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I do like QBIO
But this analyst even didn't took the time to read the security details.
I think these so called research company's are only good to bring some attention to the company.
But please take 1 minute to review the security details Theodore
Now it looks like you spent only a few minutes and know nothing about this company.
$3 in the near future ,when they are selling product.
From there on we have to see if they can keep there expenses in check.
So they have to keep the burn rate below $2,000,000 a quarter.
They are going to have revenue for sure by the end of the first quarter 2020 ,that is what we assume .
They had a grant for there manin research facility in Germany .
So no increases in debt level are important for future pps.
I a later stage we need some numbers from the company ,like margin and guidance for the following quarters.
If they could do $10,000,000 second quarter we could see a easy $5
there are also other things at work so could be filing for several studies with FDA ,large pharmaceutical contracts etc.
i'm selling a portion at $3
But i always evaluate my position when we have new material events.
Always be careful to compare pps prices with past prices .
Always take the outstanding shares in count .
Better to compare market capitalization.
Looks like company raised $3,000,000 in convertibles .
But no lower then $2 ,that's good .
Only if the price is lower then $2 company is obligated to pay the principal amount back in twelve tranches .
i don't think by that time we are going to trade below $2
In first glance this looks like a decent financing.
Try it a few times ?
For $10 plus everything has to fall into place.
we need a announcement before the end of januari that metastron is sold to clinics around the US (that alone would be big for a micro cap.
Then any further financing has to be better then the recent $0.5 in november.
Also we need a IND filing FDA for the QBM 002 (was QBM -001 recently)
And confirmation we own all the rights for this orphan autistic drug.
Any other positives are welcome to
But i see it run over $3 for sure in januari and the possible $5
I would like to raise my target later on this journey.
and ultimately we need nasdaq uplisting
But QBIO has a lot of things going that could make it on of the best 2020 biotech stocks.
Glty
I don't think we get any updates already in 2019.
But we could see a yearly update by year end or in the beginning of the year.
I think in januari and februari we get several announcements
First metastron is produced and delivered to there distribution partner.
and actual product sold to clinics in a later stage
and by the end of the quarter a first guidance and numbers.
If everything go's right i think it should be a good first quarter for QBIO
We traded on average 147,196 shares past week.
and indeed less the 1 million shares at 735,980 for the week.
The low was $1.32 and the high was $1.61
We had a 8 k where we could see where all the shares where designated to.
And the termination of the ASDERA agreement.
Also on there website they changed QBM-001 to QBM -002
I think next week is going to be on even lower volume an in the same range where it was past week.
koen2
Monday, 12/02/19 02:04:14 AM
Re: None
0
Post # of 1368
I think we are going to trade between $1.4 and $1.85 this week
On average volume 250,000 shares a day. It could be less the 1 million shares for the week. Don't expect something big
Just accumulation on lower volume. have a nice week QBIO
If there is a large buyer accumulating low volume can also be a good thing .
Ok they are transparent in where the shares has gone in to .
But i don't like the conversion at $0.35-$0.5
Even after the 20th november they did conversions at $0.5.
at $0.5 we need almost 16 million shares a year .
I think that is to much and ceo should not had gone so low.
He should do a public at $1.2 or something. I would participate probably.
In 2018 where the company was not so mature they raised almost 5 million at $3.2
Next round of financing should be at a higher price again.
And he should clarify the termination of the deal with ASDERA
Do they still own the tech and can we progress on the QBM -001 .
Or is that now gone and what with all the money already invested in it.
I do like the company and it can be a big winner in 2020,but everything has to fall in place now.
Not sure what it means for the QBM 001 now.
I start to look at it
I think the selling was due to one big holder wanting out.
And yes that where nice buy's
Every day we get closer to selling metastron again and making revenue.
I do think other opportunities going to occur .
Share count increased 2,519,188 shares last month.
Security details are updated .
https://www.otcmarkets.com/stock/QBIO/security
Don't think it had something to do with recent run up.
Just part of there financing deal .
So we are at 19,240,059 shares for the moment
marketcap of $28,667,688
Float unchanged or not updated yet.
I don't see this as a problem ,but could keep the share price in check for awhile . my new base on these numbers is around $1.2
I think we are going to trade between $1.4 and $1.85 this week
On average volume 250,000 shares a day. It could be less the 1 million shares for the week. Don't expect something big
Just accumulation on lower volume. have a nice week QBIO
Imagine what happens when we would be trading around $1.5 by the time when the announce there fist quarter of 2020 and already have revenue north of 10 million.
With this float ?
people are going to say how can this be for a 25million microcap.
It's coming for QBIO for sure in 2020.
Would be surprised by this time next year if we trade below $5
Arwr is doing close to 45 million in revenue each quarter.
I do think a PE of 105 is far ahead of itself
I think qbio is going to do that within a year .(2021)
You do the math.only 16.7 million shares there ,ARWR 95 millon shares
Commercialization of product 2020
product going into phase 2-3 2020
possible uplisting nasdaq 2020
I think it can for sure.
They got great products ,one commercialization in 2020 .
That is a potential 500 million in revenue within 2-3 years
Because it's a proven product and know by doctors that are facing patients with bonecancer . could be used for other painrelief then that.
Also there autistic orphandrug is about to go in phase 2-3
If so even in the trials it's worth a lot of money.
potential 2 billion in revenue.
Also the mannin divison in europe has got a grant from the government .
governments are conservative ,when you throw 7.5 million $ at it you almost know this is going to make it.
There was recent interest in mannin by big pharma accoring to the ceo.
Qbio could indeed be the next ARWR.
Also a big positive is the amazing share structure
The reason why stock went that low under a $1 is the timeline .
People where slowly given up on the production facility approval.
This because of the ceo is saying that for almost 14 months .
I think the ceo of this company is a great man with vision and integrity .
But sometimes he gets overexcited and is ahead of the real timelines.
Look at all his video's ,most of them are on you tube .
Now people realize this is the real deal and commercialization of a multimillion $ product is at full speed.
So we went to heavy on the downside and just recently we corrected that.
in my view this was a turning point in the pps for sure .
The real move to the upside has just begun .
This could be the next ARWR .
i'm not concerned here
I think it's not smart to short a low float ,low marketcap stock.
Qbio is about to execute there commercialization of there metastron and generic version into the market again.
The two combined had a revenue stream of over 500 million a year with former owners.
So even if we do 25% of that in the first year we are fine .
Also there is a lot of interest from big pharma in the mannin division in Germany
Why should we be concerned ?
You could be right if company announced shipments ;but i think they should wait when products are already given to patients and they cant keep up with the demand to support clinics!
Either way that day i think this could be trading above $3 and higher.you saw it jumping 400% + was only possible with this kind of float.
The biggest problem is the otc market.
you cant keep up 500,000 share day's here .
But friday's action is telling me we are going to trade on average 250,000 shares next week.
There was no dilution in recent upmove ,i'm sure of that
All financing they had the past year's was at a decent share price .
The latest was no lower then $2 .
i think it's going to be easier for next funding.
$8,000,000 could be enough for 2020 ,so maximun 4 million extra shares needed next year.
So 21,000,000 shares by the end of next year with a possible trailing revenue of $125,000,000 on a 10% margin ,do the math ($10 stock)
The volume that is dropping is good ,so we can keep the price where it is.
Trading on nasdaq is really going to fire all cilinders here.
So next year uplist is needed .
I think the base is at $1.35 for the moment.
But as we are so close to the next developments.
Like actual product produced and more so sold it could never see those prices again.
Best to buy and average along the way.
Next year is going to be huge for Qbio
The beginning of the year is always good for bio stocks .
And even more if its in the news.
$QBIO rock 2020
Ridiculously low in my opinion.
In early next year company is going to generate revenue and probably growing quarter after quarter.
my estimate for 2020 is $125 million in revenue and 2021 is going to be north of 250 million.
i estimate a low margin first year of 5% ;
Closer to 10 % the year after.
5% of 125 =6.25 million X 15 = 93 million market cap = pps $5.4
10% of 250 = 25 million. X 15 = 375 million market cap =pps $20.3
That is not included the other parts of the company. so basically you get them for free .
There could be some minor dilution in shares ,but i do think nothing significant .
These are all low bal figures.
Best thing about is that we have only 16.7 million shares outstanding.
25% insider control .
Look at he volume today it's every day lower since we had that big jump.
selling product next year that is going to grow revenue quarter after quarter.
And products that go into clinical trials.
Don't think that this one is going to be bought out.
But selling a part pf the company is possible ,and that could be even higher then today's ridiculous market cap
I know GE sold the product for $2000 a injection 4ml .
Most need 3 to 4 injections a year ,so $6000-$8000 a patient
let's assume we can reach up to 75,000 patients the first year.
should be more but trying to make a minimum revenue stream from it.
in most of the 22 country's it's fully repaid by the healthcare insurance .
So $6000X 75,000 is $450,000,000 the first year.
It's not cheap to produce and they have to pay a royalty to Ge of on digit.
But i do think a 5% margin is easy to achieve.
So 22.5 million in profit ,multiple 15 is 337.5 million marketcap.
current share structure 16 million shares gives us a $20 stock next year.
Stock is looking strong ,they dropped it with only 30,000 shares Friday .
Shorts are not going to win this one .
Volume is already 1/10 after that huge spike.
anyone selling ,all the ones out are out that wanted out.
No dilution going on for sure
Going to watch the security details daily to see if any increases occur.
Another link on you tube ,if the previous is not working.
Ceo Dennis Corin on long awaited FDA approval
https://www.proactiveinvestors.com/companies/news/907583/q-biomed-shares-soar-on-fda-greenlight-to-begin-manufacturing-strontium-89-907583.html
Also some other video's to watch.
Nice consolidation we see here.
Wednesday 5 mil in volume ,and only sellers are a few mad enough to short here. looking good
Support held this morning in the low $1.3 area .
Let's see if buyers step up to the plate.
To move higher we need a further catalyst.
Guidance on the sales would be nice and gross margin on that.
it's a good thing that there is not a singel share issued after the stellar pr.
So i watch the security details daily to see wether we have increases.
Bids already over $2 this is going nuts today, buying any dip that would occur.
LEVEL 2 is already going bananas $1.87 bidding.
That's a 15% gap ,this is going over $2 in the first 5 min of trading.
Then yesterdays highs and the who knows where we go today.
Could be ,but i take another 150% from here
This should be valued at least at a market cap of 100million.
Or $6.25 a share
I have a price target of $4.27 on it
Nope
Why selling notes already for 2020 when you have millions coming.
Shades and mirrors.
Sure this can make another spike, but every time its going to be less then the previous high.
Could be a gap and run here ,already $1.77 bidding there.
this could be a multi day runner.
Glty
Share count increased by 645,261 shares yesterday.
restricted down 1 million
unrestricted up 1,645,261 shares
not looking good