GBA's "2021 Stock Phantasma"

stonedinvestor said:
Delcath Systems initiated with a Buy, $24 target at Canaccord 03/09 <------
DCTH
Canaccord Genuity analyst Arlinda Lee initiated coverage of Delcath Systems with a Buy rating and $24 price target. Delcath's Hepzato, a combination drug and device liver-directed therapy, has established efficacy, but has not achieved U.S. regulatory approval due to its safety profile in earlier iterations, Lee tells investors in a research note. With "multiple measures" to mitigate safety issues into the ongoing Phase 3 FOCUS trial in ocular melanoma patients with liver metastases, and with multiple Orphan designations, the analyst is "cautiously optimistic" Hepzato can show a positive efficacy-safety profile. Improved safety measures studies bode well for potential new drug application re-filing in 2022, says the analyst.

This AM-->Delcath Systems Inc trading halted, news dissemination
More...

DOWN 40% ! Roller coaster // If you are quick money to be made here--
Delcath shares drop 44% despite positive Hepzato data in metastatic ocular melanoma (updated)
Mar. 31, 2021 8:23 AM ETDelcath Systems, Inc. (DCTH)By: Mamta Mayani,SA News Editor
  • Delcath Systems(NASDAQ:DCTH)announcespositive top-line preliminary results from its Phase 3 FOCUS trial of Hepzato Kit (melphalan hydrochloride forinjection/hepatic delivery system) in patients with liver dominant metastatic ocular melanoma (mOM).
  • Overall Response Rate (ORR) of 29.2% [95% Confidence Interval(NYSE:CI): 20.1, 39.8] was observed in the Intent to Treat (ITT) population which exceeded the predefined success criteria (21.0%) for the primary ORR endpoint.
  • Evaluable patients in the Hepzato arm had a statistically significant improvement over Best Alternative Care (BAC) in the following prespecified endpoints:
  • ORR of 32.9% [95% CI: 22.8, 44.4] vs. 13.8% [95% CI: 3.9, 31.7] for the BAC arm (Chi-square P<0.05).
  • Median Progression Free Survival of 9.0 months vs. 3.1 months for BAC arm (HR=0.41; p<0.001).
  • Disease Control Rate of 70.9% vs. 37.9% in BAC arm.
  • Duration of Response and Overall Survival are not yet evaluable.
  • Since not all patients were evaluable for all time points, these preliminary analyses may change as data matures.
  • The safety profile was consistent with the PHP treatment described in European publications with no new safety signals observed in this patient population.
  • Delcath to resume trading at 8 a.m. ET.
  • After initially surging premarket before the stop in trading, shares are now down 44.2% to $9.08.
 
A hint that this market is not what you think it is. Look at the action i9n the POT names yesterday.. it is revealing:- YES Every US POT stock is down and Every Canadian POT stock is UP... I argue the direction is UP and we are being roiled by some sell programs....

  • U.S. multi-state operators today: Curaleaf Holdings (OTCPK:CURLF) -3.6%; MedMen Enterprises (OTCQB:MMNFF) -0.6%; Acreage Holdings (OTCQX:ACRHF) -0.1%; Harvest Health & Recreation (OTCQX:HRVSF) +0.8%; Cresco Labs (OTCQX:CRLBF) -5.2%; Green Thumb Industries (OTCQX:GTBIF) -11.8%; Trulieve Cannabis (OTCQX:TCNNF) -5.9%.
  • Canadian cannabis players today: Aurora Cannabis (NYSE:ACB)unchanged; Canopy Growth (NYSE:CGC) +1.7%; Aphria (NASDAQ:APHA) +3.9%; Cronos (NASDAQ:CRON) +1.5%; Tilray (NASDAQ:TLRY) +1.9%; OrganiGram Holdings (NASDAQ:OGI) +3%; HEXO Corp. (NYSE:HEXO) +1.9%; Sundial Growers (NASDAQ:SNDL) +1.8%.

 

Expansion into Adjacent Markets
One encouraging factor is OneSpan’s diversification into adjacent markets, including electronic signatures, and verticals such as government insurance and digital healthcare. In particular, the company is making inroads with OneSpan Sign, the company’s electronic Signature application. For those readers not familiar with the business potential for electronic signatures, one only needs to have a look at DocuSign (DOCU), which would be a competitor in this area. DocuSign has been extremely successful with product portfolio and experienced 250% stock price appreciation in the last year alone, as opposed to OneSpan, whose share price has (only) grown by 50%.

Year to date that gain is only 10%!!!!<-----
These guys had a mild accounting problem a ways back.... Dropped from $31<----
Stock is now $22.78.

2/23 Earnings->
OneSpan sees FY21 revenue $215M-$225M, consensus $225.1M 02/23 OSPN Sees FY21: ARR growth of 22% to 26%; recurring revenue in the range of $120 million to $125 million; adjusted EBITDA approximately break-even.

>> OneSpan reports Q4 EPS 3c, consensus 1c 02/23 OSPN Reports Q4 revenue $52.9M, consensus $42.42M. "Improved demand for mobile security and continued strong demand for e-signature solutions resulted in record bookings of recurring revenue contracts and stronger than forecast revenue in the fourth quarter," stated OneSpan CEO, Scott Clements. "For the full year, ARR grew 29%, near the high-end of our multi-year goal of 25%-30% average growth; 66% of software revenues were recurring, up from 49% in the prior year; and software and services contributed a record 62% of total revenue. In 2021, we expect continued strong growth in ARR and recurring revenue along with a modest decline in hardware revenue. As we near completion of our transition to a recurring revenue led sales model in 2021, we are continuing to invest in our solution portfolio and in expanding our market presence to deliver long-term growth with increasing profitability."

 
This is one of the most complex initiations I have ever read!

Wedbush bullish on Chimerix, initiates with an Outperform 07:30 CMRX As previously reported, Wedbush analyst David Nierengarten initiated coverage of Chimerix with an Outperform rating and $14 price target. The analyst believes Chimerix shares are undervalued, with investors not yet recognizing the combined value of the de-risked brincidofovir biodefense program and the recent acquisition of Oncoceutics that provided another mostly de-risked program in a molecularly defined subset of glioma. In his valuation, assigning a 1-time multiple to a likely minimum 5-year BARDA procurement contract of $500M provides support for Chimerix valuation, with the entire pipeline being a relatively low-priced call option. In the near-term, in addition to the BARDA procurement contract, and BCV PDUFA date of July 7, 2021, Nierengarten sees a key catalyst this year in the blinded central review of ONC201's registration-enabling data in preparation for regulatory approval.

BARDA notice bodes well for Chimerix stockpiling contract, says H.C. Wainwright 10:12 CMRX H.C. Wainwright analyst Edward White keeps a Buy rating on Chimerix with a $16 price target after the company announced that the Biomedical Advanced Research and Development Authority issued a Small Business Sources Sought Notice seeking information on availabilities for procuring, stockpiling, and investing in the development of FDA-approved smallpox antivirals with alternative mechanisms of action to TPOXX. The analyst points out that Chimerix's brincidofovir is a nucleotide being developed as a countermeasure for smallpox in collaboration with BARDA. BARDA releasing the SSN, the first step in the request for proposal process, is a positive and bodes well for a stockpiling contract, White tells investors in a research note. He estimates brincidofovir sales of $20M in 2021 and $80M in 2022 to the strategic national stockpile.

Stock is only $8.60<------ Sure it's not exciting- Smallpox. And isn't that al but gone? Why would BARDA be protecting against Smallpox... One word North Korea!!!
 
Description
Farmer Bros. Co. engages in the manufacture, wholesale, and distribution of coffee, tea, and culinary products in the United States. The company offers roast and ground coffee; frozen liquid coffee; flavoured and unflavoured iced and hot teas; culinary products, including gelatins and puddings, soup bases, dressings, gravy and sauce mixes, pancake and biscuit mixes, jellies and preserves, and coffee-related products, such as coffee filters, sugar, and creamers; spices; and other beverages comprising cappuccino, cocoa, granitas, and concentrated and ready-to-drink cold brew and iced coffee. It sells its products under the Farmer Brothers, Artisan Collection by Farmer Brothers, Superior, Metropolitan, China Mist, Boyds, Direct Trade, Project D.I.R.E.C.T., Fair Trade Certified, Public Domain, Rainforest Alliance Certified, Un Momento, Collaborative Coffee, Cain's, and McGarvey brands, as well as under various private labels. The company serves small independent restaurants, foodservice operators, restaurants, department and convenience store chains, hotels, casinos, healthcare facilities, gourmet coffee houses, grocery chains, and foodservice distributors.

This stk was $11 and fell to $9.27 (up 5.7% in pre)

Bit of a stretch-
 
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