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$WDDMF:WeedMD Earnings Nov 30
This is one you may want to get before earnings. They have unique relationship with Unions and Insurance Companies for their medical sales. good pricing and low turnover. 27 Acre outdoor grow, low cost production.
$7.73 and no news?
Microsoft wants to demolish video-conferencing competition like Zoom. Leaked documents obtained by Business Insider show the firm is tying staff bonuses to the success of its own video product, Teams, against rivals like WebEx.
https://www.businessinsider.com/microsoft-teams-zoom-webex-meetings-2020-11?r=US&IR=T
$FLL BIG Q:
Full House Resorts Announces Strong Third Quarter Results
Thursday, November 05, 2020 09:05:00 PM (GMT)
- Operating Income More Than Triples, and Adjusted EBITDA More Than Doubles, From Prior-Year Quarter
- Company Executes Commitment Letter to Potentially Fund Its Waukegan Casino Proposal, If Chosen
- Colorado Voters Approve Positive Changes to State’s Gaming Legislation
- Company’s Sports Wagering Providers Continue to Launch Operations
- Total Cash and Equivalents Increased to $34.0 Million at End of Third Quarter
Actual article:looks promising
https://www.nature.com/articles/s41386-020-00883-6#Sec20
$MMEDF Phase1 Data to Support MindMed's Project Lucy in Preparing Phase 2b Trial for Anxiety Disorders
NEW YORK, Nov. 2, 2020 /CNW/ -- MindMed (NEO: MMED, OTCQB: MMEDF), the leading psychedelic medicine biotech company in partnership with University Hospital Basel's Liechti Lab announces the completion and publication of a Phase 1 study on the acute dose dependent effects of LSD. The completed Phase 1 study will help MindMed in dose-finding and the planning of future Phase 2 clinical trials of LSD in patients with anxiety disorders and other medical conditions.
more at
https://finance.yahoo.com/news/sir-royalty-income-fund-reports-222300913.html
$MMEDF Phase1 Data to Support MindMed's Project Lucy in Preparing Phase 2b Trial for Anxiety Disorders
NEW YORK, Nov. 2, 2020 /CNW/ -- MindMed (NEO: MMED, OTCQB: MMEDF), the leading psychedelic medicine biotech company in partnership with University Hospital Basel's Liechti Lab announces the completion and publication of a Phase 1 study on the acute dose dependent effects of LSD. The completed Phase 1 study will help MindMed in dose-finding and the planning of future Phase 2 clinical trials of LSD in patients with anxiety disorders and other medical conditions.
more at
https://finance.yahoo.com/news/sir-royalty-income-fund-reports-222300913.html
$FLL Next week Could be HUGE. Full House resorts is one of three finalists for Waukegan IL casino. Gaming board should announce 10/28, but could be extended.
core operations include Silver Slipper Casino and Hotel, Bronco Billy's Casino and Hotel, Rising Star Casino Resort and Northern Nevada. Watch for earnings early November. On 2Q conference management noted in July "I'm pretty sure it was the best month in the company's history"
$LCTX Phase1/2a for Macular degeneration being presented today 7:40 AM PCT
OpRegen Data Update to Be Featured in Presentation by Christopher D. Riemann, MD at 2020 American Academy of Ophthalmology Meeting
Thursday, October 15, 2020 12:00:00 PM (GMT)
Lineage Also Will be Featured in Separate Presentation Focused on Cell Based Therapies for AMD by Allen C. Ho, MD
Lineage Cell Therapeutics, Inc. (NYSE American and TASE: LCTX), a clinical-stage biotechnology company developing novel cell therapies for unmet medical needs, announced today that updated interim results from a Phase 1/2a study of its lead product candidate, OpRegen®, a retinal pigment epithelium cell transplant therapy currently in development for the treatment of dry age-related macular degeneration (AMD), will be presented at the 2020 American Academy of Ophthalmology Annual Meeting (AAO 2020), to be held virtually (November 13-15, 2020). The presentation, “Phase 1/2a Study of Subretinally Transplanted hESC-Derived RPE Cells in Advanced Dry-Form AMD Patients” will be featured as part of the Original Paper Session, OP02V Retina, Vitreous Original Papers on November 15, 2020 between 7:40am to 8:25am Pacific Time by Christopher D. Riemann, M.D., Vitreoretinal Surgeon and Fellowship Director, Cincinnati Eye Institute (CEI) and University of Cincinnati School of Medicine. (abstract number 30063541). In addition, data from Lineage will be shown in a presentation by Allen C. Ho, M.D. FACS, Wills Eye Hospital Attending Surgeon and Director of Retina Research, Professor of Ophthalmology, Thomas Jefferson University, entitled: “Cell Based Therapies and Surgical Strategies for Atrophic Age-Related Macular Degeneration 2020,” which is being presented as part of the AAO 2020 Retina Subspecialty Day, on November 13, 2020 at 1:38pm Eastern Time.
The American Academy of Ophthalmology is the world’s largest association of eye physicians and surgeons. A global community of 32,000 medical doctors, the AAO protects sight and empowers lives by setting the standards for ophthalmic education and advocating for our patients and the public. AAO innovates to advance our profession and to ensure the delivery of the highest-quality eye care. For more information, please visit www.aao.org or follow the academy on Twitter @AAO.
About Dry AMD
Dry age-related macular degeneration (AMD) is a leading cause of adult blindness in the developed world. There are two forms of AMD: wet AMD and dry AMD. Dry AMD is the more common of the two types, accounting for approximately 85-90% of cases. Wet AMD is the less common of the two types, accounting for approximately 10-15% of cases. Global sales of the two leading wet AMD therapies were in excess of $10 billion in 2019. Nearly all cases of wet AMD begin as dry AMD. Dry AMD typically affects both eyes. There are currently no U.S. Food and Drug Administration (FDA) or European Medicines Agency (EMA) approved treatment options available for patients with dry AMD.
About Lineage Cell Therapeutics, Inc.
Lineage Cell Therapeutics is a clinical-stage biotechnology company developing novel cell therapies for unmet medical needs. Lineage’s programs are based on its robust proprietary cell-based therapy platform and associated in-house development and manufacturing capabilities. With this platform Lineage develops and manufactures specialized, terminally differentiated human cells from its pluripotent and progenitor cell starting materials. These differentiated cells are developed to either replace or support cells that are dysfunctional or absent due to degenerative disease or traumatic injury or administered as a means of helping the body mount an effective immune response to cancer. Lineage’s clinical programs are in markets with billion dollar opportunities and include three allogeneic (“off-the-shelf”) product candidates: (i) OpRegen®, a retinal pigment epithelium transplant therapy in Phase 1/2a development for the treatment of dry age-related macular degeneration, a leading cause of blindness in the developed world; (ii) OPC1, an oligodendrocyte progenitor cell therapy in Phase 1/2a development for the treatment of acute spinal cord injuries; and (iii) VAC, an allogeneic dendritic cell therapy platform for immuno-oncology and infectious disease, currently in clinical development for the treatment of non-small cell lung cancer. For more information, please visit www.lineagecell.com or follow the Company on Twitter @LineageCell.
Correct Ticker $LCTX, sorry fat fingers
$LTCX has other phase 1/2 in process. 3 potential blockbusters
OpRegen, a retinal pigment epithelium (RPE) cell replacement therapy currently in a Phase 1/2a multi-center clinical trial for the treatment of advanced dry age-related macular degeneration (AMD) with geographic atrophy (GA)
OPC1, an oligodendrocyte progenitor cell therapy for the treatment of acute spinal cord injuries. The trial enrollment is completed in a 25- patient Phase 1/2a multicenter clinical trial with OPC1; this trial was partially funded by the California Institute for Regenerative Medicine (CIRM)
is $NEXCF providing AR for the QR code on Amazon boxes?
$LCTX Phase1 well tolerated :
Lineage Cell Therapeutics and Cancer Research UK Announce Encouraging Preliminary Phase 1 Study Results With VAC2 for the Treatment of Non-small Cell Lung Cancer
Tuesday, October 13, 2020 01:00:00 PM (GMT)
Potent Induction of Immune Responses Observed with VAC2 Vaccine
Peripheral Antigen-specific Immunogenicity Above 3% Observed at Multiple Timepoints
VAC2 Appears Well Tolerated with No Unexpected Adverse Events[color=red][/color]
Lineage Cell Therapeutics, Inc. (NYSE American and TASE: LCTX), a clinical-stage biotechnology company developing novel cell therapies for unmet medical needs, and Cancer Research UK, the world’s leading cancer charity dedicated to saving lives through research, today announced encouraging preliminary results from an ongoing Phase 1 clinical study of VAC2 in non-small cell lung cancer (NSCLC). VAC2 demonstrated remarkably potent induction of immune responses in all patients dosed to date, with high levels of peripheral antigen-specific immunogenicity observed at multiple time points and confirmed by multimer staining. On the basis of these findings, and following completion of the ongoing VAC2 clinical study in NSCLC, Lineage will seek to evaluate VAC2 in combination with therapies considered biologically complementary to VAC2, such as chemotherapy and the immune cell protectant properties offered by anti-PD1 immunotherapy.
Lineage recently conducted an early exercise of its option to acquire data from Cancer Research UK and assumed responsibility for further development of the VAC2 product candidate as well as future development opportunities derived from the VAC platform, while Cancer Research UK’s Centre for Drug Development concludes the ongoing clinical study.
“Based on review of all available data, the therapy was safe and well tolerated in all patients. While the safety profile was expected, the immunogenicity data are remarkable and highly provocative,” stated Christian Ottensmeier, MD, PhD, FRCP, Professor of Experimental Medicine at the University of Southampton and Chief Investigator on the VAC2 clinical study. “Antigen-reactive pentamer staining data induced by VAC2 suggest that the vaccine is highly potent, inducing significantly higher levels of antigen-specific T cells, compared with that invoked by alternative vaccine approaches, such as DNA- and RNA-based vaccines. From my perspective as an immuno-oncologist these data support rapid phase II testing, focused on clinical benefit.”
Brian Culley, Chief Executive Officer of Lineage, said: “Interestingly, one patient experienced a radiological response following chemotherapy subsequent to VAC2 treatment. Although anecdotal and occurring after the patient had completed the VAC2 trial, responses in this setting are rare and support further investigation. Dendritic cells are the most potent antigen-presenting cells in the body and harnessing their power to accurately deliver information about foreign material is re-emerging as an attractive therapeutic modality based on their consistent safety profile and increasing knowledge of how to deploy them in the clinical setting. As a leader in the field of cell therapy, Lineage aims to advance the current VAC2 product candidate and identify ways to expand the VAC platform through internally-owned and externally-partnered antigens.”
Dr. Nigel Blackburn, Cancer Research UK’s Director of Drug Development, said: “We are pleased to see, after several years of development, the clinical progress that VAC2 has made and the impact it could have for people with lung cancer, which is the third most common cancer in the UK. We are excited to continue our support of the next phase of development of VAC2 and assist with the expansion of those efforts into additional cancers, and other potential areas with significant unmet medical need.”
$IDT SumOfParts $737M Current MarketCap 255.
sales from Fiscal year end 7/31/2020 (May have rounding)
Boss .6x sales of 800 = 479
Growth .7x sales og 60 = 42
Legacy .2x sales of 393 = 78
n2Phone .5x sales of 50 = 25
Net Cash = 109 ( that is 4/share)
total 737M
Last Q EBITDA 24M 96M annual
Market Cap 255
Less Net Cash 109
Enterprise value 146M
EV/EBITDA 1.52x CHEAP!
SumOfParts $737M sales from Fiscal year end 7/31/2020 (May have rounding)
Boss .6x sales of 800 = 479
Growth .7x sales og 60 = 42
Legacy .2x sales of 393 = 78
n2Phone .5x sales of 50 = 25
Net Cash = 109
total 737M
Last Q EBITDA 24M 96M annual
MArket Cap 255
Less Net Cash 109
Enterprise value 146M
EV/EBITDA 1.52x CHEAP!
Rumors of APPLE6 Watch. substrate for O2 sensors, supplies OSRAM SYLVANIA
which could be the lasers apple is using. Synios S 2222 and or the Osram’s Oslon Piccolo infrared that are also needed for O2 sensor.
Than substrates for micro LED, which should be even larger
Other video conference, NO MOAT
Got this from seeking alpha. I think the Verizon, Bluejeans could take share left and right
Huddle (IDT)
www.net2phone.com/...
Bluejeans (I think Verizon)
www.bluejeans.com/...
Inferno AR (augment Reality) real time subtitles in 60 languages (MSFT cloud partner)
www.nextechar.com/...
Est$800M for BossRevolution & mobile-top-up in revenue.
Verizon just paid .9x revenue for tracfone. The BOSS would be worth $700, near what VZ paid, and even at .5x of revenue BOSS is worth 400M plus the other units and investments, on a company that is under 200M market cap.
Tracfone sold for .8-.9x sales $IDT trading at .13x sales
$NEXCF The next ZOOM NexTech AR Augmented Reality platform for meetings, conference, e-commerce, Education, etc
Virtual Trade shows
https://finance.yahoo.com/news/nextech-infernoar-chosen-uk-construction-110000989.html
Microsoft Partner
https://finance.yahoo.com/news/nextech-now-approved-microsoft-partner-110000326.html
$NEXCF The next ZOOM NexTech AR Augmented Reality platform for meetings, conference, e-commerce, Education, etc
Virtual Trade shows
https://finance.yahoo.com/news/nextech-infernoar-chosen-uk-construction-110000989.html
Microsoft Partner
https://finance.yahoo.com/news/nextech-now-approved-microsoft-partner-110000326.html
Can Zoom do this?
Way cool Demo
MindMed:Announces 1st-Ever Clinical Trial Combining MDMA and LSD
https://markets.businessinsider.com/news/stocks/mindmed-announces-first-ever-clinical-trial-combining-mdma-and-lsd-1029530975
$NEXCF:Better than Zoom, NexTech AR Solutions Inc, Reports 8/25. I recommend you look at the product offerings compared to zoom. looks like a better mousetrap
INA's attorney in classaction has filed motion to be removed:
https://www.pacermonitor.com/public/case/25461372/Smith_v_CV_Sciences,_Inc_et_al
PHASE1-Dosing Complete WELL TOLERATED!
NEW YORK, July 28, 2020 /CNW/ -- Mind Medicine (MindMed) Inc. (NEO: MMED OTCQB: MMEDF), the leading psychedelic pharmaceutical company, has concluded dosing in a Phase 1 Single Ascending Dose (SAD) study of 18-MC. The dosing of 18-MC was well tolerated in humans and will help advance planning for a Phase 2a clinical trial in opioid addiction. Further, the study has not incurred any delays due to the COVID-19 pandemic and the Multiple Ascending Dose (MAD) study is on track according to the original development timeline.
$MMEDF:Phase-1 Dosing complete:
https://finance.yahoo.com/news/mindmed-completes-dosing-18-mc-113000940.html
NEW YORK, July 28, 2020 /CNW/ -- Mind Medicine (MindMed) Inc. (NEO: MMED OTCQB: MMEDF), the leading psychedelic pharmaceutical company, has concluded dosing in a Phase 1 Single Ascending Dose (SAD) study of 18-MC. The dosing of 18-MC was well tolerated in humans and will help advance planning for a Phase 2a clinical trial in opioid addiction. Further, the study has not incurred any delays due to the COVID-19 pandemic and the Multiple Ascending Dose (MAD) study is on track according to the original development timeline.
Facebook rooms in messenger:
https://about.fb.com/news/2020/07/go-live-on-facebook-from-messenger-rooms/
$WDDMF,325% q/q Sales Growth, Reports 7/14
SEQUENTIAL 325% QUARTER-OVER-QUARTER GROWTH SIGNALS STRONG DEMAND AND BRAND RECOGNITION
Toronto, Canada, June 25, 2020 – WeedMD Inc. (TSX-V:WMD) (OTC:WDDMF) (FSE:4WE) (“WeedMD” or the “Company”), a federally-licensed producer and distributor of medical-grade cannabis, is pleased to report record preliminary unaudited revenues of $12 million(1) for the three month period ended March 31, 2020. The Company will report record sales growth representing the first full quarter of integration with Starseed Holdings Inc. (“Starseed”) following its acquisition in December 2019.
WeedMD will file its first quarter 2020 financial results after market on Tuesday July 14, 2020 and host a conference call with management the following day.
https://www.weedmd.com/weedmd-reaffirms-record-q1-2020-preliminary-net-revenues-of-12-million-and-confirms-earnings-call-on-july-15-2020/
Zooms relationship with the Chinese government.
You may want to read this article from campus reform : https://www.campusreform.org/?ID=15224
Deals with censorship and Zooms relationship with the Chinese government.
One small part I found very disturbing: “A recent article in the Washington Post added that companies and government entities in the U.S., the United Kingdom, Germany, and Australia have advised employees against using Zoom for concerns involving data security. The Taiwanese government completely banned the use of Zoom in April 2020. The company recently admitted to routing calls and meeting data through Chinese servers, even though the meetings were not hosted by users in China or made to China.”
UPDATES: MMEDF
The company is on the brink of beginning phase 2 FDA clinical trials on:
1. LSD micro-dosing for the treatment of adult ADHD
2. Hallucinogenic dose of LSD for the treatment of anxiety disorders
3. 18-MC, a synthetic, non-hallucinogenic derivative of “Ibogaine” for treatment of Opioid addiction/withdrawal
Corp Update: July/2020 (hour video)
$MMEDF:First Publicly Traded Psychedelics Company – MindMed
This is real
The company is on the brink of beginning phase 2 FDA clinical trials on:
1. LSD micro-dosing for the treatment of adult ADHD
2. Hallucinogenic dose of LSD for the treatment of anxiety disorders
3. 18-MC, a synthetic, non-hallucinogenic derivative of “Ibogaine” for treatment of Opioid addiction/withdrawal
Corp Update: July (hour video)
The 1/2022 FYE est is 1.54 (non-gaap) that's a p/e of 170X, and Sales est of 1/2022 2.2B giving them a price/sales on 1/2022 of 34x. current EV/EBITDA 758x, p/Book 83x. There may be future competition, JioMeet in India, (Facebook +9% stake) business model FREE, for now. Not saying it can't stay expensive, but multiples can contract quickly.
$MMEDF:Mindmed,First Publicly Traded Psychedelics Company
The company is on the brink of beginning phase 2 FDA clinical trials on:
1. LSD micro-dosing for the treatment of adult ADHD
2. Hallucinogenic dose of LSD for the treatment of anxiety disorders
3. 18-MC, a synthetic, non-hallucinogenic derivative of “Ibogaine” for treatment of Opioid addiction/withdrawal
Investor deck
https://assets.website-files.com/5d3ec58873102c610bc714e5/5e5e246853a552ce1be72508_MindMed%20Investor%20Deck.pdf
$LCTX I'm long this Small Bio-tech with two interesting products in clinical stage testing. One for spinal cord injuries and another for macular degeneration : company description below
About Lineage Cell Therapeutics, Inc.
Lineage Cell Therapeutics is a clinical-stage biotechnology company developing novel cell therapies for unmet medical needs. Lineage’s programs are based on its robust proprietary cell-based therapy platform and associated in-house development and manufacturing capabilities. With this platform Lineage develops and manufactures specialized, terminally differentiated human cells from its pluripotent and progenitor cell starting materials. These differentiated cells are developed to either replace or support cells that are dysfunctional or absent due to degenerative disease or traumatic injury or administered as a means of helping the body mount an effective immune response to cancer. Lineage’s clinical programs are in markets with billion dollar opportunities and include three allogeneic (“off-the-shelf”) product candidates: (i) OpRegen®, a retinal pigment epithelium transplant therapy in Phase 1/2a development for the treatment of dry age-related macular degeneration, a leading cause of blindness in the developed world; (ii) OPC1, an oligodendrocyte progenitor cell therapy in Phase 1/2a development for the treatment of acute spinal cord injuries; and (iii) VAC, an allogeneic dendritic cell therapy platform for immuno-oncology and infectious disease, currently in clinical development for the treatment of non-small cell lung cancer and in preclinical development for additional cancers and as a vaccine against infectious diseases, including SARS-CoV-2, the virus which causes COVID-19. For more information, please visit www.lineagecell.com or follow the Company on Twitter @LineageCell.
Here's a link to how to calc shares When they are in the money. Pretty straight forward example
https://budgeting.thenest.com/calculate-diluted-shares-options-26801.html
For example, assume a company has 20 million shares outstanding.
Find the number of employee stock options it has outstanding and the exercise, or strike, price per share in the footnotes to the financial statements. In this example, assume a company has 1 million options outstanding with an exercise price of $10.
Subtract the exercise price from the company’s current stock price. In this example, assume the current stock price is $17. Subtract $10 from $17 to get $7.
Divide your result by the current stock price. In this example, divide $7 by $17 to get 0.411765.
Multiply your result by the number of options outstanding. In this example, multiply 0.411765 by 1 million to get 411,765.