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The Doctor Is In - Biotech in July

The Doctor Is In - Biotech in July

The Doctor Is In - Biotech in July

Jonathan Poyer

Aug 23, 20231 min read

The Secrets are in the Data - Keys to Predicting Winners and Losers

The Secrets are in the Data - Keys to Predicting Winners and Losers

The Secrets are in the Data - Keys to Predicting Winners and Losers

Biotech & Healthcare

Jonathan Poyer

Aug 22, 20231 min read

Profiting from Obesity Drugs - A Growth Market

Profiting from Obesity Drugs - A Growth Market

Profiting from Obesity Drugs - A Growth Market

Biotech & Healthcare

Jonathan Poyer

Aug 17, 20231 min read

Obesity Drugs Pushing AI for the BIG Winner

Obesity Drugs Pushing AI for the BIG Winner

Obesity Drugs Pushing AI for the BIG Winner

Biotech & Healthcare

Jonathan Poyer

Aug 15, 20232 min read

Philadelphia Gathering - Can and Should You Utilize Alternatives?

Philadelphia Gathering - Can and Should You Utilize Alternatives?

Philadelphia Gathering - Can and Should You Utilize Alternatives?

Volatility Investing and the VIX

Jonathan Poyer

Aug 14, 20231 min read

Testing the Lows but Looking at Highs - Biotech in the Spotlight

Testing the Lows but Looking at Highs - Biotech in the Spotlight

Testing the Lows but Looking at Highs - Biotech in the Spotlight

Biotech & Healthcare

Jonathan Poyer

Aug 9, 20233 min read

Biotech M&A Activity Continues - Biogen Acquired Reata for a 59% Premium

Biotech M&A Activity Continues - Biogen Acquired Reata for a 59% Premium

Biotech M&A Activity Continues - Biogen Acquired Reata for a 59% Premium

Biotech & Healthcare

Jonathan Poyer

Aug 4, 20231 min read

The Muni Curve vs. US Treasury Curve

The Muni Curve vs. US Treasury Curve

The Muni Curve vs. US Treasury Curve

Jonathan Poyer

Aug 3, 20231 min read

Don't Get Sucked All In on the AI Bandwagon - M&A Action in Robotics

Don't Get Sucked All In on the AI Bandwagon - M&A Action in Robotics

Don't Get Sucked All In on the AI Bandwagon - M&A Action in Robotics

Robotics & Automation

Jonathan Poyer

Aug 2, 20231 min read

Investing in Health Can Be a Gamble - Hold 'Em, Fold 'Em, Walk and Run Away

Investing in Health Can Be a Gamble - Hold 'Em, Fold 'Em, Walk and Run Away

Investing in Health Can Be a Gamble - Hold 'Em, Fold 'Em, Walk and Run Away

Biotech & Healthcare

Jonathan Poyer

Aug 1, 20232 min read

10 Straight Quarters of a Biotech Bear Market - What Brings Us Out?

10 Straight Quarters of a Biotech Bear Market - What Brings Us Out?

10 Straight Quarters of a Biotech Bear Market - What Brings Us Out?

Biotech & Healthcare

Jonathan Poyer

Jul 27, 20231 min read

If You're Not First...Biotech Reckonings

If You're Not First...Biotech Reckonings

If You're Not First...Biotech Reckonings

Biotech & Healthcare

Jonathan Poyer

Jul 26, 20232 min read

Biotech Activity Without Rate Cuts - M&A, Approvals, and Chapter 11

Biotech Activity Without Rate Cuts - M&A, Approvals, and Chapter 11

Biotech Activity Without Rate Cuts - M&A, Approvals, and Chapter 11

Jonathan Poyer

Jul 19, 20232 min read

3 Robotics & Automation High-Flyers in Q2 Not Named NVIDIA

3 Robotics & Automation High-Flyers in Q2 Not Named NVIDIA

3 Robotics & Automation High-Flyers in Q2 Not Named NVIDIA

Robotics & Automation

Jonathan Poyer

Jul 19, 20232 min read

Enter the AI Revolution - Is the Exuberance Rational?

Enter the AI Revolution - Is the Exuberance Rational?

Enter the AI Revolution - Is the Exuberance Rational?

Robotics & Automation

Jonathan Poyer

Jul 19, 20232 min read

Some Q2 Winners in Biotech: Positive Program Updates in the News

Some Q2 Winners in Biotech: Positive Program Updates in the News

Some Q2 Winners in Biotech: Positive Program Updates in the News

Biotech & Healthcare

Jonathan Poyer

Jul 17, 20232 min read

Is Volatility Suppressed and Primed for an Explosion? A Q2 Market Review

Is Volatility Suppressed and Primed for an Explosion? A Q2 Market Review

Is Volatility Suppressed and Primed for an Explosion? A Q2 Market Review

Volatility Investing and the VIX

Jonathan Poyer

Jul 13, 20232 min read

Biotech Discount May Have Reached a Record as M&A Deals Heat Up - Q2 Update

Biotech Discount May Have Reached a Record as M&A Deals Heat Up - Q2 Update

Biotech Discount May Have Reached a Record as M&A Deals Heat Up - Q2 Update

Biotech & Healthcare

Jonathan Poyer

Jul 12, 20234 min read

Where to Invest in Real Estate? There are More Options Than You Think

Where to Invest in Real Estate? There are More Options Than You Think

Where to Invest in Real Estate? There are More Options Than You Think

Jonathan Poyer

Jul 12, 20232 min read

Mortgage REITs Humming and Keep You Out of Commercial Real Estate

Mortgage REITs Humming and Keep You Out of Commercial Real Estate

Mortgage REITs Humming and Keep You Out of Commercial Real Estate

Jonathan Poyer

Jul 12, 20233 min read

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