Cutting through the noise. All opinions are my own and do not constitute investment advice.
Boston, MA
Joined November 2019
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This one looks like it wants to break-out $CPH.TO
$CPH.TO comes to mind here too. While its business does not directly benefit from exogenous shocks (it sells oral isotretinoin acne treatments in Canada and scabies/headlice treatments in the US), it has the potential to be a countercyclical deployer of capital/acquirer of specialty pharma assets due to its strong financial position -- debt free generating ~$2M USD cash per month with a large undrawn credit facility.
Argentine mining and energy sector COULD really change things massively. Arguably it is all based on continuity of current policies for several years.
This $QURE Rush University video comes after dr Sung’s interview last week, which was taken offline - you can connect the dots. Alea jacta est!
Take due notice thereof and govern yourselves accordingly.
Thanks Mike @mike98572986 for a great share.
(1:40-2:10) A symptomatic HD patient went from being "no longer able to work" ("on medical disability") 6 yrs ago (before enrolling in AMT-130 trial), to being stabilized & improved, able to exercise, work full time, and got married. OMG indeed! $QURE
$SMN.AX
Calendar 2Q comes out in 3 weeks. 14% FCFE yield growing 20% YoY and a massive FAA catalyst in 2H. No leverage and 40mn USD mkt cap. 3x potential for the microcap guys out there IMO. This Canadian company listed in Australia will surprise many in the industrials sector.
For the short term traders here: $CPH.TO stopped going down. Take due notice thereof and govern yourselves accordingly 🙏🏻🇺🇸
$CPH.TO - a nice 35% upside 12m fwd assuming no deal comes through (which I think it will). New medicaid state approvals, sun pharma litigation, absorica being brought in house. All of this on top of organic growth and mkt share gains of 2 main products.
Habemus good results! $QURE
Hungtington and now Epilepsy!
“Half of the patients achieved meaningful reductions in disabling seizures, ranging from 79% to 100% decline from baseline.”
$CPH.TO - a nice 35% upside 12m fwd assuming no deal comes through (which I think it will). New medicaid state approvals, sun pharma litigation, absorica being brought in house. All of this on top of organic growth and mkt share gains of 2 main products.
What happened to $DBO.TO today? We can’t even enjoy memorial day in peace and Canadians dump this darling? We’ll have to buy more tomorrow.
Regal is upgrading their chars. I wonder if $DBO.TO will find a way into this chain.
Went to cinema with family to watch Mario. Tested $DBO.TO for the first time. Very nice. place was booming between Mario and Michael Jackson movies. $39 for 5 small popcorns and $117 for 5 D-box seats. Could have been $80 ex popcorn and special sits, but kids had a blast!
$SMN.AX This Australian small cap is getting closer to FAA approving their CVM technology in Boeing planes. Airbus also pushing hard to get it approved. 45mn USD mkt cap. 10% FCF yield, no debt and a massive catalyst very soon. 3x from here very doable.
$PLBY - the wall of worry is there. Get long and enjoy the run up to only operating subsidiary sale: Honey Birdette. Pure royalty biz going forward
