guy jud (@jud_guy) profile picture

guy jud

@jud_guy
Joined December 2017
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$DCTH Interesting that this patient received 2 HEPZATO treatments prior to beginning KIMMTRACK facebook.com/share/r/18ohCRc…
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$DCTH My Q3 Est:$29.1 m ($27.1 m US) , assumes new patient starts were 0.7 Q1, 0.5 Q2, 0.2 Q3E; 4 repeat procedures per every 6 weeks @ $175K. 31 hospitals end of Q2 and 33 end of Q3. Est YE hospital activations from go from 37 year to 35.
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$DCTH Revenue Recognition Schedule: Start Quarter: 1.0 kit ($175,000) Lag 1 Quarter: 1.5 kits ($262,500) Lag 2 Quarter: 1.5 kits ($262,500)
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$NMTC (1) -81% YTD, -94.9% 5Y. CEO paid $787K;CFO gets $405K; CTO $333K . For an 18 person company, given the cash burn and the historical stock performance, egregious that top management gorges while shareholders bleed.
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$NMTC (2)Bought small position , now a tiny position due to YTD decline . Blame myself , b/c mgmt always critical in micro , but I thought (and still feel) the tech itself has potential (and co. has approved products, $10 m revs, and drug delivery potential
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$NMTC (3) Am surprised no pressure from the board or any institutional investors to replace top management, lower cash burn (inc salaries), and close deals w partners, and if all else fails, sell the company. Looking like a tax loss at this point sadly
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$DCTH New treatment in Nebraska targets rare melanoma that spreads from eye to liver omaha.com/news/local/busines… via @owhnews

New treatment in Nebraska targets rare melanoma that spreads from eye to liver

Melanoma, a potentially deadly form of cancer, most often appears in the skin. But in rare cases, it starts in the eye, specifically in melanocytes, the cells that produce the

omaha.com
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$DCTH $IDYA $IMCR
A Cure In Sight (@ACureInSight1) profile pictureA Cure In Sight@ACureInSight1Oct 12
🔬 Uveal melanoma is different from skin melanoma—and so are its treatment challenges. Explore insights from Dr. Marlana Orloff on emerging therapies, clinical trials, and personalized treatment decisions. 🔗 acureinsight.org/why-uveal-m…
Image from A Cure In Sight (@ACureInSight1)
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$DCTH facebook.com/share/p/19jTDJL…
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I confess I have AI envy. These stocks go up every day. It must be boring to make $ so easily. At what point does everything AI get priced in or is each day a new surprise ? Oddly, when I was much younger, it was mentally easier to hold my nose and buy manias (dot com- hell yea)
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$CGEM event.summitcast.com/view/9n… Maybe I’m missing something , but their decision to share all the data at once makes sense to me
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FWIW I don’t see the shift as either a tell + or - but clearly market disagrees . Would love to also know how the stock moved -20% yesterday before the PR
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The link lets you listen to $CGEM’s webcast at Stifel ( held 9/24)
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$DCTH I believe CHOPIN protocol gets added to NCCN this fall as the cancer treatment guidelines are updated 1x a year typically and it’s been > 6 months since CHOPIN published so been plenty of time for review of data
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$DCTH looks like Nebraska Medicine just became 32nd active REMS site for HEPZATO
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$NMTC Yesterday's PR re progress in the StereoCED neural drug delivery biz is + though surge and then plunge was puzzling. The company has very little $ but StereoCED has a real chance to succeed. Performed w/o MRI and ability to deliver drug/record data w same catheter
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The CEO total compensation package ($1.15M) is roughly 70–75% higher than for peer companies (and versus market cap of $16.0 m) which is too high. On flip side, revs are tracking close to $10 m, zero debt. I have a small position long
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Good take on $NTWO. Love robot theme, but aside from quick flips on $CCXI and this one, haven't found a keeper. Valuations seem insane to me. elgatocapital.substack.com/?…
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$AMZN So far boring Amazon seems to me to be the most compelling robot play (plus all the other stuff). Pulled back after a great Q so I am back in.
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$LNSR Q much better than I expected. Stock still dirt cheap @ $7.50. I remain intrigued also by $NMTC. $ position low, but stock dirt cheap, backlog in existing epilepsy biz through $ZMH, and I think the brain drug delivery cath (available for pre clinical by Oct) has + potential
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