advice to simply invest in a low-cost mutual fund or ETF for the S&P 500 index or perhaps for the whole market. Warren Buffet says "I do not think the average person can pick stocks." Certainly it makes the most sense for many people to simply pick standard index funds for their 401(k), for example. But what about the "better than average" investor? Yes, I know that it may be presumptuous to assume that I could do better than professional fund managers, but it seems that it shouldn't be difficult to find companies within the S&P 500 that beat the average more often than not. To test this idea, I took a look at the S&P 100 (not the full 500) and how each company did compared to the average over the past 10 years. I picked the companies that consistently beat the average over the full 10 years, 5 years and 3 years. Using a similar weighting as the index itself, I came up with the following portfolio of 20 stocks:
I did not choose any companies from the Utilities, Materials, Real Estate or Energy sectors, but collectively these entire sectors comprise 10.1% of the S&P 500. This portfolio would have performed significantly better than the index over the past 10 years. Even if you remove TSLA, the returns are about 3x over the index. These are all well-known companies, many of whose products or services I use on a regular basis. I know that "past performance is no guarantee of future results", but it seems to me that that these high performing companies are more likely to continue to beat the average than not. For an investor that is willing to keep an eye on their portfolio and make changes when necessary, instead of forgetting about it for 10 years, why wouldn't a bucket of stocks like this be a better choice than an index fund? Why should we settle for the average instead of going with companies that are consistently better than average? [link] [comments]  |
| Compliance policies on Trading — new employee at Wall Street Posted: 04 May 2021 03:46 AM PDT Just joined a Wall Street firm. Before that at my previous job (non-finance), I used to day-trade index futures and FAANG stocks — activities which I thought would be banned for investment bank employees. Surprisingly, my firm's compliance policy actually allows for day-trading of index futures without the need to seek preclearance and without the need to hold for 60 days (but not FAANG stocks). Am I reading it right? Is the allowance to day trade index futures common across most investment banks? [link] [comments]  |
| Bullish or bearish on China / FLCH? Posted: 03 May 2021 04:20 AM PDT I own some FLCH, which has some 900 holdings and a quarter of the ETF is Alibaba and Tencent, however the ETF value has been stagnating. I am considering liquidating and putting my money into VTI to ride thIs wave. But this is my dilemma: I originally bought it a year ago (thanks to a small windfall) to diversify and hedge during the Covid panic, following the saying be greedy when others are fearful. I obviously regret not putting that money into VTI as my logic (at the time) was that the global recovery will be lead by China:,and since China is the biggest trading partner for some 130+ countries, the ETF will recover nicely. Now, with political tensions (delisting included) and increasing risks of a new cold war, I'm thinking it may stagnate for the next year or so while VTI climbs. But knowing my luck I suspect that if I do so, VTI will then slow down (stimuli already priced-in) and FLCH will take off. Any thoughts? [link] [comments]  |
| What do you guys think about $GEO shares. Is it worth investing? Posted: 03 May 2021 12:26 PM PDT I have looked at $GEO for some time now and to me it looks like a "buy when others are fearful and sell"-scenario. As a foreigner, I lack the knowledge of the industry and the politics for this particular stock, so I would very much like to hear others thoughts on this. This is what I know so far:
https://seekingalpha.com/article/4418190-geo-group-huge-upside-potential-for-this-reit - "$15.61 in the base case scenario" https://seekingalpha.com/article/4418318-geo-group-needs-strategic-reset - "$14-15 per share" https://finance.yahoo.com/news/geo-group-too-much-pessimism-175545686.html - "16$ a share" From what I can find, I think the risk/reward is good. Again, I would very much like to hear others thoughts on this. [link] [comments]  |
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