GBA's "2021 Stock Phantasma"

Can't get no love from my Seed company... It's probably a sell now I've had it a long time.
Earnings report is interesting for what it reveals about what other companies might be facing...
I've been telling you about the unseen problem for the market these shipping containers and massive ships, slow out of China if at all costs 3X... Toy companies desperate...

S&W Seed sees FY21 revenue $84.0M, consensus $94.16M 17:36 SANW Expects FY21 gross profit margins 16.3% with an estimated impact of approximately $1.5M from increased shipping and transportation costs. Adjusted EBITDA for FY21 is expected to be ($13.0M)-($13.2M). "Similar to many other companies that rely upon international marine shipping, we encountered challenges towards the end of our fiscal year in shipping product to customers who had placed orders with an intent of accepting product prior to June 30, 2021," commented CEO Mark Wong. "As a result of these logistical and other operational challenges encountered throughout Q4 and fiscal year as a whole, we have made several changes, including price increases and modification of our freight and transportation terms, to limit the impact of these challenges going forward. I believe the overall strategic plan to evolve S&W into an integrated agricultural seed technology company remains strong. The demand for our products, especially our recently launched non-GMO herbicide tolerant sorghum solution, is high. It is clear we need to improve certain operational aspects of the organization to help our vision become a reality, and we believe we have implemented the necessary initiatives to continue the execution of our plan."
 
Petco gains after Credit Suisse sees the retailer outpacing peers
Aug. 20, 2021 8:16 AM ETPetco Health and Wellness Company, Inc. (WOOF)
medium_image_1212846713.jpg

  • Credit Suisse upgrades Petco Health and Wellness Company(NASDAQ:WOOF)to an Outperform rating after having the pet retailer stock lined up at Neutral.
  • The firm thinks Petco is differentiating itself even with new competition arising.
  • "Petco offers exposure to a relatively healthy category with secular drivers in growing spend per pet household, which should enable the industry to grow faster than pre-pandemic levels. Importantly, Petco's offering should enable it to grow faster than the industry," observes analysts Lavesh Hemnani.
  • Hemnani and team think WOOF's momentum in Q2 has continued into Q3.
  • Credit Suisse assigns a price target of $28 to Petco Health and Wellness Company (WOOF) to rep 40% upside potential. Shares of Petco areup 2.60% premarket to $20.51.
 
Hummmmmmm
  • The federal health officials are investigating whether the COVID-19 vaccine developed by Moderna(NASDAQ:MRNA)is linked to even a higher risk of a rare side effect called myocarditis in younger adults than initially expected, The Washington Post reported citing people familiar with the matter.
  • The people have stressed that the side effect affecting the heart “probably” continues to be uncommon. The probe has involved the officials from the Food and Drug Administration (FDA) and the Centers for Disease Control and Prevention (CDC).
  • The investigation is reportedly focused on emerging data from Canada indicating that the vaccine carries a higher risk in the younger population than that from the rival COVID-19 shot from Pfizer(NYSE:PFE)and BioNTech(NASDAQ:BNTX), in males below the age of 30 or so in particular.
This BOOSTER shot situation has me teed off.

Countries that spaced their shots out further than 2 weeks are not seeing the need fpr a booster shot. Why did we rush and and have a second shot in 2 weeks? Because the drug companies told us to. Why did they tell us to? It guaranteed a third shot $$$$$$$$


 
Tapestry is a sleeper pick at BofA after strong quarter
Aug. 19, 2021 2:59 PM ETTapestry, Inc. (TPR)
  • Bank of America reiterates its positive view on Tapestry (TPR-3.6%) after seeing upside across all businesses, highlighted by continued strength in digital and margin improvement opportunities at Kate Spade.
  • Analyst Lorraine Hutchinson and team point to the strong FY22 outlook from TPR and the reinstated capital return plan.
  • "We expect consistent strong EPS growth in F21 and F22, driven by a stable and growing Coach brand and comp improvement and margin expansion at Kate Spade."
  • The firm expects the TPR trading multiple to expand as investors become more comfortable with the margin profile of both core businesses. BofA's price objective of $58 reps more than 40% upside potential for shares.
GOOD IDEAS FOR TODAY- FRIDAY- IF YOU CAN HAVE ONE ON A FRIDAY IN THIS MARKET-

TPR-

LESL-

REGN-

WOOF-

<WATCH>
PTSG & ALT <----

SPECIAL FOCUS***

JUNE 29TH ALT WAS $16
NOW $11.70.

WHAT HAPPENED.

Altimmune price target lowered to $21 from $41 at B. Riley 06/30 ALT B. Riley analyst Mayank Mamtani lowered the firm's price target on Altimmune to $21 from $41 and reiterates a Buy rating on the shares after the company announced discontinuing further development of its intranasal Covid-19 vaccine candidate, AdCOVID. The analyst, however, remains encouraged with the potential of ALT-801, particularly for obesity indication, and believes the discontinuation of AdCOVID "could ultimately be viewed as a clearing event enabling a reset to investor base and capital allocation choices."

Ok a lot of companies are working on the nasal pathway to combating Covid... So that is a negative but not THAT BIG a negative this is an overreaction!

What Now?

Piper sees Altimmune buying opportunity ahead of '8 key inflection points' 08/11 ALT Piper Sandler analyst Yasmeen Rahimi said following a "favorable" 6-week readout that she remain encouraged about progress for Altimmune's ALT-801 in NASH and obesity and was "pleased to see" that the 12-week Phase 1a study in non-diabetic, overweight and obese patients remains on track for a readout in September. The analyst, who sees "a strong buying opportunity" at current levels ahead of what she sees as "8 key inflection points" that are upcoming, keeps an Overweight rating and $16 price target on Altimmune shares.

Altimmune price target raised to $30 from $14 at Jefferies 08/12 ALT Jefferies analyst Kelechi Chikere raised the firm's price target on Altimmune to $30 from $14 and keeps a Buy rating on the shares. Altimmune reported an in-line Q2 and a comprehensive update on their next-generation GLP-1/Glucagon dual agonist ALT-801 progam, including timing on 12-week weight loss data in Sept and plans to launch multiple clinical studies in NASH and obesity, Chikere tells investors in a research note. Show Related Items >>

Ok so this is perculating NASH is a bitch I have failed there with a few companies in the past -- but the weight loss angle-!<----

VAN//// THIS ALT IS LOOKING GOOD. CHECK CASH LEVEL! INSIDER ETC. <------
 
stonedinvestor said:
Well Van this is a slap in the face of us ELYS shareholders.

Cathie Wood's ARK Investment bought 344K shares of Genius Sports on Thursday 20:50 GENI

Cathie! It's spelled ELYS -- big in Italy!
More...
Hahahah
Yeah, Jane's favorite furniture company. I don't know about that one. It'll be interesting to watch today.

When's BABA gonna bottom Stoney? If it goes much lower, like $149, I'm buying some for the long haul.

ELYS is gearing up for soccer season Stoney! Futball. It's big in Italy. I think they almost won the World Cup or whatever its called.

Bet ya didn't know this:

New York Giants was a name used by three different New York City soccer teams. Two of these teams were associated with the New York Giants baseball franchise. The first team that used the name played in the American League of Professional Football in 1894. The second team played in the American Soccer League between 1923 and 1930 while the third team played in the same league between 1930 and 1932.
 
This is a drawback-- Auto Injector....

At this time, we're planning a Phase 2 obesity study, along with a Phase 2, 52-week biopsy driven NASH study, which could start in the First Quarter of 2022. We look forward to updating you on our Phase 2 plans later this year. It's ALT-801 is currently administered as a subcutaneous injection. Our development plan -- planning includes the use of an auto-injector that can be self-administered by patients and work is progressing on that front. Equally important, we have initiated development of an oral formulation for ALT-801. I'll turn it over to Scot Roberts, our Chief Scientific Officer for that discussion. Scot.
 
Altimmune ended the second quarter with a strong cash position, reporting a balance of approximately 218 million of cash, cash equivalents and short-term investments compared to 216 million at the end of 2020. The increase in our net cash during the current period is attributable to 52.4 million of net receipts during the year

Primarily due to our utilization of the at-the-market or ATM offering program offset by cash used for operating investing activities. With these resources and the termination of the AdCOVID vaccine program, we have sufficient cash to operate into 2023.
 
Hey while you're digging around the biotechs... what's up with this GOVX. Apparently they have a vaccine that stops any and all variants. Its on the move today. Yesterday too.
$GOVX
$7
 
Seamus Fernandez

And just, I guess, on the oral, the technology that would need to be employed or can be employed to deliver this peptide technology, just hoping to get a better understanding of that. I think to our understanding, the [Indiscernable] technology is now 100% owns by Novo Nordisk. And it was only a single amino acid change between liraglutide and semaglutide that actually allowed for that products to be delivered and bioavailability, I think is still to some question for that products. Just love to know the technical approach that you're taking and if you've licensed any technology to be able to do that? And if so, if you wouldn't mind disclosing which technology that is? Thank you.

Scot Roberts

Sure. Hey, Seamus. So one of the things that we saw right off when we were acquiring ALT data 1 was its suitability, potential suitability for all formulations. And with the 6-week data, validating the potency of this for a compound for our weight loss and presumably get mobilizing fat out delivers, we'll see in the NAFLD study. I think that that only becomes more important and more real for us. So we're very excited about this project.

At a general level, the hurdles that have to be surrounded by anybody who is trying to make up a peptide orally, a [Indiscernable] is to get it through the stomach first of all and protect it from proteases. And then essentially, you need to create a Lipofilick environment for the peptide so that it can then cross the cell membrane in the intestine and enter the bloodstream and do its worked there. So there are a number of approaches, obviously, Novo Nordisk has used snack technology to achieve this.

I'm not going to go into a lot of detail about the approaches that we're looking at here. We'll update you in the future, but suffice it to say that the similarity of our molecule to semaglutide, which is a small lipid full of chain, leads us to believe that we have a high likelihood of success here. So we look forward to updating you on that in the near future.

!

Never would of occurred to me to look up Norvo!
Perfect chart straight up gradual!!!

Naturally!

NVO<-------------May $75 Today--- $ 105!
Novo Nordisk A/S
$105.61
1.60(+1.54%)
 
Wegovy)

Novo Nordisk upgraded to Buy from Neutral at BofA 08/05 NVO BofA analyst Sachin Jain upgraded Novo Nordisk to Buy from Neutral with a price target of DKK 735, up from DKK 630 after its first half results and raised FY21 guidance. Though only a few weeks in, the launch of Wegovy in obesity has far exceeded expectations, the analyst tells investors in a research note, also raising his peak sales outlook to $5.3B. Jain adds that peak Wegovy peak franchise could still be argued to be "both conservative and aggressive". <---- lol.
 
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