7Mês·

New share portfolio value!

After I recently did well with 2 pharmaceutical/biotechnology stocks and the shares $NKTR (+2,35%) and also $GPCR went through the roof, yesterday I added a new $ARQT a new stock into my portfolio yesterday. They are also active in the dermatological field (neurodermatitis), but already have a sales driver on the market. Further approvals are to follow this year, which will lead to an expansion of the user groups.

This is therefore not a short-term trading position. I intend to hold it for a little longer.

In my view, last night's figures were very good. Let's see what the market makes of them today.

25.02

Arcutis

Comprado em US$ 26,97

21 Comentários

Lennart2003@Lennart2003

7Mês

Are you still invested in ASP Isotopes? How do you see the current situation

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Chris@Multibagger

7Mês

@Lennart2003 good in the long term, I'm currently 25% behind.

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Lennart2003@Lennart2003

7Mês

@Multibagger Ditto 😂 Let's see what happens

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Chris@Multibagger

7Mês

@Lennart2003 They still have March, and if they are still negative, they will be kicked out.

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Tenbagger-Capital@Tenbagger-Capital

7Mês

NEC now seems to be gaining upward momentum. I'll wait until it is above the 20-day line. @PikaPika0105

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Chris@Multibagger

7Mês

@Tenbagger2024 Yes, let's see, I'm slightly up. But there's something going on.

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Tenbagger-Capital@Tenbagger-Capital

7Mês

@Multibagger I think so too. I just don't know yet how the economic war with China will affect the figures. @PikaPika0105

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PikaPika0105@PikaPika0105

7Mês

@Tenbagger2024 I think not so much. They are not that dependent on Chinese raw materials or anything like that and they have virtually no business there. Today they are in the black because they have received a major infrastructure order from Brazil and one of their AI start-ups has made progress in bug control in code. They have developed a cheaper approach than automatic AI control of code or manual control, which saves a lot of time.

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Tenbagger-Capital@Tenbagger-Capital

7Mês

@PikaPika0105 I think the momentum will then continue. And we could get a foot in the door. A lot is happening in Japan with the titanium stock @Multibagger seems to have had a good start. And I think it's good that he's also involved in Japan now

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PikaPika0105@PikaPika0105

7Mês

@Tenbagger2024 JX Metals may be spinning off its titanium business.... You have to stay tuned.... Everything still too fresh

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Tenbagger-Capital@Tenbagger-Capital

7Mês

@PikaPika0105 keep us up to date

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Chris@Multibagger

7Mês

@PikaPika0105 Where do you actually get the information about all these companies? Are there any websites in German? Because unlike you, I don't even have a rudimentary grasp of the Japanese language.😂😎

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PikaPika0105@PikaPika0105

7Mês

@Multibagger so many of the articles are only in Japanese. Alternatively, you can ask Gemini for the latest news, for example, and it will find and translate them for you

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PikaPika0105@PikaPika0105

7Mês

@Multibagger BUT never the fast version of the model, always the one that thinks

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Chris@Multibagger

7Mês

@PikaPika0105 I didn't even know that there were different free models 😂

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misinvest@misinvest

7Mês

What is your strategy in picking these biotech stocks?

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Chris@Multibagger

7Mês

@misinvest As always, the strategy is to achieve the highest possible return. Or do you mean why them?

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misinvest@misinvest

7Mês

@Multibagger i mean the why, sorry for the confusion 😄

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Chris@Multibagger

7Mês

@misinvest

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Chris@Multibagger

7Mês

@misinvest The company's main product is Zoryve, a non-steroidal topical medication, available as a cream and foam, which treats various inflammatory skin conditions in adults and older children, including plaque psoriasis.
older children, including plaque psoria
psoriasis, seborrheic dermatitis and atopic dermatitis, including
atopic dermatitis, also known as neurodermatitis. The latter is one of the most common chronic inflammatory skin diseases.
It affects more than 200 million people worldwide, including many children and adolescents in particular.
and adolescents.
Zoryve is far more than "just" another cream. In future, it could appeal to all age groups, address more indications - and in particular get patients off the steroid track permanently.
At the beginning of February, Arcutis reported positive topline data from a phase 2 study: Zoryve cream 0.05
percent was tested on infants with atopic dermatitis aged three to 24 months. After four weeks, 58 percent of participants achieved a 75 percent improvement in the clinically relevant EASI score (EASI-75). It is also expected to become profitable this year at $0.39 per share and profits are expected to more than triple to $1.32 next year.

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misinvest@misinvest

7Mês

@Multibagger sounds really interesting, I will take a look on it, thank you for the introduction!

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