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Video Chart Reviews + Commentary – Lots of Charts Reviewed
Video Chart Reviews + Commentary – Lots of Charts Reviewed
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Webinar – Our Plays Covered + Macro Outlook
In this Webinar, Danny and I begin with discussing $BLRX, and the reasons we are taking a gamble on it. We explain their leverages and apparent biz plan. CEO is relatively new and appears to be sailing the company on a better course. Company has a lot of ‘shot on goal.’ so-to-speak.. More in audio […]
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Market Update $SPY $TLT $HYG $CALA $MGEN $AFMD
Hi all, A largely uneventful start to the trading week as initial market weakness was quickly bought up today. The ES futures seem poised to test 2900 this week, potentially opening the door for new ATH. On the downside continue to monitor 2872 and 2855. The bond curve saw continued flattening, with the 2 10 […]
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Webinar – $AFMD $MGEN $NKTR $CALA + Others Defined
In this webinar, Danny and I begin with explaining in detail, the new deal $AFMD has with Roche. While the deal itself is not ‘blockbuster,’ it does put AFMD on the map so-to-speak, and sets it up for a nice run into data coming in abstracts Nov.1st, then ASCO full presentations in December. We do […]
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Update on AFMD – Explaining Situation and How We Are Trading It + $MGEN Call & More
In this audio, I explain why we think a secondary raise is coming for $AFMD – we think it will be at $5 to get wider tute coverage and, to get Roche into the stock. The deal with Roche calls for ‘ an upfront payment of $96M.’ However, after carefully reading the agreement, it states […]
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AFMD Update – 6 minute Audio With Company Analysis From Here
AFMD Update – 6 minute Audio With Company Analysis From Here.. Since this is a 6 minute audio, no real summary is needed here but to say, it’s a good deal, and we would like to see AFM 13/Keytruda combo become a deal so company does not throw a bunch of money at something likely […]
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$CALA call recap and look-ahead to the markets
Hello All, Hope you guys had a great weekend, right now the market futures are gaping up presumably on the back of the Mexico NAFTA headlines. The narrative could be building that Trump is using a unified NAFTA to gain leverage over the EU and China in trade dealings. We appear on-track for a blow […]
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Audio Commentary – Explaining Trump News + Market Outlook and $AFMD Commentary
In this 13 minute or so audio. I start with explaining why all this Cohen/Trump stuff is a ruse, and what it means for the market. In the sub chat yesterday, I remarked that I believed Trump would be booted out of office. After reviewing The Cohen plea agreement, I now realize that view was […]
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Webinar- $GLYC $MGEN $CALA $AFMD + New Research on $AUTL & More
Webinar- $GLYC $MGEN $CALA + New Research on $AUTL & More
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Audio Commentary – $GLYC EC, $MGEN CC + $AFMD & Current Biotech Dynamics + $TSLA and More.
In this audio, I go over the $GLYC earnings call, which bolstered our hypothesis that the company is facing significant challenges in mass producing its core chemistry. We think they can do it in time, but this is a VERY CLEARLY DEFINED RISK – I explain in detail in this audio why we have come to […]