Biohaven Ltd.

Insider Buying Week 11-21-25 AI Bubble Bursting or Buying Opportunity

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Volatility isn’t just knocking—it kicked the door down. It had been building gradually, fueled by a series of confidence-shaking events: government shutdown fears, air travel restrictions, Fed dot-plot uncertainty, and persistent warnings of an AI bubble. Last week, that pressure finally exploded like a Yellowstone geyser. The market boogeyman came out of the closet, bringing a 1,000-point Dow reversal that spiked the VIX. While pundits offer endless explanations, this sell-off looks like a classic delayed reaction to Nvidia’s earnings. The rout was most intense in AI and Crypto—with Bitcoin shedding 12.9% and the Nasdaq down 2.7%. Meanwhile, the broader market … Read more

Insider Buying 03-07-25 Chaos-2.0 Treasure Hunt Continues

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CHAOS 2.0 unfolds as expected with a sharp drop in interest rates as market participants pivot from worrying about inflation to crumbling public sentiment and the likelihood of rising unemployment numbers.  February employment numbers failed to assuage the sense that the U.S. economy is about to rollover as an inconsistent implementation of tariffs, pall-knell like approach to trimming Government fat, and a clear failure to lead the electorate has created a witch’s pot of discontent.  Stocks are predictably down, the only question being is this a trend or a bottom. The jury is still out on that. As for me, … Read more

Insider Buying 01-03-25

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Christmas and Hanukkah falling on the same day can be seen as a fleeting symbol of unity and peace—or simply a coincidence between the Gregorian and lunar calendars.   Name: John W Childs Position: Director Transaction Date: 2024-12-30 Shares Bought: 29,000 Average Price Paid: $35.94 Cost: $1,042,393 Company: Biohaven Ltd. (BHVN) Biohaven is a biopharmaceutical firm dedicated to researching, developing, and commercializing life-changing therapies in critical therapeutic areas such as immunology, neuroscience, and oncology. The company is expanding its novel range of pharmaceuticals by leveraging proven drug development capabilities and numerous patented drug development platforms. The extensive clinical and preclinical … Read more

Insider Buying Week 07-26-24 A Volatile Week with a Continued Absence of Insider Buying

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I wrote last week that “The assassination attempt on Trump failed, but the Republican Convention succeeded in killing the Trump stock market rally. The week started on a positive note with almost a providential feel. Still, it began unraveling as market participants grappled with what a second-term Trump Presidency might really look like.” It’s a fool’s errand trying to anticipate the hive mind of the market, yet no hedge fund manager dare ignore it despite their assurances of their ‘long term investor’ commitments.  So here’s my take, the market began to fixate on what a Republican blowout would mean up … Read more

Insider Buying Week 06-21-24

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It’s that familiar time of year again when insiders are blocked from transacting in their own stock due to pending 2nd quarter earnings. At least two of the notable buys were stocks The Insiders Fund is already pretty heavily invested in: Exxon and Biohaven. So, at least, the research toll on me will be minimal as I’ve spent this blistering weekend supervising a landscape project at my house. That’s the featured image if you’re wondering what that has to do with stocks. It doesn’t.   Name: Maria S. Dreyfus Position: Director Transaction Date: 2023-06-17 Shares Bought: 18,310 Average Price Paid: … Read more

Insider Buying Week 05-31-24 The Pace is Quickening- there is a bit of a Frantic Frenzy

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If you haven’t been to the Sphere in Vegas, go now. It’s a marvel, and probably no better way to show it off with a light show from the Dead & Company, now playing at the Sphere.  I got two mind-bending ideas from last week, so that’s a mission accomplished. Biohaven insiders continue to buy challenging the naysayers. Several insiders are bottom fishing this week, and we’re going to do a quick dive into it. Remember this is my personal notebook I am sharing and am under no obligation to discuss any purchases or sales. Do your own research and … Read more

Insider Buying Week 05-17-24 Biotech Bonanza

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I was a little late in finishing the blog, as there were many more names to research. Most of the quarterly earnings are behind us, and it is heartening to see that insider buying has picked up a little. Speculative biotech is heating up.   Name: F Thomson Leighton Position: Chief Executive Officer Transaction Date: 2023-05-14 Shares Bought: 22,000 Average Price Paid: $92.68 Cost: $2,038,960 Company: Akamai Technologies Inc (AKAM) Akamai aims to empower and defend life online. Since 1998, Akamai has created and delivered technologies to help global businesses design, deliver, and protect their digital experiences on their widely … Read more

Insider Buying Week 04-26-24 In the Heart of 1st Quarter Earnings Blackout Darkness

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We are deep in the blackout period when most companies prohibit insiders from trading in their stock prior to quarterly earnings. It’s been ugly for the bulls, but there might be some green shoots. You can be an insider, too– by clicking here Name: Henry A  Fernandez Position: Chairman and CEO Transaction Date: 2024-04-25 Shares Bought: 13,000 Average Price Paid: $465.92 Cost: $6,056,955 Company: MSCI Inc. (MSCI) Name: CD Baer Pettit Position: President & COO Transaction Date: 2024-04-25 Shares Bought: 7,500 Average Price Paid: $459.41 Cost: $3,445,575 Company: MSCI Inc. (MSCI) MSCI Inc. is a top provider of crucial decision-support … Read more

Insider Buying Week 10-13-23 The Black Swan has been Spotted

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The market bounced off deeply sold, technically oversold conditions.  Now we’re in earnings season, and much if not everything, will hinge on that. Of course, a broadening war is on everyone’s mind. There’s no way the Fed will raise interest rates with all the geopolitical and domestic political angst. It remains to be seen if any insiders buy this market. I suspect some buying from deeply wounded sectors like utilities and REITs but not much else. You can be an insider, too– by clicking here Name: Vlad Coric Position: Chief Executive Officer Transaction Date: 2023-10-05 Shares Bought: 454,545 Average Price … Read more

Insider Buying Week 10-06-23 Israel at War while the Fed Reserve Fights the American Consumer and Stock Market

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The market reached deeply technically oversold conditions.  Bullish divergence RSI was signaling a reversal. I would have said this reversal has room to run, but the war in Israel may reverse whatever animal spirits are forming. Give Peace a Chance looks like a nostalgic idea, with the axis of evil combined with Iran, Russia, and China financing it through the purchase of oil.  Why the U.S. doesn’t stop the transit of Iranian oil through the Hormuz straits is a mystery considering there have been dozens of provocative actions by Iran that have been stymied only by the U.S Navy coming … Read more

Insiders made some notable gains last week 9-01-23

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August ended on a low note as all three leading market indexes lost ground, with the Dow Jones Industrial Average (DJIA) falling 2.5%, the Nasdaq down 2.2%, and the S&P 500 off 1.7%. Insiders made some notable gains last week on their purchases, but since they are subject to the short-swing rule, it doesn’t really matter much to them since any short-term profits would have to be disgorged. For the most part, these insiders were bottom feeders on depressed company stock. You can be an insider, too– by clicking here   Name: James Hollingshead Position: President and CEO Transaction Date: … Read more

‘s Really Quite Simple Buy Guns and Gas-Insider Buying Week 11-5-22

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A miserable week, down 3.46% for the bulls ended on a positive note on Friday. The narrative that the bottom was in now seems shaky as stalwarts AMZN, APPLE, MICROSOFT, ALPHABET, and  FACEBOOk all plumb new lows. One thing for certain, the hurdle rate for stocks and all things investment-related is much higher. The 10 Year Treasury yield of nearly 4.5% and the Prime rate of 7% are the new realities. We ain’t going back anytime soon to the halcyon days of near-zero interest rates. I keep repeating my mantra- All bear markets in the last 20 years have ended … Read more

”s Driving the Market Higher-Insider Buying Week 10-28-22

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The Dow had its’ best run in over 40 years. Major stock indexes extended a stunning October rally on Friday after tech giants Apple and Intel broke a streak of dismal third-quarter earnings reports. The Federal Reserve’s ongoing tightening campaign threatens to slow the economy down through at least next year. This may be a historic rally, but it is notably absent of insider buying.  The few buys that there were produced some handsome gains, notably from the issuance of the stub Biohaven and its spot secondary that closed the week, 46% higher. All bear markets in the last 20 … Read more

Insider Buying Week 10-7-22 Biohaven $BHVN WOW!

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Curious about how well insiders are doing with their buys? Scroll through the blog posts and see for yourself Before we dive deep into reading the tea leaves of insider buying, I want you to read this missive all the way to the end for our thoughts on Biovhaven BHVN. All I can say is Wow, wow, wow! It’s up a whopping 43.58% this last week. If you were paying attention, the modest Insider Report subscription fee paid for itself for a lifetime with the August 26th report. We are now deep into the quarterly earnings blackout, and most insiders … Read more