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: https://bit.ly/biotech-rocks
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