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Biotech / Medical
Biotech Short Candidates

An SI Board Since December 2000

Posts	SubjectMarks	Bans
897	95	0

Emcee: tuck	Type: Unmoderated

Introduction Compact

This is a forum for the exchange of short ideas in biotech. Lots of money is being thrown at biotech, and there's a lot of chaff. Many threads are looking for the cream of the crop. Let's also find the bottom of the barrel!

Politeness expected. Reasoning for your idea (i.e. overhyped market, subset analysis/weak trial data, unfavorable deal strucutre, superior competition, just plain overvalued or overbought, etc.) also expected, with links and references a nice bonus.

I'll be more actively involved than when I started this, and have now attached a portfolio. The portfolio started with $100K. Note that to measure portfolio performance on closed positions, simply divide profit by $100K. For overall performance, take the "gain/loss" and add or subtract that figure to or from the profit, then divide by $100K.

Cheers, Tuck

Go to reply# or date (mm/dd/yy):

Reply	Message Preview	From	Recs	Posted
897	Next short idea is recent IPO resTORbio (TORC). All their data from their lead	tuck	-	7/31/2018
896	Nice response that buys patients time. Kudos to company for taking the risk to	semi_infinite	-	7/23/2018
895	RETA: high risk trial, but it apparently succeeded. Stat sig and no Ads at all	tuck	-	7/23/2018
894	RETA: Alport data expected next week: Next week's bio-events Cheers, Tuck	tuck	-	7/22/2018
893	MRTX seems focused on NSCLC. Apart from sitravatinib, they also have an HDAC in	A.J. Mullen	-	7/20/2018
892	No, SYRS was right there: Syros failed with its patient enrichment strategy. It	tuck	-	7/20/2018
891	"Signs of frothiness abound." you forgot SYRS on the list. I am nega	semi_infinite	-	7/20/2018
890	It's possible that, because of Reata's (RETA) surrogate endpoint, the tr	tuck	1	7/20/2018
889	RETA - jasn.asnjournals.org	semi_infinite	-	3/18/2018
888	Thanks Dew.	A.J. Mullen	-	12/19/2017
887	Galectin (GALT) fakes right (with shelf), goes left (gets line of credit from ne	tuck	-	12/19/2017
886	...why you abandoned shorting after being so involved?I try to avoid undue compl	DewDiligence_on_SI	-	12/18/2017
885	Thanks Dew. It wouldn’t be the first time I’d even concerned about a problem t	A.J. Mullen	-	12/17/2017
884	That has never happened to me in roughly 100 short positions, many of which did	DewDiligence_on_SI	-	12/17/2017
883	I'd like to ask a general question regarding shorting a stock: what are the	A.J. Mullen	-	12/17/2017
882	ICPT—The DB analyst is talking about the REGENERATE probability of success at th	DewDiligence_on_SI	-	12/13/2017
881	While I'm talking of NASH failures, Intercept (ICPT) is bouncing on an analy	tuck	-	12/13/2017
880	GALT financing: current shelf is for up to $100 million from GALT itself, and an	tuck	-	12/13/2017
879	Actually added to my position on GALT this morning. Since the trial fail and sp	tuck	1	12/13/2017
878	Spending more time researching charity picks than short possibilities, but some	tuck	-	12/13/2017
877	I was just going to post that I had just tried and failed to find a borrow, yup.	tuck	-	10/5/2017
876	ECYT looks like a scam. Good luck finding a borrow!	DewDiligence_on_SI	-	10/5/2017
875	That makes me feel better - I couldn't work out how the recent jump was just	nigel bates	-	10/5/2017
874	Short candidate: Endocyte (ECYT). History of data distortion. Inlicensed a &q	tuck	1	10/5/2017
873	Since my gut is often wrong Gut wasn't counting on two analysts gushing abou	tuck	-	8/29/2017

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