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Ok, thanks. I don't comment on stock boards very much anymore but that was shocking to read.
50 billion share offering at .0001? Really?
The show was amazing. Almost 30,000 people attended I believe. Fox ESS had a great booth and Nick could not have been nicer. The amount of money that is about to be put in the solar industry over the next decade is mind boggling. Technology that I did not know even existed was on full display all over the Anaheim convention center. It was a great show for all involved I think.
I will be there too. I am a fan of SNPW. ;). Tell Nick when you are showing up in Anaheim and I will buy the first round
Price target of $27 just released for ATAI.
Biotech Industry Update
Summary. Following a period of biotech underperformance, we review some causal factors, industry outlook, and specific opportunities. The SPDR S&P Biotech ETF (XBI; NR) is down ~35% vs the S&P 500 ~10% over the trailing 1-year. Attribution for this underperformance has run the gamut from macroeconomic factors like rising rates and XBI price correlation with measures of the money supply, to industry-specific factors like the impact of Covid on FDA timelines, and mean-reversion after a prior period of outperformance, among others. As we see it, this broad-based weakness and negative sentiment have occurred without regard to specific company fundamentals, in many cases.
Biotech industry sentiment offers opportunities, we think... We believe the pull-back in biotech share prices has created a buying opportunity for investors who are able to appreciate the potential of emerging technologies (incl. cell and gene therapy, immuno-oncology, microbiome therapeutics, personalized medicine, psychedelic-assisted therapy, and delivery modality innovation, among others) to usher-in next gen treatments. In addition to the large number of biotechs trading below cash (we counted 110 most recently among the biotech companies in FactSet's biotech industry grouping which has 1,281 companies, with some trading at ~25% of cash), many of which could be interesting as acquisition targets or to hold through a sentiment shift, we've also identified numerous biotechs with below-average clinical-development risk coupled with extensive cash runways.
...With a subset of biotech companies likely offering the best risk/reward. We reviewed 1,385 upcoming drug events (now through the end of 2023), against which we've applied: (1) screening criteria to the associated companies for cash runway and market cap, among other features, and (2) PoS calculations to each of these events, predicated on AI/ML-derived PoS tables published by a leading academic and industry consortium. We end up with 108 events and 70 unique companies of interest, serving to highlight the vast amount of opportunity in the space. A visual summary of the findings is located on page 2. We think the outlook for biotech remains largely positive, inasmuch as we believe healthcare innovation is driven by perennial patient need. The chart on page 3 highlights the long periods of time during which the XBI has outperformed the broader index. We think well-capitalized companies with lower-than-average clinical PoS risk and near-to-mid-term catalysts well-within their cash-runway represent the subset with the most appealing risk/reward.
Specific opportunities. Within our healthcare coverage, we're highlighting three biotech companies: atai Life Sciences (ATAI; BUY/ $27 PT) remains a dominant force in the psychedelic medicine space and has multiple upcoming clinical readouts each of which we see as material to increasing market appreciation for the pipeline potential (recent note). Trevi Therapeutics (TRVI; BUY/ $10 PT) reported positive results for Haduvio in chronic pruritus associated with prurigo nodularis (PN) and chronic cough associated with idiopathic pulmonary fibrosis (IPF), meaningfully de-risking the company's clinical profile, is well-capitalized, and has significant strategic optionality, as we see it (recent note). XOMA (XOMA; BUY/ $56 PT) is a biotech royalty aggregator with over 70 assets in its portfolio, providing an attractive and inherently diversified way to gain exposure to the sector (recent note), in our view.
Risks & disclosures. Risks: (1) clinical, (2) financial, (3) sentiment, (4) macroeconomic, (5) regulatory, (6) reimbursement, (7) competition, and others. Disclosures: Aegis Capital served as a co-manger for an offering of depositary shares for XOMA in April 2021, and as co-placement agent for a private placement for Trevi in April 2022.
2023 is Nick's year. This company will have a stock price of over a dollar without a reverse split by 2024 I will bet. Good luck to all.
It is the constant libeling of the management here by unsuccessful people that bothers me.
The SEC documents state that Slilaty is 69. Camille told me he is 69. The doctor is also a very young and healthy man for his age.
This matters when people want to characterize Slilaty as a guy past his prime "in his 70s". That is just another lie about this company by people who used money they couldn't afford to lose when buying this stock.
I think I will believe Camille over an anonymous poster I have never seen before. Camille just told me that Steve is 69.. That is a fact.
Dr. Slilaty is 69. He was 68 years old in the September filing from last year. He was 69 years old in a filing earlier this year. It's amazing how people will lie to try to make a point. Doctor Slilaty is not in his 70s.
Of course you are correct...we are on the verge of stagflation and a world war. The only way Aegis was going to raise this much money for Sunshine is if Camille could articulate a story of assured success. Camille was able to do this and raise money primarily from funds run by Doctors.
Money is fleeing the market right now for safe havens, and Camille convinced other Doctors that Sunshine is a safe haven.
No, Camille is the man that took this company to the NASDAQ when nobody said it could occur. Camille is the guy that stuck by this company and made no money for 10 years. Camille is the guy that has raised money in the toughest economic environment in the past decade. Camille is the guy who is good at his job.
Camille is also the guy who has been denigrated and harassed by one of the stupidest and most moronic groups of people that I've ever come across. The good folks in this shareholder base are definitely in the minority.
I am guessing this month. Camille went and raised money a third time for a reason I will bet. That doesn't just come out of the blue, especially in this economic environment. It is really hard to raise money right now and what Camille has done is kind of amazing.
Lol, if you knew how many shares I have now you would question my sanity. I have done my part. I do agree though- today is a great day to buy.
I wouldn't be surprised though to see us below $2 in a couple weeks because the company hasn't put out a PR. It's coming though I think.
They said it would fail. They also said the Merck pill would be too toxic. It's almost like they know exactly what they're talking about. I also know for the first time why they think PL4 will be a bigger revenue stream than any cancer drug. You see Pfizer was expecting 22 billion dollars a year from this pill? Wow.
I am pretty confident now that if Slilaty's cancer shot is effective then it will get fast tracked to production in the same time frame that we saw the mRna vaccines for Covid. The Canadian government will push it forward as quickly as possible because politicians want to take credit for everything.
We have talked about Batist quiet a bit on this board. He is in charge of the oncology research at McGills so he is important to the new initiative from Trudeau.
Check out this link-
https://patents.justia.com/inventor/gerald-batist
Batist has been in bed with TRT Pharma. Who owns TRT Pharma?
https://www.dnb.com/business-directory/company-profiles.trt_pharma_inc.bd504683908dfc1e0a9b24a0b1482808.html
Dr. Slilaty- the genius.
Batist has been working with Slilaty on Adva-27a for 10 years now. They are still working on it and the time is coming for clinical trials.
To me this means that if the doctors intellectual property is for real then Sunshine will be on a very big stage for exposure. Nobody can make a case that Moderna can get their vaccines Fast Tracked in a year and then tell Sunshine that we have to wait. We will have the full attention of the Canadian government and the FDA.
Did you also see the note that the Canadian government will be able to mandate which vaccines are manufactured and in what order at the new facility? This means that the Canadian government can order that Sunshine vaccines be manufactured there.
Here's the last point- if Sunshine is able to research, develop, and manufacture their own medicines, and I think that is clearly coming, then we put ourselves in a position to be bought out for very big money. The moment we don't need anybody else is the moment that buyout dollars become huge.
I think at least in the eyes of the Canadian government officials the answer is yes.
kunt, what do you mean by "moon exchange"?
Since you directed that to me, I will say that I think that is a lie from a Stocktwits pumper. There's no way that the doctor is going to sell his life's work at a deep discount because phase 1 trials have not started. The reason for the doctors employment agreement in my opinion is that a company takeover is now impossible. Anybody who wants to buy out Sunshine now has to pay the doctor $10 million as he is walking out the door with all the intellectual property in his head.
Any buyout right now could not be for very much money. They have no published proof and no revenue. The doctor has made it clear that he thinks what he has is worth multi-billions of dollars. He could be 3 months away from proving this with compassionate use of his cancer shot. Why on earth would he sell now?
The bigger question is why did they raise money they claimed they don't need? Why is it investment fund helping to raise 60 million more dollars? The doctor doesn't control the company so he can't keep the money, misappropriate it or issue himself more shares. The doctor is stuck with the 100,000 shares that he gave to himself. It's clear that the people that run this company believe something very big is coming. Selling out for chump change right now can't be it.
If you think the people on this board understand the science I would say you are laughably wrong..
I know who does understand the science. The fund that is our largest shareholder and is run by doctors.
Some morons are calling Sunshine a scam. Medical doctors are throwing millions of dollars at Sunshine. Who do you believe?
The company has CLEARLY told you in official SEC filings that they plan on clinical trials soon with requests for fast track designation. That can't happen unless the in vivo trials were successful.
This round of funding AGAIN came from either an investment fund with 100 million plus under management or accredited investors. Who are these people online who claim to be more savvy than investment fund managers? Why did Sunshine raise this extra money? What is the purpose? To declare that the new shares will decrease investor value without knowing the purpose of the money is ignorant.
Remember, the doctor does not control the company anymore. He can't issue any more shares to himself without a shareholder vote of confidence. Therefore, he just diluted his own retirement. Why would he do that unless there is something that will help the company on the other side?
Messenger RNA was discovered in the 60s. Using it to deliver drugs is brand new.
You should actually read the articles that you post.
Don't listen to nonsense. The PR today was about a patent of a new medicine using a new delivery system. It has nothing to do with the past. The shot is ready for compassionate use now. We could see a major development with this technology this summer.
We also could see something from Georgia about PL-4 at any moment.
We also know that ADVA 27A is going to clinical trials soon. There is a lot to be excited about.
The molecule is not toxic and ready for compassionate use this summer.
How is this relevant to SBFM?
I think there's probably a chance that the article is incorrect. I would like to see a clarification.
The Seeking Alpha article just published was not paid for by the company or IR. In the article, it is stated that phase one trials have begun at a University of Georgia affiliated hospital for PL4. If this is the case, why can't the company issue a press release? I hope this happens soon.
Also, it mentions again that ADVA 27A is just a variation of a very successful drug called etopocide. People are really missing the boat on this one. This is going to be a very successful cancer drug. The doctor knows exactly how it's going to act in clinical trials.
$1 and then a warning I believe.
traders in control....I was just on the phone with really_people and I said if I was not an emotional trader I would sell some at 5.60. They follow the RSI. SBFM is easy money for the traders right now.
Yeah, I was just thinking that patent news has leaked. That could happen easily.
No we don't. We need to wait patiently for actual progress. The traders are in control of the price. If you are a trader you can make real money right now. If you are long on the stock you just have to patiently wait. Either the science is real or it's not.
Trading stock is stressful, and stress always reveals character.
off to a good start- 6.90. Time for sleep.
One last amazing fact for the night. After that beat down last week on the fake PR from Benzinga the retail shorts still did not cover for the most part. The borrow fees are still over 400%.
This morning may be tough, but I really think we end up with a great week.
Thanks. Clearly mRna technology as an aid to fight cancer is a hot idea. This makes Slilaty more credible- not less credible in my opinion.
If they don't try to scare you then their influence is over. I think the countries that locked down the hardest are the only ones left to suffer. If you have omicron you should be fine. It is really not that bad (unless your have an underlying condition). I am 56 and in average shape and it was easier than a bad flu.
This doesn't mean that PL4 won't have a place in our society. Slilaty is hiding something about PL4 imo. There are alternate uses that he is not disclosing I think. Everybody, including the company obviously, is waiting on Georgia to finish their work so I hope we find out soon.
I listened to that today....he is f' king brilliant. All government/corporate/media bootlickers should have that podcast as required viewing.