Marc Lichtenfeld’s “Biotech Royalty” Stock Pick Revealed

Today I’m looking into a Marc Lichtenfeld pitch about a “biotech royalty company” that he believes could hand us a “30X gain over the next year.”

According to Lichtenfeld, this is possible due to his belief that the stock is about to experience a “Lightning Strike” (aka “special catalyst”)…

“I’ve found a stock about to experience a Lightning Strike. And I have a specific options play I believe could set my all-time record for gains.

“It’s bigger and better than AbbVie.

“And I believe it could hand you a 30X gain over the next year.

“The reason I’m so confident is simple.

“A 3,000% winner is possible when you see the telltale signs of a Lightning Strike about to hit.”

Source: https://pro.oxfordclub.com/p/FREE1597TOTLTMLBCLO/ETOTY995/Full

Long story short, it’s all a pitch for his Penny Options Trader service that the Oxford Club is selling for $1,597 as part of the presentation. Basically, if you join this service, you get the report where Lichtenfeld reveals his pick and his ongoing recommendations.

I chose not to join the service but instead looked into Lichtenfeld’s clues to see what I could find. And in this post, I’ll show you what I learned.

What Is Lichtenfeld’s “Biotech Royalty” Pick?

Marc Lichtenfeld’s Oxford Club presentation (date-stamped June 2022) is centered around so-called “lightning strike” events, which he also refers to as “special catalysts,” that he claims could help investors make a lot of money in a short time.

According to Lichtenfeld, the company he’s pitching “is primed to be the No. 1 drug royalty company in the world” and could see a “whole storm” of “lightning strikes” in the future.

“This special catalyst is a powerful, proven way to make a LOT of money in a short period of time.

“I call these events “Lightning Strikes.”

“A stock might go nowhere for YEARS…

“But then, when a Lightning Strike occurs, you have the opportunity to make a LOT of money in a very short period of time.”

[…]

“In fact, the company I’m looking at is primed to be the No. 1 drug royalty company in the world.

“This company isn’t just primed for one Lightning Strike…

“But a whole storm of them.

“It has one of the biggest portfolios of drug royalty streams out there, which means every time one of these drugs has a big sales quarter… another Lightning Strike will send this royalty company higher and higher.”

Marketing gimmicks aside… the general idea, at least from my perspective, is that Lichtenfeld is bullish on a company that earns royalties (i.e., kickbacks) on “tech” it owns if this tech is used in drugs that other companies make and sell.

And according to Lichtenfeld, the company’s main offering is a “proprietary molecule” it acquired from scientists at the University of Kansas that helps make drugs “better, “more stable,” and “more easily absorbed,” which he says it licenses out to other firms.

“This company’s main offering is a proprietary molecule it acquired from scientists at the University of Kansas… and now licenses out to other businesses.

“This molecule is really special. It makes drugs that are better, more stable and more easily absorbed by your body.

“In fact, it can make drugs that are up to 25,000 times easier for your body to absorb.

“Of course, drug companies want their products to be as effective as possible.

“This technology – and others like it – is why this no-name biotech has been able to make deals with pharmaceutical giants like Pfizer, Merck, Amgen, Gilead and more.”

What else did he say about the company?

Well, for one thing, Lichtenfeld talked about companies it has “agreements” with:

“It has agreements with…

“Novartis, Amgen, Pfizer, Gilead, Merck, AbbVie, Eli Lilly, Viking Therapeutics and Celgene.”

In particular, he discussed two separate deals the company has made; one with Amgen regarding a drug called Kyprolis and another related to a drug called Sparsentan, which was developed by a company called Travere Therapeutics (formerly known as Retrophin).

“Amgen pulled in $1.11 billion from Kyprolis last year.

“But because it used this royalty company’s proprietary molecule, Amgen had to pay our drug royalty company about $24 million.”

[…]

“For example, our biotech royalty company has an agreement to collect on a drug called Sparsentan.

“It’s being developed by a company called Retrophin. It’s for a serious kidney disorder that affects 40,000 Americans.”

As a side note, even though the presentation is dated June 2022… I think this may be a rehash of an older pitch because Retrophin changed its name in 2020.

In any case, the last lot of clues Lichtenfeld shared relate to the number of drugs in this company’s portfolio and its revenue.

“And remember, the company that could hand you 3,000% in one year has 29 FDA-approved drugs in its royalty portfolio… and 194 drugs in total! It’s expected to collect up to $172 million this year alone…

“And perhaps as much as $5.8 billion in the years to come.”

What could this one be?

After sleuthing around trying to piece together those clues, in the end, the one that led me to the promised land was the one about how the company had acquired its “proprietary molecule” from scientists at the University of Kansas.

In short, this article on news.ku.edu talks about a solubilizer called Captisol that was developed by the University of Kansas, which is now manufactured and marketed by a biotech company called Ligand Pharmaceuticals Inc. (LGND).

And after looking into the other clues, it seems to me that Ligand is the company Lichtenfeld is pitching here. I wasn’t able to verify all the clues he shared, but Captisol appears to be the “proprietary molecule” Lichtenfeld mentioned, and several other clues line up too.

For example:

• The clue Lichtenfeld shared about how the company’s molecule “can make drugs that are up to 25,000 times easier for your body to absorb” seems to (somewhat) line up with what is stated on this page about how Captisol works.
• According to Ligand’s Royalty Table, Ligand either “receives or is eligible to receive” royalties from a list of companies that include Amgen and Travere Therapeutics (and the royalties are related to the drugs mentioned earlier).
• And according to nasdaq.com, “Ligand expects total revenues to be between $147 million and $172 million in 2022.”

So, Lichtenfeld’s “biotech royalty” stock pick appears to be Ligand.

I don’t know what options play he’s recommending, nor will I speculate as to what I think its price will be in the future, but this appears to be his pick.

If you want to know for sure, you’d need to see the report he created called “How to Achieve Biotech Royalty Riches in One Year,” as that’s where he details his recommendation.

There was a second pick he teased in the presentation, though.

So let’s look at that now.

Lichtenfeld’s Second (“Genesis Cure”) Pick

Before wrapping up the presentation, Marc Lichtenfeld discussed a second company that he says has developed what could be “the most remarkable, lifesaving and lucrative medical breakthrough of all time.” A tech that he calls the “Genesis Cure.”

“I recently discovered a technology that could wipe 4,800 so-called incurable diseases from the face of the Earth.

“MIT Technology Review calls it ‘the biggest biotech discovery of the century.’

“I believe that’s underselling it.

“The fact is… this technology might just be the most remarkable, lifesaving and lucrative medical breakthrough of all time.

“I call it the ‘Genesis Cure.’

“It has the power to erase genetic diseases at their source, quickly and inexpensively.”

Based on the above “biggest biotech discovery of the century” quote, it appears as though the technology he’s referring to here is CRISPR gene editing technology.

CRISPR is a tool for editing genomes that allows researchers to alter DNA sequences and modify gene function for a variety of purposes, including helping prevent diseases from spreading, correcting genetic defects, and helping improve crops.

I’m not an expert on how this technology works, but I have written about CRISPR and related topics like DNA sequencing and synthetic biology on this site on numerous occasions because it was a hot topic late last year and early this year among stock pickers.

For example, Whitney Tilson, Dylan Jovine, and Jeff Brown (all well-known stock pickers) have released presentations centered around CRISPR that I’ve covered.

Anyway, here is another clue Lichtenfeld shared about his pick:

“One small Boston lab behind this technology could hand you 2,907% gains in the decade to come as it transforms medicine as we know it.”

Aside from that, he shared some hints about the technology in general, but that is pretty much all he said about the company itself. And given how many companies operate in this space, that’s not a lot to go off.

But if I had to guess, I’d say he might be teasing CRISPR Therapeutics AG (CRSP), a Switzerland-based biotech company that, according to its website, is focused on developing gene-based medicines for “serious human diseases.”

Aside from what this company does, the reason I think this may be Lichtenfeld’s pick is that its one of the most well-known CRISPR companies, and its U.S. office is located in Boston.

Again, that’s not a lot to go off, so I’m not certain about this one.

But it’s a possibility.

And as with the last pick, if you want to know for sure, it’s probably best to see the report Lichtenfeld has put together (“The Genesis Cure: How to Profit From the Biggest Medical Breakthrough in History”), which comes with a Penny Options Trader subscription.

In case you’re not familiar with Penny Options Trader, this is an Oxford Club service run by Lichtenfeld focused on options trading.

How much it costs depends on where (and when) you join, but as part of this pitch, it costs $1,597 for two years. And as a member, you get the reports I mentioned earlier, ongoing recommendations, and other resources aimed at helping you follow Lichtenfeld’s ideas.

I don’t know if it’s worth joining or not since I’m not a member, but I only just recently wrote about a different Penny Options Trader pitch Lichtenfeld released that teased his “No. 1 penny options windfall opportunity” pick, which appears to be a different company from the ones he teased in this presentation.

So if you want to know more about that, see the link I just shared, as it should give you some more insight into the types of companies he tracks before deciding anything.

Bottom Line

Lichtenfeld’s “biotech royalty” presentation is dated June 2022, but it appears to be a rehash of an older (possibly 2020 or 2021) pitch. Although he appears to still be bullish on the companies he teased since the presentation has been updated and is still being advertised as of writing, which is how I found out about it.

Either way, I can’t say for sure what his picks are or what options plays he recommends, but his main “biotech royalty” pick appears to be Ligand Pharmaceuticals, and his other one might be CRISPR Therapeutics.

As for the hype about Lichtenfeld’s pick being a “potential 3,000% winner in a year” (and the other one that he says “could hand you 2,907% gains”)… it might pay to take that with a grain of salt. Anything is possible, but that is quite a bold prediction, and there is absolutely no guarantee that any stock (or options play) will see those sorts of gains.

Nevertheless, I hope you found this post helpful!

And thanks for stopping by.