3:46 pm Fri GILD = $75.20
4:00 Close GILD = $77.20
4:00 Close GILD = $77.20
Ideas For Now-
- Thread starter stonedinvestor
- Start date
Ok Here Is All The News This Morning as I see it)
A) Carrier gets another upgrade today! That's after one last week-- no doubt Carrier is the pick here in the HVAC space but I am somewhat leery.... Price targets $26- $28....
B) BCYC is an interesting Bio stock. They have an entirely new platform and it sounds really interesting lets see how the stock moves today on some news...
C) PYPL & SQ both upgraded today.. I'm thinking about it... These are ideas for today obviously... but timing is so important.
D) Nike seems to have gotten a bunch of upgrades...
The case for Gilead
Gilead is giving away its total existing supply of remdesivir, or about 1.5 million individual doses of the potential coronavirus treatment. The main question now is how much revenue remdesivir may generate. Gilead hasn't yet set a price for the drug, and since management plans to invest as much as $1 billion in remdesivir this year, pricing will be crucial. Given that remdesivir is a treatment for a pandemic, developed to some extent with government money, Gilead's challenge will be to make an acceptable profit while still maintaining affordability for patients.
While remdesivir hasn't been a miracle cure, the drug has demonstrated enough benefit to drive demand. Patients taking remdesivir for five days were 65% more likely to show clinical improvement on day 11 than those in a standard-of-care group, according to recent phase 3 trial data.
A) Carrier gets another upgrade today! That's after one last week-- no doubt Carrier is the pick here in the HVAC space but I am somewhat leery.... Price targets $26- $28....
B) BCYC is an interesting Bio stock. They have an entirely new platform and it sounds really interesting lets see how the stock moves today on some news...
C) PYPL & SQ both upgraded today.. I'm thinking about it... These are ideas for today obviously... but timing is so important.
D) Nike seems to have gotten a bunch of upgrades...
The case for Gilead
Gilead is giving away its total existing supply of remdesivir, or about 1.5 million individual doses of the potential coronavirus treatment. The main question now is how much revenue remdesivir may generate. Gilead hasn't yet set a price for the drug, and since management plans to invest as much as $1 billion in remdesivir this year, pricing will be crucial. Given that remdesivir is a treatment for a pandemic, developed to some extent with government money, Gilead's challenge will be to make an acceptable profit while still maintaining affordability for patients.
While remdesivir hasn't been a miracle cure, the drug has demonstrated enough benefit to drive demand. Patients taking remdesivir for five days were 65% more likely to show clinical improvement on day 11 than those in a standard-of-care group, according to recent phase 3 trial data.
This is tough to read)
Bicycle Therapeutics presents new data for BT5528 07:09 BCYC Bicycle Therapeutics announced that new translational data for BT5528 and preclinical data for tumor-targeted immune cell agonists will be presented during poster sessions at the American Association for Cancer Research Virtual Annual Meeting II on June 22-24, 2020. That's this week!
New translational data for BT5528, a second-generation Bicycle Toxin Conjugate (BTC) that targets EphA2, describe the development of Bicycle's proprietary IHC assay. This assay will be used to support patient selection and assess EphA2 expression levels in tumor samples collected in the ongoing Phase I/II trial of BT5528. EphA2 is a well-known tumor antigen shown to be overexpressed in a range of difficult to treat solid tumor types. While many independent EphA2 IHC assays have been reported, Bicycle's is the first to specifically detect the extracellular domain of EphA2 and to score its expression at both the tumor cytoplasm and tumor membrane, which is where BT5528 binds. Bicycle TICAs are potent, fully synthetic compounds that represent an immuno-oncology approach engineered to overcome the limitations of other immunomodulatory mechanisms. At AACR, the Company will present new preclinical data for BT7480, a TICA targeting Nectin-4 and agonizing CD137 (4-1BB), indicating that anti-tumor responses in a syngeneic mouse model can be achieved with an intermittent dosing regimen, which suggests that continuous target coverage may be unnecessary for efficacy. Additional PK/PD and safety data for BT7480 from in vivo mouse and non-human primate models demonstrate potent, target-dependent anti-tumor activity. At dose levels tested, BT7480 has been shown to be well-tolerated in preclinical species, with no signs of toxicity issues associated with other immuno-oncology agonist therapies. IND-enabling activities for BT7480 are ongoing. New preclinical data for EphA2/CD137 TICAs similarly indicate highly target dependent CD137 agonism, most notably in a syngeneic mouse model that showed robust antitumor activity. Complete responder animals in this model were subsequently re-challenged with the same tumor cell implantation and no tumor growth was observed, implying development of immunogenic memory. In further PK/PD experiments, intermittent plasma exposure of an EphA2/CD137 TICA produced robust anti-tumor activity, again implying continuous target coverage is not required for efficacy. Earlier this year, Bicycle selected BT7455, an EphA2/CD137 TICA, as another Bicycle-based immuno-oncology candidate to advance into clinical studies.
//// Ok we are in mice so it's pre clinical but how very interesting that we can develop potentially an immunogenic memory..... MEANING THE CANCER DID NOT COME BACK when reintroduced... I don't think we have had a cancer drug ever on the market that could say that!
Watch) BCYC
Bicycle Therapeutics presents new data for BT5528 07:09 BCYC Bicycle Therapeutics announced that new translational data for BT5528 and preclinical data for tumor-targeted immune cell agonists will be presented during poster sessions at the American Association for Cancer Research Virtual Annual Meeting II on June 22-24, 2020. That's this week!
New translational data for BT5528, a second-generation Bicycle Toxin Conjugate (BTC) that targets EphA2, describe the development of Bicycle's proprietary IHC assay. This assay will be used to support patient selection and assess EphA2 expression levels in tumor samples collected in the ongoing Phase I/II trial of BT5528. EphA2 is a well-known tumor antigen shown to be overexpressed in a range of difficult to treat solid tumor types. While many independent EphA2 IHC assays have been reported, Bicycle's is the first to specifically detect the extracellular domain of EphA2 and to score its expression at both the tumor cytoplasm and tumor membrane, which is where BT5528 binds. Bicycle TICAs are potent, fully synthetic compounds that represent an immuno-oncology approach engineered to overcome the limitations of other immunomodulatory mechanisms. At AACR, the Company will present new preclinical data for BT7480, a TICA targeting Nectin-4 and agonizing CD137 (4-1BB), indicating that anti-tumor responses in a syngeneic mouse model can be achieved with an intermittent dosing regimen, which suggests that continuous target coverage may be unnecessary for efficacy. Additional PK/PD and safety data for BT7480 from in vivo mouse and non-human primate models demonstrate potent, target-dependent anti-tumor activity. At dose levels tested, BT7480 has been shown to be well-tolerated in preclinical species, with no signs of toxicity issues associated with other immuno-oncology agonist therapies. IND-enabling activities for BT7480 are ongoing. New preclinical data for EphA2/CD137 TICAs similarly indicate highly target dependent CD137 agonism, most notably in a syngeneic mouse model that showed robust antitumor activity. Complete responder animals in this model were subsequently re-challenged with the same tumor cell implantation and no tumor growth was observed, implying development of immunogenic memory. In further PK/PD experiments, intermittent plasma exposure of an EphA2/CD137 TICA produced robust anti-tumor activity, again implying continuous target coverage is not required for efficacy. Earlier this year, Bicycle selected BT7455, an EphA2/CD137 TICA, as another Bicycle-based immuno-oncology candidate to advance into clinical studies.
//// Ok we are in mice so it's pre clinical but how very interesting that we can develop potentially an immunogenic memory..... MEANING THE CANCER DID NOT COME BACK when reintroduced... I don't think we have had a cancer drug ever on the market that could say that!
Watch) BCYC
New Tier- 1 client! = 2 upgrades-!
Gan Limited price target raised to $28 from $25 at Craig-Hallum »
Gan Limited price target raised to $28.50 from $24 at B. Riley FBR 08:04 GAN B. Riley FBR analyst Josh Nichols raised the firm's price target on Gan Limited to $28.50 from $24 and reiterates a Buy rating on the shares following the company's Q1 results. The key takeaway from the earnings call was the announcement that Gan reached a real money gambling agreement, in principle, with a new Tier-1 client looking to deploy its GameSTACK platform across multiple states, Nichols tells investors in a research note. Management believes the client could generate $300M-$400M of annual gross operator revenue within three years of operation, adds the analyst. He believes Gan appears well positioned to capitalize on a "growing pipeline of opportunities."
Oh Baby add $400 mln extra to the gross.... This is a good business to be in kids.. if you are graduating soon think about the picks and axes of gambling over the phone & computer in the comfort of your own home, free of disease and entirely non buffet!
Gan Limited price target raised to $28 from $25 at Craig-Hallum »
Gan Limited price target raised to $28.50 from $24 at B. Riley FBR 08:04 GAN B. Riley FBR analyst Josh Nichols raised the firm's price target on Gan Limited to $28.50 from $24 and reiterates a Buy rating on the shares following the company's Q1 results. The key takeaway from the earnings call was the announcement that Gan reached a real money gambling agreement, in principle, with a new Tier-1 client looking to deploy its GameSTACK platform across multiple states, Nichols tells investors in a research note. Management believes the client could generate $300M-$400M of annual gross operator revenue within three years of operation, adds the analyst. He believes Gan appears well positioned to capitalize on a "growing pipeline of opportunities."
Oh Baby add $400 mln extra to the gross.... This is a good business to be in kids.. if you are graduating soon think about the picks and axes of gambling over the phone & computer in the comfort of your own home, free of disease and entirely non buffet!
Apple Glasses
Apple is rumored have a secret team of hundreds of employees working on virtual and augmented reality projects.
By MacRumors Staff on June 19, 2020
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Apple is rumored have a secret team of hundreds of employees working on virtual and augmented reality projects.
By MacRumors Staff on June 19, 2020
So much to think about. And with only half of my brain. My left side is sealed off. Is that creative? Oh lord... I hope not. I think it might be. I really like those Apple glasses. Just when I'm angling to sell the stock-- I've been waiting for less goofy headgear for the VR experience.. Not only that they are going to go with the spy glasses and a special model with Bil Gates' style-- it's google glass all over again. Virtual enhancement has to be the big inclusion in the next phone-- wonder who benefits... LITE has always been n this area and an Apple supplier IMMR does the heptic touch pad stuff they have a deal with Apple and their stk is absolute crap... that might pop...
Ok rumor time... Shhhhh. Suposededly and I say supposedly because it's been very slow so far but supposedly we are within two weeks of the big reveal in Brazil on BCRX. Now resumed interest in GILD will help this story... if that happens I could see a one two punch heere that could work out well for us... Ask yourself who in their right mind would buy a $9 call on a $4 stk..... Unless they knew something huge was coming.
Ivestors in BioCryst Pharmaceuticals, Inc. BCRX need to pay close attention to the stock based on moves in the options market lately. That is because the Jul 17, 2020 $9.00 Call had some of the highest implied volatility of all equity options today.
Ivestors in BioCryst Pharmaceuticals, Inc. BCRX need to pay close attention to the stock based on moves in the options market lately. That is because the Jul 17, 2020 $9.00 Call had some of the highest implied volatility of all equity options today.
Furthermore, robust demand for collaborative robots, strong adoption of fitness and wellness trackers, and smart watches, growing proliferation of Augmented Reality (AR)/Virtual Reality (VR) devices and OLED displays are creating an extremely conducive environment of growth for electronics stocks.
LightPath Technologies, Inc.is riding on solid momentum across its infrared lenses utilized in temperature reading, heat imaging and sensing technologies. Moreover, the company’s thermal imaging lens that are used in medical and sensing infrared applications are witnessing strong adoption on account of the ongoing fight against COVID-19." data-reactid="38">LightPath Technologies, Inc.is riding on solid momentum across its infrared lenses utilized in temperature reading, heat imaging and sensing technologies. Moreover, the company’s thermal imaging lens that are used in medical and sensing infrared applications are witnessing strong adoption on account of the ongoing fight against COVID-19.
LightPath currently The consensus mark for 2020 earnings has moved north to 2 cents per share from the break-even point in the past 60 days.
Silicon Motion Technology Corp. is benefiting from improvement in demand for SSD Solutions. Further, high demand for eMMC and UFS controllers courtesy of growing adoption of mobile embedded memory controllers is expected to drive growth. Further, the company anticipates gaining from increased PC sales triggered by online learning and work-from-home wave.
CEVA, "CEVA, Inc. is riding on robust licensing environment, which is driving licensing revenues. Further, the target applications for the company’s technologies that include 5G for base station run, 5G fixed wireless access, 5G back-haul and Wi-Fi 6 for IoT devices remain promising. Moreover, its solid momentum across 5G OEM customers is a major positive.
I am not familiar with Ceva....
LightPath currently The consensus mark for 2020 earnings has moved north to 2 cents per share from the break-even point in the past 60 days.
Silicon Motion Technology Corp. is benefiting from improvement in demand for SSD Solutions. Further, high demand for eMMC and UFS controllers courtesy of growing adoption of mobile embedded memory controllers is expected to drive growth. Further, the company anticipates gaining from increased PC sales triggered by online learning and work-from-home wave.
CEVA, "CEVA, Inc. is riding on robust licensing environment, which is driving licensing revenues. Further, the target applications for the company’s technologies that include 5G for base station run, 5G fixed wireless access, 5G back-haul and Wi-Fi 6 for IoT devices remain promising. Moreover, its solid momentum across 5G OEM customers is a major positive.
I am not familiar with Ceva....
ATTENTION TER ADDED TO PORTFOLIO!!! STK BREAKING OUT TO ALL TIME HIGH AND Conference Call going on RIGHT now with Goldman Sachs could we get a Goldman upgrade tomorrow or Price Target hike? I'm wiling to bet because of the late day movement on Fri--
Ladies & Gentlemen we are in the robot arm game!!!!
Ladies & Gentlemen we are in the robot arm game!!!!