Long Term Portfolio

Updates:
ALGS: Added on Sep 9th, 2026 to bring average price down. Funding is imminent.

ARTV: 2026 May Initiated, averaged down from $11.80 to $9.78, then further down to $9.10. Avg. further went down to $7.99.

Remarks
LTRN: Took profit at $4.50 and waiting for re-entry since the expected results weren't published in September, and an offering might be imminent.

IVA: Took profit at $7.85 and waiting for re-entry as the price gap between the French Exchange and NASDAQ were unsustainable. Detailed information here

SLDB: I’ve achieved a 60% gain, with a noticeable short-term spike triggered by the news of Prasad’s departure. I’ll consider reentering the market shortly.

CGTX : I closed my remaining position at 81% profit after listening to the earnings call on March 26th, 2026. My initial bullish outlook was based on the promising progress of AD phase 3 trials. However, given the current management direction, the initiation of AD phase 3 seems improbable unless they anticipate the topline data from START. The company’s focus has shifted to DLB, but it will take at least another year or two to ascertain its future trajectory. Consequently, multiple dilutions are likely to occur in the coming years.

SPRO : I closed 80% of my position around $2.80 before approval. After approval, the price action was disappointing. I closed the remaining portion of my position below $2.