Aug. 25 at 7:02 PM
$OTLK $RGNX $MPLT $CAPR.
Nice to see 4 of my Top 5 winners being what I called distressed (or disconnect) stocks. Damaged, but not done. The other in the Top 5,
$ABCL, is not distressed. In fact, it's a foundational portfolio lock.
$OTLK - Most challenged. Approval, relative silence, awaiting direction. Good entry point, but low expectations. Fits more into the flipper zone right now rather than a conviction play.
$RGNX - Recent market overreaction caused this to drop ~25%. That freed up cheap shares. Overall pipeline and cash in tact, RGNX-201 has the potential to be a catalyst pop if/when clinical hold removed.
$MPLT - Another massive overreaction where the thesis remained intact. Had been lulling us to sleep, but it's starting to wake up a bit. Worth a watch or strong starter position.
$CAPR - The holy grail here. Recent developments position them to what I believe is a favorable FDA decision later this year. SP is massively depressed and could be a blind buy until
$11.
