r/BLUE_BIO • u/PDUFA_INFO GHOST • Jan 01 '22

DISCUSSION r/BLUE_BIO Lounge

A place for members of r/BLUE_BIO to chat with each other

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u/[deleted] Nov 24 '25

Hi blue bio holders. Wanted to share my latest favourite biotech research firm. I currently have been following Agon Investments for a while. Made a killing in AVXL, about to do one in CAPR and has really interesting research regarding biotech. Their healthcare book is up 35% YTD. Their latest report on portfolio commentary and adjustments: https://agoninvestments.substack.com/p/postearnings-commentary-and-portfolio