Trading Blog, November 23rd, 2021

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I have made a number of trades over the last two days in the market. The genesis of the trades is a combination of the overall market, where the volatility has been incredible, along with some fundamental drivers.

To start with, I have sold Amryt (AMYT). The three-month delay in the PDUFA for Oleogel will weigh on this for a while. I like the stock longer term and think it’s a bargain at this valuation, but will likely remain a bargain until after the PDUFA date.

Meanwhile, several of our stocks have been hit harder than Amryt recently and I’m a big believer that biotech is going to bounce very hard, very soon. Therefore, I have taken a lot of the funds from Amryt and put them into TFF Pharma (TFFP), Anixa (ANIX) and INmune (INMB), adding to my positions in three.

Furthermore, I have been trimming Lantern (LTRN) as another source of cash. Why Lantern when it has been hit very hard? It’s early stage and I don’t see any of the catalysts here being as big as the catalysts coming for TFF and INmune. I believe the biggest bounces will come in names with big events.

In particular, I believe Glenn gets deals done soon for TFF, Anixa will show positive biomarker data in January along with starting CAR-T in December, and I believe that INmune’s cancer patients treated with INKmune will show very positive data in December. All of these catalysts should reverse those stocks.

I also continued adding to my new position in Spectra7 (SPVNF), a company I started buying a few days ago. My due diligence continues to come back very positive and I’m likely to keep adding over time.

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