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| By Jim Nelson |
Last week, Michael A. Robinson told you we are now living in a “Golden Age of Biotech.”
He said the best way to play it was the SPDR S&P Biotech ETF (XBI).
And he wasn’t wrong. It has been “crushing” the market. That’s Michael’s favorite word right now.
He even gave you two reasons for this performance to kick off the conversation:
- An M&A wave at decade highs as Big Pharma scrambles to replace patent cliffs.
- AI collapsing drug discovery timelines from years to months.
That analysis opened a can of worms here at Weiss HQ.
Nilus Mattive, our safe money guru, doesn’t hesitate to find value where it doesn’t often belong. And he sees bargains here.
In fact, he’s been on board this biotech wave for months.
He told the attendees at the latest Weiss Investment Summit about several individual biotechs, including one that jumped as much as 67% just since May.
He shares even more reasons why this wave of profits will continue. One is the shake-up at the FDA.
Michael took back the ball from there.
He responded with a deep dive into exactly why this shake-up is sending a whole host of potential drugs through the pipeline.
He even names a few small companies already taking advantage.
But don’t think only small biotechs are banking on this “Golden Age.”
Michael also shared an amazing story about how Big Pharma is actually creating drugs in space.
Speaking of space, the likes of Merck, Eli Lilly and Bristol-Myers Squibb need help to get their potential drugs to zero gravity.
That’s another sector that is entering a golden age, or as Sean Brodrick calls it, a “Space Supercycle.”
He’s about to share all his findings on Tuesday. You’ll want to have the link handy for that. Grab it here.
Of course, drugs and space (as well as drugs IN space) are not the only things making money.
Here are some more …
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This ETF Captures the Entire Opportunity in Oil
Oil is another critical resource at the center of the war. Sean has three reasons why there’s a huge opportunity here in the U.S. oil market … and the easiest way to play it.
Silver Just Went on a Fire Sale — Wall Street Didn't Blink
Keeping on the resource trend, Sean is also tracking another major commodity and a great ticker to own right now.
Why an HVAC Company Has a $12 Billion AI Backlog
Michael says that five years ago, he’d never connect an “old economy” company like an HVAC supplier to technology. Today, he has one that is in high demand and at the center of the AI story.
Have a great weekend!
Jim Nelson
Managing Editor, Weiss Ratings Daily
