Biotech – WhaleWisdom Alpha https://whalewisdomalpha.com Profiting from the public filings of "smart money" investors Mon, 27 Jul 2020 19:41:19 +0000 en-US hourly 1 https://wordpress.org/?v=5.9.5 https://whalewisdomalpha.com/wp-content/uploads/2018/07/white-logo-square.png Biotech – WhaleWisdom Alpha https://whalewisdomalpha.com 32 32 CASI Pharma CEO He Wei-Wu buys $7.9M in offering, increases his CASI stake by 48%. https://whalewisdomalpha.com/casi-pharma-ceo-buys-stock/ Mon, 27 Jul 2020 19:41:13 +0000 https://whalewisdomalpha.com/?p=25524 RA Capital’s Q1 portfolio shows 18 new positions. Ascendis, ChemoCentryx were top holdings. https://whalewisdomalpha.com/ra-capitals-q1-portfolio-18-new-13f-positions/ Sat, 16 May 2020 16:54:21 +0000 https://whalewisdomalpha.com/?p=25303 Myriad Genetics co-founder Walter Gilbert bought $150K of MYGN. It was the Nobel Laureate’s first ever open market buy of the stock. https://whalewisdomalpha.com/myriad-genetics-co-founder-walter-gilbert-bought-150k-mygn/ Tue, 17 Dec 2019 20:04:10 +0000 https://whalewisdomalpha.com/?p=24867 Engine Capital filed a 13D on CymaBay. CBAY dropped 75% after halting drug trial, trades at 2/3 of net cash. https://whalewisdomalpha.com/engine-capital-filed-a-13d-on-cymabay-stock-dropped-75-after-halting-drug-trial/ Fri, 13 Dec 2019 21:19:26 +0000 https://whalewisdomalpha.com/?p=24850 Protagonist Therapeutics insiders bought as shares crashed 45%. The next day PTGX rebounded 73%. https://whalewisdomalpha.com/protagonist-therapeutics-insiders-bought-as-shares-crashed-then-big-rebound/ Wed, 04 Dec 2019 21:31:48 +0000 https://whalewisdomalpha.com/?p=24826 Engine Capital filed a 13D targeting PDL BioPharma. The fund said PDLI traded 56% below intrinsic value. https://whalewisdomalpha.com/engine-capital-13d-targeting-pdl-biopharma/ Wed, 23 Oct 2019 21:31:16 +0000 https://whalewisdomalpha.com/?p=24677 Billionaire Mori Arkin filed a 13D on Aclaris Therapeutics, disclosing an 8.02% stake in the biotech microcap. https://whalewisdomalpha.com/mori-arkin-filed-13d-aclaris-therapeutics-8-stake/ Thu, 17 Oct 2019 00:09:24 +0000 https://whalewisdomalpha.com/?p=24666 Baupost Group activist filings are rare. But Seth Klarman just filed a 13D on Translate Bio. Here’s how Klarman’s targeted stocks have fared in the past. https://whalewisdomalpha.com/baupost-group-activist-filings-klarman-13d-translate-bio/ Sun, 22 Sep 2019 23:38:15 +0000 https://whalewisdomalpha.com/?p=24587 Intra-Cellular Therapies FDA news –Was it good or bad? $5 million bet by ITCI insider suggests the former. https://whalewisdomalpha.com/intra-cellular-therapies-fda-insider-buying/ Thu, 12 Sep 2019 18:13:49 +0000 https://whalewisdomalpha.com/?p=24560 Baker Brothers holdings: Replication of the fund’s smaller cap 13F stocks has produced stunning returns https://whalewisdomalpha.com/baker-brothers-holdings-13f-replication-strategy/ Fri, 06 Sep 2019 14:58:11 +0000 https://whalewisdomalpha.com/?p=24528