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PFE 37.05 - why is their pps so anemic in the midst of so many covid-bandwagon-ZEROvalue-wannabe's with charts going thru the roof?
PFE should be the odds-on favorite in the race to vaccine, like a Secretariat, and PFE is a solid VALUE play on it's own. Maybe these 'investors' just like to gamble...
ALT 4.05 - sold in afterhours. In this afternoon's earnings report they moved their Phase-1 "AdCOVID" vaccine trial from Q3 into Q4. Still like the stock for trades but no longer think it has any chance to make the cut for Operation Warp Speed.
ALT 4.05 - sold in afterhours. In this afternoon's earnings report they moved their Phase-1 "AdCOVID" vaccine trial from Q3 into Q4. Still like the stock for trades but no longer think it has any chance to make the cut for Operation Warp Speed.
BFAM 100.33 - did you short it? Was a really nice trade for me...puts me up 247.23% for the year. It's not a "liquor" stock. It's brick&mortar child-care-centers. Another sector facing longterm devastation from this "F-off 6 feet or more" mandate.
PENN 18.75 - MT NEWSWIRES 11:31 AM ET 5/11/2020 Analyst Actions: Morgan Stanley Lifts Penn National Gaming PT to $21 From $19, Maintains Overweight Rating
I'm truly embarassed for this analyst at Morgan Stanley! When is just one analyst going to stand up and confront the elephant in the room?
CINR 10.90 - bought this into this afternoon's Q1 report. Numbers look good and pays a healthy dividend with it's beaten down pps. Opinions anyone?
April 29, 2020...Mr. Wolf continued, "While we are currently funding vaccine development and preclinical studies, we do not expect to use significant corporate resources to advance our COVID-19 vaccine program. We are applying for several large grants to support clinical development of this program and are engaged in collaboration discussions, which we believe may provide attractive and non-dilutive pathways to help accelerate development of our COVID-19 vaccine."
https://finance.yahoo.com/news/heat-biologics-reports-progress-covid-123700955.html
May 1, 2020...Over the next two weeks, the 14 remaining vaccines will undergo additional testing and officials expect that anywhere from six to eight of them will make it to a subsequent round of clinical trials. Ultimately, the officials said, the goal is to have three or four vaccines make it through final testing and cleared for use early next year.
https://www.nbcnews.com/politics/white-house/health-officials-eyeing-least-one-14-potential-coronavirus-vaccines-fast-n1198326
Any interest in shorts? I posted several at the savvy board...
https://investorshub.advfn.com/Savvy-Trades-and-Investments-26218/
PENN 18.43 - 5/7/2020 Form Type: 8-K...Snowden continued, “That momentum was cut short in mid-March by the COVID-19 pandemic, which required the temporary closure of all 41 of our properties...
...In total, Penn National’s properties feature approximately 50,000 gaming machines, 1,300 table games and 8,800 hotel rooms.
https://bigcharts.marketwatch.com/quickchart/quickchart.asp?symb=penn&insttype=&freq=1&show=&time=4
Almost halfway into Q2 - all 41 properties remain closed and with only "hope" they will ever re-open...
I currently hold 14 short or put positions & 5 vaccine-stock long positions.
ORLY 402.51 - 4/22/2020 Form Type: 8-K...Mr. Johnson continued, “The first two months of the quarter were below our expectations as the mild weather was a headwind to demand in our business, but with the onset of spring weather at the beginning of March sales performance strengthened. However, we began to see the significant, negative impact of COVID-19 in the middle of March, as our customers became subject to stay-at-home orders issued across all of our market areas. As a result of these factors, our first quarter comparable store sales decline of 1.9% did not achieve our comparable store sales guidance of growth of 2% to 4%. Due to the ongoing, negative impact of COVID-19, for the four-week period beginning in the middle of March and through the first two weeks of April, our comparable store sales decreased 13%.”
https://bigcharts.marketwatch.com/quickchart/quickchart.asp?symb=orly&insttype=&freq=1&show=&time=4
Same ole same ole chart DRUNKFEST...
BFAM 112.36 - 5/6/2020 Form Type: 8-K...As of March 31, 2020, the Company had 1,094 child care and early education centers with the capacity to serve approximately 120,000 children and their families. As described above, approximately 250 child care centers with the capacity to serve 32,000 children remain open after the temporary center closures due to the COVID-19 pandemic.
https://bigcharts.marketwatch.com/quickchart/quickchart.asp?symb=bfam&insttype=&freq=1&show=&time=8
No broad market 'chart' predictions from me, but I'm absolutely certain that I wouldn't pay the yearly-low of $64.23 for BFAM right now...I'll likely cover my short higher than $64 but it would be with intent to swingtrade another short position, with some possibility that BFAM is a $112.36pps future "BK" waiting to happen...and we watch
NVRO 124.89 - over the previous few years, we've been led to believe that "growth" in revenue was arguably more important than P/E...being that the P/E will eventually come with "growth" in revenue? Ok so why has this perennial loser NVRO...
https://old.nasdaq.com/symbol/nvro/revenue-eps
...been spiking higher everyday since May 5th...
https://bigcharts.marketwatch.com/quickchart/quickchart.asp?symb=nvro&insttype=&freq=1&show=&time=4
...when they posted this...
“Through February, Nevro’s performance was trending above our expectations with U.S. trials and permanent implants growing at 20% and 29%, respectively, over the prior year. We experienced a significant decline in both trials and permanent implants of our products in March with the impact of the COVID-19 pandemic,” said D. Keith Grossman, Chairman, CEO and President of Nevro.
https://secfilings.nasdaq.com/filingFrameset.asp?FilingID=14122741&RcvdDate=5/5/2020&CoName=NEVRO%20CORP&FormType=8-K&View=html
...speechless...
MNRO 54.38 - ROCHESTER, N.Y., April 02, 2020...exited the fourth quarter of fiscal 2020 with a comparable store sales decrease of approximately 45% during the last week of the quarter and expects the slowdown in traffic to continue to negatively impact its top line performance in the first quarter of fiscal 2021, as authorities have announced expanded measures to prevent the further spread of COVID-19. Due to the decline in sales for the fourth quarter of fiscal 2020, the Company now expects fiscal 2020 diluted earnings per share to be well below the low end of its previously issued guidance range of $2.25 to $2.35, which did not include the impact of COVID-19.
https://bigcharts.marketwatch.com/quickchart/quickchart.asp?symb=mnro&insttype=&freq=1&show=&time=5
WOW
GNTX - dissecting further from Friday's 10-Q:
The present COVID-19 pandemic began to materially impact the Company's operations late in the first quarter of 2020 and is likely to continue to affect its business, financial condition, and/or results of operations given the negative impact of the pandemic on the global economy and the industries in which the Company operates. In addition, various governmental authorities have imposed mandatory closures, work-from-home orders and social distancing protocols, as well as seeking voluntary facility closures and other restrictions, all of which have negatively impacted the Company. While some of the Company's facilities have been able to continue to operate in a limited way, many of the Company's customers' and suppliers' locations have been closed or operated at a meaningfully diminished capacity, negatively impacting sales at the end of the first quarter of fiscal 2020, during the second quarter of 2020 to date, and likely beyond. COVID-19 has negatively impacted and will likely continue to negatively impact the mix of business resulting from a decrease in sales of certain advance feature products, which typically have higher gross margins and could therefore result in lower overall margins for the Company until the impacts of COVID-19 starts to moderate. As the duration and scope of the COVID-19 pandemic are currently unpredictable, the overall negative financial impact to the Company's business, results of operations, and/or financial condition is not fully known, but is material and may last for an extended period of time.
Results of the COVID-19 response that have negatively impacted, and may continue to negatively impact, sales and gross margin in the future include, but are not limited to: limitations on the ability of suppliers to manufacture, or procure from manufacturers, the materials and products the Company purchases, or to meet delivery requirements and commitments; limitations on the ability of the Company's employees to perform their work due to illness caused by the pandemic or local, state, or federal orders requiring employees to remain at home; limitations on the ability of carriers to deliver the Company's products to customers; limitations on the ability of the Company's customers to conduct their business and purchase products and services; limitations on the ability of the Company's customers to pay on a timely basis; and long-term economic impact that could change demand for vehicles or the Company's products.
https://secfilings.nasdaq.com/filingFrameset.asp?FilingID=14132404&RcvdDate=5/8/2020&CoName=GENTEX%20CORP&FormType=10-Q&View=html
I've been reading alot of earnings reports recently. What part of "negative impact" are so many addicted-to-the-10year-drunkfest bulls missing? Re-read the last sentence above and ask yourself, not only the value of A/R'(s) but what's the value of "inventory"(s) anymore? GNTX's inventory is currently listed at $251,006,414...
GNTX 26.02 - Filing Date: 4/24/2020 Form Type: 8-K "...Over the last several weeks, COVID-19 has created unprecedented circumstances for our industries, which include massive changes to production levels at our customers. Our industries have also been significantly influenced by federal, state and local governments in each of the countries where our customers operate. Unfortunately, many of these changes have come with little or no advanced warning, which makes it very difficult to forecast sales or build a sustainable operating model..."
https://bigcharts.marketwatch.com/quickchart/quickchart.asp?symb=gntx&insttype=&freq=1&show=&time=4
Speechless, but to ask, "When the men on the chessboard get up and tell you where to go…"
INO 10.70 - also has a vaccine trial ongoing down under...
The federal government research agency is now conducting the pre-clinical vaccine trials to test the safety of the vaccine candidates on ferrets before they move on to human trials.
The human trials will then be done by Oxford University for the UK vaccine candidate and Inovio Pharmaceuticals for the US candidate, to determine whether the vaccine works.
https://infosurhoy.com/news-summary/coronavirus-vaccine-could-be-developed-tested-and-manufactured-in-australia-within-10-months/?fbclid=IwAR352K2ngmzUlX3raVpSDQzEe_amyAVl78QXoaE52xrO3y3wBFKnKOcKlss
INO 10.70 - also has a vaccine trial ongoing down under...
The federal government research agency is now conducting the pre-clinical vaccine trials to test the safety of the vaccine candidates on ferrets before they move on to human trials.
The human trials will then be done by Oxford University for the UK vaccine candidate and Inovio Pharmaceuticals for the US candidate, to determine whether the vaccine works.
https://infosurhoy.com/news-summary/coronavirus-vaccine-could-be-developed-tested-and-manufactured-in-australia-within-10-months/?fbclid=IwAR352K2ngmzUlX3raVpSDQzEe_amyAVl78QXoaE52xrO3y3wBFKnKOcKlss
PENN 18.65 up (WOW) in afterhours - their list of properties (CLOSED! HELLO...anyone) from the 10K:
Northeast Segment
Ameristar East Chicago is located less than 25 miles from downtown Chicago, Illinois and offers guests a gaming and entertainment experience in the Chicago metropolitan area. In addition to gaming amenities, the property features a full-service hotel, a sportsbook for live sports betting, a fitness center, dining venues, lounges and 5,400 square feet of meeting and event space.
Greektown Casino-Hotel is located in the Greektown district of Detroit, Michigan, and is one of four casino hotels in the Detroit-Windsor area. In addition to slot machines, table games and poker tables, Greektown Casino-Hotel features a 30-story hotel, 14,000 square feet of convention and banquet space, and several food and beverage options from casual to fine dining. Further, the property includes a parking structure accommodating 3,400 vehicles.
Hollywood Casino Bangor features gaming amenities; including slot machines, table games and poker tables; a hotel with 5,100 square feet of meeting and multipurpose space; a buffet; a casual dining restaurant; a small entertainment stage; and a four-story parking garage. Bangor Raceway, which is adjacent to the property, is located at historic Bass Park and includes a one-half mile standardbred racetrack and a 12,000 square foot grandstand capable of seating 3,500 patrons.
Hollywood Casino at Charles Town Races is located within approximately an hour drive of the Baltimore, Maryland and Washington, D.C. markets. In addition to slot machines, table games and poker tables, Hollywood Casino at Charles Town Races includes a sportsbook for live sports betting. The complex also features live thoroughbred racing at a 3/4-mile all-weather lighted thoroughbred racetrack with a 3,000-seat grandstand, two parking garages for 5,800 vehicles and simulcast wagering. Hollywood Casino at Charles Town Races dining options include a high-end steakhouse, a sports bar and entertainment lounge, and an Asian-themed restaurant.
Hollywood Casino Columbus is a Hollywood-themed casino featuring slot machines, table games and 34 poker tables. Hollywood Casino Columbus also includes multiple food and beverage outlets, an entertainment lounge, and structured and surface parking for 4,600 spaces.
Hollywood Casino Lawrenceburg is located along the Ohio River in Lawrenceburg, Indiana, approximately 15 miles west of Cincinnati, Ohio. In addition to slot machines, table games, and poker tables, the Hollywood-themed casino riverboat includes a hotel; a sportsbook; dining options; including a restaurant, bar, nightclub, sports bar, and two cafés; and meeting space. We own and operate a hotel and event center, which was constructed by the City of Lawrenceburg Department of Redevelopment, located within one mile from Hollywood Casino Lawrenceburg. The hotel and event center includes 18,000 square feet of multipurpose space and 19,500 square feet of ballroom and meeting space.
Hollywood Casino at Penn National Race Course is located 15 miles northeast of Harrisburg, Pennsylvania. This gaming facility also includes an entertainment bar and lounge, a sports bar, a buffet, a high-end steakhouse and various casual dining options, as well as sports betting and a viewing area for live racing. The facility has ample parking, including a five-story self-parking garage, with capacity for 2,200 cars, and 1,500 surface parking spaces for self and valet parking. The property includes a one-mile all-weather lighted thoroughbred racetrack and a 7/8-mile turf track. In addition, the property offers off-track wagering (“OTW”) at separate facilities located in York, Pennsylvania and Lancaster, Pennsylvania.
Hollywood Casino Toledo is a Hollywood-themed casino featuring slot machines, table games and 19 poker tables. Hollywood Casino Toledo also includes multiple food and beverage outlets, an entertainment lounge, and structured and surface parking for 3,300 spaces.
Hollywood Gaming at Dayton Raceway is a Hollywood-themed property featuring video lottery terminals (“VLTs”) and a 5/8-mile standardbred racetrack. Hollywood Gaming at Dayton Raceway also includes various restaurants, bars, surface parking for 1,800 spaces and other amenities.
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Table of Contents
Hollywood Gaming at Mahoning Valley Race Course is a Hollywood-themed property featuring VLTs and a one-mile thoroughbred racetrack. Hollywood Gaming at Mahoning Valley Race Course also includes various restaurants, bars, surface parking with 1,250 spaces and other amenities.
Marquee by Penn is our licensed VGT route operator with a network of 15 truck stop establishments in Pennsylvania.
Meadows Racetrack and Casino is located in Washington, Pennsylvania, approximately 25 miles south of Pittsburgh, Pennsylvania. In addition to gaming amenities, Meadows Racetrack and Casino offers a sportsbook for live sports betting, several dining options, including a steakhouse, food court and a bar. In addition, the property features an events and banquet center, a simulcast betting parlor, a harness racetrack and a bowling alley. The property also offers OTW at a separate facility in Pittsburgh.
Plainridge Park Casino is located 20 miles southwest of the Boston beltway just off interstate 95 in Plainville, Massachusetts. In addition to gaming offerings, Plainridge Park Casino features various restaurants, bars, 1,600 structured and surface parking spaces, and other amenities. Plainridge Park Casino also includes a 5/8-mile live harness racing facility with a two-story clubhouse for simulcast operations, special events, and live racing viewing, which is 55,000 square feet.
South Segment
1st Jackpot Casino, the closest Tunica-area casino to downtown Memphis, Tennessee, features slot machines, table games, a steakhouse, a buffet, a café, a sportsbook and a live entertainment venue.
Ameristar Vicksburg, which is the largest dockside casino in central Mississippi, is located along the Mississippi River approximately 45 miles west of Mississippi’s largest city, Jackson. In addition to gaming amenities, the property features a hotel, multiple dining facilities, a club lounge, a sportsbook, a live entertainment venue, and 1,800 square feet of meeting and event space.
Boomtown Biloxi offers slot machines and table games as well as a buffet, a sports bar and grill, a Fat Tuesday, a noodle bar, a sportsbook and a recreational vehicle (“RV”) park. Boomtown Biloxi also features a 3,600 square foot event center and board room and has 1,450 surface parking spaces.
Boomtown Bossier City features a hotel adjoining a dockside riverboat casino located less than one mile from the Louisiana Boardwalk. It also offers several dining options, ranging from a high-end steakhouse to casual dining restaurants, including a buffet, and 1,500 square feet of meeting and conference space.
Boomtown New Orleans is located in the West Bank area across the Mississippi River and approximately 15 minutes from the French Quarter of New Orleans, Louisiana. In addition to gaming amenities, it also features a five-story hotel, a fitness center, four restaurants, a 500-seat entertainment venue, and over 14,000 square feet of meeting and conference space.
Hollywood Casino Gulf Coast features slot machines, table games, and poker tables. The waterfront Hollywood Hotel includes a 10,000 square foot ballroom, and nine separate meeting rooms offering more than 14,000 square feet of meeting space. Hollywood Casino Gulf Coast offers live concerts and various entertainment on weekends. The property also features The Bridges golf course, a sportsbook, and various dining facilities, including a steakhouse, a buffet, a grill and a clubhouse lounge as well as an entertainment bar. Other amenities include a RV park and gift shop, lazy river, spa, and pool cabanas.
Hollywood Casino Tunica features gaming offerings, a hotel and a 123-space RV park. Entertainment amenities include a steakhouse, a buffet, a grill, an entertainment lounge, a premium players’ club, a themed bar, a sportsbook, an indoor pool, and showroom as well as banquet and meeting facilities. In addition, Hollywood Casino Tunica offers surface parking with more than 1,600 spaces.
L’Auberge Baton Rouge is located approximately ten miles southeast of downtown Baton Rouge, Louisiana. L’Auberge Baton Rouge offers a fully-integrated casino entertainment experience. It also features a 12-story hotel, a fitness center, four dining outlets, a music bar, and 13,000 square feet of meeting and event space.
L’Auberge Lake Charles offers one of the closest full-scale casino hotel facilities to Houston, Texas, as well as to the Austin, Texas and San Antonio, Texas metropolitan areas. The location is approximately 140 miles from Houston and approximately 300 miles and 335 miles from Austin and San Antonio, respectively. L’Auberge Lake Charles features six dining outlets, a golf course, a full-service spa, retail shopping, two bars, and more than 26,000 square feet of meeting and event space.
5
Table of Contents
Margaritaville Resort Casino is one of the premier gaming, lodging, dining and entertainment experiences in Northern Louisiana. The property provides an island-style theme and includes a 15,000 square foot 1,000-seat theater, 9,500 square feet of meeting space, and 1,500 parking spaces.
West Segment
Ameristar Black Hawk is located in the center of the Black Hawk gaming district, approximately 40 miles west of Denver, Colorado. In addition to gaming amenities, the resort features a hotel, a full-service day spa, a fitness center, several dining outlets, a live entertainment bar, a 1,500 space parking structure, and 15,000 square feet of meeting and event space.
Cactus Petes and Horseshu (collectively, “the Jackpot Properties”) are located just south of the Idaho border in Jackpot, Nevada. The Jackpot Properties collectively feature two hotels, four dining options, a 4,000 seat amphitheater, a showroom, a live entertainment lounge, and meeting and event facilities.
M Resort, located approximately ten miles from the Las Vegas strip in Henderson, Nevada, is situated at the southeast corner of Las Vegas Boulevard and St. Rose Parkway. The resort features slot machines, table games and a sportsbook. M Resort also offers a hotel, seven restaurants and six destination bars, more than 60,000 square feet of meeting and conference space, a 4,700 space parking structure, a spa and fitness center, a Topgolf Swing Suite, and a 100,000 square foot event center.
Tropicana Las Vegas, located on the strip in Las Vegas, Nevada, is situated at the corner of Tropicana Boulevard and Las Vegas Boulevard. In addition to gaming, the resort features a hotel, a sportsbook kiosk, four full-service restaurants, a brunch buffet, a food court, a 1,100-seat performance theater, a 300-seat comedy club, over 100,000 square feet of exhibition and meeting space, a five-acre tropical beach event area and spa, and 2,100 parking spaces.
Zia Park Casino includes slot machines, two restaurants, and a one-mile quarter/thoroughbred racetrack, with live racing from September to December, and a year-round simulcast parlor. In addition, Zia Park Casino features a hotel, which includes six suites, a business center, exercise/fitness facility and a breakfast venue.
Midwest Segment
Ameristar Council Bluffs is located across the Missouri River from Omaha, Nebraska and includes the largest riverboat in Iowa. In addition to gaming amenities, the property also features a hotel, a fitness center, four dining facilities, a sports bar, and a 5,000 square feet of convention and meeting space.
Argosy Casino Alton is located on the Mississippi River in Alton, Illinois, approximately 20 miles northeast of downtown St. Louis. Argosy Casino Alton is a three-deck riverboat featuring slot machines and table games. Argosy Casino Alton includes an entertainment pavilion and features a large buffet venue, a restaurant, a deli and a 475-seat main showroom. The facility also includes surface parking areas with 1,350 spaces.
Argosy Casino Riverside is located on the Missouri River, approximately five miles from downtown Kansas City. In addition to gaming amenities, this Mediterranean-themed property features a nine-story hotel, a spa, an entertainment facility featuring various food and beverage areas, including a buffet, a steakhouse, a deli, a coffee bar, a Mexican restaurant, a VIP lounge and a sports/entertainment lounge and 19,000 square feet of banquet/conference facilities. Argosy Casino Riverside also has parking for 3,000 vehicles, including a 1,250 space parking garage.
Hollywood Casino Aurora is located in Aurora, Illinois, the second largest city in Illinois, approximately 35 miles west of Chicago. This single-level dockside casino offers guests with gaming amenities, including a poker room. The facility features a steakhouse with a private dining room, a VIP lounge for premium players, a casino bar with video poker, a buffet, and a deli. Hollywood Casino Aurora also has a surface parking lot, two parking garages with 1,500 parking spaces, and a gift shop.
Hollywood Casino Joliet is located on the Des Plaines River in Joliet, Illinois, approximately 40 miles southwest of Chicago. This barge-based casino provides guests with two levels of gaming experience as well as a deli and a VIP lounge. The land-based pavilion includes a steakhouse, a buffet and a sports bar. The complex also includes a hotel, 4,600 square feet of meeting space, a 1,100 space parking garage, surface parking areas with 1,500 spaces and an 80-space RV park.
Hollywood Casino at Kansas Speedway, our 50% joint venture with International Speedway, features slot machines, table games and poker tables. Hollywood Casino at Kansas Speedway offers a variety of dining and entertainment facilities, a meeting room, and has a 1,250-space parking structure.
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Table of Contents
Hollywood Casino St. Louis is located adjacent to the Missouri River directly off I-70 and approximately 22 miles northwest of downtown St. Louis, Missouri. The facility features slot machines, table games, poker tables, a hotel, nine dining and entertainment venues and structured and surface parking with 4,600 spaces.
Prairie State Gaming is our licensed VGT route operator in Illinois across a network of over 400 bar and/or retail gaming establishments in seven distinct geographic areas throughout Illinois.
River City Casino is located in the St. Louis, Missouri metropolitan area, just south of the confluence of the Mississippi River and the River des Peres in the south St. Louis community of Lemay, Missouri. River City Casino features a hotel, multiple dining outlets, an entertainment lounge, and over 10,000 square feet of conference space.
Other
Freehold Raceway. Through our joint venture in Pennwood Racing, Inc. (“Pennwood”), we own 50% of Freehold Raceway. The property features a half-mile standardbred race track and a 118,000 square foot grandstand. In addition, through our Pennwood joint venture, we own 50% of a leased OTW in Toms River, New Jersey, and operate another OTW, which we constructed, in Gloucester Township, New Jersey.
Retama Park Racetrack. We have a management contract with Retama Development Corporation (“RDC”), a local government corporation of the City of Selma, Texas, to manage the day-to-day operations of Retama Park Racetrack. In addition, we own 1.0% of the equity of Retama Nominal Holder, LLC, which holds a nominal interest in the racing license used to operate Retama Park Racetrack. Additionally, we own a 75.5% interest in Pinnacle Retama Partners, LLC (“PRP”), which owns the contingent gaming rights that may arise if gaming under the existing racing license becomes legal in Texas in the future.
Sam Houston Race Park and Valley Race Park. Our joint venture with MAXXAM owns and operates Sam Houston Race Park and Valley Race Park, and holds a license for a racetrack in Manor, Texas, just outside of Austin. Sam Houston Race Park, which is located 15 miles northwest from downtown Houston along Beltway 8, hosts thoroughbred and quarter horse racing and offers daily simulcast operations, as well as hosts various special events, private parties and meetings, concerts and national touring festivals throughout the year. Valley Race Park features 91,000 of property square footage as a dog racing and simulcasting facility.
Sanford-Orlando Kennel Club. Sanford-Orlando Kennel Club is a 1/4-mile greyhound facility. The facility has capacity for 6,500 patrons, with seating for 4,000 and surface parking for 2,500 vehicles. The facility conducts year-round greyhound racing and greyhound, thoroughbred, and harness racing simulcasts.
PENN 18.10 (up 15%) double WOW - added shorts...
2020 First Quarter Financial Summary
Jay Snowden, President and Chief Executive Officer, commented: “Penn National saw a phenomenal start to 2020, with record results in January and February. Our Company was performing well ahead of guidance in every segment, driven in large part by the introduction of retail sports betting at several properties, which has served as a catalyst for both gaming and non-gaming revenue. We also saw a strong positive reaction, including our stock price hitting an all-time high, following the announcement of our strategic investment in Barstool Sports, which reflects our strategy to become the best-in-class omni-channel provider of retail and online gaming and sports betting entertainment.”
Snowden continued, “That momentum was cut short in mid-March by the COVID-19 pandemic, which required the temporary closure of all 41 of our properties. As a result, our first quarter revenues decreased $166.5 million year-over-year, to $1.12 billion, and we incurred a net loss of $608.6 million due to $616.1 million of impairment losses. While we have faced unprecedented challenges in recent weeks, we are confident that the Company’s long-term growth strategy remains intact, supported by our differentiated omni-channel approach. We sincerely thank the first responders, health care workers and essential personnel around the world who are keeping us safe through this challenging time, and we hope and pray for a swift end to this unprecedented crisis.”
Earth to Jay and drunkenfest-investors - there are no more "sports".
BFAM 117.00 (actually went up in afterhours WOW) - added short
2020 Outlook
At this time, the duration and scope of the ongoing business disruption, including the pace of re-opening and ramping temporarily closed centers, cannot be predicted, and is dependent on many interdependent variables and decisions by government authorities and our client partners. As previously disclosed, the negative financial impact to our results and future financial or operational performance, including our annual performance for 2020, cannot be reasonably estimated. Therefore, we do not expect to provide financial guidance for fiscal 2020.
the hangover-euphoria is this market is becoming seriously UNhealthy...
https://www.marketwatch.com/story/these-nine-companies-are-working-on-coronavirus-treatments-or-vaccines-heres-where-things-stand-2020-03-06
Just out this afternoon and includes the 7 vaccine stocks in my previous post. I'm leaning toward ALT and HTBX as possible longshots because of their University associations, UAB and Univ of Miami.
Also this title of "Operation Warp Speed" strongly suggests it's time to pick up the pace...so the days of piggyback-pumping on the covid-bandwagon for those not making the final cut of "six to eight" may well be over (i.e. time to exit)
bbotcs, Trump's "Operation Warp Speed":
Over the next two weeks, the 14 remaining vaccines will undergo additional testing and officials expect that anywhere from six to eight of them will make it to a subsequent round of clinical trials. Ultimately, the officials said, the goal is to have three or four vaccines make it through final testing and cleared for use early next year.
https://www.nbcnews.com/politics/white-house/health-officials-eyeing-least-one-14-potential-coronavirus-vaccines-fast-n1198326
I'm searching for those "six to eight" of which WILL ALL get fed-funding (no need to dilute or worry about any R/S)? I'm guessing that JNJ PFE MRNA NVAX INO are all locks. That's 5. Are HTBX and ALT going to make the cut as longest of longshots?
As to the timeframe of months, personally I hope they find a cure and a vaccine tomorrow to end this chaos but we are where we are and from a trading viewpoint, the longer it takes, the more oppurtunities...
HTBX .54 - added as a possible sleeper "vaccine" play in Trump's "Operation Warp Speed"
PRDO 12.80 - took a stab into their Q1-filing scheduled for 5/7 afterclose. They're in online education and yahoo-estimates are for 162M rev. /.38 eps:
https://finance.yahoo.com/quote/PRDO/analysis?p=PRDO
Any opinions?
Take 2 or 3 minutes, possibly 5 maximum...go to their website and read this post...
https://www.heatbio.com/news-media/news-releases/detail/654/heat-biologics-announces-formation-of-covid-19-advisory
...before you risk being squeezed silly like a stocklemon?
The one year chart is almost identical to ALT's chart (big spike/no big dump). I'm tagging these two stocks to be the possible vaccine sleepers in Trump's "Operation Warp Speed".
https://bigcharts.marketwatch.com/quickchart/quickchart.asp?symb=htbx&insttype=&freq=1&show=&time=8
https://bigcharts.marketwatch.com/quickchart/quickchart.asp?symb=alt&insttype=&freq=1&show=&time=8
In normal times an R/S to retain an uplisting would be detrimental to the pps but not in this "virus" environment. If HTBX has the goods there'll be so much interest it won't matter whatsoever.
Also, thanks for posting several enlightening facts here. This board has been inundated by that pesky'est of pests, bigbird...so often on the wrong side of the trade.
Operation Warp Speed... the list will be pared to 6-8 vaccines before starting clinical trials
JNJ PFE MRNA NVAX INO - all five attended the WH Meeting on 3/2/20, are listed as U.S. companies, and have a coronavirus vaccine in the works. So, assuming these five pieces of this puzzle correct, then which are the other one to three pieces?
I'm picking ALT first and boxing VXRT and HTBX in an exacta-wager...
sidenote: ALT trades at an approx. $65M cap with a $3.14 pps...room here for a 10-bagger with extreme low-risk in this environment...
ALT 3.14 - are they one of the 14 unknown vaccine candidates of 'Operation Warp Speed'?
https://finance.yahoo.com/news/altimmune-university-alabama-birmingham-collaborate-110010768.html
ALT 3.14 - are they one of the 14 unknown vaccine candidates of 'Operation Warp Speed'?
https://finance.yahoo.com/news/altimmune-university-alabama-birmingham-collaborate-110010768.html
GAITHERSBURG, Md., March 30, 2020 (GLOBE NEWSWIRE) -- Altimmune, Inc. (ALT), a clinical-stage biopharmaceutical company, today announced that it is launching a collaboration with the University of Alabama at Birmingham (UAB) on the development of its single-dose, intranasal COVID-19 vaccine, named AdCOVID.
In response to the urgent demand posed by the COVID-19 global pandemic, Altimmune has created a COVID-19 vaccine candidate and is currently preparing for immunogenicity studies and manufacture of Phase 1 clinical trial material. Initially, Altimmune will work with UAB investigators on preclinical animal studies and characterization of the vaccine immunogenicity with the goal of enabling a Phase 1 trial in Q3 of this year. Altimmune has significant experience in the development of intranasal vaccines for respiratory pathogens, including NasoVAX, a seasonal and pandemic influenza vaccine candidate, and NasoShield, a vaccine candidate for inhalation anthrax. NasoShield is being developed under a $133.7 million contract with Biomedical Advanced Research and Development Authority (BARDA).
“It is critical that the biotechnology industry and academic institutions work together to prevent the further spread of COVID-19, and UAB is an ideal partner to support us in this effort,” said Vipin K. Garg, Ph.D., President and Chief Executive Officer. “UAB has an impressive track record of cutting-edge research in virology and immunology, as well as in the clinical development of vaccines. In fact, Altimmune was founded through a technology license from UAB in 1997. We are excited to collaborate with UAB in our efforts and look forward to addressing this crisis together.”
“We are eager to collaborate with Altimmune on this important project," said Frances E. Lund, the Charles H. McCauley Professor and Chair for the UAB Department of Microbiology. “The expertise and infrastructure at UAB will be invaluable to the rapid progression of this vaccine into clinical studies,” she added.
Six UAB labs will work together on this urgent collaboration with Altimmune. “This project will be our highest priority for the group in the next few months as the goal is to get the data to Altimmune as rapidly as possible, so that they will use the information gained from the preclinical study to design their clinical trial in people,” Lund said.
UAB also has extensive experience in conducting clinical studies of vaccines and has participated in studies sponsored by the Vaccine Evaluation and Trial Unit, part of the National Institute of Allergy and Infectious Diseases at the National Institutes of Health.
AdCOVID is a single-dose, intranasal vaccine candidate designed to protect against COVID-19, the disease caused by the SARS-CoV-2 virus. By utilizing the Company’s proprietary intranasal vaccine technology, it is expected that AdCOVID has the potential to activate multiple arms of the immune system as shown in a recent Phase 2 clinical study with NasoVAX, an influenza vaccine candidate based on the same platform technology. That study showed potent stimulation of mucosal and cellular immune responses in addition to a strong serum antibody response. In addition, our platform vaccines (NasoVAX and NasoShield) have shown an excellent stability profile and, when combined with the simple intranasal route of administration, may allow for efficient and inexpensive distribution of the vaccine.
About UAB
Known for its innovative and interdisciplinary approach to education at both the graduate and undergraduate levels, the University of Alabama at Birmingham is an internationally renowned research university and academic medical center, as well as Alabama’s largest employer, with some 23,000 employees, and has an annual economic impact exceeding $7 billion on the state. The pillars of UAB’s mission include education, research, innovation and economic development, community engagement, and patient care. Learn more at www.uab.edu.
About Altimmune
Altimmune is a clinical stage biopharmaceutical company focused on developing treatments for liver disease, immune modulating therapies and vaccines. Our diverse pipeline includes next generation peptide therapeutics for NASH (ALT-801) and chronic hepatitis B (HepTcell™), conjugated immunostimulants for the treatment of cancer (ALT-702) and intranasal vaccines (NasoVAX™, NasoShield™ and AdCOVID™). For more information on Altimmune, please visit www.altimmune.com.
https://finance.yahoo.com/news/altimmune-university-alabama-birmingham-collaborate-110010768.html
May 1, 2020, 7:41 PM CDT
By Carol E. Lee, Kristen Welker and Elyse Perlmutter-Gumbiner
WASHINGTON — There are 14 potential coronavirus vaccines under development as part of President Donald Trump's administration's program to fast-track one for use as early as January, senior administration officials tell NBC News.
That number was whittled down several weeks ago from 93 vaccines in development that were studied as part of the program, known as “Operation Warp Speed,” officials said.
Over the next two weeks, the 14 remaining vaccines will undergo additional testing and officials expect that anywhere from six to eight of them will make it to a subsequent round of clinical trials. Ultimately, the officials said, the goal is to have three or four vaccines make it through final testing and cleared for use early next year.
https://www.nbcnews.com/politics/white-house/health-officials-eyeing-least-one-14-potential-coronavirus-vaccines-fast-n1198326
Glad to hear it. I was getting concerned about you continually taking the wrong side of the trade?
I.E. Why don't you first buy at 2.6 and then sell at 4.3?
You keep selling first in these hot covid-vaccine-bios and WOW you risk getting squeezed like a citron-lemon...
bigbird, do you think VXRT made Trump's "Operation Warp Speed" list of 14? I'm betting they did.
https://www.nbcnews.com/politics/white-house/health-officials-eyeing-least-one-14-potential-coronavirus-vaccines-fast-n1198326
And if yes, do you think they might make it to the subsequent round of 'six to eight'?
DR. KIM: We’ve been collaborating with U.S. agencies like DARPA, NIH. We’ve collaborated with Dr. Birx in HIV vaccines many, many years ago. With existing resources and capacity, by end of this year, Inovio could deliver about one million doses, but to scale — by end of this year — but to scale beyond that, we need your help, Mr. President. We need to work with you and your agencies, BARDA, and others to help us scale our vaccine to manufacture in America, to protect American public, also to lead the world in the vaccine development from America. Thank you very much.
THE PRESIDENT: No, thank you very much. You’ll have our help. Thank you.
https://www.whitehouse.gov/briefings-statements/remarks-president-trump-members-coronavirus-task-force-meeting-pharmaceutical-companies/
NVAX 16.84 - reentered on the dip in afterhours. Looks to be a lock to eventually proceed to the final "six to eight" vaccine trials in Operation Warp Speed.
1. NVAX was an attendee at the 3/2/20 WH Meeting.
2. Recent "Nanovax" Phase-3 success:
https://finance.yahoo.com/news/novavax-nanoflu-achieves-primary-endpoints-100010015.html
3. NVX-CoV2373 coronavirus vaccine 'in-human' trials scheduled to start mid-May:
https://finance.yahoo.com/news/novavax-identifies-coronavirus-vaccine-candidate-100010906.html
NVAX 16.84 - reentered on the dip in afterhours. Looks to be a lock to eventually proceed to the final "six to eight" vaccine trials in Operation Warp Speed.
1. NVAX was an attendee at the 3/2/20 WH Meeting.
2. Recent "Nanovax" Phase-3 success:
https://finance.yahoo.com/news/novavax-nanoflu-achieves-primary-endpoints-100010015.html
3. NVX-CoV2373 coronavirus vaccine 'in-human' trials scheduled to start mid-May:
https://finance.yahoo.com/news/novavax-identifies-coronavirus-vaccine-candidate-100010906.html
There are 14 potential coronavirus vaccines under development as part of President Donald Trump's administration's program to fast-track one for use as early as January, senior administration officials tell NBC News.
I'm betting that all 14 are U.S. companies (i.e. make AMERICA great again) which would eliminate several on the "Statnews" list of 13? And PFE, for example, is in collaboration with a foreign company so that leaves a ?-mark for PFE and any other collaborations?
MRNA, NVAX, INO (all attended the WH Meeting) are locks imo and there'll be several sleeper stocks, possibly an OTC stock or two...
some humor...
(sound on)
SOUND ON: This is absolutely hilarious! pic.twitter.com/daG0aPOVB5
— CHIZ 🇺🇸 (@CHIZMAGA) April 27, 2020
"Operation Warp Speed" Does anyone know the "14"? Any educated guesses?
May 1, 2020, 7:41 PM CDT
By Carol E. Lee, Kristen Welker and Elyse Perlmutter-Gumbiner
WASHINGTON — There are 14 potential coronavirus vaccines under development as part of President Donald Trump's administration's program to fast-track one for use as early as January, senior administration officials tell NBC News.
That number was whittled down several weeks ago from 93 vaccines in development that were studied as part of the program, known as “Operation Warp Speed,” officials said.
Over the next two weeks, the 14 remaining vaccines will undergo additional testing and officials expect that anywhere from six to eight of them will make it to a subsequent round of clinical trials. Ultimately, the officials said, the goal is to have three or four vaccines make it through final testing and cleared for use early next year.
https://www.nbcnews.com/politics/white-house/health-officials-eyeing-least-one-14-potential-coronavirus-vaccines-fast-n1198326