Monthly Archives: June 2023

Last day of June. Amazing how precarious some of these Bio Pharma names are. Case in point LQDA yesterday. This is a patent litigation play that looked to be going in LQDA’s favor and then out of left field their … Continue reading →

I have a small position in DMTK which got a big pop AH yesterday after they announced a restructuring to focus on profitability. In addition, there are some rumors that Alpha Acquisition Corp., ALPA, may be trying to take them … Continue reading →

Here we go with ROIV. Earnings and business update before the bell today and my vibes on this are terrible for reasons previously stated. Fidelity account went dark yesterday so sitting on a 3% allocation covered with $10 calls. Would … Continue reading →

Some things going on with ROIV. First of all ROIV annouced that they would release earnings and give a business update before the bell on June 28th. Secondly, there were a number of Form 4s filed showing 3 officers, including … Continue reading →

Well, suprised to see that I eked out a gain last week. +16.1 bps. YAHOO! Especially v the US indexes which were all down substantially. Nothing to brag about but now up 2.7% for the year. Unfortunately, my weekly gain … Continue reading →

Still no word on a final deal to sell MANU to Sheikh Jassim. But, they did announce today that they would report quarterly earnings on June 27 before the bell. FYI there are still 2 days before my birthday on … Continue reading →

So I have 3 new Bio/Pharma trial subscriptions from the Dr. Tran debacle at Seeking Alpha. Kind of grinding thru all 3 and I’ve already got some intial impressions. However, I’m going to give it just a little more due … Continue reading →

Sorry very busy with family. I have a wedding coming up for my #3 son next month. Board is open.

Up at the cabin for father’s day with #3 son and wife. A little behind so more to come. Last week was friggin terrible. -1.8% while all the US indexes were up quite a bit More to come. VATE had … Continue reading →

LXRX has started to advertise their FDA approved medication for heart failure. Here is an explanation of the advantages that the LXRX drug has over competitors: “Their plan takes into account that they are third and have less money to … Continue reading →