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If the shorts are so confident in their position, then they must know something that we don't. However, who dares to short RVNC at below $3? Either they are stupid or this company has a major cash issue.
10K shares average average $7.50, the worst performance in my portfolio. Not adding not selling.
Please do. Let's hope you will bring some luck to us.
Is a secondary offering in 2024 likely? While full utilization of the debt facility might happen soon, additional capital is needed.
ALVR also has an RSV program.
ALVR106 is an allogeneic, off-the-shelf, multi-virus specific T-cell therapy candidate designed to target human metapneumovirus (hMPV), influenza, parainfluenza virus (PIV), and respiratory syncytial virus (RSV).
Recent setbacks in T-cell therapy, such as Atara Biosecience's failure in MS, raise questions about the field's overall effectiveness. This could potentially remove a competitor from the RSV space, making ALVR106 more attractive to larger pharmaceutical companies.
ALVR failed in Phase 3. How does it affect ENTA? I think one more less competition. Do we have a chance to do some deals with Gilead Sciences?
Another tangible sign of the growing influence of the Global South.
BRICS+ will gain firm control of OPEC+ when Iran, the UAE, and Saudi Arabia join the group. However, with two energy-hungry economies in BRICS+, I believe the oil price will likely remain under $100.
The ESG vision promoted by the World Economic Forum will be dead soon.
It is obvious that DAXI sales were not as expected due to a premium pricing strategy. However, it did create the impression that the DAXI product is superior. I believe this to be a blessing in disguise.
Bear article published in Seeking Alpha:
https://seekingalpha.com/article/4654913-revance-therapeutics-not-even-daxxify-can-treat-investors-frown-lines
John Kerry, Leonardo DiCaprio, and Bill Gates should practice what they preach. It is morally questionable for these elite individuals to advocate for sustainability while using private jets. While their intentions may be noble, their actions IS hypocritical when compared to the realities of poverty-stricken communities in Africa and Asia, who often rely on coal for basic electricity needs
Hello all,
The following factors determine share price in the next 2 years. What do you guys think?
1. What is the expected peak revenue of Daxxify for all indications? My guess is 700M- 1B USD. No one knows what happens here.
2. What is the expected peak revenue of RH filler? My guess is 200 million USD
3. I think they need to raise about 400 million USD before they reach cash flow positive.
These so-called green subsidies are nothing more than a diversion of government funds that are supposed to go to poor people to affluent individuals. Why do people who can afford expensive luxury Teslas need subsidies while poor people cannot afford even a 10-year-old used car?
The green billionaire lobby is the new big oil of our time.
What is Daxxify expected peak sales for CD indication?
Typically Bloomberg publishes only pro-green and anti-oil articles only. Mr, Bloomberg is declared a green crusader. Here is one from Bloomberg a few years back.
https://www.bloomberg.com/news/features/2020-02-05/wind-turbine-blades-can-t-be-recycled-so-they-re-piling-up-in-landfills#xj4y7vzkg
Big "taxpayer parasite" green windmills face the same problem in a few years.
LOL..Last year everyone was telling us that fossil fuel is dead and renewals will be free energy. Even Mr. Jim Cramer was telling oil is uninvestable. Cathy Madam was telling oil will forever be under $40.
Where John Kerry / Al Gore and Bill gates are now when the electric price in Europe is 5 fold. How Europe will handle the surge of EV without reliable energy ( wind and solar are not reliable without proper storage )
Wokeness is killing west.
Long BTU and short RIVN.
What to expect when we are teaching our kids more about gender studies and racial justice than STEM. No wonder Asia will progress due to wokeness everywhere in the west.
California is trying to stop accelerated learning in the name of equality.
https://edsource.org/2021/california-math-guidance-sparks-new-curriculum-controversy-among-parents/655272
Election has consciousness! Commodity is a reason of high inflation.
Free green energy solve this problem..lol.
According to climate warriors green energy can defy “laws of thermodynamics “.
Out of 3, if I have to put my $$, my bet would be HZNP. With $4 billion expected revenue and 8 times sales, I would keep a potential market cap of around $32 billion.
However, Mr. Biden and Mr. Berne can legislate to control drug prices. Horizon drugs are very expensive.
Why invest in green when the return is so low? It does not solve the energy problem.
Better give all profits back to shareholders. XOM is doing right thing.
Europe shows what going green means. Now Putin is the king of Europe, thanks to green energy.
Reliable energy is the GDP. Do not forget people used to have slaves for energy.
Finally, Shell is doing the right thing not to invest in money-losing green energy and return back to share holder.
Net Zero is an accounting game. Slowly reputable big oil sells high carbon assets to smaller companies and there will be no change in net emission.
Fossil fuel has a longer life than most people think. Green energy is not enough to fulfill energy needs. Either nuclear or fossil fuel is needed for foreseeable future.
Long $cve and $cnq. Oil sands all the way, huge reserve for next 50 years.
Everyone is sold on climate change dogma presented by green billionaires. But no one is willing to give up energy extensive lifestyle. Now we are seeing a preview of the upcoming energy crisis in Europe.
EV has a long way to go. Wait till they outlaw natural gas for power generation ( after nuclear and coal). I don't how the grid handles when everyone in the suburb is charging their EV.
Energy poverty is coming and Russia/China will be a huge winner. You can not beat the law of the second thermodynamic. A century-old Jevon paradox is still alive.
Let’s address elephant in a room than marginal gain. To prevent climate change we need to control population growth and compromise life style. You can not have all. Do all climate crusader billionaires compromised their life style yet? Otherwise they don’t have moral authority to preach anyone.
As long as MBS and Putin keep on tightening valve oil price will stay where it is or it can even go higher.
US president is not a good term with both MBS and Russia and I don't think they will open up to please the United States as they did in past.
Canadian energy names are still cheap even though most of them are doubled and tripled in the last 9 months. If you want to play safe choose any of the following:
CVE, ERF, MEG.to, WCP.to, CNQ
Other Canadian E&P stocks are cheap too.
Saftey data is good, what could be a reason Roche dumps FDMT?
Yes, with AOC and liberals at the helm, I will avoid US oil companies. Canadain Oil companies already saw this horror before. Now Canadians are not in a growth mode and maintenance capital for oil sand is low. They don't have to run a trade mill like US shale counterparts.
MEG, CNQ, and CVE are cash flow machines now and they are deleveraging now.
Here is some investment thesis for Canadian Oil Sand.
- 50+ years of reserves
- Breakeven price in low $30 WTI
- TMX pipeline construction is in progress, that will reduce dependency on US
- Mexico and Venezuela's heavy oil export to the US is on the decline.
These other elephants will make money for investors for the next 20 years. Well, we need alternative energy but with current technology, it is not reliable. Math and Physics are still not there.
Only nuclear energy can provide reliable energy other than fossile fule.
I personally sold RDS and bought CNQ (Canadian oil sand) which was more than doubled in a year. It has still a long way to go.
Yes, what a good idea to tax gasoline which is used by poor farmers, and subsidize 80K tesla.
This will increase the use of plastic ( aka fossil fuel ). No matter what MSM, Bloomberg, and vocal left say, fossil fule is here to stay for the next 50 years. Fossile fule Demand will grow for next 5-10 years before renewable will slowly take over. It is a long process. We are not able to replace coal yet after 2 decades of try. Oil and Natural gas still have a long way to go.
The energy sector is still a bargain on a cash flow basis and will remain so for the next 2 years. $70 oil is on the horizon and few mid-cap energy stocks will double/triple.
CVE, CPG, WCP.to, and a few other Canadian mid-cap are a good bet.
Despite MSM media bashing and climate billionaires activism, fossil fuel will rule for the next 20 years.
For climate change, nuclear is the only viable option now. Tomorrow if another technology breakthrough occurs then that is a different story.
TSLA should focus on making $$ without carbon credit/government credit ( giving a tax break to rich people as poor people cannot afford tesla) and gambling on bitcoin.
Oil price crosses $60 due to actions OPEC and Joe Biden. No matter what elites like to believe, oil will be there for decades to come. There are still few years of demand growth from developing countries.
This year energy will outperform the general market ( after 6 years of underperformance).
I think Canadian oil companies are investment-worthy ( SU, CVE, CNQ ). If you can take a risk VET and CPG have the potential to be a multibagger.
I think Biden and democrats do not like oil and it is not needed in near future.
Why would the US government under Biden stops anyone to take a company which is in terminal decline?
Nothing against Liam Denning. It is Bloomberg's cooperate policy to publish negative fossil fuel articles.
We can all hate fossil fuel but it is needed for foreseeable future. Demand will go to 100 million barrels soon and EV has a long way to go.
I don't trust Bloomberg when it comes to coverage of fossil fuel-related topics. It is their agenda to exaggerate the benefits of clean energy.
Time to long oil when everybody hates it.
$65 oil soon and cheap Canadian oils company will outperform the market this year and next year.
c) OXY acquires APC.
Dew,
I know you don't like Bevyxxa and it has no revenue hence no value.
Do you think that Andexxa can save PTLA now with Gen2 approval.
I am not expert on these but do you think Andexxa has any advantage over current drugs or it is just another "me too" drug.
What is point to continuing testing if it failed at OS and PFS? Why are they wasting $$ which they don't have?
AF is not convinced.
$OMER -9%. On last night’s call, CEO walked back expectations for speedy FDA submission for OMS721 based on scant data in HSCT-TMA. As I warned here ->
https://www.statnews.com/2018/05/31/omeros-bone-marrow-transplant/
Dew,
What is probability of successful Phase 3 for E2112 [ Exemestane +/- entinostat ]. It seems market does not believe it will be successful.
Any hope here?