Seeking Alpha
View as an RSS Feed

Matt Gravitt  

View Matt Gravitt's Articles BY TICKER:
  • A Vivus Buyout? Fat Chance And A Good Time To Short
       • May. 30, 2014 VVUS 87 Comments

    Summary

    • This week a SC 13D was filed for VIVUS indicating that a brand new fund had taken a 9.65% stake and suggesting they will offer to buy VVUS.
    • The nature of the filing, person behind it, and timing are all very suspect and cases like this rarely end in actual buyouts.
    • VIVUS was trading at 5 year lows prior to the filing because of its dismal growth trajectory; this pop presents a good short opportunity.
  • TherapeuticsMD, Inc.: Stock Promotions, Insider Sales, And A Lock-Up Expiration Create 50% Downside
    Apr. 8, 2014 TXMD 23 Comments

    Summary

    • TherapeuticsMD, Inc. rose 300% since last fall, despite a lack of a legitimate, underlying fundamental reason.
    • At a fully diluted market cap over $800M, TXMD is extremely overvalued and should see a steep decline from here.
    • There has been significant insider selling recently, and there is a high likelihood of more selling in the near future.
    • As seen with other companies recently, the move coincided with the stock being promoted by individuals/companies that they "do business with".
  • QRxPharma: Pivotal Catalysts Present Significant Near-Term Upside Potential
    Mar. 21, 2014 QRXPY 54 Comments

    Summary

    • QRXPY has make or break regulatory catalysts occurring within the next 2 months that will bring some much needed attention to an under the radar stock.
    • Their product for pain relief product portfolio has potential to be best in class and previous trial data suggests the FDA will approve it this time around.
    • Because it is an Australian company, it is very under the radar, thus significant near term upside.
    • Unlike many small cap, developmental stage Biotechs, there aren't blatant red flags.
  • Galena Biopharma: Numerous Red Flags Suggest A Significant Overvaluation
       • Feb. 1, 2014 GALE 593 Comments
  • Nuvo Research: An Asymmetric Opportunity Based On Undervaluation And Near-Term Catalysts
       • Jan. 8, 2014 NRIFF 7 Comments
  • Amarin: The More You Know The Fishier It Gets
    Feb. 27, 2013 AMRN 82 Comments