18 Comments
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Sugar Daddy's avatar

Risk reward

Love the shrub posts

Keep it coming

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Daniel Schoonhoven's avatar

dumped my biotech bags a long time ago but really considering dipping a toe again with GLPG!

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Le Shrub's avatar

ah the eternal dog! I havent looked in ages

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Daniel Schoonhoven's avatar

indeed haha... book value ~$42/share, trading at $32 now. $2.2B mkt cap, but total equity higher at $2.8B.

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Maverick Equity Research's avatar

very interesting setup ... thank you Shrub!

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Dan's avatar

Thanks for sharing your process, much appreciated

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oncecce's avatar

sensible shrub stealing small wins slowly but surely (and dont call me Shirley)

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Watts Trades's avatar

Do you usually assume some timeframe for the trades?

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Le Shrub's avatar

for the option trades 100%

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Daniel Löfgren's avatar

Love it! Are you playing anything more direct to the binary event like $crspr calls? Im going full degenerate and buying a small cap (!) biotech🤪 (ok, rather medtech) that not got much cash $clpt (shout-out to Peter Mantas)

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Le Shrub's avatar

i am but i ll keep it to myself so i dont cause damage hehe

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Daniel Löfgren's avatar

😅👍

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3σ's avatar

$KRE is the other garbage boy, same r:r

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Slava's avatar

Gothilocks should first shake out chartists drawing lines and then both plays go up only. Still expect one sharp move down to double my position

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Iqghzrx's avatar

Bag holding an buying $BAYN.DE :p

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Celeritas Capital's avatar

CRSP is one of my favorite biotech companies. I think their PUDFA will be a huge catalyst. AXSM is another great biotech company with a a good pipeline imo

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AssidiousSpurs's avatar

Excellent write up.

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Yaacov's avatar

I've been short long enough. In for a bit long and ok if wrong

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