Seeking Alpha

Natty Greene

 
View as an RSS Feed
View Natty Greene's Comments BY TICKER:
Latest  |  Highest rated
  • 2 Near-Term Catalysts To Propel InVivo Shares Higher [View article]
    Seelisa,

    With warrant exercise complete on June 3, they will have enough cash to fund operations into 2015 according to guidance at shareholder meeting last week.

    Orphan status provides NVIV with 7 years of complete exclusivity in this $250 million/year market. ($250M market opportunity is estimate from analyst Jason Napodano and referenced in link above in this article)

    GLTY,

    Natty
    Jun 3 12:18 AM | Likes Like |Link to Comment
  • 2 Near-Term Catalysts To Propel InVivo Shares Higher [View article]
    JoTeng,

    You make a great point on Dr. Langer's role in NVIV which provides further credibility to this breakthrough science and color to the NVIV story which could very well be covered in a 60 Minutes type broadcast in the days ahead.

    GLTY,

    Natty
    Jun 3 12:10 AM | Likes Like |Link to Comment
  • 2 Near-Term Catalysts To Propel InVivo Shares Higher [View article]
    Esekla,

    Anyone who doesn't realize that investing in a development stage biotech company carries some risk should not be investing in this space. It really should go without saying. This is "speculative" investing after all.

    The introductory point of this article is that in speculative, short term investing, you can greatly reduce the risks and increase the rewards (due to weighting of your exposure) if you can accurately forecast catalysts. Proper due diligence will yield clues to when these catalysts will happen.

    Quite frankly, there is no risk in these two NVIV catalysts (human trial commencement & uplisting) not happening in my opinion.

    Therefore, the question becomes for me, will NVIV shares be higher than they are today ($3.25) when these imminent catalysts happen over the next 30-60 days? My answer is strongly "yes" and I am therefore more heavily weighted in NVIV now in anticipation of what I forecast to happen (catalysts and share price rise to $5.00).

    The strategy is not complicated - look for highly probable, clearly telegraphed catalyst events which are likely to propel undervalued/undiscovered stocks much higher in a near term timeframe.

    Right now, NVIV provides the perfect set up for this strategy at an attractive entry of $3.25/share.

    For your reference and to provide you with another investment idea based on this strategy, I have outlined my case for MGT Capital (MGT) based on the near term catalyst of the announcement of a Markman Hearing date in their patent infringement suit against gaming and casino heavyweights MGM, CZR, PENN, and Azure.

    http://bit.ly/ZnqZpO

    And with your concern that SA authors mention risk in all articles, you'll be pleased to know that in this MGT article I did mention a risk factor (case dismissal) which I am pleased to say is now off the table considering the recent scheduling order by the judge to continue the proceedings with discovery and claim construction briefs in the plantiff-friendly MS district court.

    That Markman catalyst for MGT is still outstanding, but like NVIV right now, I am confident the catalyst will happen in the near term and my weighting is reflective of this.

    GLTY,

    Natty
    Jun 2 11:58 PM | 1 Like Like |Link to Comment
  • Key Meetings Likely To Bring WMS And MGT Closer To Settlement [View article]
    May 9 case management conference minutes put in court record yesterday, May 20, but not accessible to public, meeting's developments/minutes were not made public, and neither were the settlement $ that each party was required to submit to judge prior to May 9 conference.

    Many motions pending before judge and many upcoming hearings to schedule.....rulings and dates should come very soon.
    May 21 09:58 PM | Likes Like |Link to Comment
  • Near-Term Catalyst Provides Attractive Opportunity For MGT Capital Investors [View article]
    NumZie, earnings release today positively influenced stock price, http://bit.ly/12KWdaU

    This story and growth is just beginning here.....$17.49 by October 10, 2013, is what history tells us could happen to MGT.
    May 21 09:41 PM | Likes Like |Link to Comment
  • Key Meetings Likely To Bring WMS And MGT Closer To Settlement [View article]
    I will be reporting on current developments very soon via SA article, stay tuned.
    May 16 01:52 AM | Likes Like |Link to Comment
  • Key Meetings Likely To Bring WMS And MGT Closer To Settlement [View article]
    I will keep you posted right here.....nothing from court yet post all party conference w/ judge yesterday
    May 10 09:29 PM | Likes Like |Link to Comment
  • Near-Term Catalyst Provides Attractive Opportunity For MGT Capital Investors [View article]
    jd7,

    Absurd, really? You sound like I should be writing at the high level of a scientific paper for an academic journal. This is Seeking Alpha for Pete's sake! Lighten up.

    You must remember, predicting the timing of a U.S. District Court scheduling event (Markman Hearing Date) is not a precise science, but an art.

    Each district and each judge are different. That is precisely why my article uses case studies from three separate states and districts (Texas, Florida, Massachusetts) instead of 3 cases from one rocket docket district like Virginia Eastern or Wisconsin Western.

    With that said, while no one can predict with 100% accuracy the date of such a scheduling decision, you can see from the plethora of patent litigation cases where a Markman Hearing date is set that most all fall within a similar window of 6-9 months after the infringement suits are files. (And sometimes less than 6 months as in WDDD's case)

    This Markman Hearing announcement date estimate (by May 25) is directly derived from an average of historical case studies and not out of thin air.

    This timely forecast should be very informative to investors who are looking for a very near term catalyst that has proven to drive similar stocks in similar court proceedings higher (+353%) in an average of 138 days.

    If you want to profit from a highly predictive event, I would spend more time buying MGT under $4.00 while you still can instead of lamenting about giants and fairies. That kind of talk is what I call absurd.

    GLTY,

    Natty
    May 1 03:26 PM | 3 Likes Like |Link to Comment
  • FDA Upgrades Acura Pharmaceuticals To A Public Health Priority [View article]
    Top Big 3 Drug Wholesalers to Distribute Acura's NEXAFED,

    http://bit.ly/XT9Jdx
    Apr 18 09:51 AM | 1 Like Like |Link to Comment
  • Will 2013 Be A Big Year For GTx? [View article]
    kaysmooth319,

    The facts are easily accessible if you're willing to take the time to listen to conference calls, corporate presentations, and do additional research on the FDA clinical trial process.

    Regarding the announcement which management promised in the coming weeks, you'll get your answer in GTXI's February 24, Q4 conference call during this exchange during Q&A with Lazard analyst and GTXI CEO Steiner,

    "Ryan Martins - Lazard Capital Markets
    Another one around the DSMB, (inaudible) meeting again before you get the top-line? Will we just get some update on the safety at that point too?

    Mitchell Steiner
    Yes. So the DSMB meets again in April. And so at that point after the DSMB meets, we’ll make a comment as to the outcome of that meeting."

    http://seekingalpha.co...

    Not only do I expect an April PR because Steiner told us they would make a comment on the safety review, GTXI also issued a PR on October 26, 2013, after the last DSMB safety review, http://bit.ly/ZUxjYF;highlight=

    When you have quality management like GTXI, when they say they are going to do something, they usually do. Therefore, when CEO Steiner tells us a comment is coming in April on the DSMB review, I expect it.

    Regarding your other question on the trials ending in May, I will point you toward Citi Global's Healthcare Conference on February 25 and the remarks made during GTXI's corporate presentation which clearly tell us the trial will conclude by the end of May,

    "In terms of timing, the studies completely enrolled in December of 2012, five months, so the last patient that will come through will put us in May. So in May is when we expect the last patient to come out."

    http://seekingalpha.co...

    Those are the facts and available for all to see. Try a little DD next time. GL

    Natty
    Apr 13 09:52 AM | 1 Like Like |Link to Comment
  • Will 2013 Be A Big Year For GTx? [View article]
    There was a 25K share block today as well at $4.25

    With trials set to end at May 30, some are probably just waiting till closer to that date to add knowing results will come in summer. I think we'll have a run-up starting pretty soon in anticipation of that catalyst.

    Also, I expect a PR in the coming weeks as promised by management to update us on the safety board review. This is a very close catalyst that is not on many people's radars. That is why I am adding still here in the low $4.00s ($4.25 today) to my position.
    Apr 11 04:13 PM | 1 Like Like |Link to Comment
  • Will 2013 Be A Big Year For GTx? [View article]
    And another clue, over 2.3 million shares purchased by insiders in last 14 months in anticipation of enobosarm/Ostarine Phase III results,
    http://seekingalpha.co...
    Apr 11 03:16 PM | 1 Like Like |Link to Comment
  • Will 2013 Be A Big Year For GTx? [View article]
    And remember that Citi put a $19/share price target on GTXI, and $11/share target for Ostarine alone on expectation of positive Phase III trials to be released this summer!

    http://bit.ly/10WsUhQ

    GTXI will be THE big cancer biotech story this summer as Phase III Ostarine results come in.
    Apr 11 02:15 PM | 1 Like Like |Link to Comment
  • Bullish Catalysts Make GTx Top Biotech Buy For Q1 2013 [View article]
    It is just folks selling, who are tired of waiting for Phase III trial results due out in July. I will be adding if we get back under $4.00 because I like to buy at the same prices as insiders. Patience will be rewarded in the case of GTXI, imo.
    Mar 29 09:03 AM | 1 Like Like |Link to Comment
  • Titan Presents Compelling Opportunity Ahead Of PDAC Vote [View article]
    Congrats to those holding TTNP through the PDAC votes today. The committee voted today to recommend approval for Probuphine. They also voted the Probuphine was effective and safe.

    As I wrote in my article on yesterday, "An Alternative Reading of FDA Briefing Materials on Titan's Probuphine," I did not expect such a stinging report from the FDA reviewers and the press that followed. It looks like that negative market reaction proved to be another opportunity to add to your TTNP positions which I did.

    Should be interesting to see how the stock opens on Friday morning, but I would expect that the $2.50 I've been looking for is not far off.
    Mar 21 05:31 PM | 1 Like Like |Link to Comment
COMMENTS STATS
104 Comments
53 Likes