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So in this case a Form 4 (buy or sell) does not change your stance on whether you were willing to short, given that you were already not short or not going to short. (PLSE)
OTOH, (slight change of subject) when I see someone with an existing 10% ownership buying more it does not mean nearly as much to me as someone with a much smaller stake making a significant (or steady) increase(s) in their position. The size of the float (small) and the size of the market cap (still small) is much more concerning to a potential short position.
To clarify - would a 10b-5-1 sale have made you more inclined to short, and would it have been enough in itself to lead you to short that ticker (PLSE) despite otherwise not being a short in your style?
It didn't fit your style to short that ticker in the first place. Would a planned sale have made you more inclined to short?
[PLSE][PVCT]
Kiwi - I have not looked at the videos and have no particular reason to do so. There is some familiarity with electroporation from having spent time on ONCS in the past. I don't know what the specific differences are between the two electrical pulse based systems, but the driver of the cancer treatments for both PLSE and for PVCT is based on ablation driven I-O rather than electroporation to the best of my understanding. ONCS on the other hand is using electroporation as a means of drug delivery and makes no claim of ablation from their electrical pulse system.
The treatment differences between PLSE and PVCT (electric pulse v intralesional injection)are of no importance to me at this time. The comparison is of value for a PLSE investor because of the relative stage of development between the two, and because IMHO the difference in the forms of ablation (that leave the cell detritus fragments necessary for I-O) is relatively unimportant while waiting to see if any ablative I-O can show enough clinical relevance.
PLSE going via the medical device route is another consideration (plus or minus.)
Basically, my argument is that there are a variety of ways to achieve ablative I-O if it is efficacious and if it is clinically relevant, and that the market would be competitive. One could argue that the PLSE system would have a marketable advantage, I just don't see where there is currently (sic) justification for a long investment.
[PLSE]
I'm just catching up to this conversation and have only had a quick look at the company, so anyone who has better information should chime in.
The NPES platform: This looks like a form or variation of electroporation. It wasn't clear how it differs from what ONCS uses for their drug delivery other than PLSE claims ablative properties whereas ONCS does not.
...and of course it's up another 36% so far to $1.50 today, lol'ing at myself.
I tend to agree with that and it is part of my investment thesis.
The more important question right now might be what the market thinks of that. I don't have a good feel for that right now, although I have seen duration mentioned as a reason to buy. Right or wrong my position size right now is fairly conservative, where it had been strongly overweighted around $13 dollars.
[ocrx]
I think this statement represents what happens with a great many microcap biotechs that are speculative at best.
Do you think the delivery system is enough to make it an investment? Or that the market will be large enough that it does not matter?
ZIOP uses an IL-12 via oral route and is further along in the clinic. Other intratumoral (intralesional) agents produce immunotheraputic action as well, such as PV-10 currently in phase 3. No reference available but I also recall seeing other drug candidates in preclinical showing the same effect where there is a combination of ablative and immunotheraputic effect.
If one believes that the intralesional IL-12 is worthwhile as more than a trade, one would also have to look at several other therapies including some that are closer to approval.
Might need to look at selling some more puts. Not sure yet what the downside action today is all about.
[ONCS]
Allergan to Acquire ZELTIQ, Best-in-Class Company in Fast-Growing Body Contouring Segment, for $2.47 Billion
5 minutes ago - DJNF
- Immediately Accretive All Cash Transaction Expected to Close in the Second Half of 2017 -
DUBLIN and PLEASANTON, Calif., Feb. 13, 2017 /PRNewswire/ -- Allergan plc (NYSE:AGN), a leading global biopharmaceutical company, and ZELTIQ(R) Aesthetics, Inc. (NASDAQ:ZLTQ), a medical technology company focused on developing and commercializing products utilizing its proprietary controlled-cooling technology platform, today announced that they have entered into a definitive agreement under which Allergan has agreed to acquire ZELTIQ for $56.50 per share, or $2.475 billion, subject to customary adjustments.
The acquisition of ZELTIQ is immediately accretive and enhances Allergan's global medical aesthetics portfolio with the addition of ZELTIQ's flagship CoolSculpting(R) System, the sales leader in the fast-growing cash pay body contouring segment of medical aesthetics. The CoolSculpting System is FDA-cleared to affect appearance through lipolysis or reduction of unwanted fat using a patented cooling technology. CoolSculpting works by gently cooling targeted fat cells in the body to induce a natural, controlled elimination of fat cells without affecting surrounding tissue. Body contouring is a $4 billion market opportunity worldwide and growing.
If true, my short puts will expire worthless.
Congrats to the longs on the positive price action.
Just goes to show how an approach can change merely off the difference between not currently being invested and continuing to hold a long term investment. It changes the dynamics, along with the differences we have in investment style, risk tolerance and so on.
If I were to ever start regretting not investing in a stock on my watch list because it eventually went up without me, it would be a sad thing. I don't have to bet when (or if) the turnaround gets started simply by not owning the stock. [eom]
Patience looks to have been a virtue.
Price is holding up fairly well so far after hours and made a nice rebound from the initial selloff. Have to see what happens during market hours the next couple days - may sell some more puts if the implied vol gets high enough.
Don't see a need to buy equity just yet, will take what happens with the short puts.
Suspect a promotion from one or more penny stock trade/investment services based on that kind of action. Once the bagholders are fed, price should drift back down to the prior level.
And AQB up another 6% so far today.
If I didn't know better, I'd think the market is trying to make me feel bad for not adding under $13.
Seriously though, it is still too early to know what the market thinks it is worth. It has held $12 so far and I'll take that as a positive.
Someone else with better knowledge of the NASH landscape might have a comment on that.
There is a lot of unmet need in NASH. So I would expect more BTD designations until the need is better met.
They may not know yet. It's not like they have to use it immediately.
We still don't know what it was intended for. If it was for HCV they now have it available for something else. Was it worthwhile as insurance against a BTD?
There are several in house possibilities and also at least some chance of using it on something yet to be acquired.
Looks like an event run-up and sell the news.
Common price pattern.
Less than a starter position, but yes.
Have to get the first mistake out of the way cheaply. Worst luck and all that.
AQB
Have you done any valuation work on this?
ENTA
[ALR]
Dew, I saw this in your Charity Contest portfolio at 8%. It does not look like a typical entry - anything from you on why it is in your portfolio would be useful. TIA
PVCT
Is there forward royalty as well?
From the $GILD - $MRK verdict. pic.twitter.com/5g8ueGchzy
— Matthew Herper (@matthewherper) December 15, 2016
FDA
Am curious what you think of WFM at about 30-31 under the current tax structure and if there are no favorable (or unfavorable) tax changes?
i.e. How does the business look a few years down the road relative to now, and what is that currently worth?
I was personally comfortable shorting puts for short term gains around 27 when the price was in the 28-29 range and volatility was high, prepared to hold if assigned. Different situation. LOL.
As two of the top ten sources are listed as fortified, they are supplements rather than food sources. Just a quibble.
Eschew away. What Rx volume do you see? ( $$$ sales numbers are obv a separate but related issue)
Are your views unchanged from 3 years ago?