Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Biotech / Medical : Biotech Short Candidates -- Ignore unavailable to you. Want to Upgrade?

To: tuck who wrote (874)	10/5/2017 6:54:08 AM
From: nigel bates	Respond to of 897

That makes me feel better - I couldn't work out how the recent jump was justified.

To: tuck who wrote (874)	10/5/2017 11:47:39 AM
From: DewDiligence_on_SI	Read Replies (1) \| Respond to of 897

ECYT looks like a scam. Good luck finding a borrow!

To: tuck who wrote (874)	12/13/2017 11:51:09 AM
From: tuck	Read Replies (2) \| Respond to of 897

Spending more time researching charity picks than short possibilities, but some of the latter remain on my radar, and even in my portfolio. For now I will throw out some names and brief theses for interested biofreaks, and will come back with details later. ECYT: still hasn't raised. Shares have come back some. Have some Dec 6 naked short calls expiring in a couple of days. Would consider another entry if it got over $5. ZYNE: just closed a position, more for allocation reasons than lack of conviction. Data for its CBD drug for epilepsy looks shaky compared to GWPH, which is also ahead in time. Would likely re-enter the short if it pokes over $12. GALT: Have a current position, which is about even. Highly spun NASH failure. With MDGL and others sporting much better data, this is a warrant laden financing waiting to happen. I consider it shortable right here and now. CUR: another highly spun failure, it managed to ride SAGE's coattails for a while. I have a position that will close in a couple of days. Shortable over $2. SYRS: attempting to claim its platform is worth something despite miserable failure of lead compound at ASH (CD38 claims grasping at straws, data does not currently back the idea up; take no position if you don't get this). Have a position. This has been very volatile the last few days. A spike over $10 is a short, IMO. Trading almost 4x cash, but not in immediate need. TXMD: Might succeed in clinic, per recent data, but no catalysts for a year or more, and facing a market of fairly effective generics. OTIC: still elevated, but can't even remember my thesis here. Cheers, Tuck