KOD KOD - Korea Exchange: KODEX US Semiconductor Covered Call ETF Loading... : Bullish and Bearish Analyst Opinions
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14:14
Sep 08
Sep 08
Author is vacationing but actively managing a biotech portfolio, adding to COGT, ABVX.
Author is vacationing but actively managing a biotech portfolio, adding to COGT, ABVX, and BCRX on conviction, trimming ABCL to fund longs, and reiterating a short thesis on MRNA targeting $120.
LOW
13:43
Sep 02
Sep 02
Author explicitly shorted more MRNA at $155 with 30% of portfolio.
Author explicitly shorted more MRNA at $155 with 30% of portfolio, while expressing excitement for NKTR, KOD, VERA and noting momentum shifts in other biotechs without clear directional calls.
LOW
23:50
Aug 31
Aug 31
Add VERA KOD into catalysts
Add to Vera Therapeutics and Kodiak Sciences into upcoming catalysts, with conviction in the long book remaining high.
MED
16:49
Aug 31
Aug 31
KOD data due this month
Author says Kodiak Sciences has data due this month but does not commit to a price direction.
MED
17:57
Aug 23
Aug 23
Author confirms they are holding KOD alongside the parent discussion.
Author confirms they are holding KOD alongside the parent discussion, indicating an existing long position in the stock.
23:38
Aug 19
Aug 19
The author lists speculative biotech catalysts and best ideas by therapeutic area.
The author lists speculative biotech catalysts and best ideas by therapeutic area as research/watchlist content, not explicit current positions or forward calls.
23:36
Aug 19
Aug 19
Top biotech picks across various therapeutic areas
Author lists these biotech names as their best ideas across various therapeutic areas with the sector near all-time highs.
MED
13:21
Aug 17
Aug 17
Levered conviction noted despite mixed flow
Author holds in their portfolio, observing some levered conviction in the name despite mixed Q2 flow data.
MED
14:22
Aug 14
Aug 14
KOD re-entered on Daybreak/MESI catalysts
Author re-entered KOD position citing Daybreak and MESI catalysts as potential drivers to $100+, framing it as a high-upside redemption story with specific pipeline milestones as the thesis.
MED
21:13
Aug 13
Aug 13
The author dismisses the short-term put gains as irrelevant due to hedging.
The author dismisses the short-term put gains as irrelevant due to hedging, not endorsing a directional trade on KOD.
20:58
Aug 13
Aug 13
The author clarifies prior trades were hedges by a long and expresses liking KOD.
The author clarifies prior trades were hedges by a long and expresses liking KOD, but stops short of a current position or forward call.
LOW
17:25
Aug 10
Aug 10
Highlights past successful biotech valuation calls.
Author lists numerous biotech and pharma tickers as past successful valuation calls, offering no current directional view.
LOW
01:04
Aug 10
Aug 10
Author details a biotech portfolio with explicit long positions in ABVX and NKTR.
Author details a biotech portfolio with explicit long positions in ABVX and NKTR, bullish conviction on IVA and TENX upside potential, while watching VERA and XBI for catalysts.
09:58
Aug 03
Aug 03
A news wire reports a broad list of price target increases from multiple banks across dozens.
A news wire reports a broad list of price target increases from multiple banks across dozens of stocks, with no explicit directional calls or personal market views expressed.
15:05
Jan 28
Jan 28
Robotics second wave pick: long KOD
Buy robotics/automation names as author argues a second wave of industrial robotization is underway, with macro employment implications driving growth for robotics companies; KOD named as a personal pick.
MED
About KOD Analyst Coverage
Buzzberg tracks KOD (KOD - Korea Exchange: KODEX US Semiconductor Covered Call ETF) across 3 sources. 3 bullish vs 0 bearish calls from 3 analysts. Sentiment: predominantly bullish (20%). 15 total trade ideas tracked. Past 7 days: 1 watch. Latest voices: seedy19tron, DeItaone, frenchie_.