Ideas For Now-

Yikes. That doesn't good Van. The thing is I do have a problem Toilet the same one my kid clogged up and flooded the house it STILL runs. The plumber replaced the shut of valve which failed you know so it stops running but it still runs so there is a slow leak in the tank. Or the rubber thing most likely... Maybe I should just replace that whole toilet? It's old it's probably the rubber thing that closes over the hole on the back of the tank. I hope.

This whole period of time I am being haunted by water in various ways. There'es water leaking, water flowing, water water water... what does it mean? Lets hope it's just the running toilet because the man who helped us with the pump out he did say you have a running toilet because he saw water coming through.... But if that was a constant basis?? Oh God... I don't want to even think about it. Did I mention we are located very close to a brook.? Grandfathered in, old house 1840's, rushing brook goes right past my basement door...

Why me. It seems like everyone else is just absorbing the pandemic in the best way they can with no surges of excitement and drama... I have been on edge now for it seems a month... ever since I pulled my cap off my tooth with that damn fudge cookie it's been a downward slope. Event after event drama after drama, fear after fear and now this Wed.. taxes...

You know why I am paying so much.. I made a classic mistake.. I though that when the Gov suspended April 15 taxes for now... that this upcoming date would be payment No 1 on estimated... but Noooooooooooooo. I'm paying two estimates at once and no one told ME AND I'VE UP AND GONE AND SPENT IT ALL ALREADy!!!!

Three News stories/ events caught my eye this morning... I see we are going to hit 10,000 views soon. Somehow never on the most read list up on top yet more views than anybody... hummmm. NurseBee has some Jan post about Tesla, you know it's not hard to get views when Tesla is the debate...

Story One) ) )

Palantir link sends SuRo shares surging 30% premarket
First off-- SuRo... WTF

Jul. 13, 2020 8:20 AM ET|About: Sutter Rock Capital Corp. (SSSS)|
SuRo Capital (NASDAQ:SSSS) rose more than 30% premarket after Barron's over the weekend flagged the fact that the asset manager boasts a large stake in the secretive data company that has widely been reported to be considering going public in the near term.<---

In a post entitled, "How to Play Palantir Ahead of a likely IPO" , the relationship was touted as a way to get exposure.

Last year, Sutter Rock's position in Palantir, (PALAN) the largest of its investment portfolio as of June 30 2019, had a listed fair value of $30.7M, or $5.31 per share, and represented 16.7% of its holdings. A BTIG analyst noted that that stake at the time represented how conservatively SSSS was valuing its holdings.

Note, on July 7, Secretive data giant Palantir confidentially filed to go public.>>>>

Woa... I've vaguely heard about Palantir they do something sneaky what is it? But tyat would certainly be an ipo that would soar to what-- $50... $45.... So if this company is valuing it at $5

I'm just saying it maybe worth 8 times that which means the company in question SSSS must be worth more-> granted 30% is a big bump... but it could be more right... that $30 mln might be worth...

8X30= $ 240 mln. at IPO.// If nothing else this shows a darn good investment by SSSS whoever and whatever they are.
 
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2nd Story)--

I found a write up on a company called Axon/ Over at Seeking Alpha. This looks like a Co we should be interested in for the Ideas For Now Portfolio... In a big way. They do Non Lethal Police stuff...

Overview:
Axon provides advanced technology solutions to law enforcement agencies. Its solutions include non-lethal weapons, body cams, dash cams, and software packages that improve law enforcement productivity and promote accountability. The company has consistently reported strong top- and bottom-line growth for the last few years, primarily driven by increased market penetration along with continuous improvement in its product portfolio. More recently, the unfortunate events in Minneapolis have led to a heightened focus on reforming policing in the US and that has provided further impetus to Axon’s core product categories of non-lethal weapons and body cameras.

Incorporated in 1993, Axon is the market leader in manufacturing and sale of non-lethal weapons in the US and has an effective monopoly in this product segment. The company has customer relationships with 17,000 out of the 18,000 enforcement agencies and is now leveraging its market leading position to grow penetration of its software and cloud businesses.

Axon conducts its business through two operational segments:

Taser Segment: This segment includes manufacturing and selling of Axon’s Conducted Energy Weapons (CEW) under the brand name “TASER”. The majority of sales in this segment consist of the newly launched cloud connect TASER 7 device and cartridges. The taser segment accounts for 52% of the company’s total revenue and had a gross margin of 62% in 2019.

Software and Sensors Segment: This segment includes products such as body-worn cameras, in-car dash cams and TASER cams. The segment also incorporates Axon’s fast-growing cloud-based evidence and record management platform called “Axon Cloud”. Out of the 69 largest metropolitan area police departments in the US, 46 use Axon’s software and sensors. The segment accounts for 48% of the company’s revenue and earned a gross margin of 53% in 2019. Axon cloud services generate a gross margin of 75% which is higher than any other business vertical of the company.



Geographically, 83% of the revenue comes from the US, whereas 17% is generated from other countries. While the majority of growth will be US-centric over the near future, international markets offer attractive long-term growth avenues./////

-> I wonder these guys they must of bought the old Taser....

AAXN-$95<-- Woa!!!!! BIG

Axon says Baltimore Police Department deploying Axon Records 07:31 AAXN Axon announced that Baltimore Police Department is deploying Axon's Records Management Solution, Axon Records. This new solution will reduce data silos and seamlessly integrate with Axon's cloud-based digital evidence management solution, Axon Evidence, giving direct access to video footage, documents and citizen-captured evidence to expedite the report-writing process and easily share data with third parties. BPD's implementation of Axon Records began in the second quarter of 2020 and will enable more than 2,500 officers and staff on the platform.

Looks like they did a 3 m secondary at $92<-- This could provide some support....
 
STORY 3--NBA players in bubble countdown to sports betting again!...(and what that might mean for our stock market)

Just lounging around the house I heard a Golden Nugget ad on the telly not sure the station.
But I think it shows these guys may play for real-- remember they did that crazy reverse merger with a shell company or whatever last week...LCA.

Are they a bit old fashioned though I wonder?
 
City covers a $1 bio stk. That in itself is something.

Study points to possible role for Rigel in treating COVID injury, says Citi 08:30 RIGL Citi analyst Yigal Nochomovitz tells investors that "an interesting study" by the Broad Institute of MIT and Harvard that was published online on June 30 demonstrated that Rigel Pharmaceuticals' Tavalisse could have future potential to treat acute lung injury caused by COVID-19. In the study, the drug's active metabolite was identified as the top hit in a screen of a library of 3,713 compounds that are either FDA-approved or at various stages of clinical development, according to Nochomovitz, who has a Buy rating and $7 price target on Rigel shares.

June 30 story is a little old...No stk reaction that day still worth us keeping an eye on this name.
Looks to be up 10% near $2. (RIGL)
WATCH LIST))))

PING-
RIGL-
LCA-
HIBB-
CYTK-
CHDN-
HOLX-
CARR-
FND-


Do you guys remember the story last week with upcoming catalyst for this name CYTK? Well they had a PR today and the news is less than overwhelming.. The are ' participating ' in launching anew co.

(Nasdaq: CYTK) today announced that it is participating in the launch of Kainomyx, Inc., a new biopharmaceutical company focused on the discovery and development of small molecule therapeutics for the treatment of parasitic diseases.

Under the terms of the agreement, Cytokinetics will transfer certain compounds identified at Cytokinetics to be selective inhibitors of a cytoskeletal protein in parasites that may enable Kainomyx research directed to investigational therapies for global diseases. In exchange for the compounds and enabling know-how, Cytokinetics will receive an equity position in Kainomyx and will be eligible for potential single-digit royalties on the sale of products that may arise from Kainomyx research with the compounds. In addition, Kainomyx will incubate at Cytokinetics’ facilities in South San Francisco, CA, ///

Anyway the analyst did call the " event ' lets see what it's worth....
 
ALERT****ADDING HOLOGIX TO IDEAS FOR NOW PORTFOLIO
(REMOVING AEROJET ROKETDYNE AJRD)

BUYING HOLX APPROX $59.

REASON. TESTING. Still a problem and I think these guys have one of the fastest test machines if they can get their act together. This is a stock at it's high but also at a price not to far away from where it has been years before... Could be a coiled spring situation.
 
stonedinvestor said:
2nd Story)--

I found a write up on a company called Axon/ Over at Seeking Alpha. This looks like a Co we should be interested in for the Ideas For Now Portfolio... In a big way. They do Non Lethal Police stuff...


Software and Sensors Segment: This segment includes products such as body-worn cameras, in-car dash cams and TASER cams. The segment also incorporates Axon’s fast-growing cloud-based evidence and record management platform called “Axon Cloud”. Out of the 69 largest metropolitan area police departments in the US, 46 use Axon’s software and sensors. The segment accounts for 48% of the company’s revenue and earned a gross margin of 53% in 2019. Axon cloud services generate a gross margin of 75% which is higher than any other business vertical of the company.



AAXN-$95<-- Woa!!!!! BIG

Axon says Baltimore Police Department deploying Axon Records 07:31 AAXN Axon announced that Baltimore Police Department is deploying Axon's Records Management Solution, Axon Records. This new solution will reduce data silos and seamlessly integrate with Axon's cloud-based digital evidence management solution, Axon Evidence, giving direct access to video footage, documents and citizen-captured evidence to expedite the report-writing process and easily share data with third parties. BPD's implementation of Axon Records began in the second quarter of 2020 and will enable more than 2,500 officers and staff on the platform.

Looks like they did a 3 m secondary at $92<-- This could provide some support....
More...

Did you forget? Last month:

vanzandt said:
How'd we miss AAXN? That's the old Taser company. The CEO was (is) pretty sharp, back in the day he knew what was coming apparently and kept pouring all the earnings in R&D. Pretty much built the industry standard for police body-cams and a myriad of other gizmos and software to make sense of it all. It's $102 today, more than likely its going to keep running. It trades at 10X sales, I have to dig into their margins, see what percentage of those revenues comes from repeat business using their cloud for whatever PD's use it for. .
More...

Lol... you said you didn't like tasers.
 
Well I like all the other stuff with the tasers-- the de escalation software etc.

Update**
Cytokinetics inks deal for CK-3773274 with RTW Investments
Jul. 14, 2020 8:05 AM ET|About: Cytokinetics, Incorporated (CYTK)
Cytokinetics (NASDAQ:CYTK) has agreed to a series of transactions with certain companies wholly owned by investment funds managed by RTW Investments, LP, and Ji Xing Pharmaceuticals, related to CK-3773274, a next-generation cardiac myosin inhibitor being developed for the potential treatment of hypertrophic cardiomyopathies and other clinical indications that may be associated with excessive cardiac muscle contractility.

Pursuant to these transactions, Cytokinetics will receive a combination of committed capital, funding and sale proceeds of up to $250M from RTW and is eligible to receive up to $200M in milestone payments plus royalties on future sales of CK-274 in certain Asian countries.

Amongst these deals is a license from Cytokinetics to Ji Xing. Cytokinetics has granted to Ji Xing an exclusive license to develop and commercialize CK-274 in China and Taiwan.

In addition, RTW has agreed to purchase from Cytokinetics its royalty rights on future sales of mavacamten, for a cash purchase price of $85M, subject to certain closing conditions. In parallel, RTW has purchased $50M of Cytokinetics’ common stock at $25/share.

CYTK +10% PM.<-------
 
Karyopharm sees Q2 Xpovio sales of $18.5M
Jul. 14, 2020 7:43 AM ET|About: Karyopharm Therapeutics Inc. (KPTI)|
Karyopharm Therapeutics (NASDAQ:KPTI) expects preliminary Q2 net product sales for XPOVIO (selinexor) to be ~$18.5M, (+15% Y/Y), topping Bloomberg's average estimate of $17.5M (range $17M to $19M).

Prescription refill rates, as well as the average number of prescriptions per patient, continued to grow during the quarter.

Additionally, recently, the FDA has granted accelerated approval of XPOVIO for the treatment of adult patients with relapsed or refractory diffuse large B-cell lymphoma.

The company expects to report Q2 results in early August.

KPTI +7% PM.<------
 
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