GBA's "2021 Stock Phantasma"

My favorite Chinese stock is not an EV maker!

It's
Baozun inks strategic partnership with Cainiao to tap growing opportunities in China’s e-commerce industry
Jul. 22, 2021 6:13 AM ETBaozun Inc. (BZUN)Baozun Inc. (BZUN)
  • Cainiaopledgesequity investment in Baotong, a wholly-owned subsidiary of Baozun(NASDAQ:BZUN).
  • Baozun, Baotong and Cainiao have also inked a Letter of Intent of Business Cooperation Agreement to further explore and develop brand e-commerce opportunities.
  • Baozun believes this Investment in Baotong will accelerate its pace to capture growing opportunities in China’s e-commerce industry leveraging Cainiao’s national logistics expertise and technology.
$32. BZUN.
 
stonedinvestor said:
YEA- THAT AINT NO SALAD!
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:D :D
Yeah the last one had the lettuce.

We covered SportRadar back in April, I think I even remarked it might be too small for Ackman.
But maybe not.

You know our dog ELY's that lives in the $4 doghouse, the founder, he was CEO of SportsRadar's North American operation. That's one of the reasons I still like ELY.



vanzandt said:
Sports data and digital
content services
from the market leader

Sportradar is a global leader in understanding and leveraging the
power of sports data and digital content for its clients around the
world. We provide cutting-edge solutions and services to media
companies, bookmakers, sports federations and state authorities.

Sportradar is a truly international organization, employing over 2,000 people in more than 30 locations around the world. Our rapid growth is driven by technological innovation and a deep understanding of our clients’ business needs. Our commitment to excellent service, quality and reliability makes us trusted partners to more than 1,000 companies in over 80 countries. We occupy a unique position at the intersection of the sports, media and betting industries.


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Stoney, this tennis girl looks like Nasstassia.

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stonedinvestor said:
Let it rip Unconventional maybe I know the Co.
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here it is, now at a 4% discount from where i bought it pre-market thinking it could rip higher at any moment - oh well.

CTXR
Citius Pharmaceuticals Inc
1,99 USD−0,089 (-4,27 %)today
22 Jul, 10:44 GMT-4 ·

Why i like it: "Our Mino-Lok product is an antibiotic lock solution used to treat patients with catheter-related bloodstream infections (CRBSIs). CRBSIs are very serious, especially in cancer patients receiving therapy through central venous catheters (CVCs), and in hemodialysis patients where venous access presents a challenge."

https://www.citiuspharma.com/mino-lok/

My view: an elegant solution to a challenge in hospitals around the world. Mino-Lok is essentially a novel formulation of a well-known, well-tolerated, frequently prescribed antibiotic, Minocycline.

from the website:
  • Partnership with a leading cancer center and support from medical thought leaders.
  • In a Phase 2b trial, the Mino-Lok product demonstrated a 100% efficacy rate in salvaging colonized CVCs; the Mino-Lok product had no significant adverse events compared to an 18% serious adverse event rate when infected CVCs were removed and replaced.
  • FDA Fast Track with QIDP designation and patent protection until June 2024. Formulation patent protection until November 2036.
  • Currently in a Phase 3 pivotal superiority trial.

Given the simplicity of the technology and the patent protection out to 2024, i think FDA approval of Mino-Lok is not priced in.
 
  • Crescat Capital predicts U.S. stocks could drop by more than a third, with the S&P 500 falling to a level of around 2,900 from its current perch above 4,300.
  • CIO Kevin Smith and portfolio manager Tavi Costa argued in the fund's latest letter to investors that inflation risks could spark a reduction of price-to-earnings ratios that would send the S&P 500 tumbling.
  • Predicting that inflation would act as a catalyst to trigger a market decline, Smith and Costa asserted that price increases pose a long-term risk and not the "transitory" threat seen by the Federal Reserve.
  • As a result, Crescat issued an S&P 500 price target of 2,903.
  • In a fund letter released earlier this week, Smith and Costa described inflation as "anything but short-term" and "likely to be one of the defining characteristics of this decade."
  • "An enduring trend of rising wholesale and consumer prices is likely to topple today's stock market by deflating its historically high price-to-earnings ratio," they said.
  • Smith and Costa predicted that P/E ratios would contract from current levels of around 30 to to a figure of 15.2. This P/E deflation leads them to the S&P price target around 2,900.
  • "This is not sensationalism, but macro realism based on history, economic data, current fundamentals and math," they contended.
  • To protect against this predicted decline, Crescat Capital suggested that investors undergo a "Great Rotation," out of "historically expensive stocks and fixed income securities" and into "true inflation-hedge assets."
  • Smith and Costa defined these inflation bets as consisting of scarce commodities and highly selective stocks in sectors like energy and materials.
 
20.jpg


Source: June Company Presentation

Mino-Lok is intended to salvage the CVC, eliminating the need to remove and replace the catheter. This product candidate has attained Fast Track with QIDP designation and is patent protected until mid 2024. Formulation patent protection is in place until late 2036. In a Phase 2b study, Mino-Lok demonstrated a 100% efficacy rate in salvaging colonized CVCs and is currently in a pivotal Phase 3 trial with is a multicenter trial with just under 150 test subjects in total. Positive results could lead to a NDA submission before the end of this year.

These seems like a real good idea especially for cancer patients. How does this differ from a port? Which I have some experience with my step father.
 
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