Stock版 - Biotech--thoughts on AMRN, DCTH, AEGR & DVAX |
|---|
|
|
|
|
|
|
g****e
发帖数: 1426 | 1 Due to the high risk and reward, it is hard to resist to gamble. But never
play up and down like MM!! Since MM have insider knowledges and huge funds
to manipulate share price! The only advantage we have is time. We know the
FDA decision event is coming and should buy these stocks
When the price is low ahead of time! The price will eventually go up when
the catalyst event is approaching and then we sell for gains.
Currently I have long position on AMRN, DCTH, AEGR & DVAX. Among these 4,
AMRN is a different case, i believe it will be sold out by Oct, but reduced
my position by half when it was at $13.x to reduce the speculation risk.
DCTH is going to fly and approach $3 soon due to the recent NDA submission
and very positive comments from CEO in the PR, priority review, 500 m-2B
market potential for chemosat... The only caution here is its finance, but
considering the current low share price, I double they will refinance before
mid Oct FDA submission acceptance news. It will do so when share price is
high after FDA acceptance.
AEGR and DVAX both have huge cash compare to their sizes, the most recent
dilution
For AEGR @14.75 and DVAX @4.25. I bought them at 13.0x & 3.7x and look for
huge upsides in 2-3 months. AEGR will have advisory meeting in mid Oct and
DVAX will have Pdufa in next Feb.
Hope you share your picks as well and give brief reasons for buying!
Any comments are welcome!! Especially some red flags I might missed/
oversighted on these long positions!!
Good luck to all!! | h**********a
发帖数: 746 | 2 NCE is delayed. I don't think AMRN will be sold by Oct...
reduced
【在 g****e 的大作中提到】
: Due to the high risk and reward, it is hard to resist to gamble. But never
: play up and down like MM!! Since MM have insider knowledges and huge funds
: to manipulate share price! The only advantage we have is time. We know the
: FDA decision event is coming and should buy these stocks
: When the price is low ahead of time! The price will eventually go up when
: the catalyst event is approaching and then we sell for gains.
: Currently I have long position on AMRN, DCTH, AEGR & DVAX. Among these 4,
: AMRN is a different case, i believe it will be sold out by Oct, but reduced
: my position by half when it was at $13.x to reduce the speculation risk.
: DCTH is going to fly and approach $3 soon due to the recent NDA submission
| H******i
发帖数: 4704 | | g****e
发帖数: 1426 | 4 Thanks for your comment on buyout. NCE delay is expected per Earning PR.
Delay somehow means it will get NCE from FDA by mid Sep.
AMRN is already at the bottom, low could be $10 but any positive news on
patent or buyout could go above $17.
Anything could happen. Small position and decided to go long with it. No
plan to hire sales untill Oct is kind of very uncommon in bio-pharma after
approval. For example, AEGR already started to build its sale team for
Lomitapide even before advisory meeting(it is one of the reasons why I
bought, the management is very confident about upcoming FDA approval). | d*****i
发帖数: 346 | 5 Do you still hold HZNP ?
【在 g****e 的大作中提到】
: Thanks for your comment on buyout. NCE delay is expected per Earning PR.
: Delay somehow means it will get NCE from FDA by mid Sep.
: AMRN is already at the bottom, low could be $10 but any positive news on
: patent or buyout could go above $17.
: Anything could happen. Small position and decided to go long with it. No
: plan to hire sales untill Oct is kind of very uncommon in bio-pharma after
: approval. For example, AEGR already started to build its sale team for
: Lomitapide even before advisory meeting(it is one of the reasons why I
: bought, the management is very confident about upcoming FDA approval).
| g****e
发帖数: 1426 | 6 No, no position on HZNP. Good luck with it.
HZNP will have EU DUEXIS approval news and launch of RAYOS in 4Q. $4 is low
and will go back to over $5 per news in 4Q. The only concern is its
financial. |
|
|
|
|
|
|
|
