The pharma things are really often 50/50 bets 😬
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@jkb92 Joa, one bad piece of news/study that is missed and it goes straight down, but I also think the way the market reacts to it is partly exaggerated.
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That's exactly why this sector is generally too stressful for me and I deliberately ignore it.
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@NotBubble therefore: Choose biotech with real financial power. They do exist. Rare but existent.😉
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@Get_Rich_or_Die_Tryin I prefer to focus on things that I understand 😉
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@NotBubble I understand FCF yields pretty well and like to pick best of the bests and there are also companies in the sector that meet tough requirements like this.🤷🏼‍♂️
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@Investingyoung well, they have been running more or less sideways since Corona
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@jkb92 pipeline is actually quite full but I haven't bought yet because they are stuck in the range, if the breakout comes whether up or down it will shoot volatile in that direction
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@Investingyoung $BNTX, $KRYS and $4519 are all extremely cash-rich for biotech. In the case of $KRYS, there is also the strong pipeline, and in the case of $4519, the large stake held by $ROG is the main attraction, as this ensures that Chugai only has to pay for R&D and simply has access to Roche's entire sales structure for everything it has developed.
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@Get_Rich_or_Die_Tryin I have had chugai in my portfolio for 3 years 😎😤
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