Register for free to join our community of investors and share your ideas. You will also get access to streaming quotes, interactive charts, trades, portfolio, live options flow and more tools.
Register for free to join our community of investors and share your ideas. You will also get access to streaming quotes, interactive charts, trades, portfolio, live options flow and more tools.
APT 18.24 - found the time to dig into the recent 8-K...
https://finance.yahoo.com/news/correcting-replacing-alpha-pro-tech-190000045.html
...As a result of the ongoing COVID-19 pandemic, demand for our N-95 face masks and other PPE remains strong and shows no indications of slowing as we move into the second half of 2020. Our backlog of orders continues to increase with current delivery commitments into the second quarter of 2021.”
Anyone thinking this global covid19-overblown-freakout is going to pass anytime soon would buy oceanfront property on Great Salt Lake?
...During the second quarter of 2020, the Company brought all available phase 1 N-95 production lines into service and secured raw materials to support the fulfillment of anticipated 2020 orders.
With the phase 1 expansion now completed, Q3 numbers should be much stronger than the stellar Q2 numbers and this is exclusive of the "phase 2 expansion" noted in my previous post...Q4 should provide absolute monster numbers, n'est ce pas?
...Building Supply segment sales for the six months ended June 30, 2020 increased by $1.8 million, or 13.6%, to $15.0 million, compared to $13.2 million for the same period of 2019.
Note the recent positive numbers in most of the homebuilder filings. This longtime established company, APT, is literally firing on all cylinders.
Currently own a healthy long position with more bids below...
...Specifically, our latest pre-clinical studies demonstrated immunogenicity proof-of-concept, validating that the selected vaccine antigen may be appropriate for human testing. Preclinical testing demonstrated expansion of antibody-supporting CD4+, and virus killing CD8+ T-cells in the lungs of the animals, a major site for COVID-19 infection. We believe this platform may play an important role as a standalone vaccine or in combination with other antibody-generating vaccines to provide broad cellular T-cell and humoral protection against COVID-19, particularly for elderly patients and those with underlying health conditions who have an increased risk of complications and death from COVID-19."
https://www.heatbio.com/news-media/news-releases/detail/668/heat-biologics-provides-second-quarter-2020-business-update
I would've guessed they were closer than "may be appropriate"? Will we get a fill of that 1.50 hitch in the chart...possibly also that second hitch at 1.00?
https://bigcharts.marketwatch.com/quickchart/quickchart.asp?symb=htbx&insttype=&freq=1&show=&time=4
TAK 18.23 - bought a few starter calls on today's news...
Government of Japan will provide funding to Takeda for technology transfer, establishment of infrastructure and scale-up of manufacturing
https://www.globenewswire.com/news-release/2020/08/07/2074880/0/en/Novavax-and-Takeda-Announce-Collaboration-for-Novavax-COVID-19-Vaccine-Candidate-in-Japan.html
TAK 18.23 - bought a few starter calls on this news...
Government of Japan will provide funding to Takeda for technology transfer, establishment of infrastructure and scale-up of manufacturing
https://www.globenewswire.com/news-release/2020/08/07/2074880/0/en/Novavax-and-Takeda-Announce-Collaboration-for-Novavax-COVID-19-Vaccine-Candidate-in-Japan.html
HBP - note the 2.50 calls bidding .20 to .40? Makes no sense with an offer of 2.75?
HBP 2.47 - filled a sitting bid of 2.07 just before the afterhours close yesterday and sold them all premarket this morning at 2.47...it is rare they go exactly as planned.
Thanks for the alert, hweb
Arbutus is entitled to receive tiered low single digit royalties on future sales of Genevant products covered by the licensed patents. If Genevant sub-licenses the intellectual property licensed by Arbutus to Genevant, Arbutus would receive upon the commercialization of a product developed by such sub-licensee the lesser of (i) twenty percent of the revenue received by Genevant for such sublicensing and (ii) tiered low single digit royalties on product sales by the sublicensee.
Are there other possible sub-licensees out there in addition to Moderna and BNTX?
BPSR = $93M Cap. NBIO = $6M Cap. bio-covid-pennystocks...
HBP 2.08 - now we know what lit the spike to $3 a few days back...
https://bigcharts.marketwatch.com/quickchart/quickchart.asp?symb=hbp&insttype=&freq=1&show=&time=4
Long time solid stock with a most recent Q posted eps of .06 looks to be low-risk at pps $2 with or without a 2.75 buyout on the table...
GRBK 15.50 - bought yesterday in afterhours. Another brilliant report from a homebuilder...
"Our hope is that when we treat cells with Pritumumab, it will bind to CSV, and effectively block the SARS2 virus from entering the cell," says Patteson. "An antibody that could block the entry of SARS2 into the cell could be a monumental step in the fight against COVID-19."
From watching several other covid-stocks, my wag is approximately 2 - 4 months for these specific test result data? Anyone have a more definitive timeline?
APT 20.05 - also re-entering on this dip and writing the lucrative weekly calls. Looking forward to the latter part of Q3...
The Company continues to expect the phase 2 expansion of additional N-95 face mask manufacturing lines to be initially operational by the latter part of the third quarter of 2020. Once phase 2 is operational, the Company will further ramp up production throughout the remainder of 2020 and expects that for fiscal 2021 the production capacity for the N-95 face mask will be over $100 million.
“The U.S. Department of Health and Human Services has entered into funding agreements with certain vaccine manufacturers, and we are negotiating with others. Neither is the case with Vaxart,” said Michael R. Caputo, the department’s assistant secretary for public affairs. “Vaxart’s vaccine candidate was selected to participate in preliminary U.S. government studies to determine potential areas for possible Operation Warp Speed partnership and support. At this time, those studies are ongoing, and no determinations have been made.”
https://www.nytimes.com/2020/07/25/business/coronavirus-vaccine-profits-vaxart.html
HBP 2.25 - what lit the fire in this stock - did that mrinvestguy at stocktwitters hype this one or something? Interesting chart action into the filing afterclose on Monday.
Anyone own it or hear anything?
BGFV 5.60 - this was filed on 7/28...
...the Company would expect same store sales for the full third quarter of fiscal 2020 to increase in the range of 14% to 20% compared to the comparable period during fiscal 2019 and for earnings per diluted share for the quarter to be in the range of $1.00 to $1.30, compared to a same store sales increase of 0.3% and earnings per diluted share of $0.30 in the third quarter of fiscal 2019.
My crystal ball shows BGFV to be an awesome (long positioned) trading stock for 90 more days or at least until such time as management gives an update...
Once again, I ask if one is not interested in BGFV fundamentals at 5's, then why isn't one AGGRESSIVELY shorting SPWH?
Derek doesn't mention NVAX and they have an influenza-vaccine completed Phase 3...
https://www.fiercebiotech.com/biotech/novavax-flu-vaccine-matches-and-beats-sanofi-rival-phase-3
Last I owned NVAX stock was at 16 and sold at 26...not chasing it here at 150, not funny
INO 21.05 - it ran to $25's this morning in premarket and fell right back to $20's, in premarket...something ain't right in (technicals) Dodge City?
Also back in early March when INO popped to $19 pps, NVAX was trading around $10...
https://bigcharts.marketwatch.com/quickchart/quickchart.asp?symb=ino&insttype=&freq=1&show=&time=7
https://bigcharts.marketwatch.com/quickchart/quickchart.asp?symb=nvax&insttype=&freq=1&show=&time=7
When comparing to one-time-peer NVAX, something is truly (technicals) amiss with INO?? Maybe that shorter-CitronLemon-fellow was right all along about INO...
INO news - INOVIO's COVID-19 DNA Vaccine INO-4800 Provides Protection with Memory Immune Responses In Non-Human Primates Challenged with SARS-CoV-2 Virus
https://finance.yahoo.com/news/inovios-covid-19-dna-vaccine-120000687.html
Any feedback from the board? Positive news, So-So news, Fluff??
I've noticed that BNTX includes Genevant in their PR boilerplate:
BioNTech has established a broad set of relationships with multiple global pharmaceutical collaborators, including Genmab, Sanofi, Bayer Animal Health, Genentech, a member of the Roche Group, Genevant, Fosun Pharma, and Pfizer. For more information, please visit www.BioNTech.de.
https://finance.yahoo.com/news/pfizer-biontech-choose-lead-mrna-211500784.html
University of Miami is testing coronavirus vaccines — and it’s looking for volunteers
BY MICHELLE MARCHANTE
JULY 17, 2020 06:00 AM
...UM will also be conducting clinical trials on other potential COVID-19 vaccines in the future...
https://www.miamiherald.com/news/health-care/article244272202.html
I wouldn't call it fluff...more like the grind of natural progression:
DURHAM, NC / ACCESSWIRE / May 15, 2020...We plan to commence preclinical testing for the COVID-19 vaccine this quarter and are finalizing our manufacturing plans, which we believe will help shorten the clinical timeline. Additionally, we are applying for grants to support clinical development of this program and are advancing collaboration discussions
https://finance.yahoo.com/news/heat-biologics-provides-first-quarter-133000125.html
And today's results update was positive...
MHO - added @ 42 in afterhours on stellar earnings plus guidance:
We also achieved an all time-quarterly record backlog in both units and sales value, with each up 30% or more compared to June 2019."
https://finance.yahoo.com/news/m-homes-reports-2020-second-123000105.html
"a research collaboration with Syracuse University" is "fluff PR"?
To "determine if Pritumumab can effectively block SARS2 in an animal mouse model. It will also gauge Pritumumab's ability to bind vimentin in a live model."
https://finance.yahoo.com/news/nascent-biotech-announces-collaboration-syracuse-120000355.html
How many pennystock pr's have you ever read, exactly...
Great find! You got any more like that?
NBIO .125 - Syracuse University / Allison Patteson:
The National Science Foundation (NSF) has awarded Assistant Professor Alison Patteson and Associate Professor Jennifer Schwarz a $196,000 grant to investigate the link between vimentin, a chain of proteins founds in animal cells and bacteria, and SARS2 cell entry. The award, Patteson’s first from NSF as a principal investigator, is part of the agency’s Rapid Response Research (RAPID) initiative, supporting better treatment for COVID-19.
https://bioinspired.syr.edu/2020/07/11/national-science-foundation-awards-professors-alison-patteson-and-jennifer-schwarz-a-major-grant-to-study-the-cellular-uptake-of-the-sars2-virus/
NBIO .125 - Syracuse University / Allison Patteson:
The National Science Foundation (NSF) has awarded Assistant Professor Alison Patteson and Associate Professor Jennifer Schwarz a $196,000 grant to investigate the link between vimentin, a chain of proteins founds in animal cells and bacteria, and SARS2 cell entry. The award, Patteson’s first from NSF as a principal investigator, is part of the agency’s Rapid Response Research (RAPID) initiative, supporting better treatment for COVID-19.
https://bioinspired.syr.edu/2020/07/11/national-science-foundation-awards-professors-alison-patteson-and-jennifer-schwarz-a-major-grant-to-study-the-cellular-uptake-of-the-sars2-virus/
CCS 36.50 - posted strong numbers:
GREENWOOD VILLAGE, Colo.--(BUSINESS WIRE)-- Century Communities, Inc.(CCS) , a leading national homebuilder, today announced financial results for its second quarter ended June 30, 2020.
Second Quarter 2020 Highlights Compared to Second Quarter 2019
Adjusted net income increased 71% to a record $40.3 million or $1.21 per diluted share and net income increased 148% to a record $38.5 million or $1.15 per diluted share
Home sales revenues increased 23% to a record $747.4 million
Home deliveries grew to a Company record 2,480 homes or 26%
Net new home contracts increased 22% to a Company record 2,664 homes
Homes in backlog improved to 2,778 homes with a value of $962.8 million, a 23% increase
Adjusted EBITDA increased 50% to a record $74.0 million
Quarter end total liquidity of $860 million, including cash of $220 million
Net homebuilding debt to net capital improved to 37.5%
Dale Francescon, Co-Chief Executive Officer, stated, “We delivered a record second quarter including the highest sales, closings and absorptions in the company’s history while further expanding our profitability despite the ongoing challenges of the COVID-19 health crisis. Our impressive results are strong evidence of a robust homebuilding environment, supported by tight resale inventory and historically-low mortgage rates, and increased demand for our affordable, new homes. Based on the strength of our year-to-date results, we remain confident that positive, industry and company specific tailwinds will continue to fuel sales growth across our diverse, geographic footprint.”
Rob Francescon, Co-Chief Executive Officer, said, “With our record double-digit sales and closings in the second quarter, we continued to execute on our strategic goal of capturing an ever increasing share of entry-level homebuyer demand. We accomplished this task while reducing our net homebuilder debt to net capital ratio to 37.5% from 46.6% at the end of the first quarter, a 910 basis point improvement. We ended the quarter with a healthy backlog of 2,778 homes valued at $963 million dollars, a 23% year-over-year increase, as we continue to create long-term value
BGFV 5.50 - thanks nelson, I added in afterhours on the future guidance...
ABUS - found this older link detailing "mRNA vaccine candidates"...
https://www.pharmaceutical-technology.com/comment/covid-19-mrna-based-vaccine/
I know Arcturus and Translate Bio have been in the news, both sporting a healthy pps, not sure what the others are using for delivery?
Appears we'll get 2M+ volume...sorely needed. Now if those taking shares in lieu of payment will CEASE slamming the bid on the close, we might make some headway...
$26B that's alot leftover for "vaccine research, distribution, and use" when considering the fed has only doled out probably less than $5B so far...
Also, sure would be nice to have some kind of timeframe as to when we might hear results from the tests in today's pr:
Patteson will test the hypothesis on mouse embryo fibroblast cells and lung airway epithelial cells to determine if the antibody will block the uptake of SARS2. Using a cell in which vimentin has been knocked out, the results will provide an important control of Pritumumab effects.
Nascent Biotech Chief Medical Officer over Viral Research, Dr. Navpaul Singh said, "This collaboration will determine if Pritumumab can effectively block SARS2 in an animal mouse model. It will also gauge Pritumumab's ability to bind vimentin in a live model."
BGFV - went ahead and wrote the $5 covered calls @ low-.60's on the rest of my shares. Hard to pass up almost 15% on investment for less than 4 weeks + another pile of chips if it can break $5 and hold there.
Shorting ALGT and CHDN into tomorrow's filings. Analysts are expecting sizeable losses in both and I see no chance for any future success from either...
BGFV 4.60 - wrote the August-$5-call @ .60 on half of my poke. Still holding the other 1/2-poke but remain undecided on whether to hold into the filing this afternoon or sell now with a good profit...
If I remember correctly this next stimulus package has 30 billion going to biotech companies working on covid
That would be interesting for NBIO and several other biotech stocks. Do you have a link?
no td working fine here
Homebuilders - bought CCS and MHO on the MDC news. CCS files this afternoon - MHO tomorrow afternoon. Seems like all homebuilders are reporting stellar numbers as single-family-homes would offer a natural social-distancing...
NBIO .12 - SAN DIEGO, CA / ACCESSWIRE / July 28, 2020...Alison Patteson, an assistant professor of physics at Syracuse University, will test to see if Pritumumab has the potential to block SARS-CoV-2 (SARS2), the virus responsible for COVID-19, from entering cells. According to Patteson, research shows that SARS2 may be traveling into cells by way of a receptor known as cell-surface vimentin (CSV). This ia a protein found on the cell surface, similar to vimentin, which is a key internal structural protein present in many cell types. Vimentin is known for its cage-like structure which protects the cell against damage.
https://finance.yahoo.com/news/nascent-biotech-announces-collaboration-syracuse-120000355.html
NBIO .12 - SAN DIEGO, CA / ACCESSWIRE / July 28, 2020...Alison Patteson, an assistant professor of physics at Syracuse University, will test to see if Pritumumab has the potential to block SARS-CoV-2 (SARS2), the virus responsible for COVID-19, from entering cells. According to Patteson, research shows that SARS2 may be traveling into cells by way of a receptor known as cell-surface vimentin (CSV). This ia a protein found on the cell surface, similar to vimentin, which is a key internal structural protein present in many cell types. Vimentin is known for its cage-like structure which protects the cell against damage.
https://finance.yahoo.com/news/nascent-biotech-announces-collaboration-syracuse-120000355.html
my understanding is that there is no infringement until a
company sells the product.
or receives monetary-funding.