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20 years of collaboration with Halozyme.
It would be great to see revenue growing and HALO around 40% if you see what I mean.
HALO is expanding. More rHuPH20 needed...
also it is smal but 3% of sales outside America is good news too.
Hopefully we are not included in the Russell 2000. The selloff will less affect CDMO.
Shorts need to cover...!
400M
20% margin
when 80% full another expansion phase.
Then Buyout
But I think HALO will move before that to secure volume. That's where the $15 came first...
Can't agree on this one.
47.78
Costa Mesa viral vector starting soon...
11...................15. BYE.
very sad after all those years.
Day's Range 9.02 - 9.89
LOL
11 will trigger the buyout at 15. Unfortunately.
Hmmmm. We may get all the Catalent Enhanze shift of production to Avid.
Multi year 80-100M contract. Or being bought. 7:1 with HALO would be great too.
How much of 78M Enhanze do we get? Since Cook is out.
So no bumps. Since I don't think we did the Russell as April 30.
The good thing is. Interest rates will go dowm and small caps rise.
CDMOs are in demand, expect HALO to raise the hand and the bar once an offer sheet occurs.
It looks like the a takeover would be more in the 12 than 15...
What's the effect not being on the list or being on the list?
Have we done the Russell 2000?
POS
POS
POS
POS
POS
4
4
4
4
4
4
4
April 30 the sp was 7.63. Was it enough to make the Russell?
Institutional Shares (Long) 71,568,313 - 112.74% (ex 13D/G)
Question to this board...:
How do you explain this?
2024-05-15 13F Newtyn Management, LLC 1,500,000 NEW
2024-05-15 13F AYAL Capital Advisors Ltd 1,050,000 NEW
AYAL Capital Advisors is a Toronto-based investment management firm. We employ a value-oriented approach to identify mispriced small and mid-cap North American companies. Our guiding principle is capital preservation.
Newtyn Management is a value-oriented investment firm founded in 2011 whose primary objective is to generate above-average risk-adjusted returns while maintaining low net exposure to overall financial market performance. The Firm, based in New York City, generally focuses on U.S. equity securities, but has the expertise and flexibility to take advantage of investment opportunities across the capital structure, regardless of jurisdiction. The Firm frequently seeks to capitalize on special opportunities that may arise from a corporate restructuring, bankruptcy or liquidation, proposed merger, acquisition or divestiture, or a new public offering. Newtyn employs a rigorous, bottom-up approach to investing, coupled with vigilant risk management and patience in times of scarce opportunity.
Please let us grow.
No buy out now.
West, TCLN/PPHM/CDMO has been a trader dream.
This is a real company, very predictible. We now have a 400-500M/yr capacity with margin from 7 to 35%. Do the maths.
This capacity is FDA/GMP certified.
It is not an easy market to get in. Moat wise.
63Mx15 is just under 1B.
Either going private or being bought out.
11.50+30%
This company is 98% down from the March 2000 madness.
Remeber I bought at 0.25 DEC 99 and sold at 16 MAR 2000.
Since then it was a trader paradise. Shorts and pumpers had fun.
The CDMO industry will florish in the next 5 years.
We will not benefit from this. 15$ and out. Let's see.
(No more poison pill... How in the world you lose 1.25% notes to be replaced by 7%???)
Hint...Watch HALO
As I said last week, it is really unfortunate we will be taken over at 15.
A lot of II bought in the 20's.
More than 90% of stock is in II hands.
Time will tell at what speed we get to 15. It's gonna be like +30% when news hit. Then finito. No more trading...
More seriously what will trigger the next leg.
Question for CP.
Where have you been lately? When is the next run to 25+ ??
Unfortunately, the journey is ending soon.
Takeover around 15.
Good luck for the rest.
An orchestrated downwind from 17 to 9 with roughly 30M shares traded but II% stayed the same!!!...
Volume became so low.
Impossible to trade or swing as before.
II and MM are 100% controlling the stock.
So just waiting for the next move.
Right now it is dead money and boring...
By then it is still a safe trading stock.
MM are in full control.
Bought quite a large chunk this morning 12.97 and minutes later they drift the price down.
One should notice it was an AON order. Irregular. They took it in one chunk...
For sure it was a short...
Anyone knows if the talks to merge at a 40$ sp are still ongoing?
Asking for a friend.
Thank you, Dr.
Anyone knows what happened 17+18 of May?
May 19, 2023 14.88 15.02 14.44 14.72 14.72 495,300
May 18, 2023 15.12 15.26 14.21 14.59 14.59 1,062,600
May 17, 2023 17.51 17.51 14.81 15.21 15.21 1,176,000
May 16, 2023 17.41 17.60 17.24 17.42 17.42 298,900
Wow. They did it!
16291 shares sold short... in one chunk!
15185 unloaded at 17.10 from 16.12
Should go higher now...! I am used to it.
You sold 2% of your holdings, 10000 shares?
I am unlaoding 15185 to help MM...
Well.
Cub.
Join us at 4 o'clock tea party!
Cub... 12.78 to 18.17 Swing trading around the core made me 101.2K since late november.
I had to work a little to do it.
My trading bot coded with ChatGPT works fine. 300 to 6,000 shares at a time.
This stock is a trader dream.
Keep going Cub, 4 is Today!
Cub,
IMVHO, you should wait before buying. 4 is coming.
In the mean time, HALO is fun to trade...
Our days are not too far now.
Hi everyone.
Made a bit of trimming by selling 20% of my holdings. Say thank because as soon I sold it shot up 0.25...!
re-Took a small position in HALO.
Waiting for retracement and will add again CDMO after selling HALO over 40.50.
Have a nice Spring time.
See you at 4!