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Marie Curie 74 TC1
xavierprivas
Marie Curie 74 TC1
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Marie Curie 74 TC1
| Ticker | Board | News | Price | Change | Chg% | Added | ||||
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| HROW | Harrow Health Inc. | 17.89 | 0.39 | 2.23% | 05/14/2024 | |||||
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My HROW Pitch: Sold @17 5/14/24. Better opportunity elsewhere. Bought HROW @16.66. Has the U.S. commercial rights to 10 ophthalmic pharma products. Lower than $17.75 60M stock offering in July. Good growth at low price
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| PBR.A | Petroleo Brasileiro ADR | 14.14 | -0.08 | -0.56% | 04/27/2024 | |||||
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My PBR.A Pitch: Initiated PBR.A @16.01 3/5/24 for dividend and low P/E 4. Dividend is $2.45 around 15% (after Annual General Meeting announcement 4/25/24)
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| EC | Ecopetrol S.A. | 11.9208 | 0.0508 | 0.43% | 04/16/2024 | |||||
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My EC Pitch: Initiated EC @10.9 3/4/24 for 1.64 dividend (15%) and low P/E 4.
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| INSM | Insmed Inc | 22.56 | -1.04 | -4.41% | 04/15/2024 | |||||
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My INSM Pitch: Initiated INSM @26.62 4/15/24 for Brenso readout in Q2 24 and TPIP P2 readout in April 24
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| TGTX | TG Therapeutics Inc | 16.8691 | -0.1109 | -0.65% | 03/25/2024 | |||||
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My TGTX Pitch: Initiated @15.11 1/19/24. patient switch to Briumvi from Ocrevius. Sold 3/1/24 @17.55. Bought back @14.83 3/18/24
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| SBSW | Sibanye Stillwater | 5.2 | 0.11 | 2.16% | 02/21/2024 | |||||
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My SBSW Pitch: Bought back @4.31 2/21/24 made almost $5B in profit 2021-2022 and trades for < $3B w/ net cash. 7% dividend, play on platinum metal group PMG.
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| ARQT | Arcutis Biotherapeutics Inc | 9.16 | 0.08 | 0.88% | 02/18/2024 | |||||
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My ARQT Pitch: Initiated @4.22 10/4/23. Have 340M cash, Zoryve selling well, expect 8M in 3Q23 and 1Q24 seborrheic dermatitis FDA approval (approved 12/15/23). PDUFA for atopic dermatitis 7/7/24
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| TECK | Teck Resources Ltd | 51.36 | 0.96 | 1.90% | 02/09/2024 | |||||
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My TECK Pitch: Initiated @37 2/9/24 play on copper
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| ARCC | Ares Capital Corp | 21.46 | 0.26 | 1.23% | 12/28/2023 | |||||
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My ARCC Pitch: Bought ARCC @19.53 for 9.8% dividend 12/21/23
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| GOSS | Gossamer Bio Inc | 0.63 | -0.0068 | -1.07% | 08/19/2023 | |||||
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My GOSS Pitch: Buy GOSS @1.05 8/17/23. PIPE in July 23 at 212M which gets them fully funded through PAH commercialization & thru PH-ILD phase 3. 400M cash. 96M mkt cap, undervalued compared to AVTE
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| OCUL | Ocular Therapeutix Inc | 5.78 | -0.02 | -0.34% | 02/16/2023 | |||||
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My OCUL Pitch: OTX-TKI update 2/11/23 shows impressive BCVA & CSFT improvements 73% up to 10 months. Efficacy similar (and numerically slightly better) to q2mo Eylea is pretty compelling too. Initiated @9.5 10/26/20
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| AFIB | Acutus Medical Inc | 0 | 0 | 0.00% | 10/07/2021 | |||||
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My AFIB Pitch: Catheter-based treatment of cardiac arrhythmias. Rev model is device placed free and rev locked in via multi-year contract
based on # disposables purchased. Portion of future rev stream recognized initially but 100% of COGS. Bought 3/18/21 @17. Added @8.1 10/7/21 |
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