The Portfolio Armor Substack

The Portfolio Armor Substack

Trade Alert: Betting On A Biotech

A microcap with a catalyst coming in a few weeks.

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Portfolio Armor
Jul 24, 2023
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SOM stands for severe oral mucositis, a side effect of radiation treatment for head and neck cancers.

One From My Market Watchers Funnel

I keep a Twitter list of finance accounts which I’m constantly adding to and pruning. A lot of finance content is simply accounts repeating headlines, or otherwise not adding much value, but occasionally you find exceptions. One of those exceptions may be the account that wrote about the micro cap biotech we’re betting on today. According to his profile, he’s a PhD scientist, and his drill-down on this company’s drug candidate suggests he has a solid science background.

There’s an FDA decision pending on this company’s drug candidate in early August, and this amateur biotech analyst is bullish on it, so I am too.

Details below.

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