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 : momo-T/FIF -- Ignore unavailable to you. Want to Upgrade?

To: scaram(o)uche who wrote (12041)	1/3/2019 8:38:50 PM
From: bmaz001	2 Recommendations Recommended By ghmm tuck Read Replies (1) \| Respond to of 12215

Here's the link. The master 'Momo Research List' has a row for each ticker symbol. There's also a 'news sheet' for each stock. Just let me know if you want to add/delete ticker symbols going forward. It's a simple process now that I have configuration parameters set up for the workbook. docs.google.com

To: scaram(o)uche who wrote (12041)	1/16/2019 1:58:56 PM
From: scaram(o)uche	Respond to of 12215

>> AXGN << Never owned it, never looked closely. Today, CCO gets a separation agreement. Guy got fired, but looks like he had some leverage. Then they issue an absurd release, "Study Supports Company’s Planned Biologic License Application (BLA).....", when the actual punchline is "AxoGen has submitted the interim analysis to the FDA for review with the intention of obtaining agreement on next steps, which could include continuing study enrollment." Continued enrollment would be a disaster, given that every additional patient enrolled will restart the one year timer. What gives? And how could a release re. full enrollment lead to "*study supports*"? Is there any way on this wonderful globe that the release is not meant to be misleading?

To: scaram(o)uche who wrote (12041)	6/3/2019 3:19:00 PM
From: scaram(o)uche	1 Recommendation Recommended By Biotech Jim Read Replies (1) \| Respond to of 12215

Five months in..... ACAD (good pick!) ACHN (good pick!) AFMD (off about 5%, torture) ANAB (solid pick) ARGX (good pick!) AXGN (off a smidge) BPMC (good pick!) CRSP (solid pick) EW (solid pick) FGEN (off 15-20%) FCSC (solid pick) GTHX (up a smidge) ILMN (ditto) LOXO (ding, ding, ding, ding!!!) MDGL (off about 10%) MGTA (eyeballing, up about 250%) MRKR (~ unch) MYOK (off a smidge) NERV (off about 20%) PRTK (major erosion of late) RVNC (lost half your bet) SGMO (off about 15%) SLDB (ugh) URGN (off 15-20%) ZGNX (up a smidge) I don't know what my picks were, but looking at the list? They couldn't have been good. I do get credit, however, for making pte the only rejected ticker. So.... loxo was a great pick, but it was a take-over play. Not really the unknown that we were looking for? I'm going to take executive privilege and call MGTA the winner.