SHORT RHHBY ( ROCHE), SHORT AMLN (AMYLIN)

Twitter
LinkedIn
Facebook

Roche’s acquisition of DNA ( Genentech ) shows change of the company’s long practiced successful strategy by the new CEO. This indicates lack of confidence in the prior strategy. The new strategy is in reality integration of autonomous subsidiaries, although Roche does not characterize this way.

We believe there will be a culture shock in the entire organization as we believe there are likely to be more changes to the existing strategies. New strategies may work out in the long run, but will hurt performance in the mid term.

We recommend slowly building short positions in the range of $88 to $110 with bulk of the position to be entered at the high end of the range.

On sympathy bounce . consider shorting AMLN. Based on what we have learned of LLY (Lilly)internal developments, an acquisition of AMLN is unlikely in the near term.

See also  STOCKS IN CHINA FLYING, LIFTING SENTIMENT IN STOCK MARKETS ACROSS THE GLOBE, AI AND WEIGHT LOSS DRUGS GET HOTTER

Subscribe to 'Generate Wealth'

Free Forever

More To Explore

30 Day Free Trial

Cancel within 30 days and you owe nothing

When you take a FREE 30 day trial, you get access to powerful techniques used by billionaires and hedge funds to grow richer. You can continue to use these powerful techniques to grow richer even if you cancel your subscription. You come out ahead by subscribing no matter how you look at it.

A fortune is to be made from AI stocks.
Get the list of 18 AI stocks to grab your share of the profits — no cost to you.

A fortune is to be made from AI stocks.

Get the list of 18 AI stocks to grab your share of the profits.

AI is a $1 Trillion Market

Making A Fortune
In Artificial Intelligence

Golden Age of Artificial Intelligence