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Zachary Prensky

Zachary Prensky
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  • Retrophin Needs Some Retro Pricing [View article]
    The author hasn't done his homework with respect to the risk of generic competition on Cholbam & Cheno. Last year I called around to all the major generic mfgs who distribute in the US. None of them were interested in Cheno - too small a patient population. Finding them and marketing to them - without a proper label - is neigh impossible. These cos just aren't geared to knock off a drug they will sell to 5 or 10 px. If you can find me a generic mfg that you've spoken to who has expressed interest in either drug let me know!
    Jun 22, 2015. 04:11 PM | 4 Likes Like |Link to Comment
  • YELP: Buyout By August 2015?  [View instapost]
    I think you mean he would file a 13g as a 13D is only in a situation where the owner wishes or could impact a company's decision-making process (ie an activist).

    My experience with these large option positions is they are put on slightly below the filing threshold precisely in order NOT to have to file...
    Jun 5, 2015. 12:50 PM | Likes Like |Link to Comment
  • Retrophin's (RTRX) CEO Steve Aselage on Q1 2015 Results - Earnings Call Transcript [View article]
    Truly amazing quarter. Stock goes higher in a grinding fashion until addl data on RE-024 or Sparsanten become available - is my operative theory
    May 12, 2015. 06:57 PM | 1 Like Like |Link to Comment
  • Illegal Products Could Spell Big Trouble At Lumber Liquidators [View article]
    Xuhua had the call two+ years ago. Intellectually honest, very insightful and an eye for spotting when the market is leaning the wrong way. Kudos!
    Mar 2, 2015. 01:28 PM | 12 Likes Like |Link to Comment
  • NewLink Genetics: Examining Likelihood Of Success In The Impress Trial [View article]
    I want to thank all who've been commenting on this issue the past 24 hours. NLNK is the most binary of all biotechs we track. Based upon where NLNK close ($32), it's $10ish down - maybe - and at least $75 to $100 up. Data due out very soon. That means that when 3rd parties such as myself look at the above, you need to have a very high conviction rate that vman-2 and his theories are correct (assuming no hedges, etc) to short down here.

    Conversely, the stock price today is telling you that there aren't many ppl outside of the LT holders who believe in a positive surprise to risk putting on positions right here right now. If anything, the chatter from folks I've spoken to in the past 10 days is that there are accounts putting on shorts, not longs. That includes some very sharp funds who have great LT track records betting on binary bio events.
    Feb 4, 2015. 04:21 PM | 3 Likes Like |Link to Comment
  • Retrophin's Press Releases Have A Lot Of Sugarcoating [View article]
    "Thiola treats cystinuria, a rare disorder which can cause kidney stones, an extremely painful affliction. If it is a successful treatment, then why does Retrophin need a salesforce to sell it? Why does it have to convince doctors who have patients who are writhing in pain to give the treatment?"

    You ARE kidding, right?

    Purdue Pharma has a sales force of 600. 'nuff said.
    Jun 2, 2014. 03:53 PM | 7 Likes Like |Link to Comment
  • Questcor And The Chronic Disease Fund: Is Free Drug Truly Free? [View article]
    I've reviewed the 990 return for 2012 in depth and spotted a number of irregularities. I understand your wish to remain anonymous, but I would like to discuss these with you at some point as I think both of us would find it helpful and/or profitable. I can be reached thru m website at http://www.LittleBear.us or my twitter feed @zackfoot
    Nov 15, 2013. 03:06 PM | Likes Like |Link to Comment
  • Short On Oculus: Wound Care Company Has Left Dirty Scars [View article]
    My question is why you used the Harvard Bioscience IPO as a comp to Ruthigen when TTPH, which just went public with a 150 million market cap, is much more similar? The TTPH is worth more than 5X the total market cap of OCLS which already has Microcyn selling over $20 million dollars of product a year. Thoughts?
    May 7, 2013. 03:50 PM | 2 Likes Like |Link to Comment
  • Biopharma Catalyst Trades To Watch For This Week [View article]
    Scott-

    I was looking for the market size of frozen shoulder in the US but couldn't find anything definative. What market size are you working off of, and how do you think that compares with Dupuytren? Revenues have been disappointing to date, so anything should move the needle here, but with the converts outstanding, you will now need a bigger expectation to blow thru the conversion strike, IMO.
    Jan 29, 2013. 09:34 PM | Likes Like |Link to Comment
  • Transportation Stocks: 6 Railroad Stocks To Watch [View article]
    Are you following the RA ongoing sale process? THought is that if the company sells for an 11x multiple, you see $30-33/sh. As someone who deals exclusively in binary event trading, RA is one of our names we have put a lot time into. If you are following the situation and want to swap info, contact me. My firm's website is http://www.LittleBear.us, my contact info is posted there.
    Jul 12, 2012. 02:17 PM | Likes Like |Link to Comment
  • ATP Ready To Leap On $68 Million Lawsuit [View article]
    This is one of the poorest stories written on ATPG that I can remember. Stay awy from the common; if you are interested in the name look only at the second lien bonds.
    Jun 27, 2012. 09:51 PM | 1 Like Like |Link to Comment
  • CHBT: R2Citron vs. Darth Nevader [View instapost]
    Something I don't think you or the other CHBT watchers have commented on is the lack of one-time losses on cancelling all those leases. Is it just me or is it hard to swallow that all these landlords would allow a profitable, cash-rich company to get out of 90+leases without so much as a penny paid. In any other real-estate market I know of landlords require deposits, and hold tennants to a minimum term. Companies get out of leases all the time - by paying off the landlord. If CHBT engaged in a massive lease-cutting program, Q3 & Q4 financials would show large one time payments. They didn't, as if the company didn't skip a beat.
    Mar 27, 2011. 10:43 AM | 1 Like Like |Link to Comment
  • Insomniacs Need Not Apply (1 of 2) [View instapost]
    I had called Celtic a number of months ago and that was my takeaway from my conversation with them.
    Dec 16, 2009. 12:19 PM | Likes Like |Link to Comment
COMMENTS STATS
13 Comments
31 Likes