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  • Jonathan Poyer

$15B+ in M&A Deals in the Past Two Weeks...Yet the XBI Pushing Lows. What Gives?

This month's discussion topics include: -

$15B in Biotech M&A activity amid new lows

$7B Roche deal - POINT Biopharma

Mirati/Bristol-Myers - Immunovant - Argenx

Index pushing new lows

Indiscriminate sell-offs

Tax lost harvesting

Sector bottoming out

But it is not all bad news:

Lots of strong assets trading at below fair value

$15B+ in M&A deals over the past two weeks

Stocks that create value are delivering returns

Competitive landscape matters

Three Stocks:

  • Immunovant -- IMVT

  • Point Biopharma -- PNT

  • Mirati Therapeutics -- MRTX

To get on the next "Dr is IN" call with Dr. Charest (he analyzes three biotech stocks in 15 minutes, every month - third Thursdays), register here:

Here's a link to Dr. Charest's fund:

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