Been waiting to buy Bought half this morning half for later
7 Oct '14
RE: Discount looking good.
20%+ discount to the funds NAV. Never before have I seen so much! The UK must believe biotecs in the US are doomed all year.. yet they grow.
28 May '14
Discount looking good.
Discount % = 18.05 12M Avg Discount % = 13.62 The 5% difference could be erased fairly quickly IMO, 13% seems to be a bit of a resistance level since February.
27 May '14
The index seems to be holding some momentum now and the MA is on the up.
12 May '14
sales of top 2 holdings
if anybody ever wondered on how are sales revenue numbers doing after the biotech selloff a few weeks ago, it is great! these are the top 2 holdings in IBT's portfolio :- http://blogs.barrons.com/stockstowatchtoday/2014/05/09/gilead-sciences-sovaldi-still-selling-biogens-tecfidera-launch-going-well/ IBT's portfolio :- http://www.investegate.co.uk/intnl--biotechnology--ibt-/rns/portfolio-update/201404141450417900E/
12 May '14
there seems to be renewed interest today...? anyway, IBT has been holding well at this level so I decided to top up again this morning. results from the sale of sovaldi also beat analyst estimations by almost 3 times(yes, that's 300%). and they have just started selling it in the european markets too. some hype Gilead Sciences as an "Apple in the making" hahaha. anyway, my confidence for IBT in the long run has returned.
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