Changes for 2022
In 2022 I had an okay year, given how badly the market averages did. My portfolio total return was 8%. That did not involve options or shorting stocks. Star Bulk dividends offset a decline in its stock price. I bought (or added to) many biotechs near their bottom. In particular GlycoMimetics (GLYC) did well, but for that to continue it will have to report positive Phase 3 AML trial resuls in Q1 2023.
Quite some time ago I realized this site is outdated. I mainly use it for my own notes on earnings calls, but nowadays it is easy to get copies of earnings call transcripts, for instance at Seeking Alpha. So while I may make some additions, for now the site goes into mothballs. And the domain name is for sale if you want it badly enough to pay a reasonable price for it. Have a great 2023!
-- William Meyers
Seeking Alpha articles by William P. Meyers
Recent and Popular:
GlycoMimetics Could Surge [November 16, 2022] at Seeking Alpha
Eagle Bulk Shipping Dividend Sustainability [, 2022] at Seeking Alpha
Illunina Needs Grail, But May Lose It [, 2022] at Seeking Alpha
Microchip Technology Looks to Expand [, 2022] at Seeking Alpha
Bristol Myers Squibb: Growth Plans and Q2 2022 Results [July 29, 2022] at Seeking Alpha
Agios Pharmaceuticals A Buy On Coming Revenue Ramp [July 26, 2022 at Seeking Alpha]
MiNK Therapeutics a Bargain for Cell Therapies [June 23, 2022 at Seeking Alpha]
Biogen: Beyond The Doom And Gloom [March 7, 2022 at Seeking Alpha]
Walgreens Aims For Rapid Growth [October 19, 2021]
Seagen Stock Is A Buy For Its Pipeline Value [September 15, 2021]
Bristol Myers Squibb Q2 2021 Shows Strenth And Value [July 29, 2021] at Seeking Alpha
Biogen's Case for Aduhelm [July 27, 2021 at Seeking Alpha]
Intuitive Surgical has a Good Q2 [July 22, 2021 @ Seeking Alpha]
Inovio Has 4 Sources Of Potential Value [June 2, 2021, Seeking Alpha]
Ionis: Price Slump Is An Opportunity To Buy The Pipeline [June 22, 2021, Seeking Alpha]
Agenus/Bristol Myers Squibb Deal Makes for a Strong Buy [May 28, 2021, Seeking Alpha]
Acceleron: Neutral On Stock Price Gains [April 5, 2021, Seeking Alpha]
Epizyme Comeback Is Likely, Price Makes It A Buy by William Meyers [March 32, 2020 @ Seeking Alpha]
Inovio VGX-3100 HPV Data Adds To Conviction [March 24, 2021 at Seeking Alpha]
Agenus A Buy On Coming 2021 Data, FDA Filings [March 15, 2021 at Seeking Alpha]
Gilead: A Hold Despite Cancer Advance, Remdesivir, Dividend [Seeking Alpha, May 11, 2021]
Biogen 2021: Two Paths Diverge [February 8, 2021 at Seeking Alpha]
Fate Therapeutics Jumped On Supportive Trial Data by William Meyers [December 18, 2020 Seeking Alpha]
Alnylam as a Strategic Investment by William Meyers [November 28, 2020 Seeking Alpha]
Inovio: Accumulate For The HPV And Brain Cancer Therapiesue [November 19, 2020 at Seeking Alpha]
Let Corporations Pay Some Taxes with Stock
Agenus: A Buy With iNKT Therapy, MK-4830 Milestone [November 13, 2020 at Seeking Alpha]
Ionis With Akcea: Still A Bargain [October 21, 2020 @ Seeking Alpha]
Why Celldex Has Been A Big Winner In 2020 October 1, 2020 @ Seeking Alpha
Links to Quarterly Results Notes
Dissecting the Bull blog (discontinued)
Finance and Economics Commentary
(experimental): Random Stock Picker [no longer updated]
In my analyst conference summaries I report on a variety of biotechnology, technology, and dividend stocks. My analyses of these and other stocks can be found at Seeking Alpha. While I share this content with other investors, it is not intended as financial advice.