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AMLX 2.97 (down 16 bucks) - biobust dujour on a failed Phase 3? Showing approx. $6 cash per share...should be an excellent trader for awhile...
IMMR 7.05 - I added in afterhours on the surprise numbers...the longterm perception of winning a lawsuit against META.....
IMMR 6.77 - they should've released that positive tidbit inside the upcoming K-filing imo, also overdue imo. I'm holding a small position into earnings...might get a chance to accumulate cheaper in the likelihood they post some shortterm crummy numbers?
TLIS - taking a closer look, I guess the small float is a plus but still too confusing for my taste?
RPHM is very similar maneuvering back to a shell status...I've been trading RPHM.
TLIS - and an excessive burnrate will usually go hand-in-hand with Reverse-Splitting dilution abuse...
https://www.nasdaq.com/market-activity/stocks/tlis/revenue-eps
SEER 1.85 - nice pop from a few days ago. As with peer-biobust OMIC, I'm trading a few and plan on holding a core for possible moonshot. SEER files Q4 2/29 afterclose...not expecting anything but maybe we'll get a surprise?
SNSE is another biobust of interest...
Is there an emoji for 'big cajones' lol
Congrats on CSPI...gotta be the board pick of the year. You still holding 80%?
IMMR - verbage from the 8K:
On February 9, 2024, Immersion entered into a Patent License and Settlement Agreement (the “License and Settlement Agreement”) with Meta, pursuant to which the parties have agreed to terms for resolving the Litigation and Meta will license, on a non-exclusive basis, Immersion’s patent portfolio for use in its products. Under the License and Settlement Agreement, in consideration for the license and releases granted therein, Immersion expects to receive approximately $17,500,000, after deducting for legal fees related to the Litigation (and other pending litigation) and other liabilities. Pursuant to the License and Settlement Agreement, Immersion and Meta have agreed to terms for dismissal by them of the outstanding Litigation and inter partes reviews of Immersion’s patents.
https://app.quotemedia.com/data/downloadFiling?webmasterId=90423&ref=318065815&type=HTML&symbol=IMMR&cdn=f50a680bad6546c9218914762eab17ff&companyName=Immersion+Corporation&formType=8-K&formDescription=Current+report+pursuant+to+Section+13+or+15%28d%29&dateFiled=2024-02-14
IMMR 6.84 - thought they'd have filed by this morning...have to wait until next week, I guess? Has that META news really sunk in with the madding crowd yet?
They just won a lawsuit over META...collect $17.5M...and obtain an ongoing licensing fee!
Maybe when the AI crowd gets their fill...
OMIC .52 - just posted a 192K bid on Level2...don't often see that large of a bid in a .50's pps stock...even less often will one see a stock trade down to 25% of cash? Intending to hold my bulk of shares for several more months in anticipation of possible moonshot.
VNDA 4.30 - taking the profit...was not impressed with the Q4 release.The $100M 'PONVORY' acquisition sales were pitiful, I thought, no wonder they waited to release that info? No big surprises on the PDUFA updates? Conclusion: this spike seems to be a gift...will attempt to buy back in weakness...
nasdaq.com has a 'press releases' link
OPXS 6.17 - great discussion thanks...keep those kind of informative posts coming? However, y'all seem to have omitted the perceptions of a company (w/solid fundamental momentum) focused on optics while so many optic guided missiles are being fired off in the Middle East with no sign of DE-escalation anytime soon?
Also I think the chart is gorgeous! Any T/A posters wanna take a stab at a technical-analysis on the OPXS chart?
SEER & OMIC - I refer to both of these cashfat-biobusts as 'Overdone-covid-IPO's'. Both SEER and OMIC filed S-1 Registration Statements in early 2021 as did many others. During covid, the Biotech IPO sector was overwhelmed with venture capital seeking the next vaccine/cure. As covid waned and vaccines became readily available, most all of these new Biotech-IPO's fell flat on their face...seldom ever spiking at all...just straight downhill.
Has the pendelum swung too far in the opposite direction now...several tumbling so far downhill to trading at 1/3 cash?
VNDA 3.50 - revenue guidance from the Q3:
2023 Financial Guidance
Given uncertainties surrounding the U.S. market for HETLIOZ® for the treatment of Non-24 as a result of the ongoing HETLIOZ® patent litigation and the at-risk launch of a generic version of HETLIOZ®, Vanda is unable to provide 2023 financial guidance at this time.
HETLIOZ® net product sales will likely decline in future periods, potentially significantly, related to the at-risk launch of a generic version of HETLIOZ® in the U.S.
What I'll be looking for in the upcoming Q4 release is more specific details on the recent "PONVORY" acquisition:
Under the terms of the Purchase Agreement, Vanda acquired certain assets (the “Purchased Assets”) comprising the exclusive right to market and sell PONVORY® within the U.S. and Canada (the “Territory”). The Purchased Assets include applicable intellectual property pertaining to the marketing and sale of PONVORY® in the Territory, including patents, copyrights and trademarks. In addition, Vanda acquired records pertaining to the historical sales and distribution of PONVORY® in the Territory, as well as quality control and pharmacovigilance records and other related records. Vanda assumed certain liabilities within the Territory pertaining to PONVORY® to the extent such liabilities arise after the closing of the acquisition. Vanda made an upfront payment of $100 million to Janssen as consideration for the Purchased Assets. The closing of the transaction took place simultaneously with signing...
The foregoing description of the Purchase Agreement does not purport to be complete and is qualified in its entirety by reference to the full text of the Purchase Agreement, which will be filed with the U.S. Securities and Exchange Commission as an Exhibit to Vanda’s Annual Report on Form 10-K for fiscal year ending December 31, 2023.
https://app.quotemedia.com/data/downloadFiling?webmasterId=90423&ref=317915450&type=HTML&symbol=VNDA&cdn=97164f23dea4fe2c8780a84118ca2d36&companyName=Vanda+Pharmaceuticals+Inc.&formType=8-K&formDescription=Current+report+pursuant+to+Section+13+or+15%28d%29&dateFiled=2023-12-07
and, most importantly, updates on the 3 upcoming PDUFA's.
VNDA 3.52 - continue adding to my poke. Trading at about 1/2 cash with like a gazillion irons in the fire. Q4 filing scheduled for Wednesday after close. Intending to hold thru earnings...anyone else trading VNDA?
VNDA 3.52 - continue adding to my poke. Trading at about 1/2 cash with like a gazillion irons in the fire. Q4 filing scheduled for Wednesday after close. Intending to hold thru earnings...anyone else trading VNDA?
SEER is my #2 cashfat-biobust...still holding my #1 OMIC...
CBBI 9.95 - also joined in here...the fundys at this pps are extraordinary. Both PSIX and CBBI seem to be suffering from the otcbb-blues?
PSIX 2.00 - continue slowly adding to my poke. PSIX is at $.78 EPS for 9 months...looks way too cheap with so much fundamental momentum building up since the new CEO, Dino Xykis, took the reins:
WOOD DALE, Ill., April 25, 2023 (GLOBE NEWSWIRE) -- Power Solutions International, Inc. (“PSI” or “the Company”) (OTC Pink: PSIX), a leader in the design, engineering and manufacture of emission-certified engines and power systems, announced that effective April 24, 2023, it has appointed its current Interim Chief Executive Officer, Dino Xykis, as its permanent Chief Executive Officer. Mr. Xykis has served as the Interim Chief Executive Officer since June 2022. Mr. Xykis will also retain the role of Chief Technical Officer which he has served as since March 2021.
https://finance.yahoo.com/news/power-solutions-international-announces-permanent-205400370.html
My opinion is subject to change quickly depending on market conditions or other considerations!
I would hope so, yes?
CPSS 8.57 - back in the buy zone yet? $12+ BV and $1.51 EPS at 9 months...
https://www.nasdaq.com/market-activity/stocks/cpss/revenue-eps
Any thoughts?
$DTST@ $3.90....Blowout Q4 due.
How so?
Also, my chart shows DTST at "$2.90"....beautiful dreamer?
RPHM 1.60 - this cashfat-biobust receives a cash offer of 1.80. Even if the offer is suspect, the $3+ cash value per share remains legit. Is this a gimme? Thoughts?
December 26, 2023
Board of Directors
Reneo Pharmaceuticals, Inc.
c/o Gregory J. Flesher, President and Chief Executive Officer
18575 Jamboree Rd., Suite 275-S
Irvine, CA 92612
Re: Acquisition Proposal
Dear Directors:
On behalf of Concentra Biosciences, LLC, I am pleased to submit this non-binding proposal to acquire 100% of the equity of Reneo Pharmaceuticals, Inc. for $1.80 per share in cash, plus a contingent value right (“CVR”) representing the right to receive 80% of the net proceeds payable from any license or disposition of Reneo’s programs (the “CVR Products”).....
https://capedge.com/filing/1637715/0001214659-23-016861/RPHM-SC13D
RPHM 1.60 - this cashfat-biobust receives a cash offer of 1.80. Even if the offer is suspect, the $3+ cash value per share remains legit. Is this a gimme? Thoughts?
December 26, 2023
Board of Directors
Reneo Pharmaceuticals, Inc.
c/o Gregory J. Flesher, President and Chief Executive Officer
18575 Jamboree Rd., Suite 275-S
Irvine, CA 92612
Re: Acquisition Proposal
Dear Directors:
On behalf of Concentra Biosciences, LLC, I am pleased to submit this non-binding proposal to acquire 100% of the equity of Reneo Pharmaceuticals, Inc. for $1.80 per share in cash, plus a contingent value right (“CVR”) representing the right to receive 80% of the net proceeds payable from any license or disposition of Reneo’s programs (the “CVR Products”).....
https://capedge.com/filing/1637715/0001214659-23-016861/RPHM-SC13D
XLO .52 - getting dumped on high volume...assuming year-end-tax-loss reasons? XLO is not the greatest cashfat-biobust because of the sizeable burn...they'll likely need to raise soon. The highlight here is the sizeable ownership by both Merck and Takeda:
MRL Ventures Fund, LLC(7) 1,483,414
Takeda Ventures, Inc.(8) 1,475,121
https://app.quotemedia.com/data/downloadFiling?webmasterId=90423&ref=317425621&type=HTML&symbol=XLO&cdn=c6dd02c87bec2df889662ee42a0164cc&companyName=Xilio+Therapeutics+Inc.&formType=DEF+14A&formDescription=Other+definitive+proxy+statements&dateFiled=2023-04-25
XLO .52 - getting dumped on high volume...assuming year-end-tax-loss reasons? XLO is not the greatest cashfat-biobust because of the sizeable burn...they'll likely need to raise soon. The highlight here is the sizeable ownership by both Merck and Takeda:
MRL Ventures Fund, LLC(7) 1,483,414
Takeda Ventures, Inc.(8) 1,475,121
https://app.quotemedia.com/data/downloadFiling?webmasterId=90423&ref=317425621&type=HTML&symbol=XLO&cdn=c6dd02c87bec2df889662ee42a0164cc&companyName=Xilio+Therapeutics+Inc.&formType=DEF+14A&formDescription=Other+definitive+proxy+statements&dateFiled=2023-04-25
$DTST@ $3.18....Blowout Q4 due.
How so?
My TDA(IRA) account was moved a few months ago and they just informed me that my TDA(personal) account will be moved in May/24. I'm pleased with Schwab overall and I really like that Schwab is offering a "one-month-cd" at 5.25%.
In the "Trade" link...go to CDs "
ESOA 4.44 - also grabbed a few. Thanks for the alert...
Douglas Reynolds, President, commented on the announcement. "The financial results for the fiscal year ended September 30, 2023 are the best in the history of Energy Services. We are very proud of what our employees were able to accomplish and appreciate the support of our loyal shareholders."
AADI 2.46 - just bought a poke and immediately sold the Jan19/2.50 calls at $.50...20% in 30 days.
RPHM 1.35 (down 6.40) - another cashfat-biobust getting crushed on a poor report -
https://finance.yahoo.com/news/reneo-pharmaceuticals-announces-results-pivotal-140500068.html
Took a starter...
PSIX 2.50 - I've been very slowly buying PSIX in it's extreme low volume. A tax question for everyone...
Accumulated deficit (169,160)
https://www.otcmarkets.com/filing/html?id=17046266&guid=uNJ-kqA2mBVbdth
Is there an UNcomplicated way to explain how they'll be able to use this "169,160 accumulated deficit" against any tax liabilities on expected future earnings?
Like putting all your eggs into one 'basket-case'
DBGI - If there is any sign of hanky-panky between now and then, I'll re-consider.
Gunna give em one more chance, huh?! DBGI is Top 10 absolute most promiscuous, shitttiest, chart I've ever seen. Why not trade CARV touted by our resident gullible, gp22, "Free 65% gain...DO NOT MISS"
2morrowsGains, keep the solid picks coming, please.....and RUN from the promiscuous gullible shitt?
VNDA 3.95 - took a starter in this cashfat-biobust on last night's news, it's strong fundamentals and, most importantly, it's 3 NDA's scheduled for next year:
The FDA's action on this application will mark the third NDA or supplemental New Drug Application (sNDA) decision expected by Vanda in 2024; a sNDA for HETLIOZ® for the treatment of insomnia characterized by difficulties with sleep initiation has a PDUFA target action date of March 4, 2024 and a sNDA for Fanapt® for the acute treatment of manic or mixed episodes associated with bipolar I disorder has a PDUFA target action date of April 2, 2024.
https://finance.yahoo.com/news/vanda-pharmaceuticals-announces-u-food-230000222.html