Entering text into the input field will update the search result below

Tyme: Undercovered Growth Story In Pancreatic Cancer

Mar. 04, 2021 1:37 PM ETSyros Pharmaceuticals, Inc. (SYRS)2 Comments


  • TYME has a molecule targeting pancreatic cancer.
  • The stock is moving on COVID-19 related news.
  • However, cancer therapeutics is a more stable potential for the company.
  • Looking for more investing ideas like this one? Get them exclusively at The Total Pharma Tracker. Get started today »

Tyme Technologies (TYME) is developing a line of cancer therapeutics, and I covered it in September last, when it was trading a little shy of a dollar. In February, the company went up to $5 after languishing at the $1 level for 6 months. The reason: It got a new patent approved covering its COVID-19 treatment. That sounded like a spurious reason for a stock to quadruple. Then in a matter of three days, it launched a much-needed $100mn stock offering, and went down to $2, at which it has remained since. That, too, sounds like a spurious reason to go down.

The quadrupling sounded spurious to me because the market has never reacted this positively to TYME’s “actual” portfolio, its late stage solid tumor candidate SM-88 which is currently in multiple phase 2/3 trials in pancreatic and other cancers. Indeed the market has mostly neglected this company, and it has languished in solemn anonymity, with very little cash to even push its programs forward.

Then it gets a new patent covering an early stage COVID-19 hopeful called TYME-19 and the stock quadruples? That makes little sense to me.

Even more, this company was in need for a cash reserve to push its programs. Like a responsible biotech, it did not try to raise cash when the stock was trading low. Then there was this huge upswing, and it launched a much needed $100mn offering at a discount to its top price, and even then the stock fell all the way from $5 to $2? That makes even less sense to me. It appears that the market prefers an early stage, data-less program just because it has the words “COVID-19” in it, rather than a much more validated program with late stage data in pancreatic cancer, and a novel mechanism of action.

About the TPT service

Thanks for reading. At the Total Pharma Tracker, we offer the following:-

Our Android app and website features a set of tools for DIY investors, including a work-in-progress software where you can enter any ticker and get extensive curated research material. 

For investors requiring hands-on support, our in-house experts go through our tools and find the best investible stocks, complete with buy/sell strategies and alerts.

Sign up now for our free trial, request access to our tools, and find out, at no cost to you, what we can do for you. 

This article was written by

Avisol Capital Partners profile picture
Cautious, low key, disciplined investing in biopharma stocks
Avisol Capital Partners runs the Total Pharma Tracker Seeking Alpha Marketplace service. This is managed by Dr Asok Dutta, BVScAH and Dr Udaya Kumar Maiya, MD Oncologist. The service offers end-to-end research on both investing and trading ideas everyday, and includes a 150-stock watchlist and two 40-stock model portfolios that are continuously tracked.

Dr Dutta is a retired veterinary surgeon. He has over 40 years experience in the industry. Dr Maiya is a well-known oncologist who has 30 years in the medical field, including as Medical Director of various healthcare institutions. Both doctors are also avid private investors. They are assisted by a number of finance professionals in developing this service.

If you want to check out our service, go here - https://seekingalpha.com/author/avisol-capital-partners/research

Disclaimer - we are not investment advisors.

Analyst’s Disclosure: I/we have no positions in any stocks mentioned, and no plans to initiate any positions within the next 72 hours. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article.

Seeking Alpha's Disclosure: Past performance is no guarantee of future results. No recommendation or advice is being given as to whether any investment is suitable for a particular investor. Any views or opinions expressed above may not reflect those of Seeking Alpha as a whole. Seeking Alpha is not a licensed securities dealer, broker or US investment adviser or investment bank. Our analysts are third party authors that include both professional investors and individual investors who may not be licensed or certified by any institute or regulatory body.

Recommended For You

To ensure this doesn’t happen in the future, please enable Javascript and cookies in your browser.
Is this happening to you frequently? Please report it on our feedback forum.
If you have an ad-blocker enabled you may be blocked from proceeding. Please disable your ad-blocker and refresh.