Tuesday, 30 June 2020

Vaxart, NantKwest, Vir and Generex up over 10% on a fairly quiet close to the 2nd Quarter



Vaxart continued its strong late June move, up over 18% today.  NantKwest (NK) was up 13.5% and Vir Biotechnology was up just under 13%.  Generex Biotechnology (GNBT) moved up over 10%. 

Inovio's press release on the results of a preliminary clinical trial did not overly impress as it was the weakest of the COVID VACCINE Stocks, falling just under 15%. GeoVax gave up half of its 29% gain from yesterday and iBio fell 11%.

Overall, these stocks turned in another positive day with 14 stocks up and 11 down. The average COVID VACCINE Stock gained about 1.6% for the quietest day we've seen in awhile.

INOVIO down in spite of positive sounding press release



In a press release, Inovio said its vaccine led to “immunological response rates” in 34 of 36 patients in the trial, but did not disclose how many patients produced antibodies that neutralize the coronavirus — data key to determining whether the vaccine could protect against infection. 

Inovio’s vaccine works by injecting synthetic DNA that codes for protective antibodies


https://www.statnews.com/2020/06/30/inovio-claims-positive-results-on-covid-19-vaccine-but-critical-data-are-missing/



Altimmune:

Monday, 29 June 2020

GEOVAX SOARS 29% ON GOOD COVID TREATMENT NEWS - iBio also strong.









The smallest COVID VACCINE STOCK, GEOVAX, lead the way today with an amazing 29% increase after the CEO David Dodd said tremendous progress is being made to treat covid.

IBIO also had a double digit gain today - up over 13% for the second best performance of the 25 COVID VACCINE STOCKS. 

Red hot Novavax (up 8%) and Inovio (up 5%) continued to move up. NantKwest was also up over 8%. 

On the down side, Nano Viricides (NNVC) fell the most with a loss of almost 8%. Vaxart, VIR, Biondvax and Dynavax also had rough days, falling in the 6% range.

In total, 13 COVID VACCINE STOCKS were up and 12 were down. Moderna posted a gain today after trailing some of the other key vaccine stocks.

Overall, it was a positive day with the average stock gaining over 2%. 

























Sunday, 28 June 2020

Amazing week for COVID VACCINE STOCKS puts INOVIO back on top




INOVIO roars back to #1 with blowout week - now has returned 600% since March 1. Novavax just under 400% now is in 2nd. Moderna bumped out of the top 10 by Vaxart after VXRT exploded upwards this week.

The return on the COVID VACCINE Stocks rocketed up to a total return for all 25 of 122% since March 1 up from just 67% at this time last week. 

Friday, 26 June 2020

Insane week for COVID VACCINE STOCKS finally ends - IBIO and VXRT roaring ahead.




Insane day to end insane week for the COVID VACCINE STOCKS. Those stocks under $1 Billion market value finally had a great day while those above paid back today after major tear. 

IBIO was at the top today: up by one third. Vaxart, which is now part of Operation Warp Speed continues going up the elevator - up just under 30% today after nitro explosion yesterday.  ALT, HTBX and GOVX were all up over 10% today.

Alternatively, TBIO dropped over 20% and NK, ARCT and VIR all fell more than 10%. 

All told, the average COVID VACCINE STOCK managed a gain of over 2% on a terrible Friday sell-off for the market as a whole. 13 of the 25 were up. 

We need a weekend to catch our breath.

Thursday, 25 June 2020

VAXART DOUBLES IN VALUE - ANOTHER EXPLOSIVE DAY FOR COVID VACCINE STOCKS




Having some trouble coming up with words for this blow out week for COVID VACCINE Stocks. I guess today, June 25, 2020 is, in fact, the day to remember rather than Tuesday or Wednesday of this week. 

Vaxart almost doubled in value today, up over 96%. Poor Inovio, with its mere 31% return, was a distant second. Nano Viricides (NNVC) was up a paltry 20% and Sorrento, only 14%.

The average COVID VACCINE Stock was up an average 9%. That is as much as Berkshire Hathaway averages in a good year. 17 of these stocks were up today and eight down. There were 7 COVID VACCINE stocks in the top 100. 

Wednesday, 24 June 2020

Another great day for COVID VACCINE stocks - VXRT and VIR lead the way





COVID VACCINE STOCKS were a major bright stop in a down day for the market overall. Fully 17 of the 25 stocks were up - some like Vaxart (VXRT) and VIR had amazing days - up 20% and 19% respectively. Translate Bio, Novavax and Inovio also had double digits gains. Arcturus and Sorrento had strong days as well. 

The average COVID VACCINE stock was up 4.3%, just slightly less than yesterday's average. A remarkable nine COVID VACCINE Stocks were in the Barrons top 100 stocks for the second day in a row. These are great stocks to own at the moment. Bad news on the Corona virus front which we are getting at the moment is great news for these stocks.

IBIO's turn to pop.




IBIO ready to pop today after help from IBM:



Translate BIO (TBIO) set for strong day as well.



NOVAVAX (NVAX):




TOP TWO OF ALL STOCKS ARE COVID VACCINE STOCKS:







TBIO AND SANOFI:





Tuesday, 23 June 2020

WOW! COVID VACCINE STOCKS BREAK OUT! Translate Bio and Inovio almost double



June 23 will go down as one of the big days in the COVID VACCINE Stock world. Translate Bio and Inovio blew up - almost doubling in value. 

Translate Bio's deal with Sanofli was the key for TBIO. 

Inovio's deal with the federal government was key for INO:





Even without these monster gains, it was a great day for these stocks. Nano Viricides (NNVC) was up over 11%, Dynavax (DVAX) was up over 10% and Arcutus (ARCT) was up over 8.5%. 

Overall 15 COVID VACCINE Stocks were up and 10 were down. The average COVID VACCINE Stock was up 5.2%. Pretty amazing.

Translate BIo's turn to explode to the upside - Sanofli to make big investment





Sanofli to invest in Translate Bio - 

https://investors.translate.bio/news-releases/news-release-details/sanofi-and-translate-bio-expand-collaboration-develop-.

ETF's focusing on COVID VACCINE stocks, COVID spikes in cases and now mergers and acquisitions - all good reasons to invest in these companies.

Monday, 22 June 2020

NantKwest (NK) explodes up 25% - Biontech (BNTX), Atara Bio (ATRA) and Altimmune (ALT) up double digits




Amazing day for NantKwest (NK) - up over 25% after the CEO's interview with Maria Bartiromo touting their COVID Vaccine. It was the 9th strongest of all stocks today. BioNTech (BNTX) also had an amazing day, up almost 12%. Atara and Altimmune were also up over 10%. 

On the other hand, VBI Vaccines (VBIV) was down over 9% and Vir Biotechnology was down over 6%.

16 COVID VACCINE stocks were up and eight down. The average COVID VACCINE stock was up 2.78% for a fairly strong day.

COVID "SPIKE" - Check your politics at the door - ALTIMMUNE (ALT) featured in Barrons

Altimmune (ALT) does look promising. An investment in ALT has doubled since March 1: Tenth best overall of all the COVID VACCINE Stocks:

https://www.barrons.com/articles/altimmunes-largest-investor-sees-potential-coronavirus-vaccine-buys-stock-51592506830.



CHECK YOUR POLITICS AT THE INVESTMENT DOOR: 

Are we going through a real spike that will cause more interest than ever in COVID VACCINE stocks? If you don't like Trump, your answer is probably Yes. Even the word "spike" says you don't like Trump. It is a harsh word.

In these divided times, how we see the progress of the pandemic is correlated with how we feel about Trump. This is a blind spot that needs to be acknowledged when our hard-earned money is at stake.

There were only 268 Covid deaths reported yesterday (June 22) in the USA. This is a fraction of the lowest number since March.

Trump supporters who tend to be pandemic-sceptic, will say that the "spike" is: 

1. A result of more testing
2. A result of postponed elective surgeries from folks who are COVID positive but asymptomatic.
3. Of people who are young and are low risk.
4. Hyped up as part of the plan to defeat Trump in November.

It apparently takes 23 days on average for a person who will pass away from COVID to succumb. If the "spike" is real, we should soon start seeing increased death numbers. 

Investing in COVID VACCINE stocks is of course very speculative. However, it is a hedge against this pandemic getting worse, as the worse it gets, the more interest there will be in these stocks. If there is good news and this virus goes away quickly and quietly, without the need for a vaccine, these stocks will dissolve in value.

Bottom line is to not get carried away one way or the other. Don't lose money because of your political dispositon.

Sunday, 21 June 2020

HERE THE 7 COVID VACCINE STOCKS THAT HAVE LOST MONEY SINCE MARCH 1





Only seven of 25 COVID VACCINE stocks have lost money since March 1.  

Vaxart (VXRT)                             - 9%
Vir Biotechnology  (VIR)               -11%
Atara Biotechnology (ATRA)          -13%
Nano Viricides (NNVC)                  -31%
IBio. Inc  (IBIO)                           -40%
Tonix Pharma  (TNXP)                   -43%
Generex Bio   (GNBT)                   -49%


The total return for all 25 COVID VACCINE 
STOCKS is 67%. 

Saturday, 20 June 2020

NOVAVAX #1 in TOP TEN COVID VACCINE CHART





After a blazing week, Novavax (NVAX) takes over top spot in the COVID VACCINE INDEX with a 305% return since March 1, replacing Inovio (INO).

Total return on the 25 COVID VACCINE STOCKS since March is 67%. 


A top Fidelity Healthcare sector investor is too smart to buy COVID VACCINE STOCKS:

He does suggest BioNTech over Moderna:


Friday, 19 June 2020

Biondvax (BVAX) has huge day - up 18% - Novavax, Vir, NantKwest, Alnylam and Dynavax have great days.




15 COVID VACCINE STOCKS were up and nine down on another strong day for these stocks. The new ETF "GERM" may be part of the story. On average each stock gained just over 2%. Translate Bio (TBIO) was up most of the day but sold off in the last hour to post a 5% loss.

BiondVax was number 1 by far today gaining almost a fifth in value, beating out Novavax (up 9%) which continues its amazing run along with VIR (up 11%), NK (UP 8%) and DVAX (UP 7%). 

NOVAVAX (NVAX) looks to keep soaring - another up day for COVID VACCINE STOCKS pending - DVAX on the move



Novavax looks to continue amazing ride - up over 8% in pre-market.



Dynavax (DVAX) looking to make a move today:

https://finance.yahoo.com/news/dynavax-announces-first-participants-dosed-100010337.html.


Only one COVID VACCINE STOCK not pointing up in the pre-market (IBIO).

Thursday, 18 June 2020

ANOTHER GREAT DAY FOR NOVAVAX (NVAX) - UP 14% IN 2 DAYS - AND FOR THE COVID VACCINE STOCKS









Another positive article for Moderna, (UP 2.59%) but it seems to have benefited Novavax (which takes a similar approach to the vaccine) even more. Novavax had its second day in a row with more than a six per cent gain. 

Both GOVX and VXRT lead the way (9.86% and 7.53% respectively). 22 of 25 COVID VACCINE STOCKS were up with an average gain of 2.68%. That is really a great day - especially on a flat market day.

Wednesday, 17 June 2020

MIXED DAY FOR COVID VACCINE STOCKS - NOVAVAX (NVAX) #1.





Mixed day for COVID VACCINE STOCKS as the overall market's brief winning streak came to an end. 11 of these stocks were up, 12 down, with two unchanged. Novavax (NVAX) was the winner today, up 6.25%. Zack's put out a couple articles on NVAX today: 







NVAX is up 1200% this year. Not bad. 

NanoViricides (NNVC) dropped 5.36% which was the weakest performer in the group. 


Speaking of stocks with a down day, Chembio Diagnotics (CEMI) lost an FDA approval for its serology COVID test.


As COVID VACCINE investors, we need to ask ourselves if we are ready for that inevitable day when this happens to one or more or all of our holdings. Yikes.




MODERNA: "80-90% chance of success" - NantKwest (NK) added to make 25





Looking at a mixed start for the COVID VACCINE stocks this morning with 10 pointing to a higher opening with IBIO set to lead the pack. 

NantKwest (NK) should have been included from the outset given its covid vaccine program. This makes 25 COVID VACCINE stocks in the Index.



The race is on: 



If there really is an 80-90% chance of success for Moderna's vaccine, this stock is worth a lot more than $60:



Phase 2 test for potential oral treatment for COVID: Newly listed company (IMMUNIC - IMUX):

Tuesday, 16 June 2020

PROMISING START ENDS IN FLAT DAY FOR COVID VACCINE STOCKS - BIONDVAX #1 - UP 3.91%



Another strong day on the market, with the DOW up 526, turns into a flat day for COVID VACCINE STOCKS after a very promising start. The stocks traded in a narrow range with Biondvax (BVXV) up the most, almost 4%. Arcturus Therapeutics (ARCT) was the weakest today, down just over 4%.

11 COVID VACCINE STOCKS were up and 12 down with one flat. The average stock fell 0.38%.  

Promising news from Oxford University about a low cost steroid treatment that is shown to be effective in healing covid patients may have lowered the sentiment for vaccines and been a factor in the market's success today.

US Government to pay for covid vaccine for those who can't afford it:


COVID VACCINE STOCKS - ALL HEADING UP IN PRE-MARKET


Not one COVID VACCINE stock is looking at a lower open this morning. 


Monday, 15 June 2020

AMAZING DAY FOR COVID VACCINE STOCKS!! VBIV up almost 20%




What a great day for COVID VACCINE STOCKS! On a day when the DOW recovered some 800 points to finish up 157 points, the vaccine stocks were strong all day. VBI Vaccines (VBIV) finished just short of 20% on the upside. Another four (VBIV, ARCT, DVAX, NVAX and ATRA) were up more than 10%. Moderna (MRNA) had a great day, up more than 7%.

There were 19 COVID VACCINE stocks on the upside with only five going down. On average these stocks were up an amazing 5.69%. Now that's a good day.

Saturday, 13 June 2020

COVID VACCINE STOCKS UP OVER 50% since March 1. INOVIO #1.













https://finance.yahoo.com/news/billions-or-trillions-the-great-coronavirus-tradeoff-122132084.html.

Friday, 12 June 2020

STRONG DAY FOR COVID VACCINE STOCKS - IBIO up over 11%


Really great day for COVID VACCINE stocks lead by IBIO up 12% and a strong day for Moderna (MRNA) up 3%.





Both Nano Viricides (NNVC) and Biondvax (BVXV) also had plus 10% days. Overall 18 COVID VACCINE stocks were up with only six down. COVID VACCINE stocks were up an average of 2.8% for their best day this month.

Mice have nothing more to worry about with COVID:  https://finance.yahoo.com/news/moderna-covid-19-vaccine-clears-174350365.html.

Emergent (EBS) a solid choice: 










COVID VACCINE STOCKS ALL POINTING UP


Remarkably, every COVID VACCINE STOCK will be either flat or gain value as the markets open this morning. 

After being out of the news a little bit over the past couple weeks, covid and the need for a vaccine appears to be moving back to front and centre. Stocks should do well today along with the rest of the market.



EU plans to spend a fortune on a COVID VACCINE:

https://www.ft.com/content/6c8c1b3b-318b-435c-9e4d-d9bf38ccd356


Imagine developing a product to be used by every person and to be paid for by desperate politicians with full access to taxation of citizens and the ability to print as much currency as necessary.  Imagine developing a product that could save millions of lives and restore economies whose worth is measured in the trillions of dollars. Does any one think the US and EU will work co-operatively to keep the cost of the vaccine down or will there be a bidding war? How will Asian and other countries play into the process? Will we enter a period of aggressive mergers and acquisitions that drive the stock prices up further?


Sure this is risky speculative investing, but the cumulative value of these stocks will continue its upward move.



JNJ:  70% success rate is the goal: 






Thursday, 11 June 2020

Sorrento and IBIO pre-market leaders



June 11 looks like a down day for the market early, but COVID VACCINE stocks pre-market are about 50-50 with Sorrento (SRNE) and IBio (IBIO) looking at making good moves upwards.


Sorrento Announces It Has Submitted an Emergency Use Authorization (EUA) Application for the COVI-TRACK Diagnostic Test for the Detection of Antibodies to SARS-CoV-2.


They are also being pursued by class action lawyers.







Johnson & Johnson on with Maria Bartiromo this morning talking about their vaccine candidate. https://science.sciencemag.org/content/early/2020/05/19/science.abc6284/tab-figures-data








Wednesday, 10 June 2020

Strongest day in June for COVID VACCINE Stocks





As expected, Biond Vax Pharmaceuticals (BVXV) had a good day, up over 10%. Tonix (TNXP) was down 7%. 

It was the strongest day this month for COVID VACCINE stocks as the stock were up 0.87% on average.  Fourteen were up and ten down.

Moderna (MRNA) was up over 3% for one of its best days lately - now trading over $60 again.  It was selected as one of three companies selected by the US Government for vaccine testing this summer: https://www.wsj.com/articles/coronavirus-vaccine-candidates-pivotal-u-s-testing-to-start-this-summer-11591781405?mod=hp_lead_pos2.





BIONDVAX completes a Phase 2 trial



WSJ has a general COVID VACCINE article:

https://www.wsj.com/articles/coronavirus-vaccine-candidates-pivotal-u-s-testing-to-start-this-summer-11591781405?mod=hp_lead_pos3.



Looks like a positive day for COVID VACCINE stocks with a better than 2 -1 ratio of stocks pointing to a higher open. The star today may be 
BIONDVAX (BVXV) whichhas completed a Phase 2 Clinical Study Report. Looking for a Plus 10% open this morning.






Tuesday, 9 June 2020

COVID VACCINE Stocks lose momentum after strong start

MIXED DAY FOR COVID VACCINE STOCKS

































13 COVID VACCINE stocks were down and 10 were up with one unchanged. The average stock was almost flat, up just .05%. 

The winner today was Nano Viricides (NNVC) with a more than a 9% gain. The company announced a MOU with TheraCour Pharma Inc. dealing with anti-viral treatments for covid: 


Note:  Dr. Diwan is the main guy for both companies.

The losers today were Geovax Labs, (GOVX) down 11% and Altimmune (ALT) down almost 7%.




IMMURON, an Australian company with a vaccine for e-bola was the number one performer overall today up an unbelievable 850%. Just shows what a good vaccine can do to your stock's value.





Monday, 8 June 2020

Strong day for COVID VACCINE Stocks with an exception or two.







A good start to the week. 

As the V-shaped recovery in the markets gained momentum with the DOW up over 400 to 27,572, the COVID VACCINE stocks were finally able to take part - with some notable exceptions.

Emergent BioSolutions Inc (EBS) lost over a fifth of its value as they lost a patent decision to generic drug maker TEVA. The drug is Narcan which deals with opioid overdoses and not is not part of the COVID VACCINE process.

https://www.investors.com/news/technology/opioid-overdose-treatment-teva-wins-battle-copy-emergent-narcan/   

This company should still be a winner given its role in supporting government in delivering the covid vaccine when it is developed.  They have a $686 million contract with the federal government for this purpose.

Arcutus, IBIO and Altimmune also had high single digit percentage losses.

There were 16 ups, 7 downs and one sideways.

The best performer of the day was little Geovax GOVX which was down all day until the last few minutes when it registered a 15% gain. Sorrento SRNE was up 14.5%.

Because of the few companies with outsized losses, the average gain was only .71% but today broke a losing streak for the COVID VACCINE stocks.

JUNE 8, 2020 - AM

Is Moderna (MRNA) really the front-runner? This is one of the key question in Covid Vaccine investing: https://www.fool.com/investing/2020/06/07/is-moderna-really-the-leader-in-the-covid-19-vacci.aspx.


Novavax (NVAX): https://finance.yahoo.com/news/novavax-inc-nasdaq-nvax-analysts-135332353.html. Four Downgrades, but check out the comments. This is a Covid Vaccine stock, normal earnings projections don't really mean much.




https://www.wsj.com/articles/vaccine-giant-promises-a-billion-covid-shots-for-poor-countries-11591476699?mod=searchresults&page=1&pos=1.

Saturday, 6 June 2020

JUNE 6: VIR Biotechnology: Favorable Barron's Article.

VIR got a favorable article in Barron's today. Its antibody approach is unique (along with SRNE) among the vaccine stocks. They have a robust history with this platform and hopefully can make it work. They have an arrangement with Biogen to get it manufactured. We may well see a nice pop early next week.



https://www.barrons.com/articles/antibody-drugs-could-help-curb-the-pandemic-what-investors-need-to-know-51591377732?mod=past_editions.  





VIR started 2020 at $12.04 and closed yesterday at $33.21 but it has not been a really rock star among the COVID VACCINE stocks. It has the sixth largest market cap of the group.



Sorrento (SRNE) is another of the 24 that is in the antibody hunt: 






Friday, 5 June 2020

JUNE 5/2020 - Down week for the COVID VACCINE 24 on huge up week for the overall market


On an amazing up day where the Dow closed over 27,000 for the first time since early March, the COVID VACCINE 24 had another poor day to end a poor week. 16 stocks were down and only eight up. Doing worse than yesterday, the average COVID VACCINE stock was down 2.08% for the day.

These stocks exploded to the upside during the time of maximum fear of COVID and have only started to suffer as the economy shows more and more signs of coming back to normal life. They were a nice hedge when things were down but now the hedge is unwinding.

Nanoviricides (NNVC) and IBIO had the worst performances today, each down over 8%.  Sorrento (SRNE) was the top performer on a bounce back day, up 6.74%.


INO:
http://ir.inovio.com/news-releases/news-releases-details/2020/INOVIO-and-IVI-Partner-with-Seoul-National-University-Hospital-to-Start-Phase-12-Clinical-Trial-of-INOVIOs-COVID-19-DNA-Vaccine-INO-4800-in-South-Korea/default.aspx.

Would you take a vaccine made in China?  https://www.wsj.com/articles/in-race-for-covid-19-vaccine-china-tries-for-a-coup-11591354803?mod=searchresults&page=1&pos=8.


Thursday, 4 June 2020

JUNE 4, 2020. Another down day for COVID VACCINE STOCKS (17 down 7 up).



Another down day, but this time the overall market was flat with the DOW up just 0.05% up.

On average, the 24 stocks (I added Inovio back in) were down 1.82%. See more about Inovio (INO) below. 

There were 17 down and only seven up.

Today's winner was IBIO, going up 8.33%:  https://www.wsj.com/articles/PR-CO-20200604-906392.  IBIO has announced a second Covid vaccine program.
 
Today's loser is Altimmune (ALT), down 9.33%.







Don't give up on Novavax (NVAX) and Inovio.





NOTE:  I just gave up on Inovio. I sold my full position.



Wednesday, 3 June 2020

JUNE 3 P.M.




















This was a bad day for the COVID VACCINE 23 (Sorrento (SRNE) was added to make the 23).
 
18 of them were down with only five up.

Heat Biologics (HTBX) was the winner, up 4.33%, after two terrible days. Heat started the week at $1.02 and is now at 83 cents.  One of the four winners was the big boy, Moderna (MRNA), but only very marginally after an up and down day.


Translate (TBIO) dropped 18.64% and was the biggest loser of the session.  This short article did not get it right today:



COVID Vaccine stocks seems to run contrary to the market. When fear of COVID peaks, so do these stocks. Today, with reports of less jobs lost than predicted and a report that some 79% of small businesses have re-opened it was a bullish day with the Dow up 527 points. Without the fear and nothing too exciting on vaccine tests, the stocks tumbled. Predator law firms are not helping.

COVID VACCINE stocks fell an average of 3.75%.




JUNE 3, 2020 - Morning Rush

1.   https://www.fool.com/investing/2020/06/03/is-a-covid-19-vaccine-supply-glut-on-the-way.aspx.

Here's another risk to Covid Vaccine investing. What if there is too much success? This type of investing is not for the faint of heart.

2. Novavax (NVAX) has actually been the #1 star of the Covid Vaccine race. Here's some more good news:😊

Tuesday, 2 June 2020

JUNE 2, 2020: Moderately down day for COVID VACCINE Stocks on an overall up day.





JUNE 2, 2020: 


VBI Vaccine Inc is the leader today with a gain of 8%. Heat Biologics (HTBX) has a second serious down drop, losing almost 13%.

13 Covid Vaccine Stocks were down and 9 were up. The average drop for the Covid Vaccine 22 is a drop of 1.2%.

Moderna battled back from lower than 6% to a loss of less than 4%.

Dynavax DVAX the winner on June 1.

Dynavax breaks into June with a 29% jump. Up $1.80 to $7.92. Sky news quoted a Sinovac lab researcher as saying there is a 99% they will be successful with a vaccine. DVAX developed a relationship with Sinovac on April 16. 

Novavax also did well with a 14% jump today. 

The big loser was Heat Biologics Inc. -- the only vaccine stock down more than 10%.