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ICLR Icon stock, GO KD KRRO OLMA
Holographic/VR/AR Industry Development Weekly Report, Week 11,
I've analyzed all US public companies based on a set of indirect metrics. Here are the ones that have been growing the most dynamically
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Buy 90-150DTE ICLR calls at open or let it drop a little further?
I made an analogy to solving cancer. Solving cancer is actually quite bad for healthcare providers, especially those that provided solutions that relied on cancer not being solved. This is very much like AI being great at coding, it makes companies that rely on coding not being easy worse off. This means incumbent software names being at risk of competitive pressure, because incumbent software benefits from coding not being easy, that's part of their moat. It also makes companies like IT such as Accenture, at high risk because IT partly also relies on coding not being easy so enterprises have to rely on their third party consultation. That leads to other "third party consultation" that AI provides solutions for, including anything from AI photoshop (Adobe), legal tools (TRI, Wolters), healthcare consulting (IQV, ICLR), insurance consulting (brokers like BRO, WTW).
Some people can’t believe how much semiconductor stocks are going up. The fact is AI is not just a threat to software coders, it’s literally threatening all industries. All industries are undergoing disintermediation. So yea, you in fact MUST buy semis as a career survival. Some examples: coding is obvious, but AI agents are also threatening insurance and real estate brokers. When SMBs used to use human brokers to shop insurance, giving money to third parties, like Brown and Brown, Gallagher, WTW, now you can buy insurance directly without the middleman. If IT consultancy is dead (ACN,EPAM) well, it can easily hit insurance consultants. Other intermediaries, like real estate agents? Do you LIKE paying 6% home costs to RE agents for doing hours of work? Well now AI can give the same consulting to home buyers because real estate prices are public data. Biotech? The US high healthcare costs and biotech success comes from a whole industry of consulting and intermediaries ripe for disruption. While AI could benefit drug discovery, who needs third party consulting like CROs when big pharmaceutical companies can do similar work in house? You know what uses coding (R, SAS) as much as software engineering? Biotech data regulations done by CROs like IQV, ICLR, MEDP, all are underperforming. So yea AI is in fact quietly changing everything and the vast majority don’t want to believe it, and in subtle ways, but the result is disintermediation, why pay for the middleman when you can cut them out. The reality is, most people’s jobs are middlemen.
The paper was only accepted to ICLR (major machine learning conference) this year and Google posted about it in a blogpost this week. I guess it just flew under the radar all this time.
Yeah, this is not a new idea. It only got a poster at ICLR. People just latching onto a Google press release.
I suspect they’re putting it out now because of ICLR 2026.
They wrote a popularization article two days ago* because the paper just got accepted to ICLR 2026. They've probably implemented the tech internally for at least a year.
Hop in to ICON (ICLR) we make some cash shmoney
MEDP is dropping because the entire clinical research industry is dropping off the news that competitor ICLR is undergoing a forensic audit on its 2023-2025 earnings statements. ICLR is down 40% today and bringing the whole sector lower as a result. I personally think MEDP was overweight anyways, but this price action is sector driven today.
Guys ICLR had a huge drop, will reclimb from averaging alone.
3 months ago, I told you to buy these biotech servicers, even as XBI boomed, these lagged despite earnings being stable and much lower risk than biotech. Now all up 15%, outperforming S&P500. TMO, WST, DHR, IQV, ICLR, BIO, TECH, AVTR. Bought more AVTR today, 50k position.
Lol you guys are completely sleeping on biotech, PFE/MRK another huge gap up because tariffs are a nothingburger, but the point is biotech was literally having a big recession crash and became cheap as fck, even the servicers like TMO, WST, DHR, IQV, ICLR, BIO, TECH, AVTR all having 5% gap up days today.
XBI exposure, when the news of pharma tariffs happened, sold a bunch of puts, which turned into 15k gains. Then used that to buy picks and shovels and some specific names. Now I have XBI, IQV, ICLR, REGN, BIO, BRKR, AVTR, EXAS, ILMN, also many big biotech.
ICON is the brand name, $ICLR is the ticker. It is a european healthcare brand that might go 3x this year
7/24/25 17:30 EST $BE Bloom Energy: +22.95% $WST West Pharmaceutical Services: +22.78% $ICLR ICON Public : +16.15% $FTI TechnipFMC plc: +11.76% $OKLO Oklo: +11.38% $ASGN ASGN: +11.26% $STVN Stevanato Group S p A : +10.00% After hours and Pre-Market is what the rest of the world and the kids are into. . .
IQV is a better company than ICON, but ICLR got so cheap, it was at 2008 lows valuation on forward EV/EBIDTA. IQV got as low as the pandemic lows.
Healthcare was way oversold. ICLR (similar to MEDP), up 14% after hours, on top of 18% gain on sympathy with MEDP
check out ICLR - buy around 120-125 demand but im already in for a little. I caught some UNH after that ridiculous fall, but bought leaps
Hes talking about ICON energy not ICLR. What your thoughts on ICON energy?
RIME isn't heavily shorted. After the 1:100 reverse split, most sites don't update the short interest to reflect the split. Some are still reporting 1,546,871 shares being shorted, which makes it look like it has 65% short interest based on 2.38M outstanding shares. You have to divide the shorted shares by the reverse split (i.e. 100). 1,546,871 / 100 = 15,468 shares being shorted after the split. Which actually makes the short interest 0.65%. ICON (ICLR) only has 1.68% short interest. Only 1,390,409 of 82.56M outstanding shares were shorted on 1/31.
pharma is also cyclical, in relation to interest rates. When IR is high, why would investors take high risks for negative returns now and potential returns many years later? You could just as well put money in a 30-yr bond and get 4.5%. So you get biotech boom during covid zero IR, and now a pretty big downcycle when IR is close to 5%. Is this the bottom? Biotech (XBI) already priced in high inflation and high IR in crashes during 2022 and 2023. Biotech services (CROs like ICLR/IQV, DHR, and not WST) are pricing in this slowdown. So we're definitely closer to the bottom than the top.
Sold all BURBY, bought more PRNDY, sold MGM, bought MTN, trim CVS, bought WST and more ICLR
There are enough great individual stocks trafing at a discount unlike what this sub would ahve you think, some companies to look at would be $NKE, $ASML, $TGT, $ICLR, $ENPH, $CELH and $ELF, they are all down anywhere from 33% to 80% from highs, they won't all perform great but if you spread it out among these or the ones you like you are likely to do pretty good even when other parts of the market seem overvalued
Yeah I agree and luckily there are still great deals, lately I've been buying the dip on ASML, Nike, ICLR, Target, ELF and Enphase, I've financed the purchases by selling a bit of tesla and a lot of palantir, using the crazy valuations of those in my own favor haha
> My concern is mostly with how quickly they are losing value in their stock. Similar drawdown in 2021-2022, although that was over several months, not three. Nothing more than mere opinion, but it just feels like that's the way the market increasingly is - if something isn't working, it just feels like it's sold in that fashion. It deserved to be sold after that quarter, but the nature of how some things are sold in the last year or three feels different; you get a dump, blip, then it just keeps on selling as if it's a buyer's strike. Elsewhere in health care, REGN another instance of bad news and selling that is reasonable to a point and then starts to seem almost indiscriminate. I get that people believe solar will struggle under the new administration, but a stock like ENPH down 30% into the election goes down another 33% in the 10 days after? There were a number of names up 30-40-50-70% after the election. Again, nothing more than mere opinion, but the market at both extremes feels different than it used to 5 years ago. What works is bought to the point of starting to seem indiscriminate and what doesn't is sold to the point of starting to seem indiscriminate. Do I know where the bottom is for ICLR? No idea, but I think when you get these names with RSIs in the teens (technically oversold to the point of being near-obliterated), it's time to at least start a position and average down if you have a medium term view. Personally, I've found a lot more of interest in the "what's not" category in recent weeks than in the "what's hot" category after spending years focused almost entirely on the latter. Stuff like LVMH down 40% in pretty much a straight line because it's facing some headwinds on top of the worst underperformance by European markets vs the US in 20 years.
ICLR 3.15.24 $300 Calls (\~$306 breakeven) - Current PPS $283 Just like I predicted 2 weeks ago with MEDP's performance leading up to & following their earnings report (see data below), I'm forecasting that the PPS of another Clinical Research Organization (CRO) industry leader, ICLR, will stabilize or trend 1-2% downward today leading up to their earnings report (occurring after the bell). In the 3-4 weeks to follow, the PPS will increase by 12-20%, making $300 a very lucrative position to hold prior to 3.15.24. Much of the data outlined in my earlier analysis of MEDP, which can be found in the screenshot below, rings true for ICLR. Q2 2023 Earnings PPS (7.26.23): \~$238 vs. 1 month trailing PPS (8.31.23) \~$283 (\~19% growth) - beat EPS by $0.03 Q3 2023 Earnings PPS (10.26.23): \~$226 vs. 1 month trailing PPS (11.24.23) \~$273 (\~21% growth) - beat EPS by $0.02 While MEDP focuses on small-mid scale biotech companies, ICLR is the industry leader in mid-large scale biotech companies. If you missed out on MEDP (current PPS $385), don't miss out on ICLR. **MEDP Data/Play Posted on 2.9.24** 3.15.24 -> MEDP 310 calls Play: Buy 3.15.24 MEDP Calls at $310 - current PPS $290 Overview: MEDP specializes in small-mid-size biotechs (77% of its revenue stems from this segment). The vast majority of these companies have run out of angel investing/funding and now rely on outsourcing their research protocols to achieve stage 1/2/3/more prior to public release. Market: In a tight market, many small-mid-size biotechs have the opportunity to work through CROs & save the overhead research management costs (most of which are upwards of 60% of their entire funding). This allows startup companies to devote the vast majority of their funding resources to CROs in order to accelerate their drug discovery & be the first to introduce their drug to the market. 3Y CAGR: 9.6-12.2% (insane growth for clinical trial research, without monetary injection similar to COVID). Factors: limited funding, reduction in governmental support, increased product costs, increased overhead/facility costs and limited viable patient population. Earnings Centered Market REVEAL Shorty Chart Glance: While for Q4 the expectation hovered around the PPS chart, the actual EPS substantially exceeds the expectation YoY.
**ICLR 3.15.24 $300 Calls (\~$306 breakeven)** Just like I predicted 2 weeks ago with MEDP's performance leading up to & following their earnings report (see screenshot below), I'm forecasting that the PPS of another Clinical Research Organization (CRO) industry leader, **ICLR**, will stabilize or trend 1-2% downward today leading up to their earnings report (occurring after the bell). In the 3-4 weeks to follow, the PPS will increase by 12-20%, making $300 a very lucrative position to hold prior to 3.15.24. Much of the data outlined in my earlier analysis of MEDP, which can be found in the screenshot below, rings true for **ICLR**. Q2 2023 Earnings PPS (7.26.23): \~$238 vs. 1 month trailing PPS (8.31.23) \~$283 **(\~19% growth)** \- beat EPS by $0.03 Q3 2023 Earnings PPS (10.26.23): \~$226 vs. 1 month trailing PPS (11.24.23) \~$273 **(\~21% growth)** \- beat EPS by $0.02 While MEDP focuses on small-mid scale biotech companies, ICLR is the industry leader in mid-large scale biotech companies. If you missed out on MEDP (current PPS $385), don't miss out on ICLR. https://preview.redd.it/iotngc5n1xjc1.png?width=786&format=png&auto=webp&s=c47f70668846f150f49bd62c96bccb0b8e5278d6
Apple is a great place to work and great investment, two friends from my PhD lab went there. But it’s not where the best AI/ML people are — that’s all. You can look at the institutions that publish at the most at competitive ML conference (NeurIPS, ICML, ICLR, ACL, etc.) and Apple is never well represented. That’s important to scientists, and probably why influential people like Ian Goodfellow left after only like 2 years at Apple. Just don’t expect Apple to produce a better model than GPT-4, it’s not their expertise.
What kind of conference is that 😂 try AAAI / ICLR next time
Maybe not outperform like crazy but still outperform, imo, are: ADI ICLR APH
Short MP and ICLR. Thanks for the tip, Jim.
Save you a click. Short MP & ICLR
2 stocks he listed. ICON plc Ticker: ICLR MP Materials Ticker: MP
Companies aiming shorten the drug discovery/development process. I'm sure you've heard that it takes 10+ years and 1B+ dollars to bring a new drug to market. There's a massive amount of potential in disrupting/simplifying that process. Contract research organizations like Charles River Laboratories (CRL), IQVIA Holdings (IQV), ICON (ICLR). Drug discovery and development software providers like Schrodinger (SDGR), Simulations Plus (SLP), and Atomwise (private). Alphabet spin-off Verily has it's sights set on this space.
And most clinical trials are outsourced, too ICLR, IQV, SYNH. TMO did buy PPD which was a great move as well!
This is absolutely not how you want to be analyzing companies... and I'm an ICLR long.. Here's a tip, ignore any recommendation from any yahoo/cnbc whatever, good analysts don't work at those shops. I'd ignore sell side price targets as well. Hell, I'd ignore most of the earnings too because it's already reflected in the price. If you're going for a long term hold you need to understand either why the company is too cheap to ignore or what thematic/macro/moat/whatever catalyst is coming that isn't fully baked into the price.
http://shortvolumes.com/?t=ICLR ICLR looks interesting to me, buying, institutional short interest is through the roof and they have been continuing hand over fist to short this week. ICLR has new debt after recent acquisition but a solidly run company overall
Buying up ICLR and CCIV. One has increasing short interest and is beaten to near death and the other is primed for a short squeeze now
I like ICLR. They're in the process of acquiring PRA Health Sciences. As someone who works in clinical research, both companies are rock solid and I see nothing but growth over the long haul. Market cap under 10B still, and I see them going to Regeneron, Pfizer levels in years to come.