Watching Incyte; Traders Circulate Research Report From Unemon Suggesting Novartis Emerges As The Ideal Acquirer, Says "Would Not Be Surprised To See A $105-$110 Deal In The Coming Weeks"
Druckenmiller made significant adjustments in the third quarter: opened positions in Bank of America and Broadcom, continued to increase holdings in the top position Natera.
Natera's position significantly increased by 80.61% compared to the previous quarter. Druckenmiller also established new positions in Broadcom, banks, and pharmaceutical stocks, while completely liquidating News Corp and telecom company Liberty Global, and reducing shareholding in microsoft.
What kind of company is Natera, the largest hold positions of Drew Miller?
Currently, there is a lack of precision in adjuvant therapy plans after tumor (MRD) surgery, while MRD testing can detect molecular abnormalities originating from the tumor, enabling early detection of cancer recurrence and guiding precise postoperative treatment. Huayuan Securities believes that natera's MRD testing business has significant competitive advantages, and its launched Signatera product is expected to become the core driving force behind the company's rapid performance improvement.
Vaccines stocks in the usa collectively plummet! Trump surprisingly appoints an anti-vaccine advocate as the Secretary of Health in the usa.
① Trump nominated Robert F. Kennedy Jr. as the new Secretary of Health and Human Services, which triggered a sell-off in vaccine companies; ② Kennedy advocates very radical views, opposing vaccines since 2005, and questioning the transparency of the usa government in public health information.
SPDR S&P Biotech ETF Options Spot-On: On November 14th, 160.61K Contracts Were Traded, With 954.71K Open Interest
On November 14th ET, $SPDR S&P Biotech ETF(XBI.US)$ had active options trading, with a total trading volume of 160.61K options for the day, of which put options accounted for 65.41% of the total
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