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One might also consider JWN
A recent SA article suggests that it might be a beneficiary of the Ozempic phenomenon.
It reports afterhours, today. I took a small position this morning.
I put EVVTY on my watchlist after you mentioned it. Wish I would have bought on November 10
I think an up-trend will persist as the 2024 annual ex-div approaches.
Also, thanks for your substack link. I don't follow politics that closely, now
I just remind my family and friends that hate is the new love.
I won't vote again until the Reichstag burns down.
I strongly suspect there will be another significant manufactured event before the next election. Taking out the aged and compliant was an incremental positive for the UN globohomo rainbow regime.
Whatever the Bolsheviks are planning next will probably be more violent and aimed at rural
America. I don't think they want to concede Congress in 2024.
Any organization not controlled by your tribe or its donations is conspiratorial, right?
Here are the thoughts of a man of reason:
https://alexberenson.substack.com/p/the-god-that-failed?utm_campaign=post&utm_medium=web&utm_source=twitter
Meta analysis of Ivermectin for Covid-19:
https://ivmmeta.com/
Did rat-faced Bourla ever eat his own cooking?
https://odysee.com/@TheTruthWillSetYouFree:a/Not_The_Sharpest_Bulb_In_The_Pack:d
Thanks for the morning cheers, Deadjim. This is why you have one of the most flexible trading minds on IHUB.
I'm beginning to reduce SCYX.
I will be all out of this position in the next 6 trading days.
If the Biden 'administration' doesn't crush the Maricopa audit, the TDS is going to get wild:
https://www.bitchute.com/video/1RHdg778UooI/
Today, I'm long a full position of SCYX again.
SCYX
The day after earnings before a PDUFA date is often a good time to start a position.
This is especially true for therapies that are under priority review.
I've been buying this stock heavily this morning.
XENE is behaving bullishly here toward the end of 2020. An analyst at Bloom Burton has it as his top pick for 2021.
Here's a refresh on the XENE pipeline:
* X1101 is the lead program. It's a more targeted version of the battleground epilepsy therapy, Egozabine. The pace of enrollment in Ph2B is picking up. It's partnered with NBIX
* X901 is a formulation that contains Egozabine intended to treat pediatric epilepsy patients. XENE is currently working on a Ph2 protocol.
* X496 contains active ingredients of Egozabine. This formulation is Ph3-ready. The target market is children with a specific mutation. XENE is working on identifying every child with this mutation.
* X007 is a formula containing Flunarizine, a drug that has been used Ex-USA for decades. XENE has acquired the rights to this drug for the USA. It's being developed for a rare pediatric disease.
SMICY owns the largest semiconductor foundry in China and the 5th largest in the world.
Q3/20 Rev reached a record high, up 15.3% QtoQ.
Recently, the Trump administration blocked American semi-equipment firms from selling product to SMICY. Whether these sanctions will last into a Biden Politburo is unknown. China will become self-reliant one way or another. Afterall, termite kikery is relatively impotent there. The Chinese are nationalists working toward a betterment for Chinese people as a whole.
China has the will and the resources to overcome blacklists, trade wars and embargoes. The West has been FUCKED by insects inside the walls of MSM, universities and institutions. These insidious shits learned their lessons from the Bolshevik revolution and the destruction of the Weimar. America and Great Britain are now on their way toward a neo-feudal dark age for their founding populations.
Use your mid-term trend changing criteria to look for a good entry into SMICY
ASML might also be worth watching, because it's not clear whether they will now have an edge in fulfilling China's need for semi equipment.
PAVM is a medical device marketer with 3 commercially-available products.
* Esocheck is a 5-min non-invasive office-based procedure that is significantly cheaper than upper endoscopy. GERD sufferers are a burgeoning market for this product
* Esoguard is a confirmatory diagnostic for those who are determined to be at risk by Esocheck
* Carpx is minimally invasive device for treating Carpal Tunnel Syndrome.
These are pre-commercial prospects that may occur in 2021:
Esocure is Barrets Syndrome ablation devise that will be submitted for 510(k) approval. Submission is likely to occur in H-1 for prospective approval in H-2.
Port IO is an implantable intraosseus device for direct access to bone marrow. If covidiocy abates, clinical trials may once again progress. Or, maybe covidiocy is just an excuse for PAVM to manage over-extended resources.
PAVM may close on the sale of a disposable application of its Nextflo Gravitational Infusion System. The cash from such a sale is much needed.
PAVM is likely to submit for 510(k) clearance for the broadest applications of the Nextflo system that it can take to market.
This stock has many followers; but, they rarely mention fundamentals. PAVM burned 5.6M in Q2/20 with 14M cash and debt climbing beyond 12M. The share count has quadrupled since the beginning of 2018.
VIRI is a 12/20 IPO developing a Fibromyalgia treatment with an FDA Fasttrack designation.
A Ph2a POC study produced statistically significant data. This is the only program in their pipeline.
VIRI filed to raise 30M by offering 3 Million shares.
They burned $2.5M for the year in 2019.
A Ph2b study is planned to optimize a dose to be used in a Ph3 study for longer-term chronic usage.
The product is a combination of Famciclovir and Celecoxib.
The opty may be in the Billions.
Considering the questionable nature of many low-float stocks, this one seems to be a relatively attractive trading vehicle.
ITCI is the leading marketer and developer of the latest Wonder-Nostrum for Schizophrenia.
Capalypta was approved in late 2019 for Schiz.. in adults.
For 2021, label expansion into Bipolar Depression and late-stage testing for Major Depressive Disorder are on tap. There will also be an H-2 readout for Bipolar Disorder as a monotherapy.
9/20 ITCI had ~$1.0B. This is expected to take them well into 2024.
Here's hoping for a Bipolar Disorder monotherapy trial failure. That would probably be a buying opportunity especially if it occurred before an adjunctive bipolar PDUFA.
TTOO markets a medical device that assesses blood samples for COV-2, Sepsis as well as other infectious agents.
Before the scamdemic, TTOO was a struggling medical device maker hoping to improve the standard of care for emergency sepsis cases. It looked like Jewmerican economics would prevail and that hospitals would continue to use broad spectrum antibiotics to treat emergency sepsis patients and ask important questions later (if ever). Let's not get in to the Sackler Opioid Epidemic. Keen observers of Western Civilization since Tacitus have known that these filth will undermine any good idea to weaken the host population and push the the financialization of every-day life. So, it's not surprising that minimizing antibiotic resistance by implementing rapid sepsis diagnosis was not looking viable.
One of the few positive outcomes of this Covid New World OP is that the TTOO device turned out to be an excellent tool for rapid Covid diagnosis in the hospital setting. After hospitals bought the TTOO device for Covid, rapid Sepsis testing and other follow-on tests became economically viable.
Q3/20 Revs increased 213% YoY. More importantly, management projects that device placements will nearly double from H-1/20 to H-2/20. Positive cash flow is now possible by the end of Q4/20
I believe there will be a run up into late February earnings and I have already begun to accumulate in anticipation of that earnings report.
DAO provides a range of education tools and services to K-12 in China. It has a fremium business model.
9/19 Revs/Q were 48.4M with a loss per share of $0.33
9/20 Revs/Q were 132M with a loss per share of 1.44
Management attributed these accelerated losses to the decision to front load ad spend to take advantage of market research showing Chinese consumer readiness to adapt online learning programs.
DAO may be a seasonal play into the next quarterly report based on the premise that Revs will continue their upward trajectory while ad spend will significantly decline.
BXRX is a specialty pharma spun out of REPH during 11/19
Its lead asset is the recently approved Meloxicam for pain control in acute settings.
One of the reasons this stock has been crushed in 2020 is management's decision to implement a cashless warrant conversion. In essence, BXRX issued 9.8M shares w/o getting a dime for them.
On 8/20 BXRX current assets were ~20M
Meloxicam is already in 50 of the 2000 largest hospitals in the U.S.
If it can get into ~250 hospitals, that would be an indication of the potential for 100M revenue.
I would be interested in buying an offering if conducted before the end of 2020. After tax loss season, I would put it on my list of Low-Floaters if it did a reverse split in 2021.
XENE has a multi-faced pipeline that focuses primarily on Epilepsy and secondarily on Pain.
2021 will likely bring a significant milestone payment from NBIX and an H-1 Ph2B POC readout in Adult Focal Epilepsy.
Q2/20 XENE reported 202.8M in cash and the initiation of a 100M ATM. One criticism of this public company is that has been a wanton capraiser/diluter.
To me this is a biotech with a pipeline that is vulnerable to setback. Epilepsy is a difficult condition to treat. As an example, Potiga, a competing treatment from GSK, has earned a black box warning.
At my level of understanding of this pipeline, I cannot take on the risk of holding this stock overnight. After a successful 2021 Ph2B POC, I may consider daytrading or trading a day-2 continuation.
Gazprom (OGZPY) is in part being driven down by fears that the EU will dismantle NORD STREAM 2 pipeline in response to the recent poisoning of the Russian opposition leader.
But, the largest gas producer in the world is too big to fail.
NORD STREAM 1 connects Russia with Germany via the floor of the Baltic. Unfortunately JewmeriKa is stirring shit in the Ukraine and it would be best for Russia to cut out the need for a middleman. Russia committed to using its own resources to help Gazprom complete Nord 2 in part because the amerikan neobolsheviks began to fuck with western contractors working on the pipeline. On seeking alpha, posters even suggested that the poisoning of the Russian opposition was a deep state trick. I wouldn't be surprised.
Anyway, NORD STREAM 2 or not, OGZPY will eventually thrive again. Here are the reasons why:
1. Despite low NG prices and a decline in 34% decline in revs YOY, Gazprom is still making a margin.
2. OGZPY can dramatically cut capital expenditures now that it has completed the Siberian pipeline to China.
3. American LNG cannot compete with Russian Natty on price. Gazprom will eventually take back most NG business
I think we are near the OGZPY ADR price low.
Also, consider GZPFY yields > 15% and a 50% payout policy is being implemented after 2021.
DRIO has recently switched from B2C to B2B2C in the diabetes management space.
Aiming at the Livongo niche, DRIO was able to do a capraise that will give them a 2-yr runway.
The DRIO diabetes ap gets stellar reviews in both the IOS and the Android stores, much better than DXCM. DRIO's technology is also considered more simple to use than Livongo's
Presently, DRIO has a MCF of ~100M with 38M in cash. If DRIO can generate 20M in Revs that would go along way toward demonstrating a value proposition. Consider that Livongo is valued at ~27X Revs.
Is DRIO to be an also-ran with arguably better technology or will it take market share from DXCM and Livongo. I will be following earnings releases.
FOUR is a payment processor with a 75% concentration in the hospitality industry.
Competitors include SQ, PYPL, Adyen (ADYEY), FISV and a division of USB marketed as Elevon.
FOUR targets businesses that are larger than those who typically use the competitors offerings. Clients include Arby's, WEN, DEN, Outback as well as half the casinos on the Vegas Strip.
The crux of their competitive advantage is their somewhat unique end-to-end solution that allows customers to eliminate other middleware vendors, deployment analytics/business intelligence providers and EMV (europay-mastercard-visa) integrators. Also, FOUR uses their QR code expertise to grow contactless payment revs.
Q3/20 FOUR guided a 10% increase in revs and a 20% increase in adjusted revs. The market response was muted possibly because improved guidance was considered a natural function of restaurant re-opening.
This goes on my permanent watch list.
VYNE is the name of the Dermatology therapeutics concern that formed when MNLO & FOMX combined.
It markets 2 products:
1) Amzeeq has grown scips 20% since the beginning of the April shutdown. It is a treatment for cystic acne.
2) Zilxi, the rosacea treatment has improving health plan coverage.
Potential future catalysts include potential ex-US partnerships and milestones for pipeline asset FCD105 ( a treatment for Acne Vulgaris).
Earnings are 2/5/8/11. I'd be curious to hear the next earnings scheduled 11/4/20.
SELB is a clinical stage biotech now focusing on immunogenicity with 2 product lines:
1) A ph2 Gout drug
2) ImTorr a gene therapy platform intended to induce Dendritic cells to generate T-cells with enhanced selectivity.
ImTorr is expected to reach the clinic EOY/20. The first target for ImTorr will be Pompe. But, AVRO seems to be well ahead of them.
SEL-212's Ph2 disappointed the market with mixed results. Despite questions about statistical sig and without clear POC, management has already decided to push ahead with Ph3.
FY19 70.6M was burned.
This will have to trade well below cash during tax loss season for me to consider it for a trade.
ARTH has FDA and EMA approval for its bedsore treatment, AC5. Should it be worth more than a MC of 21M?
In a profit-driven healthcare system, those who suffer from bedsores might be SOL.
In the usa, Medicare doesn't cover Pressure Ulcers.
Each year 2.5M patients suffer from bedsores and 60K of them die as a result.
Doctors don't debride necrotic tissue as needs be, because they are afraid that inadequate aftercare will allow the patient to bleed out. This is especially true wherever patients are on blood thinners AND profit motivated curry munching filth run the facility. There is investigative journalism that you won't see in the MSM that shows that white elderly patients are especially SOL when the facility is run by those from subcontintental asia, who like to hire low wage animalistic negroes. Always remember a little bit racism will save your ass.
Black Olives Matter.
AC5 is a self assembling peptide that works whether the patient is on blood thinners or not.
Unfortunately, hiring a sales force would be a sure way for ARTH to go BK. So, its trying to use opinion leaders in social media to get the word out that AC5 can save lives.
ARTH burn is $1M-1.5M/Q. It raises cash to keep the dream alive. Maybe one day BAX or JNJ will acquire it and add their mighty wound-care marketing power to the problem.
There is a rumor that BSX is interested.
I would not invest or even trade.
PLX is an Israeli biotech specializing protein design optimization.
With an 18.7M float and 32.4M shares outstanding, its MC = ~$25M.
5/20 its partner Thiesi Global Rare Diseases submitted their Enzyme Replacement Therapy (ERT) to FDA under the Accellerated APproval Program as a treatment for Fabry's Disease.
The problem with present enzyme replacement therapies is short half- life requires treatments at least every 2 weeks. The half life of the PLX enzyme treatment is that its half-life is up to 4X longer.
The competition is significant:
FOLD has an effective treatment that can be used for 40% of Fabry patients.
Genzyme is developing a treatment that may have additive value to PLX's ERT, but will be marketed as a standalone product
IDRSF is recruiting for a Ph3 study with a competing therapy
Most importantly, SGMO, FRLN and AVRO are working on Gene therapies that could render the above approaches obsolete upon approval.
ALXO is a recent IPO that competes with GILD and TRIL in an area of oncology known as CD47 Blockade.
MRK is collaborating with ALXO in head and neck cancer (HNC) using Keytruda in combo studies.
Because the results of their Ph2b study in second-line HNC were quite encouraging, there are high hopes that their next study in first-line patients will progress toward commercialization.
The 2027 TAM for HNCs is expected to be $4.5B.
Gross proceeds from the 7/20 ALXO IPO were ~$172M and their cash runway could take them through 2023.
GDRX is a profitable high-growth IPO that uses its algo to locate medication savings.
Presently, it markets this information 3 ways:
1) Transaction fee paid by Pharmacy Benefit Managers for transacted medication sales
2) GoodRx Club monthly subscription fees
3) Kroger Plan marketed to users of Kroger pharmacies
Revs grew 55.6% for FY/19 and Net Profit has grown 50.8% for H1/20 over H1/19.
A bear case is that the company profits by abating inefficiencies in the American medical system. Another political regime might choose to eliminate these efficiencies by other means.
This stock might face a pullback if Biden-Harris win,I would be a buyer of such a pullback.
CPG is a small cap oil producer that has transformed itself from a growth-at-any-cost strategy to mostly deleveraged and modestly profitable.
To do this, CPG has sold $1B worth of assets and paid down debt.
Further, CPG has lowered production guidance for 2020, cut capex and shut in 25K barrels per day.
CPG management will release those barrels if oil prices stabilize. This could yield an additional $150M EBITDA before decline.
As of 8/20, CPG is breakeven at $30 WTI and has paid down $450 in debt so far this year.
Along with XOM, this will be one of the first oil stocks I consider if bullishness returns to the oil market.
AG was not long ago one the purest of silver plays. Now that the CEO has transformed the company with San Dimas gold credits and small silver mine closures, Sprott invested $150M.
It's almost as if AG has met Sprott's criteria for a business combination.
I'm still not bullish AG, because Mexico is a shitty place to do business and the Sprott cash may go towards buying another miner near the top of a cycle.
SBBP seems like an undervalued biotech.
With 54.3M shares outstanding and a PPS of 2.85, the MC = 145M
Here are their products:
1) Korleva Ph3 read-out was positive. FDA approval could be expected by EOY 2021. Peak Sales are expected in the 300M/yr range.
If SBBP traded at a multiple of these sales, equity would be marked up substantially. What is being missed?
2) Keyveysis is being marketed, but will lose preferential pricing
on 8/7/22. Revs are ~30M/yr at present.
3) Veldoreotide is in Ph2 Acromegaly. If eventually approved, it would be one of six medications on the market for this condition.
SBBP will need to raise capital to take Korleva thru approval. I won't consider trading it until after a Cap Raise.
GNBT
saw the CEO being interviewed He gives me bad juju.
Wondering whether only the GNBT Preferreds get the NAZDAQ spinout. There will be hype if there's another small cap vax rally.
EH is a Chinese drone company innovating Autonomous Aerial Taxis
They have 2 passenger designs and 2 non-passenger designs. Interestingly 2 of their designs are built in Austria coz who wants to fly in a Chinese Aerial Taxi ...
fanTAMasy is 1.4T by 2040. Maybe in WeiMurica Bucks.
Revs have doubled every year from 2017 to 2019. EH is loss-making; but, Revs are growing faster than operating expenses.
Cash = ~46M, while burn is 2-3M/Q
From trading perspective, this looks like an enduring Elder scalper.
NVDA could be one of the best stocks to trade at the culmination of the next major market decline.
It is postulated that NVDA would thrive in a depression much the same way as cinema, alcohol and tobacco stocks performed relatively well during prolonged market downturns of the distant past.
Computer games and even Esports may consume more idle time during a period of widespread under-employment.
NVDA's advantage is that it is an aggressive innovator against latency.
It's recently-released Reflex mode product is the first of its kind reducing latency by 50% by enhancing communication between the GPU and the CPU.
NVDA is also working with producers of peripherals and monitors to drive latency to its lowest reaches. It's not inconceivable that (a) manufacture(s) would endorse NVDA as the preferred choice to enhance their designs.
LLNW competes with legacy leader AKAM and momentum revenue grower FSLY in the digital Content Delivery Network (CDN) industry
Cash starved for years, they recently turned cash flow positive and raised 100M
Here are some reasons to believe they are near a tradeable near-term bottom:
1) Return of sports streaming.
2) Large customers in beta-testing
3) Edge function innovator (So they say)
4) Q4 is historically best Q
5) SNE's digital download initiative for PS5
Next ER is 10/14. I think there will be a tradeable rally between the election and the following earnings release.
CTIC 's Pacritinib program endures as a prospective treatment against Myelofibrosis (MF).
Allogeneic transplantation is the first line treatment against excessive scar tissue in the bone marrow. INCY and CELG have competing second line treatments; but, their drugs are no longer indicated in patients with a platelet count < 50,000/ml.
This category is up to 35% of all MF patients. The FDA has granted CTIC accelerated review if Pacritinib tests well in this subset.
Although Pacritinib's previous Ph3 results prompted a clinical hold due to patient deaths, FDA has sanctioned a redesigned Ph2 study. Results will be read out in early 2022.
CTIC had cash of $70.1M mid-2020 and a burn rate of ~40M/year.
CTIC also has a me-too Covid program.
I might consider buying CTIC on a sharp decline during 2021 for a run-up into Pacritinib Ph2 data.
RKT has a reputation as an innovator in the home mortgage industry.
At a pps of 24.50, RKT trades at a PE of 10 and a forward PE of 16.6. As a benchmark WFC trades at a forward PE of 12.
In the first earnings release as a public company, revs grew 437% YOY withe expenses rising 24$, mostly due to variable compensation.
What makes RKT an interesting speculation to some is that the company might be in a position to have a bigger portion of a smaller pie in a shrinking market.
The CEO has indicated that he could maintain growth while laying off higher paid staff.
This may be a swing trade on an Alexander Elder daily set-up.