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Caps Pick
TMFang4apples made a pick in CAPS. 6:06 PM
Assembly Biosciences (ASMB) will Outperform the S&P 500
Tilray, Inc. (TLRY) will Underperform the S&P 500
TMFang4apples made a pick in CAPS. 1:04 PM
Sarepta Therapeutics (SRPT) will Outperform the S&P 500
TMFang4apples made a pick in CAPS. 1:25 PM
Aimmune Therapeutics (AIMT) will Outperform the S&P 500
TMFang4apples made a pick in CAPS. 3:37 PM
Corbus Pharmaceuticals Holdings (CRBP) will Outperform the S&P 500
CAPS Underperform Pitch
TMFang4apples wrote about Aurora Cannabis Inc. (ACB) . 8:32 AM
ACB UnderperformAurora is a $9.7 billion company that will be lucky to produce a gross profit that approaches operating expenses in the years ahead.
Aurora is a $9.7 billion company that will be lucky to produce a gross profit that approaches operating expenses in the years ahead.
TMFang4apples made a pick in CAPS. 8:32 AM
Aurora Cannabis Inc. (ACB) will Underperform the S&P 500
TMFang4apples made a pick in CAPS. 11:06 AM
Guardant Health (GH) will Outperform the S&P 500
TMFang4apples made a pick in CAPS. 6:17 PM
Axsome Therapeutics (AXSM) will Outperform the S&P 500
TMFang4apples made a pick in CAPS. 5:27 PM
Eidos Therapeutics, Inc. (EIDX) will Outperform the S&P 500
TMFang4apples wrote about Canopy Growth Corp. (CGC) . 4:54 PM
CGC UnderperformCan't compete with MoM, and I'll need to see steady international marijuana sales before I believe they're possible.
Can't compete with MoM, and I'll need to see steady international marijuana sales before I believe they're possible.
TMFang4apples made a pick in CAPS. 4:54 PM
Canopy Growth Corp. (CGC) will Underperform the S&P 500
CAPS Outperform Pitch
TMFang4apples wrote about CVS Health (CVS) . 3:25 PM
CVS OutperformDepends on how much control it can have over Aetna, but there's a real chance providers in easily reimbursed minute clinics will squeeze out significant savings among patients with chronic conditions, and that's just the beginning.
Depends on how much control it can have over Aetna, but there's a real chance providers in easily reimbursed minute clinics will squeeze out significant savings among patients with chronic conditions, and that's just the beginning.
TMFang4apples made a pick in CAPS. 3:25 PM
CVS Health (CVS) will Outperform the S&P 500
TMFang4apples wrote about Exact Sciences (EXAS) . 5:44 PM
EXAS OutperformIt took a while, but I'm convinced.
It took a while, but I'm convinced.
TMFang4apples made a pick in CAPS. 5:44 PM
Exact Sciences (EXAS) will Outperform the S&P 500
TMFang4apples wrote about Array BioPharma (ARRY) . 6:59 PM
ARRY OutperformBraftovi plus Mektovi are probably worth 3.7 billion on their own, which makes this a fairly safe bet. With Lilly promoting the drugs Loxo bought from Array, there's a lot of potential upside too.
Braftovi plus Mektovi are probably worth 3.7 billion on their own, which makes this a fairly safe bet. With Lilly promoting the drugs Loxo bought from Array, there's a lot of potential upside too.
TMFang4apples made a pick in CAPS. 6:59 PM
Array BioPharma (ARRY) will Outperform the S&P 500
TMFang4apples made a pick in CAPS. 3:17 PM
Merck & Co. (MRK) will Outperform the S&P 500
Johnson & Johnson (JNJ) will Outperform the S&P 500
