Dynavax stock plummets after decision not to sell  Oh and look! There’s a ‘golden’ cross of the moving averages soon met with the inevitable move in the opposite direction. Maybe this is my punishment for making fun of the robo-media and its recent NTR ‘death’ cross. I had two Biotech related stocks that were rampaging. DVAX and TWST, taken as part of the anticipated … Continue reading Hello, my name is Gary and I am an ‘investor’ [w/ edit]
As the markets react to lagging data, a couple of personal bright spots My brain look tends to look forward but the market’s brain all too often seems to be looking back. Think about all the predictable news-chasing the machines have consistently done in 2022. There may be individual strategists approaching this market with intelligence, but who (and what) ever make up the balance of … Continue reading 2 bright spots
With all the talk of commodities lately, let’s not forget Growth/Tech The inflation trades were due for an oversold bounce (at least). But before I started buying back some commodity related stuff and in line with the drop in inflation expectations and hence, yields, I added some Goldilocks items (Tech/Growth) and others that tend to do better when yields are easing (e.g. Biotech). Here are … Continue reading What about Goldilocks? These stocks are in bottoming postures
DVAX defenders gonna defend; but against what? I touched a few nerves with my insulting comment about DVAX as it gets walloped, post-earnings (in which revenue soared but so did cost of revenue, prompting me to take a minor partial profit in AH yesterday due to my concern about said cost ramp). But it’s up to individuals to decide whom I was or was not … Continue reading Ominous signaling for Dynavax (DVAX) at Stocktwits
Dynavax stock drops, pops with massive volatility Well, not all news out of China is bad this week. Since the last post on the subject my DVAX story saw a massive drop (on bad COVID related news, which I held without a thought of selling) and today, on positive COVID Adjuvant news a massive pop after release of trial results from China’s Clover Biopharma (with … Continue reading DVAX: Want to see volatility?
DVAX hits Goldman’s target of 19 in 2.5 weeks On August 13 we noted that the Vampire Squid had discovered my DVAX baby and set an upside target. Today DVAX is dinging the target of 19 and is growing up fast. The thing is, I have to make a decision because the position has grown out of whack to what I consider normal position sizes … Continue reading Dynavax baby grew up quickly
Dynavax stock breaks out of a base As subscribers know, DVAX has been a fundamental darling of NFTRH’s writer who disclaims that he is not a stock analyst. However, I guess I have to admit that I am a sometimes stock picker to go along with chart reader and occasional fundamental analysis doer. DVAX has been a wildly successful trade for me * over the … Continue reading My Dynavax (DVAX) baby is growing up
Let’s hear it for this guy; COVID-19 does it again! Pile in at will, kids. This is so stupidly excellent. +78% today. I took my 120% total, took my ball and went home. I mean, the news was good, but not THAT good. This entire stock market is a circus lately. Gotta love it, because what else are you gonna do, complain about it? #fullfrontalcasino Continue reading DVAX Getting the Reddit Treatment?
Dynavax explodes on COVID news, but that’s not why I hold it What’s a sensible market manager supposed to do when he keeps buying a stock for its commercialization of a Hepatitis vaccine but said stock keeps getting caught up in COVID hype? Why, in this case take another profit but only on a partial position and hold the rest. Yeah, that sounds about right. … Continue reading What’s a Hype-o-Phobe to do in the Age of COVID?
I’ve already taken one partial profit on what was supposed to be a long-term hold for the commercialization of its Hepatitis vaccine. But then the remaining position grew too large again, especially considering that my boring long-term vaccine investment has gotten all caught up with some seedy characters. “Coronavirus Vaccine stock”? Really? Some automated TA outfit is guiding casino patrons on this Coronavirus stock. I … Continue reading DVAX Position Halved as Casino Patrons Take Over
The terminology is in honor of the SpaceX launch. But what else can I call this thing that DVAX did? I patiently watched it make a severe bull flag pullback to the up-turning SMA 200 and fill a gap. There I bought it, figuring that the COVID-19 vaccine hype was out of the stock. There I thought I had a good entry for a longer-term … Continue reading DVAX Launch Hits Escape Velocity
I’ve nailed a few of them lately. Today it’s DVAX, which has been a perpetual watch list item since taking a good profit on it in late 2019. Per the Trade Log: 5.28.20: I think the casino patrons that bought DVAX on the COVID vaccine hype have been punished enough as the stock pulls all the way back to the just now up-turning SMA 200 … Continue reading Sometimes You Nail it and Sometimes You don’t
Okay, as a way to get all these old men (Volcker, von Mises, Trump) of the last few posts out of my head let’s have a head cleaner post, taking a look at the main reason I do this job, to gauge the macro markets in order to invest in or trade… stocks! So here is one. The title is my story with this stock … Continue reading Buy DVAX, Don’t Look at it, Tack on 68%
It’s so typical and it’s no wonder that the insider stock operators who run the markets (market makers and other Wall Street wink winking, nudge nudging types) have such a greasy reputation among we, the lumpen investoriate. Here is the news I was waiting for as I watched them croak the stock yesterday. Now, I am no expert in BioPharma, but it appears that the … Continue reading A Big “Eff You” to Whoever Drove DVAX Down Into the News