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These BioTechs Could Double Up In 2H-2017 - 1H-2018

|About: SCYX, TNDM, TTNP, Includes: ARLZ-OLD, EYPT

#5 (TNDM)

Momentum Highlights

  • Stock rating = Strong Buy
  • Stock target price = $2
  • Current stock price = $0.64
  • 52-week price range = $0.56 - $8.81
  • Outstanding shares = 31.8M shares as of March 31, 2017
  • Market Capital = $20M
  • Cash reserves = $54M as of  March 31, 2017
  • Cash Burn = $28M / quarter
  • Debt = $73.7M
  • Company Presentation = [March 2017]
  • Institutional Holders = 31,360,031 / 31,889,000 = 98.3%
  • Top Holders
File Date Form Investor Prev Shares Current Shares
2017-05-10 13F-HR FRONTIER CAPITAL MANAGEMENT CO LLC 1,092,920 4,901,870
2017-06-07 SC 13D/A DELPHI VENTURES VIII LP
3,727,519
2017-05-15 13F-HR WASATCH ADVISORS INC 1,329,842 3,677,281
2017-04-04 SC 13D/A Blickenstaff Kim D
3,662,040
2017-05-15 13F-HR TPG Group Holdings (NYSE:SBS) Advisors, Inc. 2,496,194 2,496,194
2017-05-15 13F-HR Alyeska Investment Group, L.P.
1,600,000
2017-05-12 13F-HR VANGUARD GROUP INC 427,141 1,200,616
2017-05-12 13F-HR BlackRock Inc. 909 1,020,844
2017-05-15 13F-HR Adage Capital Partners GP LLC
964,047
2017-05-15 13F-HR BANK OF AMERICA CORP /DE/ 456,574 861,026
2017-05-15 13F-HR DAFNA Capital Management LLC 724,286 724,286
2017-02-10 13F-HR BlackRock Fund Advisors 509,052 604,834
2017-05-15 13F-HR Rock Springs Capital Management LP 595,000 595,000
2017-05-15 13F-HR PAULSON & CO. INC. 540,000 500,000
2017-04-25 13F-HR Granite Investment Partners, LLC 345,556 448,921
2017-02-10 13F-HR BlackRock Institutional Trust Company, N.A. 331,904 331,904
2017-04-26 13F-HR Russell Investments Group, Ltd.
300,694


#4 (TTNP)

Momentum Highlights

    • Stock rating = Strong Buy
    • Stock target price = $5
    • Current stock price = $2
    • 52-week price range = $1.75 - $6.40
    • Outstanding shares = 21.2M shares as of May 10, 2017
    • Market Capital = $42M
    • Cash reserves = $10.9M as of May 10, 2017
    • Cash Burn = $3.5M / quarter
    • Debt = $0
    • Company Presentation = [May 2017]
    • Institutional Holders = 5,565,751 / 21,376,000 = 26%
    • Top Holders

File Date Form Investor Prev Shares Current Shares
2017-04-19 SC 13G/A MEAD ROBERT E 1,355,220 1,405,000
2017-05-12 13F-HR BlackRock Inc. 644 803,369
2017-05-12 13F-HR VANGUARD GROUP INC 692,424 707,743
2017-02-10 13F-HR BlackRock Fund Advisors 513,014 600,300

#3 (SCYX)

Momentum Highlights

  • Stock rating = Strong Buy
  • Stock target price = $5
  • Current stock price = $2
  • 52-week price range = $1.55 - $5.51
  • Outstanding shares = 25.5M shares as of May 8, 2017
  • Market Capital = $51M
  • Cash reserves = $54.9M as of May 8, 2017
  • Cash Burn = $6M / quarter
  • Debt = $14.35M
  • Company Presentation = [April 2017] -- [ECCMID]
  • Institutional Holders = 13,409,670 / 25,562,027 = 52.4%
  • Top Holders
File Date Form Investor Prev Shares Current Shares
2017-05-12 13F-HR FEDERATED INVESTORS INC /PA/ 3,408,360 3,408,360
2017-02-14 SC 13G/A Flynn James E 696,281 1,498,000
2017-05-15 13F-HR Broadfin Capital, LLC 1,477,273 1,477,273
2017-05-11 13F-HR FMR LLC 0 1,331,989
2017-05-15 13F-HR DEERFIELD MANAGEMENT CO 1,048,000 1,048,000
2017-05-12 13F-HR VANGUARD GROUP INC 595,746 819,416
2017-05-15 13F-HR Rock Springs Capital Management LP 760,000 760,000
2017-05-15 13F-HR DAFNA Capital Management LLC 173,645 381,900
2017-05-15 13F-HR Iguana Healthcare Management, LLC 250,000 300,000


#2 (ARLZ)

Momentum Highlights

  • Stock rating = Strong Buy
  • Stock target price = $4
  • Current stock price = $1.50
  • 52-week price range = $1.09 - $6.80
  • Outstanding shares = 65.6M shares as of May 9, 2017
  • Market Capital = $98M
  • Cash reserves = $73.7M as of May 9, 2017
  • Cash Burn = $34M / quarter
  • Debt = $274M (Revolving Credit)
  • Company Presentation = June 2017
  • Institutional Holders = 42,647,173 / 65,690,000 = 64.9%
  • Top Holders
File Date Form Investor Prev Shares Current Shares
2017-02-14 SC 13G/A Flynn James E 5,373,569 10,701,185
2017-05-15 13F-HR PAR CAPITAL MANAGEMENT INC 6,400,000 6,400,000
2017-02-14 SC 13G/A PAR INVESTMENT PARTNERS LP 3,863,699 6,400,000
2017-05-15 13F-HR Broadfin Capital, LLC 4,791,590 5,191,590
2017-05-12 13F-HR Elk Creek Partners, LLC 2,196,055 2,488,475
2017-05-15 13F-HR DEERFIELD MANAGEMENT CO 1,644,583 1,644,583
2017-05-12 13F-HR JW Asset Management, LLC 2,680,140 1,432,449
2016-11-10 13F-HR DRILL CRAIG A 584,600 958,945
2017-05-12 13F-HR BlackRock Inc. 0 911,877
2017-02-10 13F-HR BlackRock Fund Advisors 0 900,339
2017-05-15 13F-HR ARMISTICE CAPITAL, LLC 2,836,000 700,000
2017-05-15 13F-HR DEUTSCHE BANK AG\ 282,681 478,180
2017-05-12 13F-HR DIMENSIONAL FUND ADVISORS LP 314,224 314,224


#1 (PSDV)

Momentum Highlights

    • Stock rating = Strong Buy
    • Stock target price = $4
    • Current stock price = $1.37
    • 52-week price range = $1.26 - $4.25
    • Outstanding shares = 34.3M shares as of May 4, 2017
    • Market Capital = $18.9M
    • Cash reserves = $15.3M as of May 4, 2017
    • Cash Burn = $5.7M / quarter
    • Debt = $0
    • Company Presentation = [July 2017] -- [May 2017]
    • Institutional Holders = 13,836,720 / 34,366,000 = 40.2%
    • Top Holders

File Date Form Investor Prev Shares Current Shares
2017-05-15 13F-HR PERCEPTIVE ADVISORS LLC 2,279,706 2,279,706
2017-04-07 SC 13G Rosalind Advisors, Inc.
2,126,800
2017-05-26 SC 13D/A PFIZER INC 1,862,093 1,862,093
2017-02-14 SC 13G/A ORBIS INVESTMENT MANAGEMENT LTD 2,106,836 1,812,488
2017-05-15 13F-HR DEERFIELD MANAGEMENT CO 1,492,824 1,492,824
2017-05-12 13F-HR VANGUARD GROUP INC 1,106,905 1,145,802
2017-05-12 13F-HR Renaissance Technologies LLC 907,000 963,043
2017-05-15 13F-HR DEUTSCHE BANK AG\ 380,268 280,416
2017-05-22 13F-HR/A MORGAN STANLEY 274,333 274,333



Disclosure: I am/we are long arlz, scyx, PSDV.