Friday 31 July 2020

Emergent BioSolutions - one of few winners today



The month ends on a gloomy day for these stocks. Only six are in the green while 21 dropped. NantKwest went in the ditch, falling almost 17% to lead on the downside. Inovio was down over 6%. Moderna had its worst day in some time, down almost 5% -- its market value down to $27.5 B.

Emergent BioSolutions broke the trend, up 14.5%. Sorrento, Altimmune, NanoViricides, Vir and GeoVax were the only other stocks to eke out a gain.

The average COVID VACCINE STOCK fell 2.4% today.

Thursday 30 July 2020

Turnaround day - Twice as many COVID VACCINE STOCKS up as down




Finally some green ink for the COVID VACCINE STOCKS. 18 were up and 9 down.

The average stock gained a full 3%.

Leading the way, with a late day charge, was Tonix Pharma with a gain of almost 17%. Altimmune also had a great day, up 16% while VBI had a 13.5% gain. Biondvax was the fourth COVID VACCINE STOCK with a double digit gain -- up just under 11%.

GeoVax continues to give back recent gains, falling from $1.50 last week down to just $0.71 now. Other small companies, OncoSec and NanoViricides, got smaller with 7% and 6% losses respectively.

Wednesday 29 July 2020

OncoSec Medical up over 22% - Flat day otherwise




Summer doldrums for COVID VACCINE STOCKS. Fully 19 shares dropped today with only eight on the upside. The average loss for these stocks was 1.4% today. 

But for the outsize gain of OncoSec Medical of almost 23%, the average losses would be another percent lower. Nano Viricides and Heat Biologics also had very good days, up 8% percent each. 

iBio had the roughest day, down over 11% as did Vaxart, down 10.5%.

Moderna had a rough day, dropping below $80 and below $30 Billion in market value.


Tuesday 28 July 2020

Flat day for COVID VACCINE STOCKS - Biondvax suffers 17% loss




Dog days of summer. The Covid Vaccine stocks on average dropped 2.9%. Only eight stocks were up, with 19 falling. 

OncoSec Medical was the top performer, up over 16%. Biondvax dropped a full 17% while VBI, Arcturus Therapeutics, Heat Biologics and Tonix Pharma all suffered double digit losses.

Monday 27 July 2020

Flat day overall -- Arcturus and Moderna have good day



The bigger COVID VACCINE STOCKS tended to do much better than the smaller players today. Moderna, commencing its Phase III trials was a leading story in all the media, pushing the stock up over 9%. 

But the biggest winner today was Arcturus Therapeutics up almost 18% based on news that Singapore will begin a 108 person trial using its vaccine. PDS was up almost 9% as well, Sorrento was up almost 7% and Emergent was up just under 7%.

Geovax is giving back its recent gains, down 16% today. iBio, Altimmune and Tonix also suffered double digit losses today as well. Vaxart was down 9%.

In total, 14 COVID VACCINE STOCKS were up while 13 were down. On average, these stocks were down .75%.

Only two of the 27 COVID VACCINE STOCKS have lost money since March 1





Generex Biotechnology is still the poorest performer of the 27 COVID VACCINE STOCKS since March 1. 

Overall these stocks have returned 215% since then. Only two stocks have lost money: Generex and Nano Viricides.


Moderna next steps: 

Saturday 25 July 2020

NOVAVAX still stop COVID VACCINE STOCK -



Novavax still leads the way after turbulent week. GeoVax knocks Moderna out of the top 10, jumping up to 5th overall after breakout week.

Total return drops to 215% total return since March 1. 

Friday 24 July 2020

RED RIVER continues to flow -- 25 of 27 COVID VACCINE STOCKS Fall.




Another serious sell off for COVID VACCINE STOCKS after a stellar start to the week. Only 2 of the 27 stocks managed to eke out a gain: IMV and Emergent BioSolutions. 

The fall was rather orderly as there were only three of the stocks with double digit losses: Dynavax, Vaxart and Inovio. The average stock lost 4.4%, slightly less than yesterday. 

Moderna lost 2.8% after losing a judicial decision in a patent battle over its vaccine with Arbutus BioPharma.

Thursday 23 July 2020

Sea of Red Ink plunges COVID VACCINE STOCKS down 5% on average




Payback time. Wretched sell off today for the COVID VACCINE STOCKS. The average for all the stocks was a drop of just under 5%. Twenty-three of the stocks were down with only four registering a positive number. Tonix kept up a great week, bucking the trend and registering a nice 16% gain. iBio was also up 6.5%.

Little GeoVax got a lot smaller with 20% drop after some nice gains earlier this week. BioNTech dropped 15%, Biondvax was down 12% and Arcturus Therapeutics was down 11%. 

As bad as this day was, it will take several more down days and much worse to make these stocks into losers during this ongoing COVID crisis. 

Wednesday 22 July 2020

Mixed Day for COVID VACCINE STOCKS - GeoVax up by two-thirds





Relatively flat day after blow out days last Friday and Monday. Eleven COVID VACCINE STOCKS were up while 16 were down. Little GeoVax Labs is not so little, tripling its market value over the past few weeks. It posted a 67% gain today to lead the way.

Because of this outsized gain and a few other strong showings such as BioNTech --up almost 14%, VBI up 8% and Arcturus Therapeutics up almost 7%, the average stock eked out 1.8% gain even though the majority of stocks were down.

Tonix Pharma gave back a sizable chunk of recent gains, falling over 22%. iBio was also down double digits today.

Tuesday 21 July 2020

COVID VACCINE STOCKS Pull Back After Recent Gains - Tonix leads for 2nd day in row



The hangover after the party last night. 19 COVID VACCINE STOCKS retreated and seven moved forward with Geovax flat today. The average stock fell just over 3% today for the first significant setback for some time.

Tonix Pharma was the top stock for the second day today, but gave back a lot of gains as the day progressed, finishing up just under 8%. Inovio had a good day as well, up just under 7%. 

Heat Biologics gave back a chunk of recent gains with a drop of 17%. PDS Bio, VBI and Dynavax also suffered notable losses today. Moderna went back to under 81 after a more than 2% loss.

Monday 20 July 2020

BEST DAY YET FOR COVID VACCINE STOCKS - Tonix Pharma almost doubles





The smaller COVID VACCINE STOCKS blew up today. Tonix Pharma almost doubled. iBio was up by almost two thirds. Heat Biogolics, PDS Bio and GeoVax all exploded northward. 

Moderna fell back almost 13% on the news about the Oxford University -AstraZeneca vaccine and on a patent dispute with Arbutus Biopharma. Headlines from the work in the UK were positive, but some of the finer print was somewhat negative.

The average COVID VACCINE STOCK was on average more than 13% making it the number one day so far for these stocks overall. Twenty were up and seven were down. 

Where are we on this hike? Are we nearing the extremely steep peak of this mountain or does this mountain extend further to the heavens? 

Saturday 18 July 2020

NOVAVAX LAUNCHES TO TOP SPOT AGAIN





Novavax registers a blowout week to launch back into top spot, pushing Altimmune down to second place.

Moderna has replaced NantKwest in the top 10. 

These 27 COVID VACCINE STOCKS have now registered a 208% return since 
March 1, 2020.

Friday 17 July 2020

BLOW OUT DAY! (again)




At his annual meeting this year, Warren Buffett said that you should look at stocks as if you own a farm and the neighbor keeps yelling out a price he would pay for your farm.  If you own COVID VACCINE STOCKS today, the neighbor has gone absolutely nuts yelling in your face a higher and higher number. 

The average COVID VACCINE STOCK is up a remarkable 9.4%. That's the AVERAGE of the 27 stocks. That being said, no stock was up more than 28% unlike on other days where certain stocks through off the average with outsize gains. 

Only three of the 27 stocks were down.

Little Tonix Pharma lead the way with a 27% gain. Heat Biologics has finished an amazing week with another 25% gain. VBI and PDS were also over 20% to the upside today. Moderna had its best day in weeks, up a remarkable 16% - blowing through the $35 Billion market value mark.  It is worth about 30% of the total COVID VACCINE STOCKS universe. 

These are amazing days for these stocks. 

Thursday 16 July 2020

Heat Biologics leads the way on a flat day with a 35% jump






A relatively flat day for COVID VACCINE STOCKS with the average stock up 1.6%. Fourteen stocks were up, 12 were down, with one flat.

Heat Biologics was up 35% to lead the way. Tonix Pharma was up almost 12% and IMV was up 10%. Novavax and Vaxart had strong days up around 8% each.

Adaptive Biotechnologies had the worst day of the group: down 8.6%.

$25 Billion to end up in COVID VACCINE STOCK VALUATIONS:


Wednesday 15 July 2020

Moderna's news drives the whole market as iBio explodes up over 43%




On a day when Moderna was the top news all day, iBio rocketed up another 43%. Moderna's release of its clinical data lead to Moderna climbing almost 7%, reaching an all time high and a market cap of almost $30 Billion. 

iBio was the only COVID VACCINE STOCK in Barron's top 100.

A few other COVID VACCINE STOCKS had stellar days: PDS Biotechnology (up by a third), Heat Biologics up 23% and VBI up almost 8%. 

On the other hand, several COVID VACCINE STOCKS stumbled quite badly. Sorrento was down 17% and Vaxart came back to earth with a drop of almost 15%. Altimmune, Biondvax and Inovio had serious down days as well.

There were 17 COVID VACCINE STOCKS on the upside with nine falling. Overall, the stocks had another positive day, up 2.3% on average. Unfortunately, you needed to be in the right stocks to do well. A mix of the wrong stocks today and a bad case of the dropsies set in.




Tuesday 14 July 2020

Explosive up day for COVID VACCINE STOCKS - GLORY DAYS HERE: IMV and Vaxart Lead




Manufacturing for COVID VACCINE to begin by the end of summer! VP Pence makes the announcement. These stocks explode up for the second best day on record. The average COVID VACCINE STOCK was up almost 7% today. This is second only to the 9% on average up day on June 25.

Canadian firm IMV Inc to begin human trials and gets a 54% boost to lead the way. Vaxart has another amazing blow out day -- up 40%. The number one stock since March, Altimmune still accelerating:  up another 16%. VBI and Arcturus also with double digit gains. PDS Bio has its best day yet - up over 9%. 

The worst performing COVID VACCINE STOCK -- Generex, which has lost half its value since March 1, fell almost 6% today. Heat Biologics fell almost 8%.

A full 19 COVID VACCINE STOCKS were up today and 6 down.



Monday 13 July 2020

You missed out!! VAXART Explodes up 50%





You blew it! You had the great idea to buy into the COVID VACCINE STOCKS as a virtual no brainer. It was a great way to hedge against the stalling of the economy caused by the lockdown. You should have followed your heart and ignored that person that told you it was too risky. The FDA's fast track designation gave a boost to BioNTech and its partnership with Pfizer.

You have to be selective (read: lucky) as the average stocks was up almost 5% but 12 of the 26 were down on the day. Little Tonix fell 15% on a new stock offering and Atara was down almost 8%. There was no complacency, as only iBio moved less than 1%.

Vaxart exploded upwards to the tune of 52%. It doesn't take too many 52% days to start having a real impact on your portfolio. 

Heat Biologics and BiondVax had great days: up over 20%, while some of the stalwarts like Moderna, BioNTech, Novavax, Inovio and Altimmune also had amazing days: up 10% and more.


Friday 10 July 2020

ALTIMMUNE becomes the 1st 5 bagger of the COVID VACCINE STOCKS




Altimmune had an amazing week becoming the first 5-Bagger (+504%) of the COVID VACCINE STOCKS.  It displaced Novavax in the number one spot. 

VBI Vaccines has replaced GeoVax in the top ten - jumping to 7th overall. 

The 26 COVID VACCINE STOCKS have now returned a remarkable 138% since March 1 up from 116% last week. 

Only four of these stocks have lost money since March 1 as Vir Biotechnology's has flipped to the positive side of the ledger. 

Mixed day for the COVID VACCINE STOCKS - Altimmune still on fire!





A rather flat day among the COVID VACCINE STOCKS as the overall market finished the week strong - DOW up 369. There were some notable exceptions with Altimmune continuing as the hottest vaccine candidate. 

BioNTech, Biondvax and Heat Biologics also put in great days to finish an overall great week for COVID VACCINE STOCKS.

Dynavax, Atara and Adaptive gave back material amounts -- over 4% each.  Moderna lost just under 4%, being under water all day.

In total, there were 16 COVID VACCINE STOCKS that lost ground today with 10 going up. The average stock lost 0.3% after a remarkable week to the upside.

Thursday 9 July 2020

Biondvax up 21% -- Altimmune gains another 19%





13 COVID VACCINE STOCKS were down today and 12 up but on average these stocks were up another 2% as an amazing week for these stocks continue. Biondvax was up over 21% to lead the way while Altimmune continued its run up another almost 19%.

It was also a great day for Moderna -- best in weeks -- with the biggest COVID VACCINE stock up almost 6%.  Little Geovax was up almost 17% while Nano Viricides dropped more than 10%. 

Wednesday 8 July 2020

Altimmune is the next COVID VACCINE STOCK to explode up - more than 50%



Recently, I watched an old episode of Wall Street Week with Louis Rukeyser - it was the day after Black Monday of October 1987. I'm old enough to remember those days - as a new investor, it was my first introduction to feeling like the end of the world is here. 

I am ready with those words Louis comforted us with: "Those people that loved you this morning, still love you...." I'm ready for the collapse of the COVID VACCINE STOCKS. There is a day coming when we will need to access words to this effect. 

However, today was emphatically not that day. Selected members of the COVID VACCINE club (and I've added PDS Bio today - a small Boston company) had another rocket ship day. Straight north. 

Altimmune was up a massive 52% to lead the way. It was by no means the only barn burner: the trio of Nano Viricides, NantKwest and VBI Vaccines were up 26%, 22% and 18% respectively. Little Tonix Pharmaceuticals was up 9%, Dynavax was up 7% and Emergent Biosolutions up 6%. In total there were 17 up and 9 down. The average stock was up another remarkable 5.1% on average. In 2 days these stocks are up on average more than 12%.

The Kleenex and words of comfort will have to wait for another day.




Nano Viricides about to pop 50%

https://www.wsj.com/articles/PR-CO-20200708-904433

Tuesday 7 July 2020

COVID VACCINE STOCKS EXPLODE UP! UP! UP!




Absolute Blow Out Day for COVID VACCINE STOCKS! On a day the Dow dropped almost 400 points, the COVID 25 rocketed north. Four of these stocks were in the top 20 Barron's stocks and nine in the top 100 which ties the record.

I actually thought the market had given up on these stocks and decided that electric car batteries were the new "in" thing.

Novavax got included in the Warp Speed program and received a government commitment of $1.6 Billion for vaccine delivery. But exploding up by almost one third made it only the second best stock on this remarkable day. Vaxart shrugged off yesterday's downdraught and rocketed up almost 38%. 

In just one month, Novavax has gone from a company with a $2.6 Billion market value (7th) to the fourth most valuable COVID VACCINE STOCK worth over $6 Billion.

VBI Vaccines was up over 21%, while Altimmune, iBio, Biondvax all had gains of over 10%. In total, 20 of the COVID VACCINE STOCKS were up and only five down. Only tiny GOVX was down more than 1.15%. These stocks were up ON AVERAGE up 7.3% just today. As a little incursion into fantasy world, if you had a $100 investment that went up 7.3% every trading day all year, you would have a tidy $150 Billion (if I figured out how the FV function works in Excel).


NOVAVAX PART OF WARP SPEED - TONIX EXPANDS VACCINE PROGRAM




Novavax set to pop as they are now part of Warp Speed:





Tonix: 





Monday 6 July 2020

BIONDVAX leads the COVID VACCINE STOCKS - up almost 14%. Vaxart down over 12%.




A relatively flat day for COVID VACCINE STOCKS with 11 up and 14 down. The average stock was down .23%. 

BiondVax was up just short of 14%. They are into Phase III trials for a universal flu shot--results due in December. 

Vaxart gave up more than 12% today after a strong performance recently.

Atara, Sorrento and BioNTech had decent days, up in the 4 to 5% range.

Sunday 5 July 2020

WORST 10 COVID VACCINE Stocks have still returned 5% on average.





Even the worst 10 COVID VACCINE stocks returned an average of 5% since the beginning of March. 

Worst performers:

1. Generex Biotechnology Corporation (GNBT)     - 48%
2. Tonix Pharmaceuticals Holding Corp (TNXP)     - 44%
3. Nano Viricides, Inc.          (NNVC)                   - 24%
4. iBio Inc.        (IBIO)                                       - 20%
5. Vir  (VIR)                                                      - 13%
6. Atara Biotherapeutics (ATRA)                          +21%
7. Alnylam Pharmaceuticals (ALNY)                     +27%
8. IMV Inc. (IMV)                                               +30%
9. Emergent BioSolutions Inc. (EBS)                    +52%
10. Adaptive Biotechnologies (ADPT)                    +69%.



TOP 10:
  

FULL RANKINGS OF THE 25 COVID VACCINE STOCKS                 
      
                       
1 NVAX+410%
2 INO+401%
3 ARCT+236%
4 SRNE+216%
5 BVXV+200%
6 ALT+182%
7 HTBX+163%
8 VXRT+157%
9 NK+148%
10 GOVX+140%
11 VBIV+139%
12 TBIO+136%
13 MRNA+126%
14 DVAX+120%
15 BNTX+80%
16 ADPT+69%
18 EBS+52%
17 IMV+30%
19 ALNY+27%
20 ATRA+21%
22 VIR-13%
21 IBIO-20%
23 NNVC-24%
24 TNXP-44%
25GNBT-48%  



Friday 3 July 2020

Novavax (NVAX) takes over top spot from Inovio in TOP TEN




Top 10 COVID VACCINE STOCKS:

Novavax has returned to top spot as Inovio has dropped down to second after a tough week. Both these stocks have gone up over 400% since March 1.

Sorrento has moved up three spots to 4th and Vaxart is up two to 6th.  GeoVax and NantKwest are new entries in the top ten.

Overall an investment in the 25 COVID VACCINE stocks would have returned 116% from March 1, down from 122%, this time last week.

Thursday 2 July 2020

FLAT DAY FOR COVID VACCINE STOCKS - INOVIO bounces back



Pretty much a flat day for COVID VACCINE Stocks. 13 moved up and 12 moved down with the average return at zero. 

Inovio (INO) continued its yo-yo ride with an almost 9% rebound today - posting the strongest return of all the COVID VACCINE stocks. Another recent top performer Vaxart (VXRT) gave back almost 8% for the weakest performance of the day.

The mid-day news that Moderna's clinical trials will be delayed caused the stock to reverse course, trading down to $58, down almost 5%:





Wednesday 1 July 2020

WORST DAY YET FOR COVID VACCINE STOCKS



A lot can change from the opening to the closing bell. The day started with a halt on trading of BioNTech (BNTX) because of the apparently positive news about the mRNA vaccine they are working on with Pfizer.  While BNTX started the day strong - up as high as $79, it gradually started giving back its gain, finally closing down almost 4%. 

Other key COVID VACCINE Stocks took a major hit and did not recover.  Recent winners like Inovio gave up almost 27% and Vaxart was down almost 10%.  Moderna and Novavax lost over 4%. Inovio was the second worst performer in the stock universe.

The big winner amongst the carnage was Sorrento which managed a gain of over 10%. 

18 of the 25 stocks were down with only seven up. The average COVID VACCINE Stock lost 3.7% for the worst day we've seen so far.

This may be an inflection point as we get into actual clinical results that just don't live up to the lofty hopes and dreams of spectators and speculators.




BNTX: Starts strong but fades as the day proceed


Inovio: