3rd Quarter 2018 – Portfolio Update

The year has been pretty positive so far with the markets and economy showing impressive gains. Hope you as well are being rewarded with gains. Below are my updates on my picks for the third quarter.

TRXC – TransEnterix is still showing signs of decent growth. The new addition of a commercial officer should continue the positive momentum of the stock. Continuing to hold this for now as I believe this can be a longer term story.

VSTM – I have exited out of Verastem this week. I still see some upside when the company gets closer towards completing commercialization. Funds received from this sale is being placed into Eyepoint Pharmaceuticals (EYPT).

PRPO – Keeping a close eye on this play with the opportunities and changes happening with Precipio, Inc. I remain confident that management can execute

XXII – Not much to say here other than still continuing to hold this longer term position.

EYPT – Just began a position with this company. Research is showing that the company is in a good position to begin commercialization of their products. Updates to this transition from the company indicate to me that growth is in order. I expect to see the share price appreciate considerably over the next 12 months.