$heff's $tation of $tocks & $olid DD

[BioHunter]

RE Trade thoughts Top 10 June Catalyst

I am headed to S. America for 10 days so will be off the biogrid during an important end to Q2. Here's a quick look at my active positions.

1st $MTNB June 3rd data will be key, think of their tech as a Trojan horse , they have essentially proved they can get drug past the GI, kidney and blood protected, can they now unravel/open the door in the city walls. Why is this important... Huge opportunity to take IV drugs into oral, extend patents, and importantly take approved drugs with high tox and avoid the tox and get to target. Also think of drugs shelved in P1/2 because of tox issues could become viable. NIH will publish results on small 16 patient trial. SOC with this population is 5% effective rate, NIH trial seeks 20% for positive read out or 4 patients. Importantly they will have a large vulvovaginal candidiasis (VVC)P2 trial read out "end" of June. So you have back to back platform validation events that ultimately would be a practice changing medical breakthrough.

ClinicalTrials.gov
https://clinicaltrials.gov/ct2/show/NCT02629419?term=mat2203&rank=2[/tag]

2nd $NEOS This is a commercial stage bio with two PDUFA's next 4 months. I am willing to hold through the June 15th PDUFA and think we see +$10. $NEOS has been through the FDA rodeo before and learned from their past CRL. Management seems confident they will be approved and I agree. Remember it's CNS side of the FDA. That group typically approved last minute last day. I will hold through this event.

3rd $PSDV 2nd P3 on deck here late June, first trial had excellent resutls and stat sig P value .00001. This trial is essentially the same except 100% run in India. Drug is already and approved for Illuvien. $PSDV licensed to $AILM. I think we see $3+ on data. $PSDV should be a good trader in June.

4th $PIRS what can I say, pounded the table at $1.60, nice move today with volume to $4.45. They will have 080 data early June at European Renal Association & European Dialysis and Transplant Association (ERA-EDTA) Congress in Madrid, Spain. PIRS-080 is first platform validation of the Anticalin tech. Most of the economics are partnered, but trail should provide validation and help $PIRS continue it’s march to double digits. One of my few long view trades

5th $STML will have more mature cohort 1-2 data EHA17 and cohort 3 data later in Q3. It’s a name a really like and I look for it to get over $10 soon

6th $SLEB we had nice result in their gout trial cohort 1 and cohort 2. We will get update and cohort 3 data at EULAR 2017 June 14-17. Under the radar bio and catalyst.

7th $LPCN looking for data results June. P3 to address 2016 CRL. Pretty sure it's a low bar hurdle, I think it runs here into data.

8th $ECYT – ASCO data play, low EV value and abstracts were simply place holders. One to watch for ASCO market over reacted to abstracts that had no color. Management has been talking up ASCO data presentation.

9th $CRVS like $ECYT it’s a sleeper ASCO play that I think is miss priced by the market. The drug show monotherapy activity. How many oncology assets are out there that have monotherapy efficacy similar to anti-pd1? Not many and buying one for a $300M

10th $ADMP PDUFA is 3rd time a charm? no idea but trade opportunties before PDUFA June 19th

-BioHunter