#trends 0008 : Healthcare


Hi All,

First off, this is officially earnings seasons, therefore be on the lookout for various trade opportunities in the market.

Now let’s talk Healthcare. This is a continuation of areas in which I am looking to put my money to work long term in the next 5-10 years. Healthcare has been a major talking point thanks to 2020. As always, there are so many healthcare stocks to choose from like everything else. I typically try to stay away from healthcare and biotech because such stocks can lag for years, unless they have some type of new product or positive trial to release. But now that all eyes are on healthcare, this sector is beginning to gain steam.

My picks for this sector include:

  • Vaxart Inc (VXRT) - I’ve been watching this one for months since the breakout of “cv”. What intrigued me about this company is that their treatment for “cv” comes in an oral pill form, compared to the alternatives, which are all needle doses.

  • Curaleaf Holdings Inc (CURLF) - This company is a great way to enter the CBD play for medicinal purposes.

  • Entheon Biomedical Corp (ENBI🇨🇦 / ENTBF🇺🇸) - This stock was a great recommendation from Wealth Research Group. Entheon is focused on developing psychedelic therapeutic products to treat addiction and substance abuse disorders.

  • Can Fite Biopharma (CANF) - I’ve mentioned this too many times. But long term, they have a good drug pipeline if they can truly deliver.

  • ARK Genomic Revolution ETF (ARKG) - This is a Cathie Wood ETF focused on Genomics. I feel Genomics will be the next big wave in healthcare and this is just an easy way to be a part of the wave without having to do all the work.

In summary, I like where the healthcare space is going, but be very careful as this sector can be highly volatile as well.

🔥 IPO Hotlist

There are a few companies on the IPO list this week, but none that I am interested in.

⚖️ Watchlist

The Fear and Greed Index is starting to run a little hot on the Greed side, so playing it safe the next few days, by doing more watching than participating.

🗺 One More Thing…

I mentioned CCIV in last week’s issue about the circulating rumors in regards to the IPO-merger for Lucid Motors via SPAC. CCIV is up over 40% from last week and the rumor has yet to be officially confirmed. This is a risky play because the deal could fall off, but it seems to be pointing towards a possible deal.

🔗 Links

  1. ARKG: Potential Disruption For Healthcare And Pharma Industries - Seeking Alpha

  2. Piclidenoson From Can-Fite Biopharma Shows New, Promising Developments For Psoriasis Treatment - Yahoo Finance

  3. Entheon Biomedical Partners with Divergence Neuro Technologies Inc. for Predictive Biomarker Platform Development - Newsfile

  4. Accelerate Diagnostics and Vaxart are sharply up despite lofty short interest - Seeking Alpha

As always, this is not financial advice. I use this as a way to journal my thoughts and share with anyone else interested enough to want to read this, as well as for educational purposes only.