6/20 – 6/23 Moonshots Update

Buying $20-for-$1 Biotechs

Dear Biotechies:

There's not a lot of industry news this week, so I thought I'd give you a peek into what's coming. I've been all over the AI revolution in boomberg.substack.com and I'm working on a book about AI and the metaverse. One chapter is on AI in biotech. I'm looking at several potential Moonshots to recommend here. More to come.

Biotech Moonshots Portfolio Update

Biotech couldn't catch a bid this week as the broad market faltered. The portfolio dropped 3.9% for the week, but we're still up 5.7% year-to-date. These low prices give you excellent entry points and there's enough clinical and other data coming to drive our performance much higher in 2023. Let's dig in..