146 Bret Jensen - Upcoming Catalysts For Biotech (PLUS: 2 Small Cap Picks) - a podcast by Brian Bain | Learn to invest | Seeking Alpha | Barrons | Kiplinger | WSJ |

from 2017-03-29T00:57:36

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Biotech update from Bret Jensen.

Outperforming market in 2017 after 18 month bear
Big uptick in M&A in Jan
- 3 big deals
Feb and Mar have been fairly flat
Lots of resistance technically
- Need an uptick in MA or earnings to break through
- Expect the uptick to happen in MA
Watch Trump’s actions and not words
- Has appointed 2 free market minded people (FDA,
- Proposed to double fees for drug approval
- Watching repeal and replace of ACA
- - Needs to happen before tax and regulatory reform
  - Expect the repeal to happen by April or May
Ocular Therapeutix (OCUL)
- Trigger event in July, new product for cataract surgery
- Insider buying
Omerisk (OMER)
- OMS721
- Priced at just over $10 w PTs in the $30
- Next trigger event in few years