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Portfolio Armor's avatar

Out of the RGEN call spread today at $8.

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Out of the RGEN put spread today at $0.20.

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Net exit was credit of $7.80, for a profit of 1,014% on premium outlay and 125% on max risk.

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I got assigned one of the NRIX puts today. My plan is to hold those shares for at least as long as I hold the calls.

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Out of one of the NRIX calls today at $5.

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NRIX had a data readout and the stock is up ~20% today, trading at $21 and change. In light of that, I've set my GTC limit price on my remaining $12.50 strike call to $19.20. That price is derived from looking at the ATM straddle and calculating the Black-Scholes fair value of our call option if the stock hits the top of the ATM straddle-implied move halfway between now and expiration. I'll lower that price, if necessary, as we approach expiration.

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I sent out a chat/email about changing the NRIX trade here. Haven't seen any comments/replies about it yet, so I hope you guys got it.

It feels like some money is starting to move into biotech now.

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RGEN closed at $145.81 on Wednesday.

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