Simone Rizzetto
Simone Rizzetto @SimoneRizzetto88

Rendimiento
Todo

4.46%2026
2026
33.45%2025
2025
15.45%2024
2024
49.82%2023
2023
-31.30%2022
2022
10.47%2021
2021
46.62%2020
2020
22.65%2019
2019
49.8%0%-49.8%
Conversaciones
Simone Rizzetto
Italia
5d
Editado
📊 BIOTECH MOMENTUM – BBIO & VKTX SURGING PREMARKET 🚀 Both $BBIO (Bridgebio Pharma Inc) and $VKTX (Viking Therapeutics Inc) are up MORE THAN +15% in premarket, driven by strong biotech-specific catalysts. 📌 $BBIO – BREAKTHROUGH DATA BridgeBio delivered strong Phase 3 results for its oral treatment... Mostrar más Traducir
Simone Rizzetto
Italia
12d
Most likely, I'll never have to write a line of code again. In software, we're seeing what would happen to pharma if we learned how to prevent disease: an entire market segment would simply become unnecessary. Claude Code and Anthropic have effectively democratized software development. Anyone... Mostrar más Traducir
Simone Rizzetto
Italia
14d
📊 Earnings Season Recap ➤ $PFE (Pfizer) Post-COVID normalization continues. Revenue declined YoY, but adjusted EPS beat expectations thanks to cost controls. Non-COVID products supported results; focus remains on pipeline execution, including obesity assets. ➤ $MRK (Merck & Co.) Solid quarter with... Mostrar más Traducir
Simone Rizzetto
Italia
26d
📈 $MRNA (Moderna Inc) is up ~30% in the last week. Here is why. First a brief timeline of mRNA vaccines. mRNA vaccines were originally designed for cancer, not COVID. www.nature.com/articles/nrd.2016.201 During the pandemic, this technology was rapidly repurposed for infectious diseases. Now mRNA-focused... Mostrar más Traducir
Simone Rizzetto
Italia
1me
Editado
📊 2025 Review – Performance, Strategy & Outlook We are closing 2025 with a +33.45% return. 👉 We beat the market by ~13%, outperforming major benchmarks such as $ACWI (iShares MSCI ACWI Index Fund), $SPX500 and $NSDQ100 👉 We also outperformed a portfolio equally weighted across all Elite Pro... Mostrar más Traducir
Simone Rizzetto
Italia
2m
Christmas Portfolio Update 🎄 First, I would like to wish a Merry Christmas to all my copiers and followers! 🎅 December has been a stable month with no major market shocks, leaving our portfolio slightly positive as we head into the year-end. Key Highlights: $NOVO-B.CO (Novo Nordisk B A/S) : The... Mostrar más Traducir
Simone Rizzetto
Italia
3m
Editado
📈 8 Positive Months in a Row ! 🎉 I'm happy to share that our portfolio just closed its 8th consecutive positive month, marking the longest winning streak since the strategy launched. Over the past period, we have outperformed the $SPX500 by 16% this year. This is a good time to remember my copiers... Mostrar más Traducir
Simone Rizzetto
Italia
3m
Editado
$EXAS (Exact Sciences Corp) another big biotech win 🔥 Exact science a cancer diagnostics company, focused on screening and early detection using liquid biopsy (detecting cancer from blood tests). Exact science was already up 25% yesterday, and today it exploded another 17% after Abbott officially... Mostrar más Traducir
Simone Rizzetto
Italia
3m
Editado
-- PORTFOLIO UPDATE -- Although our portfolio is almost flat for the month, the AI correction caused a bit of volatility. Here is my opinion and risk management strategy. WHAT IS HAPPENING: - Circular Transactions: Investors and banks inject huge sums into AI startups at inflated valuations.​ That... Mostrar más Traducir
Simone Rizzetto
Italia
4m
🗞️Busy 24h in markets 🗞️ 🔹Fed cut rates by 25 bps, but Powell said a December cut is far from guaranteed. 🔹$GH (Guardant Health Inc) soared >30% after strong Q3 revenue (+39% YoY) and raised full-year outlook. 🔹$MSFT (Microsoft) reported good numbers but warned about AI capacity constraints,... Mostrar más Traducir

Acerca de Simone Rizzetto
Italia
Estrategia: Múltiples estrategias

Scientist and MedTech/healthcare investor with 10 years of experience in this industry.
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27.4K Seguidores

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