Stockchase Opinions

The Panic-Proof Portfolio (Stockchase Research)Cullinan Oncology, Inc.CGEMTOP PICKMar 09, 2023

Stockchase Research Editor: Michael O’Reilly

CGEM is a unique pharmaceutical company that collaborates with other developers and academia to develop drugs to help cancer patients.  It has six on-going products in its pipeline.  It trades below book value, at 6x earnings, and supports a 19% ROE.  We like that it is low beta compared to the market.  We recommend a stop-loss at $8.50, looking to achieve $17 — upside potential of 50%.  Yield 0%

(Analysts’ price target is $28.75)
N/A

Stock price when the opinion was issued

$17.65

As of Jun 24, 2026. Market Open.

biotechnologypharmaceutical
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Curated by Michael O'Reilly since 2020.
1550+ opinions with 4.81 rating (one of the best performing expert).

PAST TOP PICK
(A Top Pick Jun 06/23, Down 30.8%)Stockchase Research Editor: Michael O’Reilly

Our PAST TOP PICK with CGEM has triggered its stop at $8.50.  To remain disciplined, we recommend covering the position at this time. This will result in a net investment loss of 27%, when combined with previous recommendations. 

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Curated by Michael O'Reilly since 2020.
1550+ opinions with 4.81 rating (one of the best performing expert).

TOP PICK
Stockchase Research Editor: Michael O'Reilly

We reiterate this biopharma company focused on oncology therapies, as a TOP PICK.   Pilot projects are continuing to advance and they have a growing pipeline of new prospects.  It trades under book value, supporting a 14% ROE.  Cash reserves are growing, while debt is retired.   We recommend maintaining the stop at $8.50, looking to achieve $17.00 -- upside of 36%.  Yield 0%  

(Analysts’ price target is $29.00)