Moorestown, New Jersey, United States
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about dan watson
about Dan Watson aka, danwatson888
Since 2010 I have been focused on researching and investing in Pharmaceutical, Biotech, and Medical Technology companies. I focus on companies that are developing medicines or have developed medicines for diabetes, Alzheimer’s, cancer, hepatitis, Crohn’s disease, and others. I have been very successful with this investment strategy since 2009. My first successful healthcare/biotech investment was on March 12th, 2009 when Roche® purchased a biotechnology company that I held stock in - Genentech®. Roche’s purchase of Genentech for $46.8 Billion was the motivation to review the entire healthcare sector. Highlighted below are companies that I have or have had long positions in since 2010 and I will occasionally trade in and out these companies. From my perspective the biotech sector has been on a bull run since 2009.
On February 7th, 2018, 2 days after the ^VIX inspired high volatility crash/correction on February 5th and 6th of 2018, I again went “all in” on the Healthcare sector. More importantly the cancer death rate in the U.S. fell 13% from 2004 to 2013 according to those who track such information. On 2/6/2018 the ^VIX was at or near 50?! To put this ^VIX # in perspective the ^VIX on 3/10/2022 ranged between 34.32 -36.45. On this date 3/7/2022 Russia is raging full scale war on Ukraine, WTI crude oil is between $110-$119/barrel, wheat prices are skyrocketing, almost every major city in Ukraine is being bombed by the Russian military, the Russian rubble is now worth less than 1 cent and the Russian economy is in freefall!
Please be advised that I am not a financial adviser/investment adviser, and I have no business relationship with any of the company’s who are mentioned below. I have worked for Unilever®, Grey Advertising®, Hasbro®, Toys R Us® and other companies prior to 2010. I consider myself, insightful regarding trends and products, market timing, identifying long-term value situations, long-term brand development, and identifying technologies and products that will be highly profitable. I do not “blog” often, as I spend more time processing information then communicating data. I have been following many Seeking Alpha writers as a member since 2012. I also gain information/data/charts from many other sources. And have many business and company alerts directly sent to me on their products, and product tests involving new medicines. All of my Healthcare blogs can be found here = https://biotecmax.com/blogs and here at Seeking Alpha = https://seekingalpha.com/user/5205071/instablogs#instablogs
These are extraordinary times for investing and processing new products and ventures and is not limited to the healthcare sector. However, the amounts of money being devoted to new medical technologies and new medicines is remarkable. This site is not financial advise, this site does highlight my investments in the healthcare sector.
*****As of 8/22/2024 I have reduced my investments to 25% in biotech/med-tech companies
I will review this situation after USA elections on November 5th 2024 *****
****** As of 8/21/2024 I have reduced my investments to 30% in biotech/med-tech companies
I will review this situation after USA elections on November 5th 2024 *****
***** As of 6/8/2024 I have reduced my investments to 40% in biotech/med-tech companies.
I will review this situation after USA elections on November 5th 2024. *****
My reasons for investing in the biotech/pharma/med-tech sectors are as follows:
1. Healthcare is the right category for growth over next 10+ years, as I agree with comments from Russ Koesterich of BlackRock® on September 19, 2018 www.blackrock.com/...
"At $3.5 trillion per year, total healthcare spending (public and private) makes up roughly 20% of the U.S. economy. The nation's 80 million baby boomers provide a stable source of ongoing revenue growth for healthcare companies throughout the value chain. Demographic tailwinds are widely expected to continue to propel this secular story in the United States."
2. Healthcare is the right category for mergers; e.g. ($BMY) recent acquisition of ($CELG) and ($LLY) recent acquisition of (LOXO) and on 6/17/2019 Pfizer is buying Array (ARRY), Bristol Myers to Purchase Karuna for $14 Billion
3. Healthcare is also a defensive category if things turn south as many company pipelines and product development will continue to progress.
4. The biotech sector is increasingly becoming an effort to seek stronger partnership (seeking biotech partnerships). Many companies are developing new drugs that can in many instances work better in combination with other successful/newer drugs or help other drugs work better against specific medical issues when used in combination.
5. Both biotech and medtech companies are also increasing their partnerships with biotechnology focused colleges and medical universities/hospitals towards successful co-product development partnerships. This is occurring on a global basis. The www.biotechVORTEX.com section of this site covers these partnerships and mergers in the biopharma sector.
I like following companies that have dividend growth and great new products and pipelines -
($LLY), ($MDT), ($MRK), ($AZN), ($A)
*****Please note that as of 12/19/2023 I have reduced ALL my biotech/pharma/med-tech positions going into 2024. I will review this situation more after November 5th 2024.*****
(GILD) (AMGN) (JNJ) (ABBV) (BMY) (AZN) (MRK) (LLY) BGNE MDT BCTX NBIX SGEN ISRG
my top growth picks (no divi1dends) - (ISRG), (ABMD), (ILMN), (BIIB), (REGN), (VRTX), ARRY, (SRPT) AMRN VAR DXCM PODD VCYT NVAX GALT BGNE BCTX BHVN VIR SGEN BHVN BMRN XLRN NBIX KPTI BBIO ALNY
As of 12/1/2023 I have reduced all positions in Pfizer, Moderna, & BioNTech - many issues/problems involving the MRNA vaccines. Once all information becomes available I will review this position in 2024.
Before February 5th, 2018 I was a passive investor, no longer. I am now an active supporter of all the healthcare, medical, and biotech companies that I hold stock in or trade in. Please be advised that this is not investment advise, these are my investments. Thank you for visiting seeking biotech alpha and please feel free to send me comments/feedback/questions - to danwatson888@gmail.com
My best to all in 2023, as we will continue to see chaotic volatility again and we will definitely see vilification of the entire healthcare sector by politicos, for the sixth consecutive year from both sides!! We will also see continued attacks by state AG's filing lawsuits against bio-pharma/biotech companies for huge sums to off-set their state finances. Election years bring out the worst politico attacks and Biotech companies are easy targets, even in New Jersey. As they did in 2022, politicos continue to openly denounce those who invest in pharma stocks/companies as unworthy.
There is no doubt 2020 will go down as the worst year for bio-pharma companies from a political/PR standpoint as the 2020 election year brought the greatest number of targeted political ads against the bio-pharma sector. Positive product news regarding the virus has had little effect on countering the continued vilification of the bio-pharma sector in 2020. I keep track of this at www.biotech-WARS.com and www.biotecWARS.com and www.biotechSTORM.com
In 2023 I am seeing increased ridicule and open hatred of all biotech/pharm companies/spokespeople on social media sites, like Twitter, e.g., during January 2023 twitter commentators denigrate both paxlovid https://www.paxlovid.com/ and veklury https://www.veklury.com/ while at the same time doctors in China are desperate to locate these meds and the CCP has no funds or even a desire to buy any meds for their people to fight Covid-19 aka the "Crown Virus", "New Coronary Pneumonia", "community-acquired pneumonia", "new crown infection".
China Now Wants the World to Live With the Virus.
Many unreported deaths in China from the day they ended their painful/unsustainable "zero-covid" policy.
Deaths can not be a result of Covid-19 in China as the deceased can then not be buried/cremated.
The new CCP mantra= 对耗费资源的弱势群体弃掉，物竞天择，适者生存～
Abandon the vulnerable groups that consume resources, natural selection, survival of the fittest~
We are now getting to a point where biotech companies are responding to misinformation on social media in an effort to defend their work and products = Pfizer Responds to Research Claims Friday, January 27, 2023 - 08:00pm
November 2023 and I have decided to not get any more Covid-19 booster shots in 2023/24. All should review this document before getting any more booster shots, as there are risks =
Assessment of Myocardial 18F-FDG Uptake at PET/CT in Asymptomatic SARS-CoV-2-vaccinated and Nonvaccinated Patients
https://pubs.rsna.org/doi/10.1148/radiol.230743
As of 10/19/2023 as the 2024 US presidential election progresses "BIG Pharma" is being targeted from all politicos as the "enemy of the state". If you work or invest in any Pharma company take cover and just keep working on great new products and improve existing ones, 2024 will be a difficult year for all in biotech/healthcare/med-tech.
Also, as of 11/15/2023 there is a very negative perception of ALL vaccines based on the sudden deaths that have occurred with many who received Covid-19 shots and the higher then normal "access deaths" occurring into 2021/2022/2023 worldwide. Based on what I am seeing/reading healthy people with good immune systems under 55 years of age should not have received the Covid-19 vaccine.
Excess deaths in 2023 Dr. John Campbell
https://www.youtube.com/watch?v=1uOxhYyfYw4
‘Excess mortality’ continuing surge causes concerns By Doug Bailey
https://insurancenewsnet.com/innarticle/excess-mortality-continuing-surge-causes-concerns
I also keep track of the SARS-CoV2 virus and Covid-19 news and updates here at www.BiotechSTORM.com and will continue to do so in 2022. This is the latest page I have on the www.BiotechSTORM.com = https://biotecmax.com/biohazard2022-9-1 and unfortunately the third year of this pandemic. I am now on a 10th page on the www.BiotechSTORM.com = https://biotecmax.com/biohazzard2023-10 https://biotecmax.com/biohazard2022-9-1
The seventh and eighth and nineth and tenth pages on the SARS-CoV2 virus also include other medical/healthcare issues facing the industry i.e. baby formula, Monkeypox virus, food supply, Polio, MRNA patent issues and more = https://biotecmax.com/biohazzard2023-10
Bio-Pharma/MedTech companies that I invest in = I keep track of their products/meds at the www.biotecMAX.com section of this site, most recent info is here = https://biotecmax.com/2022%2F23-5 for many of the most successful meds I keep track of at www.biotecNOVA.com - latest is here https://biotecmax.com/biotecnova-3. I also keep track of promising new meds and trials here = www.biotecHOPE.com and www.biotecHEART.com.
And I am working on a new medicines page with all top meds by illness - it is a work in progress at this point = https://biotecmax.com/medicines and a page devoted to more financial/sales progress here www.biotecDATA.com.
These are the primary companies I invest in and keep track of;
VAR ABBV, ABMD, ABT, AMGN, AMRN, AZN, BGNE, BIIB, BLUE, BMRN, BMY, GILD, ISRG, JNJ, LLY, MDT, MRK,
NVS, REGN, RHHBY, SGEN, SRPT, VRTX (ILMN) (PODD) (DXCM) (RARE) VCYT NVAX XLRN SRNE GALT
BCTX BHVN KPTI BBIO KYMR MRSN ALNY
*****Please note that as of 1/23/2024 I have reduced ALL my biotech/pharma/med-tech positions going into 2024.
I will review this situation more after November 5th 2024.*****
God bless all the healthcare professionals battling Covid-19 around the world, thank you. And thank you for developing medicines and medical devises to fight Cancer, Alzheimer’s, Crohn’s Disease, MS, HIV, Hemophilia, Heart Disease, Diabetes, Malaria, Ebola, Cystic Fibrosis, Waldenström’s Macroglobulinemia, Ankylosing Spondylitis, Rheumatoid Arthritis, Atopic Dermatitis, Obstructive Hypertrophic Cardiomyopathy, Plaque Psoriasis and other ailments.
Thank you for visiting http://seekingbiotechalpha.com/ and as of September 2022 I have moved the main site to https://biotecmax.com/ and thanks for visiting all the links below.
GLTA & I pray that you have a peaceful sky above you.
Dan Watson
6/21/2024
http://seekingbiotechalpha.com/ https://seekingbiotechalpha.com/
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about dan watson aka danwatson888
dan watson's real time 24/7 portfolio - seeking biotech alpha @ GuruFocus
about dan watson/ danwatson888
Help Humanitarian Efforts in Ukraine
UNITED24
The initiative of the President of Ukraine UNITED24 was launched by the President of Ukraine Volodymyr Zelenskyy as the main venue for collecting charitable donations in support of Ukraine. Funds will be transferred to the official accounts of the National Bank of Ukraine and allocated by assigned ministries to cover the most pressing needs:
Thank you for visiting and Good Luck To ALL
Thank you for visiting and Good Luck To ALL
Thank you for visiting and Good Luck To ALL
Thank you for visiting and Good Luck To ALL
Thank you for visiting and Good Luck To ALL
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Help with Your Diabetes Prescription and Insulin Costs
The Johnson & Johnson Patient Assistance Foundation, Inc. (JJPAF)
The Johnson & Johnson Patient Assistance Foundation, Inc. (JJPAF)
The Johnson & Johnson Patient Assistance Foundation, Inc. (JJPAF)
- The Patient Assistance Program
The Lilly Diabetes Solution Center
The Johnson & Johnson Patient Assistance Foundation, Inc. (JJPAF)
The Johnson & Johnson Patient Assistance Foundation, Inc. (JJPAF)
- Lilly Diabetes Solution Center Offers Insulin Affordability Assistance
The Novo Nordisk Patient Assistance Program (PAP)
The Johnson & Johnson Patient Assistance Foundation, Inc. (JJPAF)
The Novo Nordisk Patient Assistance Program (PAP)
- Patient Assistance Program
Sanofi Patient Connection™
The Novo Nordisk Patient Assistance Program (PAP)
Accessing your medicines can be confusing. It doesn’t have to be.
PhRMA member companies are committed to helping patients make more informed health care decisions by providing more transparency about medicine costs. This, along with the development of the Medicine Assistance Tool, provides patients with the information they need to make more educated health care decisions.
PhRMA’s Medicine Assistance Tool (MAT) is a search engine designed to help patients, caregivers and health care providers learn more about the resources available through the various biopharmaceutical industry programs. MAT is not its own patient assistance program, but rather a search engine for many of the patient assistance resources that the biopharmaceutical industry offers.
Sanofi Patient Connection™
Sanofi Patient Connection™
Sanofi Patient Connection™
For U.S. Residents Only
Patient Connection Application
Sanofi Patient Connection™
Sanofi Patient Connection™
Help with Your Diabetes Prescription and Insulin Costs
Labiotech.eu’s Coverage of the Coronavirus
"We are building the Next Generation of Digital Media for Biotech" Philip, Joachim and Labiotech.eu
A Bioincubator is a launch-pad structure for entrepreneurs to make their project in the sciences real. In Europe, we have many incubators within each industry, responsible for strategic investment, development and providing a support network for start-ups.
Sectors: Pharmaceutical and Agricultural.
Sectors: Biotechnology
Sectors: Biotherapies, Genetics, Biotechnology
Sectors: Immuno-Oncology
Sectors: Life Sciences
Sectors: Agrifood, Bioeconomy and Life Sciences
Sectors: Biotechnology and Health
Sectors: Healthcare and Pharmaceuticals
Bioincubator
Finally, this short list shows you that Europe count a lot of great bioincubators. This means european Bio-entrepreneurs can find ideal places to start their business, from Sweden to Spain.
From prison to park: Camden's Cooper's Poynt Phaedra Trethan
A Prison Falls, a Playground Rises in North Camden By Matt Skoufalos | June 5, 2017
Overhauling the site was a project that took decades and millions of dollars. The Delaware River Port Authority allocated $8 million for demolition of the prison, and the New Jersey Economic Development Authority (EDA) supplemented that with $5 million in planning and infrastructure grants.
The Wells Fargo Regional Foundation kicked in $750,000 for a neighborhood planning grant, and the William Penn Foundation added another quarter-million dollars for the bikeway improvements.
There are plans to construct a mixed-use commercial-residential development on the surrounding property at Cooper’s Poynt, but the EDA still hasn’t found qualified developers to take on the project.
Maureen Hassett, EDA senior vice president of governance, communications, and strategic initiatives, said the agency is evaluating options for the land, which is still owned by the New Jersey Department of Corrections.
Rodney Sadler, Executive Director of the Save Our Waterfront neighborhood coalition, recollected the years of work that went into salvaging the property, from opposing construction of the prison to the day it was leveled.
“It made a difference,” Sadler said. “It made it possible.”
A Prison Falls, a Playground Rises in North Camden
Cooper’s Poynt Playground. Credit: Matt Skoufalos.
“There needs to be that other connection,” Sadler said. “It has to start somewhere.”