Skip to content

Latest commit

 

History

History
30 lines (22 loc) · 1.65 KB

File metadata and controls

30 lines (22 loc) · 1.65 KB

Summary of Recommended Actions (July 18, 2025)

Sell:

  • Candel Therapeutics (CADL)SELL
    Lock in a +33% profit. The stock has appreciated on favorable news now priced in. With no significant catalysts expected until 2026, we will sell all 5 shares at ~$6.74 each (≈$33.70 total proceeds).

Buy:

  • Actuate Therapeutics (ACTU)NEW BUY
    Use CADL proceeds and available cash (~$2.32) to purchase approximately 6 shares of ACTU around $6.00 each. ACTU shows promise with positive Phase 2 cancer trial results and upcoming potential upside.

Hold:

  • Abeona Therapeutics (ABEO)HOLD
    Maintain our 6 shares. Strong cash reserves and the launch of ZEVASKYN position the stock for continued value realization as sales begin to ramp.

  • Azitra (AZTR)HOLD (Speculative)
    Retain 55 shares. Despite a slight unrealized loss, we believe the upcoming Phase 1b data for Netherton syndrome (due Q4 2025) is a high-impact binary catalyst. No further buying due to elevated risk.

  • Inspira Technologies (IINN)HOLD/Accumulating
    Continue holding 20 shares. The $22.5M order and regained Nasdaq compliance represent key turning points. We will consider adding more shares on pullbacks.


Post-Reallocation Portfolio:

  • ABEO
  • AZTR
  • IINN
  • ACTU
  • (Small remaining cash reserve)

This strategy secures gains from CADL and reallocates capital toward higher-conviction opportunities. The portfolio remains diversified across both commercial-stage stories (ABEO, IINN) and clinical catalyst plays (ACTU, AZTR). We will continue to monitor news and price action, and remain flexible with risk controls.