Seeking Alpha

Wall Street Teacher

 
View as an RSS Feed
View Wall Street Teacher's Comments BY TICKER:
Latest  |  Highest rated
  • Update: Intrexon Announces Massive Secondary, Should Investors Worry? [View article]
    Well, it looks like XON stabilized above the deal price and little ZIOP traded up a bit. I woild not be surprised if the offering in XON is used to fund out the energy space( a non-tradeable partnership). XON symbol was selected for a reason---very bright people tend to have a sense of humor.
    Jan 22, 2015. 04:34 PM | Likes Like |Link to Comment
  • Update: Intrexon Announces Massive Secondary, Should Investors Worry? [View article]
    My only quibble with the deal is the days delay between the announcement and the pricing. The stock touched $40 last week and we will likely price this in the high twenties. Look at the trading---there was a $6 intra-day turnaround on the day it hit the high. This deal (likely) leaked and that is a shame. Kirk is notoriously tight-lipped so I suspect the bankers were the ones who winked to a few of their institutional customers.
    Jan 21, 2015. 03:17 PM | 7 Likes Like |Link to Comment
  • Ziopharm Oncology: 5 Potential Downsides To Its New Deal [View article]
    Member of the StreetSweeper "Clean Up Crew"??#?$?$!?!? Please review bio/ links below and make your own judgments as to the veracity/intent of this article.

    Hunter Adams, a member of the expert advisory board for The Street Sweeper, understands stock manipulation firsthand. Adams entered the securities industry 15 years ago with a focus on high-risk penny stocks. He quickly became an expert at establishing shell corporations, executing reverse mergers and selling both equity and convertible debt in speculative small-cap companies. His career ended in 2001, when government investigators accused him of manipulating worthless penny stocks. He pled guilty to two conspiracy charges -- for securities fraud and money laundering -- and served time in prison for his crimes. Years later, he pled guilty to racketeering charges, fully cooperated with the government and accepted full responsibility for his actions. Today, he has embraced a life of reform and now hopes to help protect the public by exposing others who tread in the same murky waters he once swam in. To contact him directly, please send an email to hunter@thestreetsweepe...





    http://nyti.ms/1BieyzF


    http://1.usa.gov/1BieyPU


    http://1.usa.gov/1BieyQ6


    http://usat.ly/1Biey2q
    Jan 17, 2015. 12:37 PM | 6 Likes Like |Link to Comment
  • Ziopharm Oncology: 5 Potential Downsides To Its New Deal [View article]
    Sonya-

    I respectfully disagree with many/most/all of your points. RJ Kirk is a notoriously difficult negotiator and he would not blow $15 million to simply be the bell of the ball. That idea is LUDICROUS I think there was something in the MD Anderson IP that Kirk found to be very accretive to the ZIOP/XON toolset. As for the "highly confidential" document, it was posted in an 8K. You make it sound as if they were trying to bury something.

    Would you kindly provide SA members with the name or the doctor who said :


    1) Novartis, Juno Therapeutics and Kite Pharma are all up front with their own "CAR-T" cancer immunotherapy. These massive companies are way ahead of the MD Anderson technology, the doctor who is familiar with the technology told TheStreetSweeper.

    2) "It's a very competitive space," he said. "Theirs does not seem like best of breed and they're way behind."


    3) No way is ZIOP a nearly $1 billion company, the doctor told TheStreetSweeper.

    I would really love to see his credentials to judge his expertise in the space. I would think he would want to be quoted since he has such strong opinions. Is that not what reputations are based upon?

    Bottom line: Unattributed quotes don't tend to hold much water and authors who are paid by short sellers tend not to provide readers with the most objective articles.
    Jan 16, 2015. 10:12 PM | 14 Likes Like |Link to Comment
  • Ziopharm: A Short Squeeze In The Making? [View article]
    Interesting news today. ZIOP/Intrexon and MD Anderson are in a joint development pact. I guess that removes the short thesis that the Intrexon technology is all smoke and mirrors. Next up, I expect to see commercial pairings to develop the acquired IP.

    GLTA
    Jan 13, 2015. 09:18 PM | Likes Like |Link to Comment
  • CorMedix Update: Setting A New Standard For Catheter Care [View article]
    There is a forth way. Ink a Pan European deal and let one of the big boys deal with Tauropharm until the IP issue plays out. Either way, a large player could drive down manufacturing costs and ramp sales quickly. This strategy would likely increase the likelihood of a negotiated settlement. It would not surprise me if whomever they ink the US deal with ends up being their EU distributer. At that point there is less urgency to negotiate on CRMD's point and they can simply let the lawsuit mature.
    Jan 1, 2015. 10:00 PM | Likes Like |Link to Comment
  • CorMedix Update: Setting A New Standard For Catheter Care [View article]
    Very small swallow especially since a big boy could leverage the EU approval. That is the downside for Tauropharm. It would not surprise me if the US trial partner and EU sales partner are one in the same(assuming CRMD isn't swallowed). If they don't cut a deal with CRMD, I believe they will soon have a much bigger adversary in the EU with or without a sale.
    Dec 29, 2014. 02:48 PM | 1 Like Like |Link to Comment
  • CorMedix Update: Setting A New Standard For Catheter Care [View article]
    http://slate.me/1xaqH6C

    Sorry: I forgot to post the link......
    Dec 28, 2014. 12:58 PM | Likes Like |Link to Comment
  • CorMedix Update: Setting A New Standard For Catheter Care [View article]
    Thank you for the update. With a lawsuit pending I am very happy that Elliot Management is the largest shareholder(on a fully diluted basis) in this issue. Do the Tauropharm guys happen to own any boats/yachts? They should ring up the Argentines to understand what the future could bring.
    Dec 28, 2014. 12:52 PM | Likes Like |Link to Comment
  • CorMedix Update: Setting A New Standard For Catheter Care [View article]
    Thank you for the excellent update. This one continues to intrigue me. I also like the fact that Elliot Management remains the largest shareholder (on a fully diluted basis). I suspect when they get down to the brass tacks of litigation, having this behemoth on our side will prove to be quite helpful. The Tauropharm guys don't own any boats; do they?

    Hopefully partnering negotiations for US trial are progressing. It is very unusual to be walking into a PHIII trial with real world data (from the EU) in one's hand. IF CRMS obtains QIDP, I suspect partnering comes soon after. Also, a potential partner may be able to add heft in commercialization of ROW while PHIII data matures.
    Dec 28, 2014. 08:20 AM | 1 Like Like |Link to Comment
  • Short Selling: Cleaning Up After Elephants [View article]
    Hi. Nice article. 90% of my trades are from the long side but now and then I go short a cash starved microcap. These guys typically get slaughtered in secondaries when the lower end of Wall Street investment banking crowd walks the stock down prior to pricing(Reg M be damned) and then does the deal at a 20% discount to the prevailing price(and often adds in a few wts. to boot.)


    It is almost criminal to watch the manipulation but there are very few firms left in the microcap space and issuers have few options if existing investors are unwilling to go the PIPE route to preserve their equity.
    Dec 21, 2014. 01:44 PM | 2 Likes Like |Link to Comment
  • Ziopharm: A Short Squeeze In The Making? [View article]
    Maybe I was 2 1/2 years early?...................
    Dec 20, 2014. 06:33 AM | Likes Like |Link to Comment
  • Sandstorm Gold's Investors Are Ignoring Intangible Qualities: Risk/Reward Is Highly Favorable [View article]
    My bet here is we likely bottom around 2.25 or so on EOY tax loss selling/likely defeat od the Swiss initiative. I will start adding there. Believe it or not this could become a relatively interesting acquisition for another larger streamer given the discount afforded SAND based on relative size/concentration of assets.


    Does anyone here follow TC? I am trying to figure out the odds on that one as well.
    Nov 29, 2014. 12:30 PM | Likes Like |Link to Comment
  • Sandstorm Gold's Investors Are Ignoring Intangible Qualities: Risk/Reward Is Highly Favorable [View article]
    I think this Sunday's Swiss vote on central bank gold holdings will cause another leg down(assuming failure to pass). We will see retail throw in the towel over the next 3 weeks. At that point I will hold my nose and start buying SAND and a few other lower tier players.
    Nov 28, 2014. 11:25 AM | 2 Likes Like |Link to Comment
  • CorMedix Poised For A Strong Finish To 2014 [View article]
    Well, there is a chance this just gets swallowed given the market cap. If QIDP status is granted, the likelihood of an outright sale increases significantly. CEO guidance on sales has proven to be nothing but wishspeak.
    Nov 13, 2014. 10:02 PM | Likes Like |Link to Comment
COMMENTS STATS
423 Comments
191 Likes