Helios's Blog

Re: Helios's Blog

Postby helios » Wed Aug 02, 2017 10:12 pm

Sorry for this! Lesson learnt I guess, but your ASXM is holding well.
I cut losses in OCUL after AF incident and put reminder of it in VRX. Pray hard now.
Have you look at KALA (new IPO)? Boston based and in fact quite a subsitute for OCUL in terms of the technology. They have Ph3 candidate positioning well .... Analyst begins to cover this stock and I observed traders in OCUL switched to play KALA.
[Finance disclaimer: The content of this article is intended to provide a general guide to the subject matter. Specialist advice should be sought regarding investing of any stocks/ funds and/or whatsoever. The author has no vested interest in the mentioned stock at the time of writing.
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Re: Helios's Blog

Postby helios » Wed Aug 02, 2017 10:20 pm

investar wrote:OCUL, still holding shares (unfortunately the news caught me off guard), the summer not so bright for this stock

Yesterday new coverage, Buy and PT 10$, but no reaction

https://www.benzinga.com/stock/ocul/ratings


I also paid a fee and becoming an expert in FDA 483 now!
[Finance disclaimer: The content of this article is intended to provide a general guide to the subject matter. Specialist advice should be sought regarding investing of any stocks/ funds and/or whatsoever. The author has no vested interest in the mentioned stock at the time of writing.
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Re: Helios's Blog

Postby helios » Wed Aug 02, 2017 10:26 pm

Relooking at AGEN (a stock I followed since 2010 owned it and sold Apr 2016). Mgmt is smart about partnering with bigger pharma to stretch its runway (good cashflow always two years ahead of plan). As it partners, it expands reportorial cmpds for more partnership. No debt. Also lean structure. Best no hedge funds is shorting it.
[Finance disclaimer: The content of this article is intended to provide a general guide to the subject matter. Specialist advice should be sought regarding investing of any stocks/ funds and/or whatsoever. The author has no vested interest in the mentioned stock at the time of writing.
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Re: Helios's Blog

Postby helios » Wed Aug 02, 2017 10:28 pm

Another one I track with the hope of getting it cheap $1 (?) is ATHX. As this one is extremely illiquid, getting it at the right timing is the crux.
[Finance disclaimer: The content of this article is intended to provide a general guide to the subject matter. Specialist advice should be sought regarding investing of any stocks/ funds and/or whatsoever. The author has no vested interest in the mentioned stock at the time of writing.
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Re: Helios's Blog

Postby helios » Wed Jan 03, 2018 8:25 am

Swing in and out of VRX Valeant a few times. And also last night @ 21.5. Will be buying back upon dips before 07th Feb Quarter Announcement. Very interesting turnaround story to stay vested for 2 Quarters now ... Stomaching its volatility ...

Learning point is to mirror it to TEVA
[Finance disclaimer: The content of this article is intended to provide a general guide to the subject matter. Specialist advice should be sought regarding investing of any stocks/ funds and/or whatsoever. The author has no vested interest in the mentioned stock at the time of writing.
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Re: Helios's Blog

Postby helios » Wed Jan 03, 2018 8:26 am

Will be relooking at HALO and JUNO later on ...
[Finance disclaimer: The content of this article is intended to provide a general guide to the subject matter. Specialist advice should be sought regarding investing of any stocks/ funds and/or whatsoever. The author has no vested interest in the mentioned stock at the time of writing.
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Re: Helios's Blog

Postby helios » Sat Jan 06, 2018 9:02 am

Traded TEVA while out of VRX (missed out on its upper run to $23/+) ... Shall find another entry timing or contemplating on a Long Call 30 ...

Meanwhile, thinly-traded new kid KALA actually had huge insti. sellers on high vol. play. V interesting to get it way below its IPO $15. Vested a little to follow e nano MPP storyline ... FDA is 24 Aug ... Somewhat a recanation of OCUL's learning point re. not meeting its secondary endpoints. Of course I will be out before that happens ...
[Finance disclaimer: The content of this article is intended to provide a general guide to the subject matter. Specialist advice should be sought regarding investing of any stocks/ funds and/or whatsoever. The author has no vested interest in the mentioned stock at the time of writing.
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Re: Helios's Blog

Postby helios » Fri Jan 12, 2018 8:19 pm

Traded out of TEVA and entered VRX and intra-day trade (out @ 23.96 last night). Reentered and will be exiting if resistance @ 25 reached ... I do hope VRX will eventually settle near 30 ...
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Re: Helios's Blog

Postby helios » Tue Jun 19, 2018 8:49 pm

Momentarily, exited out of VRX at good price, and now back to KALA 1% dose for its PDUFA action on 24 August ...

Will re-evaluate if swing back to VRX or TEVA for 30-ish estimated end year.

Or maybe a CAR-T company^^ ?
[Finance disclaimer: The content of this article is intended to provide a general guide to the subject matter. Specialist advice should be sought regarding investing of any stocks/ funds and/or whatsoever. The author has no vested interest in the mentioned stock at the time of writing.
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Re: Helios's Blog

Postby investar » Thu Dec 19, 2019 7:42 pm

Still following KALA?
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