GBA's "2021 Stock Phantasma"
- Thread starter stonedinvestor
- Start date
I think the increase in price from around $2 to $4 was driven in a large part due to CTXR buzz on reddit. regarding the results released; it looks like the results for Mino-Lok are coming in too slowly due to enrollment, and it wasn't clear if Mino-Lok will show superiority compared to standard care (something Stoney already suggested ("how does this differ from a port?")). That news was probably enough for longer-term investors/institutions to take advantage of the higher volume and take profits at the higher price.
i don't really understand the concern that Mino-Lok will not be superior to standard care- according to their website: "Our Mino-Lok product is intended to salvage the (infected) CVC, obviating the need to remove and replace the catheter." I'm not an expert on the topic, but if the standard care is to remove the catheter (which frequently results in adverse events), Mino-Lok is superior as it can save the catheter without complications. i'm going to hold this one til the FDA makes their decision or the shares exceed my PT.
It's so weird I woke up Friday a cripple. Could barely walk. Knee all messed up. Small cut beneath got me freaked out it might be an infection moving into my knee. That happened once before and was really scary. Put some Neosporan on, couldn't sleep all night pain in hip and lower leg really bad in my chin.... and then suddenly all better.
How is that possible.
Evoqua stock a bet on clean water, Barron's says 08:25 AQUA Water is an economic paradox. Everyone needs it, but it's often cheap because it's usually, though not always, plentiful, Al Root writes in this week's edition of Barron's. Good water stocks, however, aren't plentiful-which makes Evoqua Water Technologies, a water-treatment company, a good stock to tap into, the author contends.
How is that possible.
Evoqua stock a bet on clean water, Barron's says 08:25 AQUA Water is an economic paradox. Everyone needs it, but it's often cheap because it's usually, though not always, plentiful, Al Root writes in this week's edition of Barron's. Good water stocks, however, aren't plentiful-which makes Evoqua Water Technologies, a water-treatment company, a good stock to tap into, the author contends.
Rising COVID cases hang heavy over travel industry, Barron's says 08:20 HLT, HST, MGP, RCL, TNL, WH While the Delta variant has been spreading for months, the highly contagious COVID-19 variant seized headlines over the past week or so as cases and deaths climbed - particularly among the unvaccinated - and concerns grew that governments might reimpose restrictions on crowds and business operations, Lawrence Strauss writes in this week's edition of Barron's. The travel and leisure industries have been beset by crosscurrents, but Hilton (HLT), Host Hotels & Resorts (HST), MGM Growth Properties (MGP), Royal Caribbean (RCL), Travel + Leisure (TNL), and Wyndham Hotels & Resorts (WH) have some attributes to withstand uncertain stretches, the author notes
I've been insisting the same thing. Hotels that are in the US are a place to be not avoid. Time shares in particular look good to me as you can better trust maybe four other couples and you all share a place. This trade has stubbornly not worked out. I have been frustrated--mwhat kind of recovery is this? The numbers tell a story of rising occupancy-- I favor Travel & Leisure TNL which I own and I also like PK not on that list Park Hotels.
I've been insisting the same thing. Hotels that are in the US are a place to be not avoid. Time shares in particular look good to me as you can better trust maybe four other couples and you all share a place. This trade has stubbornly not worked out. I have been frustrated--mwhat kind of recovery is this? The numbers tell a story of rising occupancy-- I favor Travel & Leisure TNL which I own and I also like PK not on that list Park Hotels.
I wonder if China's clamp down on stocks will have ripple effects?
It does not seem very smart.
There has to be an investing class in China that will be hurt by these moves.
And more and more emerging markets funds are talking ex-China.
There was a time when China was the goal of every producer of every kind of export.
Could that be affected by all this stock avoidance. I feel somehow it could.
It does not seem very smart.
There has to be an investing class in China that will be hurt by these moves.
And more and more emerging markets funds are talking ex-China.
There was a time when China was the goal of every producer of every kind of export.
Could that be affected by all this stock avoidance. I feel somehow it could.
“Right now, one in every five new COVID cases are coming out of Florida.”
yes, i know someone who works in a hotel and it definitely has been increasing in occupancy and they are able to charge a solid rate, but also they are having a lot of trouble hiring enough staff, so it's been rocky i think--not the same level of experience they are use to being able to give
ok, i've gotten some chance to read on this. i agree with you that there is some confusion with "standard care." CTXR says they are much superior to standard care for infection--which is replacement of the catheter. Their looks to be no doubt this is true. However, the Phase 3 trial isn't using that as the standard of care, they are testing it against over whatever that hospitals preferred mix of antibiotics is (the standard care, i presume, that the hospital attempts and if that fails, then move to removal and replacement). After those results got released around July 1, I think there is a lot of confusion over whether Mino-Lok is showing any superiority to that standard mix of antibiotics. That seems important, but it doesn't seem like we can find anything that shows actual study numbers or the words of the DMC about that review. Were you able to find anything beside the company press release? I couldn't.
My feeling is that if this dropped because of the twitter/reddit pump and everyone was all unrealistically hoping for a study halt on good news, then this is a great sale price. But that superiority thing does give me pause, as i can't find any hard info and it feels like reading tea leaves without that. I'd buy this for sure if that doubt was alleviated some.
trouble hiring enough staff... Yea this is a huge problem. There is a case study- a state that stopped it's unemployment checks and the extra $300 and there the phones starting ringing off the hook for jobs. Sept should be crazy hiring binge if it all works out.
Trouble is getting there. This virus count is not going to get any better. The next four weeks represent high danger for the market. Each week the news will be worse. I think in some states there are enough un vaccinated people to overrun their health systems to some degree and really cause a panic- again.
Could we see a sudden surge in folks wiling to get their shot.
Job's that require it combined with people dying could give us the push we need...
But right now the Great Progress I had been feeling over Covid has hit a wall.
Trouble is getting there. This virus count is not going to get any better. The next four weeks represent high danger for the market. Each week the news will be worse. I think in some states there are enough un vaccinated people to overrun their health systems to some degree and really cause a panic- again.
Could we see a sudden surge in folks wiling to get their shot.
Job's that require it combined with people dying could give us the push we need...
But right now the Great Progress I had been feeling over Covid has hit a wall.