ADC

HoneyProfessional311

Yes, I did read it. My problem with your logic is that going from approval of the drugs straight to selling it to everybody is idealistic. What is the market penetration? Even though its the best drug, not everyone will move to it at once. It takes years, just look at Pfizer's acquisition of Seagen, and how despite the four ADC approved use cases, all of which are best in class, total revenue from this is still just 3.5 billion. How would the company justify such high prices? Furthermore, the GPS study does not indicate that patients will need lifetime dosing. Most likely patients will be on it for two years, with the second year being for booster shot. The estimated cost of buyout comes from the drug's expected revenue, not the full potential. When you give examples of other large acquisitions, many of them were made right after COVID when pharma companies had tons of cash to spend and needed to diversify.

TheKiMoChi2020

I am betting on the Iran war. So i may ADC when it drops below $10

birdman1972

ADC

TheKiMoChi2020

Been ADC for the last 3 days and now i am out of money. I am pretty sure we will be green either tmr or next Monday

ShinyGengar

Based on your post history it looks like you try to memestock and pump N dump. Your ADC of Google is $290? You bought high. Hold your investments, diversify your portfolio (maybe outside US markets). Stocks aren't a short-term game.

-eShTuPiD

PDSB announced they will share new data on PDS0101 and PDS01ADC at SITC Nov 7‑8, with Phase 3 in progress and FDA meeting for accelerated approval. This is coming 1 day after announcing they have requested to expedite FDA approval. They're going in the right direction. Hope the results are good

UnderstandingDue1549

I didn’t know my WSB people and my League people were one and the same… I see an ADC named “BUY NVDA” roaming around the rift in Emerald/Diamond every now and again though, now I bet he’s in here for sure.

owlfeed

They announced another poster in November where title title says "**Median OS of 21.5 months among 44 patients with treatment-refractory leiomyosarcoma, liposarcoma, and undifferentiated pleomorphic sarcoma treated with mecbotamab vedotin, an AXL-targeting ADC”** That is a pretty eye catching title. Definitely trying to catch some attention. They could see a healthy run up through EOY if the 17th, this, and earnings show progress on data + secure a partner

babarock

Across my portfolios: ADC, APLD, DUK, GIS, IAU, MCD, MO, PEP, SLV, SO were up over 1% and several over 2%.

Nuclear_N

My mother bought a few Mcdonalds shares in the old DRIP fund system. Statement would show up and the dividend would add up to some fractional share. Eventually it grew to about 1300. This was back in 1978ish. I eventually sold them. I bought GE stock for my son in the 2008 crash. He put in his birthday money of about 300 bucks, and I matched it. It was at the bottom...I continued to purchase in the account, and it grew in the dividends and he went to college with 30k. I have funded my kids Roths as a wealth transfer. We put it in set and forget it funds. They have learned the value of time in the market and seen the growth. Beyond that they are not really interested in deep knowledge, but ADC investing.

Same-Brilliant2014

My reit (ADC) been flat or down. My Fannie may shares been mooning though

perceptive_AI

ADC is going to be fun with the new WASD controls

Moneyintheskies

Will Toyoda Trike become Graphjet's first customer? This is what a Google search revealed Graphjet Technology has a supply agreement with Toyoda Trike Inc., a Japanese company specializing in hydrogen and electric vehicles. This agreement, dated December 27, 2022, commits Toyoda Trike to purchase a minimum of $30 million worth of products from Graphjet. Toyoda Trike Inc. is a Japanese company that develops and manufactures electric vehicles (EVs) and electric bicycles. The company is led by Toyoda Misako, a great-granddaughter of the founder of Toyota Corporation. The Toyoda family, along with Tokyo-listed Asia Development Capital Co. Ltd (ADC) and Toyota Corporation, collectively own more than 80% of the company. Toyoda Trike is focused on "carbon neutral mobility solutions" and has plans to expand into Malaysia. Toyoda Trike is collaborating with Graphjet Technology Sdn Bhd to secure a reliable supply of graphite and graphene, crucial materials for their electric bicycle batteries, for their Malaysian rollout.

Moneyintheskies

GRAPHJET TECHNOLOGY (GTI) Graphite & Graphene Will Toyoda Trike become Graphjet's first customer? This is what Google search revealed. Graphjet Technology has a supply agreement with Toyoda Trike Inc., a Japanese company specializing in hydrogen and electric vehicles. This agreement, dated December 27, 2022, commits Toyoda Trike to purchase a minimum of $30 million worth of products from Graphjet. Toyoda Trike Inc. is a Japanese company that develops and manufactures electric vehicles (EVs) and electric bicycles. The company is led by Toyoda Misako, a great-granddaughter of the founder of Toyota Corporation. The Toyoda family, along with Tokyo-listed Asia Development Capital Co. Ltd (ADC) and Toyota Corporation, collectively own more than 80% of the company. Toyoda Trike is focused on "carbon neutral mobility solutions" and has plans to expand into Malaysia. Here's a more detailed breakdown: Focus: Toyoda Trike specializes in the development and production of electric vehicles and electric bicycles. Ownership: The Toyoda family, holding the fourth generation of the founder's lineage, owns the majority stake in the company. They are joined by Asia Development Capital Co. Ltd (ADC) and Toyota Corporation are holding over 80% ownership. Leadership: Toyoda Misako, a descendant of the Toyota founder, serves as the CEO. International Expansion: The company is actively planning to introduce its "carbon neutral mobility solutions" in Malaysia, including electric bicycles. Raw Material Sourcing: Toyoda Trike is collaborating with Graphjet Technology Sdn Bhd to secure a reliable supply of graphite and graphene, crucial materials for their electric bicycle batteries, for their Malaysian rollout.

creemeeseason

CHE earnings: Results for Quarter Ended June 30, 2025 Consolidated operating results: Revenue increased 3.8% to $618.8 million GAAP Diluted Earnings-per-Share (EPS) of $3.57, a decrease of 23.2% Adjusted Diluted EPS of $4.27, a decrease of 21.9% VITAS segment operating results: Net Patient Revenue of $396.2 million, an increase of 5.8% Average Daily Census (ADC) of 22,318, an increase of 6.1% Admissions of 17,545, an increase of 1.2% Net Income, excluding certain discrete items, of $38.2 million, a decrease of 23.5% Adjusted EBITDA, excluding Medicare Cap, of $66.8 million, essentially flat with the same period of 2024 Adjusted EBITDA margin, excluding Medicare Cap, of 16.2%, a decrease of 163-basis points Roto-Rooter segment operating results: Revenue of $222.6 million, an increase of 0.6% Net Income, excluding certain discrete items, of $33.7 million, a decrease of 20.4% Adjusted EBITDA of $48.6 million, a decline of 18.7% Adjusted EBITDA margin of 21.8%, a decline of 517-basis points Of note here, the big worry was the healthcare side, but the plumbing side actually went down the drain on this one.

Fluffyhobbit

pDNA activation tech is relatively new idea and must be used in combination with another therapy with a mab. This company is partnering with Merck for that mab, so if successful they probably have first to buy rights, giving you Merck stock ultimately. They also have ADC in their pipeline, which are pretty toxic and not likely to be successful. They are skipping ph2 and going straight to ph3 which can be good or bad because the risk of failing in ph 3 is higher Overall because it's a combination drug situation probably a more reliable bet overall but ph 3 failures are about 50% of biologics so no guarantee

AssociateLate1116

Just asked AI what the best high risk/reward options play was and it spit out ADC Theraputics for me. Bio stock, approved phase 3 for tumors, just got $100 mil in funding. Im all in Jan 2026 calls, AI gonna bring me major tendies.

Memento_Apriori

[50% off all year](https://www.walmart.com/ip/Keebler-Coconut-Dreams-Fudge-Coconut-Caramel-Cookies-8-5-oz/234415131?wmlspartner=wlpa&selectedSellerId=0&selectedOfferId=4658EA45BEB84FA2A5F3C1A4ADC3F9D3&conditionGroupCode=1&wl13=2137&gclsrc=aw.ds&adid=22222222278234415131_161193766053_21214199653&wl0=&wl1=g&wl2=m&wl3=697173827980&wl4=pla-2348450966064&wl5=1021047&wl6=&wl7=&wl8=&wl9=pla&wl10=8175035&wl11=local&wl12=234415131&veh=sem_LIA&gad_source=1&gad_campaignid=21214199653&gbraid=0AAAAADmfBIrSsRoYUB_9gDeDKqroxc_r9&gclid=Cj0KCQjwlrvBBhDnARIsAHEQgOSbGG065-C-eh2fje5uhD68CfuIpv23J6sHFyHN2vZbyS2rdLDdbOIaAr6vEALw_wcB)

longisthewinter

ADC main detected?

TopherBrennan

Tragic that the ADCT ticker is apparently owned by a company called "ADC Therapeutics". Would be a great ticker for an ETF focused on tobacco, alcohol, and caffeinated beverages.

B_P_G

Bogus companies like that existed but the Nasdaq was still dominated by big legitimate companies. In 2000 the following fourteen companies made up slightly more than half of the Nasdaq 100: Cisco, Intel, Microsoft, JDS Uniphase, Oracle, Sun Microsystems, Qualcomm, Nextel, Veritas Software, Siebel Systems, ADC Telco, Dell, Immunex, Worldcom.

BobtheChemist

Buying a small amount (,1-4% of portfolio) of REITS has done well for me. You could look at O, ADC, WPC, CCI, AMT, VICI, KIM, FRT, GTY, DOC, and many others, most are 4-6% yield, so great for making some income.

RedditAddict6942O

Mage support. Leave lane at 6 minutes if ADC dies. Full AP damage build. Sell support item before boots.  I also play lethality and tank Senna.

SangerGRBY

$DOMH, American Data Center (ADC) is going to the heart of Trump's $500 billion AI play. This could genuinely be a 100 bagger.

Same-Brilliant2014

ADC was good was a great pandemic play for my boring port , but I sold it around December , pay out is closer to 4% though

Commercial-Sort1139

Lowkey might hit tho next week CFO is talking at the ADC but all the good news this has gotten since the drop has done nothing

StatisticianLanky485

what did you end up doing?? I currently can get CD at 6% or 5.25%. do you recommend buying etfs? any updates on this topic? I feel CDs are better and with known returns and less tax on them and ETF fees and currency fees. wondering if I should move from CDs to ETFs and in sum lump or ADC?

Phoenixchess

ELEV has major catalysts coming. [Their Phase 1 trial of EO-3021 showed a 42.8% response rate in gastric cancer patients](https://beyondspx.com/article/elevation-oncology-elev-a-promising-oncology-innovator-advancing-a-differentiated-pipeline), way better than existing treatments. Plus they just [nominated EO-1022 as their HER3 ADC candidate](https://finance.yahoo.com/news/elevation-oncology-expands-pipeline-nomination-123000444.html) - this targets multiple cancer types including breast and lung cancer. $103M cash runway into 2026. More trial data coming in first half of 2025. The recent licensing deal with Synaffix for their ADC tech platform is huge for developing these cancer drugs. Not a matter of if but when this rebounds. Biotech always has ups and downs during trials. But ELEV's pipeline and cash position are solid.

Character_Double_394

its what I want to do as well. bonds are a joke. and if you are just a little short, a small position in a covered call ETF isn't bad. especially if you choose one that doesn't hurt your principal over time. don't let anyone beat you up, dividends are not bad. they are important to all total returns. People get caught up in hugh Growth sticks. diversification is ok. also check out Reits. check out VICI and ADC. I keep a small position in both so I can follow it and see how things go.

Live-Law-5146

NVO - Wegovy and upcoming amylin/GLP-1, + they got a ton of other things going in advanced therapies GMAB - their pipeline is almost free. Patent cliff for darzalex, but bi-specific antibodies coming along with recent approval Epkinly. On top of this they are ahead of the curve for AI implementation for clinical trial enrollment which may increase success rates of future trials. Lastly, they acquired Profound, strongly looking into ADC technologies - and investor appetite is high for this atm with VCs investing significant amounts into ADC, and a couple of acquistions by big pharma as well. Other than pharma/biotech, I think European markets have a really hard time during this AI/tech burst. But infrastructure plays might be ideal for energy/utility, etc.

Hurricane_Ivan

I'd do something along the lines of: $5000 SCHG or SCHX $3000 - MSFT or GOOGL (DACA cause of AT suit) $2000 - SCHD or REIT (ADC, O) or ET

Aggressive-Donkey-10

consider Real estate syndications, they could give you significantly better returns than equity Real estate investment trusts, and give you a lot of tax benefits due to depreciation offsetting your income. My average annual return on syndications has been around 13% per year higher than the SP500 returns over the past 30 years, so 24% vrs 11%, It is also passive compared with actively owning and managing your own real estate, but it is not without significant time spent doing due diligence on each project to determine whether it is firstly a safe and then secondly a profitable investment. if interested check out BiggerPockets and passive pockets for more info and particular investments and read the book, Investing in Real Estate Private Equity: An Insider’s Guide to Real Estate Partnerships, Funds, Joint Ventures & Crowdfunding Paperback – May 18, 2018 by [Sean Cook](https://www.amazon.com/Sean-Cook/e/B087D5LZCP/ref=dp_byline_cont_book_1) (Author) equity REITs are not bad either, They have returned 3-4% more than sp500 over the last 20/30/50 yr periods, (NAREIT study 1974-2021) and you can buy an ETF basket like VNQ or IRET to be quite passive, or research and study individual REITS like O, PLD, REXR, ADC, VICI, BSRT, DLR to get exposure to different asset classes within real estate. good luck :)

Key-Tie2542

Office REITs in general do not look that cheap to me: [https://www.hoyacapital.com/reit-sectors/office](https://www.hoyacapital.com/reit-sectors/office) And the REIT sector has exploded since November 2023, such as XLRE. I bought O and ADC in October 2023, and unfortunately sold a long time ago. They'll all crash like a dog in a recession.

Aggressive-Donkey-10

No more time than you would have to spend on a dividend stock.. Real estate investment trusts are fairly simple businesses. Think of owning a beach house and renting it out. They are no More complicated than that. They own Commercial real estate principally or other assets like data centers or Residential and those properties have a value or net asset value or book value. They collect rents, pay their borrowing costs and expenses, and the difference is the profit which is distributed at least 90% of taxable income per year to the shareholders. via a fairly large dividend. They provide huge tax benefits. They're fairly simple to evaluate and understand and per multiple European studies and American studies. Their long term performance is two to 3% higher than the S and P 500. Now obviously nothing has beaten the S and P 500 since March of 2009 when it's been zero interest rates and everyone piling into tech stocks to the moon. But this won't last forever. Everything always reverts to the mean. I like Rexford industrial, REXR, and VICI properties, and ADC a shopping center REIT, they all have good growth at a reasonable price, and unlike TECH stocks they own buildings not ephemeral patents that can be incinerated overnight, Think Blackberry, Yahoo search, etc

iceland00

REITs and Utilities. For Utilities, there are 3 ETFs that I like: RSPU, FUTY, and UTES. REITs, there are a ton of them. I like the USRT ETF. I also invested in O, ADC, and GOOD. Again, there are a lot of quality REITs, do some research. It's a little "late" moving into them, not too late though is my opinion.

alsclm

I’ve been researching some emerging biotech companies, and I came across ADC Therapeutics SA (ticker: $ADCT). The company specializes in targeted therapies for cancer treatment using antibody-drug conjugates (ADC). This seems like a sector with enormous potential, especially with the advancements in precision medicine. Here are some interesting points about ADC Therapeutics: • They’ve received FDA approvals for some of their targeted cancer therapies. • The company appears to have a solid pipeline with promising drugs in advanced stages of clinical development. • Their ADC technology is designed to reduce side effects compared to traditional cancer therapies, which could give them a competitive edge in the market.

TorvaldUtney

Two ML biotechs went bust in my building in the last 6 months. I understand why you would use that as an investment indicator given the hypothetical lower costs of clinical trials. But, it’s very obvious from that statement you don’t really understand biotech or the actual technology, and most people don’t! Without a PhD you have very little knowledge of the space in a very distinct way separate from say something like NVDA or APPL where most of the overarching business points are relatively accessible. Would you go with Lilly given the success of senaglutide? Would you think maybe Merck with a strong portfolio of small molecules? Or Daichii-Sanko with the novel ADC linker tech? But if you are looking for ground floor companies, roll a die, it’s just as likely. Many good companies with strong founders and rigorous science fail, it’s very hard to predict this industry.

neurone214

It's actually not an ADC. OP doesn't know much about this space as evidenced by their replies, so careful with making decisions on what they're saying. The tech is differentiated from ADCs in an interesting way that's worth reading about. To your point though, there are other Nectin-4 assets in development that might also be differentiated, so it's hard to see this as a $15bn company in the near term as OP is suggesting.

neurone214

What makes it different is that it's not an ADC.

neurone214

So much for due diligence: that molecule isn't an ADC. It's a macrocycle with a cytotoxic payload.

SoMuchCereal

Padcev not the first ADC to market in the US by a long shot, calls into question everything else stated here.

nielssi

Interesting point although I was under the impression that PN is relatively straight forward to control. I am holding some BCYC (about 50, 1k usd) but as mentioned, because I’d be waiting for the radiopharma trials to start 👍. I like their targets and their bicycling ligands but don’t see them differentiating enough within the ADC space. I prefer a chelator and radionuclide linked rather than boring chemo ;)

nielssi

Nectin-4 is a popular target these days; overexpressed in bladder but also breast, pancreatic, esophageal, nsclc.. it’s a surface protein/transmembrane glycoprotein, meaning that no internalization is actually required to bin initially. The ADC modality of course will rely on internalization to let go of its chemo payload Question would be why precisely you’d concentrate on the ADC portion. Personally. I think their radioconjugates will be much more interesting. The radiotherapeutics space has experienced some very significant (7-8 bn in purchases by bms, Lilly, AZ, (Bayer) just to catch up with Novartis) And while those programs are still in preclinical, they will be very interesting as they do not need any internalization of using alpha or beta emitting particles.

drunk_FBI-agent

ADC's have a high failure rate because their failure rates in Phase 1 and 2 are astronomically high. This drug is already in Phase 3, so assuming a 50% failure rate for phase 3 which is already higher than the average failure rate of the all cancer drugs seems pretty sensible to me.

enfuego138

Knowing something of the cancer drug industry, this isn’t so much of a surprise. Antibody Dug Conjugates (ADCs) are the new hotness but have actually been around a long time. The main issue with ADCs is “off-target” toxicity, where the ADC binds to and kills some normal tissues and tends to dictate how high a dose you can give. This company’s technology purported to “activate” the antibody or ADC only when it is near the tumor, which I assume will allow them to either use higher doses (higher efficacy) or treat patients with less side effects. Their portfolio is mostly “proven” targets to limit their risk to whether their platform actually works. To me, looks like Burry is just following the pack on this one.

518nomad

Plus there's SEC's Market Abuse Unit (MAU) and its Analysis and Detection Center (MAU/ADC) and FINRA’s Office of Fraud Detection and Market Intelligence (OFDMI).

amythntr

Got killed in NVDA but more than offset by ABBV, JNJ and all of the Christmas REITs I own….like O, ADC… AFLAC and RPM has done well also

Daniloh1990

I have been ADC on $GOOGL and $AVGO. Tomorrow os $MSFT 's Turn 😉

StockJockeyNYC

Granted FDA Fast Track Designation for Ozuriftamab Vedotin (CAB-ROR2-ADC) for Treatment of Patients with Recurrent or BCAB Metastatic Squamous Cell Carcinoma of the Head and Neck; on track to meet with the FDA for guidance on a potentially registrational trial in 2H 2024 - $ B C A B

NeonDr33mer

Nice, I dig MSFT logo too. Since you like dividends, you could consider diversifying into some healthcare (like ABBV or maybe PFE), REITs (I like PLD, ADC) or maybe div growth utilities like NEE.

tonufan

My beaten down solar and REIT stocks all popped today. ADC and VICI for REITS. NXT and CSIQ for solar. I feel much better about REITs though because of the around 5% dividend.

Matthew94

>CRUS focuses primarily on chips (ICs, codecs, ADCs) for audio and speech signal processing applications. However, CRUS has also branched out into the mixed-signal category, where power is its biggest growth opportunity. An IC is a chip, it's just a synonym. An ADC is a mixed signal circuit. Do you know anything about circuit design?

Daniloh1990

At this point ADC, because NKE is a keeper in my book.

NittanyLion86

What city do you live in where a $3 million home is median price? Guessing somewhere in California or NYC? I was just curious. I live in Colorado, my home is worth around $700k and fully paid off. I hit up a loan specialist from a local credit union a few weeks ago to inquire about taking out a 10 year $150k home equity loan. $1k up front for fees and a 6.25% interest rate. Monthly payment was around $1650. The interest is killer when you look at how much you'll pay over the life of the loan. I need cash so I can take a shot at a few stocks I like at current prices but don't have the cash up front. Several REITS I invest in (O/ADC/WPC/VICI/several others) are going to return back to normal prices once the fed starts cutting interest rates. I also like Intel (INTC) alot at $25-$30 a share, it will be back to $50+ eventually but to make a decent profit you need to buy a few thousand shares. All of this is high risk of course but you have to seize the opportunity when you see it. Just like when Amazon hit the $80-$90 share price at the end of 2022 I piled into it and SCHG (Schwab growth ETF) hit $55 a share or so around that same time. It still pisses me off I didn't go with my gut and put even more into SCHG. It went from $55/share to now over $100. $55 was too good of a price and over time I knew there was no way a growth ETF like that would crater that low and stay like that forever....free money if you can put in as much money as you can while at rock bottom pricing. Intel is much more riskier then a growth ETF like SCHG so that's why I hit myself for not shoveling the money into SCHG while I had the chance. Money makes money as they say so it's tempting for me to look into taking out home equity to essentially gamble in the stock market. I'm smart enough to know no financial planner would consider that a smart investment decision so I am exploring other options. I've been looking at other sources of cash like taking out a 401k loan or just selling off other stock positions I have but wanted to avoid that. I posted a Reddit thread the other week about taking out a 401k loan while the market is sky high and of course got skewered with down votes lol. People are normally just going to respond back to you though with the general safe advice on Reddit since they don't know your individual financial situation. Just wish I had a rich friend/family member that could give me a low to no interest loan 😁.

consumervigilante

If real estate is your investment objective, then REITs are an alternative to have exposure to real estate without the hassle of collecting rent, dealing with tenants, repairs, insurance, property taxes etc. With REIT or even REIT ETF's like the Vanguard VNQ you can diversify among all real estate types-office buildings, industrial warehouses, logistical properties like the ones Amazon uses for fulfillment centers, Data Storage centers like IRM, Self Storage, residential, etc. VICI is a great opportunity right now for those interested in hospitality/casino properties. ADC and O are a couple of monthly paying REIT's with solid track records. These focus on triple NNN leased retail properties. Unless you really have a passion for managing real estate, I would recommend not being a landlord. If the end goal is merely the return, then REITs are the hands-off passive approach without getting into the weeds of actual land lording. Just my thoughts.

hawaean

I'd recommend 30% left in your savings, put 30% in an actively managed brokerage and split the last 30% between growth and dividend stocks. If you like ETFs, then SCHD or VIG are good starting options. Keep in mind, while VOO is a good way to hit the broad market, you could miss out on bigger risk/reward options, as you mention having a higher risk tolerance. For example, if you had VOO during this tech boom, you would have missed out on 50-70% returns from the top performing tech ETFs. It sounds like you might have FOMO if you just invest in the market with VOO, but picking the next winner will require your time and effort. [https://imgur.com/a/1AuItxP](https://imgur.com/a/1AuItxP) Also, don't completely dismiss real estate. The rates are high right now, which has really hurt the sector. Once the rates cool off in the near future, there's a ton of investors ready to pounce on better days and should inject a lot of value across the board when interest is back to the 5% range. If you're just not wanting to deal with managing properties and tenants, then look at REITS, such as MAA, O, ESS, OHI, and ADC. Talk to a financial advisor. All the reddit talking heads here are probably just jealous that you have $200k to work with. Good for you. And thank you for your service, by the way.

Arbranger

Idk I think that ADC dividend pending for $1.88 is more sexy 😄😂🙌🏻 good job !! 🚀

let50972

ADC dividend 

Leather_Visual3467

1. Cash out. 2. Research and find a strong monthly dividend paying asset. 3. Buy 2 million of said asset. 4. Write covered calls on half of your position. 5. Enjoy your monthly dividend check. Possible monthly paying stocks to look at, ORC, NLY, SCHH, XLRE, ADC, AGNC, AWRRF. (Not financial or tax advice) just somewhere I would do some research about. Just know you can be pocketing 40 to 90k a month just on dividends not to mention the premium you would generate with writing covered calls.

CommonSensei-_

You got some blue chips in that collection. People might disagree, but I think a defensive consumer staple or utility or REIT would give a bit of balance. ( HRL is a consumer staple I believe in, ED or PNW are my favorite utilities, AMT or ADC are reits you might consider)

Stonkgang_

#China MediLink Therapeutics announces a multi-target TMALIN® #ADC technology platform license agreement with BioNTech $BNTX $25m upfront and potentially up to $1.8b on the deal. More news coming this week.

SwellsInMoisture

ZVIA is $66M cap, so below the threshold. JIB seems to be a Canadian ETF - this avoids ETFs. Ticker Symbol: FCPT P/E: 21.72 P/E Rank: 63.61 P/S: 8.57 P/S Rank: 16.94 P/B: 1.70 P/B Rank: 60.94 P/FCF: 13.00 P/FCF Rank: 70.76 SHYield: -1.75% SHYield Rank: 12.27 EV/EBITDA: 17.11 EV/EBITDA Rank: 53.12 Overall Score: 277.64 6 month price momentum: 4.10% Ticker Symbol: O P/E: 41.30 P/E Rank: 46.71 P/S: 10.94 P/S Rank: 14.25 P/B: 1.19 P/B Rank: 76.09 P/FCF: 15.50 P/FCF Rank: 66.02 SHYield: -7.83% SHYield Rank: 7.64 EV/EBITDA: 18.46 EV/EBITDA Rank: 50.43 Overall Score: 261.15 6 month price momentum: 2.10% Ticker Symbol: ADC P/E: 33.06 P/E Rank: 51.33 P/S: 10.51 P/S Rank: 14.62 P/B: 1.12 P/B Rank: 78.76 P/FCF: 14.56 P/FCF Rank: 67.43 SHYield: -8.45% SHYield Rank: 7.17 EV/EBITDA: 20.07 EV/EBITDA Rank: 47.83 Overall Score: 267.14 6 month price momentum: 2.20% Ticker Symbol: JD P/E: 11.78 P/E Rank: 82.18 P/S: 0.23 P/S Rank: 96.95 P/B: 1.27 P/B Rank: 73.37 P/FCF: 10000.00 P/FCF Rank: 16.40 SHYield: 2.40% SHYield Rank: 60.52 EV/EBITDA: 0.63 EV/EBITDA Rank: 99.75 Overall Score: 429.15 6 month price momentum: -16.32% Ticker Symbol: BABA P/E: 12.98 P/E Rank: 79.43 P/S: 1.30 P/S Rank: 68.20 P/B: 1.25 P/B Rank: 74.04 P/FCF: 10000.00 P/FCF Rank: 16.40 SHYield: 1.43% SHYield Rank: 52.81 EV/EBITDA: 6.28 EV/EBITDA Rank: 89.25 Overall Score: 380.13 6 month price momentum: -18.79%

No-Lack-3144

None of my reits cut their dividends. I’m not sure what reits you’re looking at? My portfolio has VICI,FCPT,NLCP and ADC. They’ve all raised their dividends.

NittanyLion86

I've been dumping money into REITs as well, some are really good value while interest rates are high. They took a dive earlier in the week when CPI report came out showing inflation still high. I have a subscription to Seeking Alpha and some REITS that are popular on there and I'm invested in as well are O/WPC/VICI/ADC/ARE once interest rates are cut later this year or next year they will jump back up.

JustJohan49

Calls on ADC

labattblueenthusiast

Pfizer, REITs too for when they cut rates ($O and $ADC)

Key-Tie2542

This is a nice list, thank you. I've been adding O and ADC recently. I'll look into some of those staples you brought up.

Key-Tie2542

Things have changed a lot in the last few months. Many within the banking sector were undervalued, like C, BAC, AXP, but those have now exploded. At this point, I'm not seeing much undervalued. I think a few select REITs like ADC might be a little undervalued, but I'm not expecting a 50+% jump like I did with C. I think a few preferreds are still attractive at Thursday's close, like BEPI, LANDO.

tonufan

I put a good chunk into ADC recently in my untaxed Roth account at $56. 5.19% dividend and I feel REITs are pretty beaten down and should turn around a good amount by the end of the year. I personally don't like dividend stocks much.

lmao_just_lmao

Are you assuming that because it's commercial real estate? ADC owns retail, not office. And last I checked they're doing well.

Yield_On_Cost

They just want to pay and raise the dividend like other companies (4 quarters flat then increase). They used to increase every quarter. Sometimes companies adjust the dividend policy without necessarily being in trouble. I remember ADC switched from quarterly to monthly few years ago for example. Nothing to worry about imo.

ziggs_ulted_japan

Not the shadow realm 😅 as an ADC main I'm not a fan

Azorian4138

I wouldn't be so sure about "well managed". They have been growing very aggressively and taking deals that other REITs rejected. Feels like "growth for the sake of growth", just to have a bigger REIT, but with no real impact on per share growth. Debt schedule and leases that need to be renewed also do not show a great picture for the next years. I feel like $ADC provides a better alternative with less leverage and lower cost of capital.

Electrical_Switch_26

Most reits right now are undervalued. Nnn, O, ADC, MAA fit the bill.

willklintin

Money market funds and hysa are around 5%. Some reits and income etfs are even higher. I currently hold JEPI, O, ADC, SCHD, QYLD as well as individual stocks that pay a decent dividend like T, VZ, MCD, KO, WEN. It is pretty passive. I just reinvest the dividends at this point.

NoDiscussion9873

Looks interesting. But quite some high debt, which seems to be the problem with all commercial real estate recently. Their debt payments are going up at the same time as the building value (and demand for offices) is going down, creating s missmatch. ADC seems to be focused on some of the most robust areas - restaurants/fast food, garages, supermarkets and clothing shops. A recession could/would cause problems if a reduction in demand cause clients to close outlets. But assuming US keeps going as is and interest cuts happen it could do well...

lmao_just_lmao

I'm pretty sure this is unjustified and ADC will moon at some point, especially when interest rates drop. Their portfolio is 99.8% leased as of the end of last year. Source: [https://investors.agreerealty.com/2024-02-13-Agree-Realty-Corporation-Reports-Fourth-Quarter-and-Full-Year-2023-Results](https://investors.agreerealty.com/2024-02-13-Agree-Realty-Corporation-Reports-Fourth-Quarter-and-Full-Year-2023-Results) ADC specializes in retail which is not a troubled sector. The troubled sector is offices.

Coffeedrip916

Was going to suggest ADC but you own some. I feel like the current price is at a good entry point for long term returns plus the dividend pay out is good and definitely look into more ETFs that follow the sp500 like VTI, DGRW, VOO, ONEQ and many others.

narayan77

soundhound, ADC Therapeutics, Aduro Clean Tech, Kraken Robotics, Telescope innovations, for the last three I am up 20 percent. Do your own research before you buy.

MeLikeChoco

$ADC because they tout a fortress balance sheet. Earliest material debt they have is due in 2028. It looks like a solid loan portfolio.

Nice-Swing-9277

O is considered a best in class. I would argue they're fairly large and it will be hard for them to move the needle with any land acquisitions compared to there earlier history. You could look up ADC as well. Agree realty is another triple net reit that is run very well. Its smaller as well so they have more room for growth in comparison to O. Your call. Wither way they're fine as companies. Neither is really a bad decision. Just need to decide your preference between the long history o vs the upside of adc

AdAny631

FOMO, but I’ll teach you how to not gamble. 25% in the $QQQE but better to buy small and medium cap growth companies. I suggest $ISRG and REITs like $ADC, $TRNO and $PLD while cheap. TRNO and PLD are industrial REITs so basically tied to e-commerce. ADC and O are triple net REITs that pay monthly 5%+ currently and are established REITs. $O has survived 25 years increasing dividends annually. $ADC is smaller but faster growing dividend wise meaning faster compounding growth. Buy ETFs because besides PLTR none are guaranteed to be up by end of 2025 bc of S&P 500 inclusion. Lock in treasuries/bonds now bc we have reached peak inflation or maybe a quarter point more at most. Look in the 1-5 year range that is a combination of treasuries and high grade corporate bonds. They have an ETF for this. This will provide safety at 6%+ yield and as the yields drop the ETF will increase in price. That should be 25% of your portfolio. YOLO move: Buy one Jan 2026 $QQQ call ATM and sell a June 2024 OTM call at least 15% OTM and then keep rolling it monthly until August.

AdAny631

The Feds tools are outdated. There is no longer a middle class. There is mega rich, rich and poor. You can make $200 grand between a married couple and one child and in the most productive places (GDP wise) you’ll be poor, California, Texas, now South Florida if you didn’t own a house before COVID. There are a multitude of academic papers showing that COVID made the rich, richer and the poor, poorer. Then Powell has to tame the market and raises rates at the highest speed in history. You want to make money or not lose it all hold leap calls for 2026 in giant companies that have a ton of cash on their balance sheet and are buying back shares increasing dividends. Then, sell June 2024 calls against these to make them cheaper like probability of ITM like 30% max. These will go to zero and lock in bond rates while they are high. Start a small position in TLT or SPTL and add to it as it goes down. If we get to 2% by 2026 you’ll have ~50% gains at least. The rest is just educated gambling like buy REITs that operate in the triple net space like $ADC, $O that pay monthly dividends and high occupancy industrial REITs (e-commerce) like $TRNO $PLD while their value is depressed and then onto distressed assets like commercial property. First rate cut the market will go down but June is the earliest possible.

Ok-Fox-9286

Eli have recently purchased point bio, giving them access to their pipeline of radio pharmaceuticals. However this also gives them a link to Avacta life sciences and the pre|CISION platform. If eli make a bid or licence for that over next 12 months, they'll corner the oncology ADC market. It's the only platform so far that can take existing chemo and other toxic compounds and deliver them to the tumour, and unlike ADC, they're cheaper, much easier to produce and more effective.

TalkingBackAgain

The incandescent minds of /r/Wallstreetbets at work! Apple has to go broke because the super mind of Reddit thinks that no company can sustainably stay this big when it's selling products and services every day. You know what, why don't you buy some more $BBBY, $GME and $ADC, just to show how much of a fucking genius you are. Get some Bitcoin too because it's going through the roof any day now. Get you some diamond hands! /fucking losers

Mc1st

ADC stands for AD carry? Didn't know some biotechs are also gaming companies

LightningStrikes1190

ELEV, low float stock ready to pop? Elevation Oncology, Inc. is an oncology company. The Company is focused on the discovery and development of selective cancer therapies to treat patients across a range of solid tumors with significant unmet medical needs. Its lead product candidate, EO-3021 (SYSA1801 or CPO102), is an antibody-drug conjugate (ADC) designed to target Claudin 18.2, a clinically validated molecular target, which can selectively deliver a cytotoxic payload directly to cancer cells expressing Claudin 18.2. Claudin 18.2 is expressed across several solid tumor types, including many gastrointestinal cancers such as gastric, gastroesophageal junction and pancreatic cancer. Claudin 18.2 is also expressed in ovarian cancer, non-small cell lung cancer (NSCLC) and other solid tumors. The Company is exploring opportunities through new or existing partnerships and business development opportunities to expand its novel oncology pipeline.

IJesusChrist

Because it's an ADC company, with good data, and they moved data dissemination up from 2025 to mid 2024. Always a good sign. Was going to wait to buy closer to 2025 but now I have no reason to.

IJesusChrist

An ADC for gastric cancer. Similar companies that recently sold are IMGN and AMAM

JusticeBolt255

Vici and ADC for long term hold.

Atriev

I like ADC. I hold a decent sized position in it.

Taiwanese_Jesus

Back when I just graduate from college, I hold some telecom stocks that have heavy losses. My broker told me to keep DCA into them. Those were Worldcom, nortel, JDS uniphase, ADC telecom. I did not until all those companies when bust and their stock prices went down to zero. Nothing of those companies above exist today.

toonon

ADC. Great portfolio and higher chance of growth compared to O.

Gnumpfo

Dude, just stop daytrading and buy boring dividend stocks (you know, stuff like O, ADC, Blackrock, Prudential, UPS, Abbvie, Pepsi, TROW, VZ) for the long run, be happy about your passive income and sleep well at night. That's what i do and im quite happy about how that worked out for me over the years.

alefkandra

LLY acquiring another ADC biotech = SNDX fukd

09red

looking for a good monthly diviend stock got into . ADC dont know if it is good or not

Atriev

I did something similar but I bought ADC instead. Just nibbling right now. I need ADC cheaper.

LittleKnown

Depending on the size of your book that's probably a non-issue if you're already doing sub-prime auto loans. People need their cars. I'd never say this in an audit, but a lot of consumer lending is a coin flip that they pay you versus other creditors if things get tough. Nature of the business, banks get slapped on the hand for being too selective with credit, swing the other way, and then get slapped on the hand for giving out too many loans. It's a sort of a constant pendulum, you'll see it a bunch as things tighten and loosen over time if you stay in the industry for a while. I will say I've never worked for a credit union other than a brief consulting gig and we have a few who compete with my current bank somehow. I don't totally understand how commercial lending, which is inherently a for-profit transaction on both sides, gets allowed. And this is not $50M small business lines, like $5-10MM ADC deals are somehow getting term sheets from our local state employee CU. And the rates are low but then the Treasury sucks and they can't do LCs and nobody realized the zoning was wrong and blah blah blah and suddenly we want a real bank to bail out the deal, it's annoying. I don't know where you're at in your career, but I'd 100% pivot to business lending if you can. It's a much more valuable skillset, puts you closer to the true profit centers of the institution, and it's not that hard. If you've never done it before, you need to sit under somebody who has for a while, it's a different ballgame than scorecard consumer stuff. Basically though if you know accounting fundamentals, it's just figuring out if anything has changed over the periods, why it has changed, and what that means in terms of risk.

Several-Breadfruit25

OP - You are definitely on right track with regard to your bullish thesis regarding buying O at current levels. Assuming you have at least a 2-3 year time horizon, I feel pretty confident that O can rebound nicely when the Fed starts its quantitative easing and interest rate lowering - although this could be 1 year away…. Regardless, I personally am accumulating O as well as ADC at current levels and will consider buying/dollar cost averaging more into each on down days. Getting paid the monthly dividend on both O and ADC will definitely make the wait much easier to bear - and yes, given a 2-3 year time horizon, the odds that this investment will outperform the current risk-free return looks fairly good, but obviously not guaranteed…

Atriev

For girlfriend’s grandparents, I have them mostly in fixed income. I had them in Netflix briefly but after it ballooned to a 20% position and I held it for 1 year, I sold the whole position. Most of their positions are either in preferred’s or other dividend stocks. They have some legacy positions that were just terrible picks such as AT&T but they just hold those. Her grandpa recently passed and my girlfriend inherited the house. Grandma is in a nursing home and girlfriend has power-of-attorney. Not to be morbid but once the grandma passes, my girlfriend will inherit a large portion of the portfolio. Once we get it, I will liquidate almost every position and go much heavier into risk-on assets. My parents are in positions very similar to my personal holdings with about 30% of allocation into less volatile holdings. For example, UBER is one of my personal holdings which I would not buy for my parents. They don’t mind the risk as long as they don’t look. If my mom looks, she freaks and just wants to trade in and out. My dad doesn’t even care or know much about stocks. My friends have their holding companies’ portfolios which I manage and charge a fee. Very similar holdings to what I have. My sister is a newly graduated pharmacist. Her boyfriend invests in crypto. Once she gets established, I will probably end up managing her money as well. She doesn’t know anything about stocks but told me she definitely doesn’t want crypto. Most of the portfolios I manage are heavily risk-on with the majority of allocation in individual stocks with a smaller/tiny allocation into fixed income. I traditionally don’t buy ETF’s but one of my friends wants to have a 69% allocation into VOO. (Nice.) With the other 31%, he is okay with me taking on much heavier concentrations into smaller cap stocks not in the S&P500 since he’s already heavily allocated thanks to VOO. A rough breakdown of my personal portfolio is approx 10% into retailers/specialty retailers (growing as I keep buying more. I’m really liking ULTA and DG and I just need them to drop more for me to really buy heavily), 12% into REITs (adding more allocation into ADC right now as it keeps making new lows) about ~55% allocation into tech with my largest position as META. Right now I am averaging up on AMZN since I think it actually has a lot more profitability that the market is not pricing in. Technically you can say a higher allocation to tech since I’m heavily in Netflix which I don’t classify as tech. 7.5% in cash. And the rest in miscellaneous positions. I have a sizable portion of my portfolio into smaller cap stocks that I keep quiet about for liquidity issues. A small portion of my portfolio is in a privately traded company so that’s not available to the public. That’s the quick break down.