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  • The Stock Market Wakes Up To Global Risk [View article]
    1730 area on SP500 is bear cycle target. a full on ugly wave 2 targets 1227
    Aug 23, 2015. 06:38 PM | Likes Like |Link to Comment
  • Why Anavex Life Sciences' Warrants Will Crush The Stock By 70% Or More [View article]
    The stock has held up well, everyone is really interested in a cure for ALZ no doubt. That said, its only 12 patients and its murky data at best really. But again, the market is yearning for anything positive on this front for this disease and will pay up big for any type of small breakthrough

    I am looking forward to seeing the remaining data and moreso the 300 patient phase 2b study, because that will be much more material than 10 patients pushing a buzzer.
    Aug 19, 2015. 04:11 PM | 1 Like Like |Link to Comment
  • Why Anavex Life Sciences' Warrants Will Crush The Stock By 70% Or More [View article]
    12 patients is nowhere close to warranting the move up in the market cap, its very easy to manipulate the data at this point..and as we said, some of the interpretation of the very limited data sets are a stretch at best.
    Aug 8, 2015. 11:47 AM | Likes Like |Link to Comment
  • Why Anavex Life Sciences' Warrants Will Crush The Stock By 70% Or More [View article]
    Tend to agree, we raised a red flag 2 days ago. Only 12 patients and the data is a bit muddy at best. This smells bad to us... we would avoid here or take profits. We did buy some at 75 but cashed out for the record. We are not short the stock either, just our opinion. They will need a trial of 300 patients, until that is done this is not nearly enough data and some of it is a bit of a stretch in our opinion. Happens a lot after a warrant and raise offering in order to push the stock up.
    Aug 6, 2015. 02:34 PM | 3 Likes Like |Link to Comment
  • Anavex May Actually Cure Alzheimer's [View article]
    225 million market cap now with only 12 patients and a few hit a buzzer a little sooner than others... maybe a bit of hype here now
    Aug 5, 2015. 08:20 AM | Likes Like |Link to Comment
  • Anavex May Actually Cure Alzheimer's [View article]
    The trials will consist of a prospective, multicenter, two-part study involving up to 300 mild-to-moderate AD patients.

    The first part is a scheduled Phase 1b/2a trial of approximately 40 patients who will receive either ANAVEX 2-73 or standard of care (donepezil) with ANAVEX 2-73. The study will explore dose and schedule as well as the efficacy of the combination. Patients in this study will have the option to rollover into a single open-label study in order to further accumulate safety, tolerability and efficacy data.

    The second part of the study is designed as a double-blind Phase 2 trial and will randomize AD patients to standard of care (donepezil) or standard of care (donepezil) with ANAVEX 2-73 with a primary outcome measure at 26 weeks efficacy based on standard cognitive measures. All patients from this second study will also have the option to rollover into the single open-label study in order to further accumulate safety, tolerability and efficacy data.

    - See more at: http://tinyurl.com/ppy...
    Jul 29, 2015. 02:01 PM | 1 Like Like |Link to Comment
  • Anavex May Actually Cure Alzheimer's [View article]
    the next Phase 2 trial following this one will have 300 patients, I read it in their documents
    Jul 29, 2015. 01:58 PM | Likes Like |Link to Comment
  • Anavex May Actually Cure Alzheimer's [View article]
    read the poster they released, it explains it all. Phase 2 will require 300 patients, not 32...
    Jul 29, 2015. 08:22 AM | 1 Like Like |Link to Comment
  • Anavex May Actually Cure Alzheimer's [View article]
    I believe there are 33mm warrants at .30 and another 33mm at .42 exerciseable

    That will take the share count to 150 plus million quickly, but would get about 20mm of cash via warrants as well
    Jul 27, 2015. 03:55 PM | 3 Likes Like |Link to Comment
  • Calithera Bio up 20% on CFO buy [View news story]
    he exercised options at 2.64. hardly a buy...
    Jul 18, 2015. 12:00 PM | Likes Like |Link to Comment
  • This Is Why Impac Mortgage Is Suddenly Getting Hammered [View article]
    The Pickup Family controls some 40% of the company equity/debt. They recently bought 500,000 worth of stock in the open market at 17.25-18.50... I think this was mostly a tight float trading situation.
    Jun 11, 2015. 08:16 AM | 2 Likes Like |Link to Comment
  • Impac Mortgage Is A Story To Watch In 2015 [View article]
    We recommended the stock today at 17.25
    Jun 3, 2015. 09:36 PM | 2 Likes Like |Link to Comment
  • T2 Biosystems: Significant Upside Ahead With Hospital Contract Ramp-Up And Strong Pipeline [View article]
    we wrote a full report at 15 to our SRP Subscribers and we continue to be long the stock.
    Jun 3, 2015. 09:33 PM | 1 Like Like |Link to Comment
  • A Catalyst For WMI Holdings To Finally Begin Utilizing Their NOLs [View article]
    We come up with a fair value of about $2.83 per share as a shell. Basically this is trading at a bit of a discount, almost like a closed end fund below NAV.

    Loosely we assume 530 million fully diluted shares
    We take 6 Billion of NOL's and discount at 6% over 10 years use to get 3.3 Billion
    We take 28% of that for tax amount or about 900 million

    We add the cash of 600 million plus 900 million and come up with about 1.5 Billion

    Divided by 530mm fully diluted we are around $2.83 per share

    Its quick and dirty, but relatively accurate plus minus 5-8% or so on either side.

    SO you can buy the stock at 2.50 here on this pullback and have about a 10-13% discount to fair value before anything gets started.

    Just our 2...
    Apr 29, 2015. 12:31 PM | 2 Likes Like |Link to Comment
  • Concert Pharmaceuticals: The Deuterated Drug Platform, A Profitable Way To Reinvent The Wheel [View article]
    one of our favorites
    Apr 18, 2015. 10:45 AM | 3 Likes Like |Link to Comment
COMMENTS STATS
310 Comments
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