Trade Call on Drug Company Serrea

2 days ago

"I bought a drug company stock recently called Serrea. Serrto is trading at one or two times sales, and in the history of pharmaceuticals it\'s very rare to get these kinds of assets at such multiples. There was still a risk, but it was disproportionately likely that I would profit. In contrast, with Beyond Meat you\'re just playing musical chairs. Unless you can clearly justify why in the long term the stock is worth significantly more, it\'s a gamble."

The speaker presents an explicit trade call for a drug company, Serrea, noting its attractive valuation at one to two times sales. He contrasts this opportunity with riskier plays like Beyond Meat, arguing that Serrea provides a more favorable risk-reward profile.

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