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Matt Gravitt

 
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  • Another Giant Step Forward For Mankind And MannKind [View article]
    Would love to see your valuation model George. Interested to see what assumptions you used in terms of COGS, gross margin, partnership terms and royalty % on Afrezza sales.

    I think everyone would really appreciate it if you added your model to this article.

    Thanks
    Jun 30 01:50 PM | Likes Like |Link to Comment
  • A Vivus Buyout? Fat Chance And A Good Time To Short [View article]
    Haha thank you... I thought it was below mediocre at best. I threw this together very quickly and didnt get a chance to put much effort into making it (at a minimum) mediocre. Also, when one presents a thesis regarding a trade and their bias, they typically are one sided (thus the reason one feels the risk reward is favorable).

    Unless Im mistaken, I only had 1 argument to make...that this buyout speculation was bogus and the ~15% pop in the stock price was not justified, given that is was solely attributable to that "news" / manipulation by Aspen.

    Smart idea you have there about not reading others articles. I am never right anyways so you are better off that way

    Hasta luego
    Jun 14 07:29 PM | 1 Like Like |Link to Comment
  • A Vivus Buyout? Fat Chance And A Good Time To Short [View article]
    Unless I'm am reading the calendar wrong, it is June 14th. Oh Zoi, where art though with the buyout offer?
    Jun 14 01:57 PM | 2 Likes Like |Link to Comment
  • Thoughts On The Upcoming Panel For ETRM's Obesity Treatment Device [View instapost]
    Thanks for the detailed comments and thoughts.

    I am aware the new proposed efficacy and safety thresholds proposed by the FDA and how ETRM failed to meet them, and arguably failed by a long shot. I suppose if I would have gone into more detail into some of the points your bring up had I actually published the article, but to be honest kind lost the desire over the past couple of weeks.

    I am well aware of the primary endpoint argument, and if that were the only factor, I would say 100% that Maestro gets the thumbs down. What I did a poor job of articulating is some of the other "factors" that COULD play into ETRM's favor given some of the other signs.

    Appreciate the comments/feedback

    -Matt
    Jun 10 07:53 PM | Likes Like |Link to Comment
  • A Vivus Buyout? Fat Chance And A Good Time To Short [View article]
    Or maybe....just maybe its because VVUS doesnt own the marketing rights, has a poor royalty % agreement, and Cost of Goods Sold for Stendra are 95% of Supply and Royalty Revenue.

    Unlimited losses huh? Thats an interesting viewpoint. I have never seen or heard of a stock going to infinity. And in the near/mid term, the supposed "offer" amount from "Aspen Investment Fund" will put a cap on any upside.

    Good luck with your bag
    May 30 11:14 PM | 4 Likes Like |Link to Comment
  • A Vivus Buyout? Fat Chance And A Good Time To Short [View article]
    Reading comprehension is a very difficult skill for a lot of people...dont worry one day it will just come to you.
    May 30 06:49 PM | 2 Likes Like |Link to Comment
  • A Vivus Buyout? Fat Chance And A Good Time To Short [View article]
    I am assuming this is a joke.

    If its not, you should probably realize that VVUS no longer owns marketing rights to Stendra and only receives a small % of royalties on product sales
    May 30 06:47 PM | 3 Likes Like |Link to Comment
  • 2nd Half Of 2014 Biotechnology Catalysts - Part 1 [View article]
    Just a suggestion....you might want to re-word/change the section on PGNX

    FYI

    PGNX does not have a PDUFA date and the June AdCom is not specific to SLXP/PGNX...the committee will be focused on discussing potential cardiovascular risk associated with all products in the class of peripherally-acting opioid receptor antagonistst..other companies (i.e.NKTR, AZN) will be there as well.

    The FDA's action to convene an Advisory Committee was taken in response to the formal appeal by Salix of the complete response action taken by the FDA on July 27, 2012 regarding the RELISTOR sNDA for chronic pain.

    The FDA has stated that it will take action under the appeal within 30 days after receiving input from the Advisory Committee, but that does not mean there is a PDUFA date.
    May 27 09:14 PM | Likes Like |Link to Comment
  • TherapeuticsMD, Inc.: Stock Promotions, Insider Sales, And A Lock-Up Expiration Create 50% Downside [View article]
    Timmy, Timmy, Timmy...I'll give you the benefit of the doubt and assume that you are relatively new to investing/trading, or at least conducting thorough due dilligence in stocks. But the things you just listed above are hardly anything positive.

    Did you look at when/how/at what price he got those shares?

    Did you check which specific funds that TXMD is apart within those Mutual Fund Companies? My guess is that they are mostly index/etf funds, and since TXMD is a part of ~10 ETFs , they are defacto holding TXMD.
    Apr 9 04:39 PM | Likes Like |Link to Comment
  • TherapeuticsMD, Inc.: Stock Promotions, Insider Sales, And A Lock-Up Expiration Create 50% Downside [View article]
    I think today's big move up in the IBB, XBI, and biotech sector in general is accounting for a good portion of it...stocks dont go straight down with out some slight retracements or consolidation first.

    Patience will be reworded for anyone short this piece of garbage
    Apr 9 01:37 PM | 1 Like Like |Link to Comment
  • TherapeuticsMD, Inc.: Stock Promotions, Insider Sales, And A Lock-Up Expiration Create 50% Downside [View article]
    "The Merger became effective upon the filing of the Certificate of Merger with the Secretary of State of the State of Delaware on October 4, 2011 (the "Effective Time")."

    "All shares of our Common Stock issued in exchange for the VitaMed membership units and issuable upon exercise of the options and warrants were subject to a lock-up agreement for a period of 18 months from the effective date of the merger, and on a limited basis for 12 months thereafter."
    Apr 8 01:49 PM | 1 Like Like |Link to Comment
  • TherapeuticsMD, Inc.: Stock Promotions, Insider Sales, And A Lock-Up Expiration Create 50% Downside [View article]
    The lockup agreement was EFFECTIVE on October 4 2011, the termination date was applicable to the EFFECTIVE date, not the AGREEMENT date.

    Ill get the actual text later tonight and post here.
    Apr 8 01:38 PM | 1 Like Like |Link to Comment
  • Galena Biopharma: Numerous Red Flags Suggest A Significant Overvaluation [View article]
    GALE under SEC investigation:

    per the 10k:

    "In February 2014 , we learned that the SEC is investigating certain matters relating to our company and an outside investor-relations firm that we retained in 2013. We have been in contact with the SEC staff through our counsel and are cooperating with the investigation."
    Mar 17 05:10 PM | Likes Like |Link to Comment
  • Galena Biopharma: Numerous Red Flags Suggest A Significant Overvaluation [View article]
    Thanks Ashraf...feeels pretty good knowing that this article helped fuel/start this whole investigation and downward spiral.

    Hopefully there was at least one long or two who took this article seriously and took some profit when it made sense.

    This is the end of GALE
    Mar 13 02:01 PM | Likes Like |Link to Comment
  • Behind The Scenes With Dream Team, CytRx And Galena [View article]
    Great, great article and research Richard. That takes my article from a month or so ago to a whole new level.

    Companies like these are an absolute disgrace to not only the stock market and the business investment community in general.
    Mar 13 10:24 AM | 6 Likes Like |Link to Comment
COMMENTS STATS
108 Comments
102 Likes