All things Uranium: Company research and thesis refinementWho is this for: Investors looking to make explosive profits with time horizons of multiple years What is this for: Exchange of ideas for how to position a portfolio for the next bullish cycle in uranium Why? After 30 hours of preliminary research, I have a strong feeling that we are on the cusp of […]
$noticker Dan please spare us your eloquent use of the English language. Your fascinating dialogue and outlook on life have reached such a level to which we at his forum would not dare hold you back from reaching new heights of literary achievement on your[...]
Not that Doc and the knowledge gained here are not certainly worth $1000 or whatever the new price is, but members of lesser means ( like myself ) would have to be removed from the service. That expense would be a non-trivial proportion of my portfolio. Wh[...]
Sounds like diebold[...]
$Cleveland, $arth - you all are so funny. Numbers don't lie, if your model doesn't fit the truth... just keep staying with it right. HAha... You would have also missed the 130% gain this year in APTO if you waited tell the tutes got the easy money and sold[...]
why am I looking @ BLPH 8k's at 2 am....anyways, looks like all important people got 20,000-50000 options. Explains why we saw some slight selling of positions. They knew this years bonus was coming. Always good to see the' A' and not the 'D' though, a[...]
Take some much needed time off Doc. Your work ethic is utterly remarkable and you have been pumping out so much awesome material from the conference. Thanks so much for the tireless work you put in for the good of the everyday investor. The Robinhood of Bi[...]
$HALO - Thanks Doc for the clarity on HALO, glad I was able to catch that today. Started noting some weird activity afterhours, hope we were able to save some people some money.Currently my position is in a few aggressive options. Didnt have more in the[...]
$HALO - https://t.co/kVuXZKTEFUHope that link works anyways, HALO taking a big hit in after hours"$HALO SWOG S1313 full data out in #GI18 abstract abstracts.asco.org/210/AbstView_2…whoa PEGPH20 + mFFOX did much much worse than mFFOX alone. [...]
Simply outstanding! LOVE this from commentary from Patrick Lin. One of the best things I have read this month and added the comment to my Bio Investing folder so I can refer to it often. Doc, thanks for putting in the hard work to be @ these conferences fo[...]
Lets not act so entitled. Doc has repeadly hinted there are better place to have money for near term gains than CLRB. Maintaining his relationship with the CEO is significantly more important.[...]
Coyote - if you have a twitter, give me a follow @ levbrans. I want to throw something by you.[...]
Wanted to relay some interesting biotech quotes by Klendathu Capitalist"Compounding the undervalued nature of the sector, most fund flows are going into flawed immuno and gene therapies. Example: Gene therapy co targets ~13% of patient pop has 100x va[...]
Haha, you do have a way with words and teaching Doc! Thanks so much for the AKTX commentary. I closed my position @ even and it's with AUPH & ARTH in the invest in 6-18 months basket. Don't want to be waiting so long for the L-conversion to start being fa[...]
AKTX - Listened to the webcast as well. All comments on data Ive seen on twitter and other sources have been bullish so far. Tomorrow could be a fun one!Several analyst's in the audience who don't currently "follow" aktx, so we could see some new rating[...]
Was reading twitter and saw and interesting tid bit, this Alexion collaboration w/ HALO will give its PNH drug even more competitive advantage over AKTX's Coversine of which I am long due to switching from IV to subcut. Still market cap difference of $22 b[...]
Thanks Ben, this TRIL filling is interesting.This is held by David Goel of Matrix Capitol Management who is in the lineage of Julian Robertson 2.17 mil share or a 14% stake I believe. Big buy! This guy holds under 20 positions in his fund usually.On[...]
On AKTX and Baby ontologies - sounds good Dr KSS, cant wait to read your reply.[...]
THIS IS A REPOST FROM THE TERRY HILLS THREAD (sorry if you already saw this Doc but it posted right as we moved here so figured you might not have)- $AKTX - Doc I was going to ask this on the CC but didn’t want to tire you out too much. This is my 3[...]
$AKTX - similar feelings here Zimmy. If MC is 300-400 mil in 2 yrs, I will be happy simply because by buying now we are leveraging our exposure to their pipeline and potential buyout price at this lower MC. This stock moves with a vengeance when it moves l[...]
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$?tcker $vtgn Doc do you by chance remeber the company you talked about a while back (couple months) that was doing the royalty model for private mom and pop, traditionally not financed companies? It was from that conference when you did the private compan[...]