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Jack Wildcat

Jack Wildcat
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  • Synthetic Biologics Under The Microscope [View article]
    Thank you for this fantastic in depth work. Can you do a follow up on the IBS therapy? Surprisingly, it may have more short term value to the company and be on a faster track for approval. I think it is very underrated considering the number of applications and comparisons. Seres Therapeutics Inc (NASDAQ:MCRB) has a $1.32 billion market cap valuation for their "poop transplants" that are not approved yet Synthetic remains at $230 million for a preventative measure and not treatment after you catch the disease. A huge opportunity here and RJ Kirk is heavily invested along with Dell and friends.
    Nov 24, 2015. 04:37 PM | 7 Likes Like |Link to Comment
  • Seres Therapeutics' lead product candidate tagged an Orphan Drug for prevention of C. diff infection [View news story]
    SYN is preventative measure therefore it is unnecessary as treatment when it prevents C-Diff all together. Fecal transplant (which is exactly what it sounds like) or take two pills prior to treatment? I don't know about you but I would choose the preventative measure.
    Sep 30, 2015. 08:57 AM | Likes Like |Link to Comment
  • Seres Therapeutics' lead product candidate tagged an Orphan Drug for prevention of C. diff infection [View news story]
    SYN is working on prevention of C. Diff and is at a fraction of the price...
    Aug 21, 2015. 11:20 AM | Likes Like |Link to Comment
  • Halc√≥n Resources (HK) Floyd C. Wilson on Q2 2015 Results - Earnings Call Transcript [View article]
    $4B in debt might be problem?
    Jul 31, 2015. 03:34 PM | 2 Likes Like |Link to Comment
  • AmpliPhi Biosciences - Calling Captain Kirk: The CSO Has Left The Enterprise [View article]
    They will be uplisting on a 50-1 split so that should help the ridiculous share count. Still though it is going to be a long term wait. Hopefully when they uplist management will be more transparent.
    Jul 29, 2015. 04:22 PM | Likes Like |Link to Comment
  • Halcon - Extreme Mispricing Creates Opportunity [View article]
    The Bakken differential is $6 to $7 at this time and normally is closer to $10. Don't exaggerate it.
    Jul 20, 2015. 11:44 PM | 2 Likes Like |Link to Comment
  • Halcon - Extreme Mispricing Creates Opportunity [View article]
    You do realize that comparing Sandridge to Halcon is absolutely ridiculous. They don't even operate in the same areas. Their economics on those plays could not be more different. Anyone with a basic knowledge of oil and gas is laughing at the direct comparison of these two companies. Not really sure why you love claiming we are "fan boys" (immature at best) but it humors me to see someone who compares these two. I didn't say buy HK but shorting it at this point? There are much better places to put your money.
    Jul 20, 2015. 06:13 PM | 7 Likes Like |Link to Comment
  • Halcon - Extreme Mispricing Creates Opportunity [View article]
    Shorting a $1 stock at it's 52 week low that is hedged better than 99% of all other oil companies. That's a really good idea. I mean, what could go wrong?
    Jul 20, 2015. 05:12 PM | 14 Likes Like |Link to Comment
  • Here Is Why I'm Buying Synthetic Biologics [View article]
    The value of the company is mainly in SYN 004. SYN 010 is secondary. The only value Trimesta has is selling it or partnering it for cash so they can avoid dilution.
    Jul 7, 2015. 05:09 PM | 5 Likes Like |Link to Comment
  • IPO Preview: Seres Therapeutics [View article]
    Also SYN has a market cap under $200 million and MCRB is at about $1.6 billion... You do the math.
    Jul 6, 2015. 12:24 PM | 1 Like Like |Link to Comment
  • Bill requiring California pension funds to sell coal assets moves forward [View news story]
    You do realize coal still makes up 30% of our power generation? Coal is not going away but prices are so low I agree there is a likely chance all coal companies will have to restructure. For most it was bad purchases at the top of the market rather than simply a downturn in the coal cycle. Natural gas oversupply will continue to compete with coal for power generation.
    Jun 24, 2015. 03:58 PM | 4 Likes Like |Link to Comment
  • Wingstop sets IPO terms [View news story]
    Anyone know when this starts trading?
    Jun 2, 2015. 09:46 AM | 1 Like Like |Link to Comment
  • Griffin Securities' Keith Markey Thinks These 5 Stocks Have Substantial Upside [View article]
    SYN is the best investment left on this list. I was also in ZIOP but at current valuations there is more upside in SYN long term. They should get a big bump by their positive MRI data in cognitive function in MS for Trimesta and they likely will partner by end of Q2. It has run already but has potential for double digits next year. Three phase III products. The C-Diff prevention product, SYN 004, is in a $13B dollar market by itself and there is nothing else like it. Everything else is icing on the cake.
    Mar 13, 2015. 06:06 PM | 4 Likes Like |Link to Comment
  • Will Chesapeake Buy Chesapeake? It Should [View article]
    In a very low oil and natural gas price environment I seriously doubt the best idea would be to buy back shares rather than conserve capital. That suggestion seems irresponsible at best and wreckless at worst. Perhaps their capital should be kept to weather the storm until prices turn higher?
    Mar 5, 2015. 05:25 PM | 18 Likes Like |Link to Comment
  • Everything Has Changed: Oil, Saudi Arabia, And The End Of OPEC [View article]
    I love how everyone takes a view from the US perspective. Your telling me the emerging third world countries won't use oil if they can get it. Please, get real. The age of fossil fuels is nowhere near over.
    Jan 13, 2015. 10:39 AM | 6 Likes Like |Link to Comment