Martin Shkreli's recent $SAVA short made headlines after the stock dropped 80% following his bearish tweet. But this isn't his first successful biotech call. Let's look at his track record of analyzing pharma stocks... Back in 2005, Shkreli made a killing shorting Regeneron ($REGN). His analysis? The obesity drug's dosage was too low to work & he doubted it could cross the blood-brain barrier. Result: Stock crashed 60-80% when the drug failed Fast forward to 2016: Shkreli shorted Celadon's liver device. Red flags? Questionable trial data & impractical design. Outcome: Trial failed, stock tanked, company had to merge. Another win for deep scientific analysis Not all picks were winners though. His long position in Valeant (2015-16) showed even experts can miss red flags. The aggressive acquisition strategy he admired ultimately led to the company's downfall But he bounced back with Loxo Oncology in 2017. Recognized the potential of their cancer drug targeting TRK fusions. Company later got acquired by Eli Lilly - major win Shkreli's style couples deep scientific analysis with contrarian market psychology. I wanted to do a deeper dive so I took all his YouTube videos and did some analysis and compiled the findings into a Notion doc that lays out his approach at a high level. Check it out! Can't believe I'm giving it away for free...

The Shkreli Playbook

A Free Notion Guide to Martin Shkreli's Investment Strategy

A Free Notion Guide to Martin Shkreli's Investment Strategy