Regular readers know how the Biotech Watchlist works.
Two lists come out of the screen. The wide list tracks cross ownership among specialist funds. Useful, but not urgent.
The high conviction list is narrower and it matters more. A name lands there when specialist money is actively adding and someone inside the company is buying shares with their own cash at the same time.
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When both things line up, that's not noise. That's people who know more than we do putting real dollars behind it.
Two companies cleared that bar this week. We're adding them to the high conviction list today.
This is the part that matters.
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