Greetings everyone it has been a long time since we communicated last with you all. I don't know if I'm alone in this feeling but I'm am finding the market extremely boring as of late. Most stocks I would be interested in have already done their thing, prices do seem elevated.
It feels like we are getting close to a correction. What impact these new tax rates have on earnings and how investors parcel out that info will be key. I'm looking at those mid term elections as a time to be in a good amount of cash.
I have a few names I like that have value from here I think and since you all have profited mightily from my past ideas here are a few more--
IRDM- Iridium
I've been following these guys for years and I have taken my lumps in the satellite space I can think of two times I was wiped out The original Loral Space and GSAT so warning here I might have a thing for satellite's. But they are being used aren't they... In a big way, the internet is being brought to the far reaches of the earth and the reusable rockets from Space Ex all point to a jump in satellite activity and offerings.
Recently IRDM caught an upgrade--
IRDM 05/09 Iridium initiated at BWS Financial Iridium initiated with a Buy at BWS Financial. BWS Financial analyst Hamed Khorsand started Iridium Communications with a Buy rating and $22 price target. The analyst views the satellite launch scheduled for May 19 as the "next immediate catalyst for the stock."
Well we had that launch and it's off and those birds are up there... How are the earnings...
Iridium reports Q1 EPS 7c, consensus 0c Reports Q1 revenue $119.1M, consensus $111.61M. The company ended the quarter with 996,000 total billable subscribers, which compares to 869,000 for the year-ago period and is up from 969,000 for the quarter ended December 31, 2017. Total billable subscribers grew 15% year-over-year, driven by growth in commercial IoT and government customers. The company currently has over one million subscribers.
Ok 1 million of anything sounds good. As I am looking for ideas for the now out a year... I think IRDM is poised to make a statement. This stock has been around the $10-$12 range for a very long time...ABOUT FIVE years! Buying time if you will and now their global spectrum is up there complete-- now it's time to sit back and rake in the cash... I think. I am LONG IRDM as of last week.
URGN--UroGen is a monster of a stock that I have been charting all the way up. This is an Israeli Biotech Ipo... so there were certainly reasons to be wary. I have been reading through all their papers for a while and what I like is the unmet need aspect as well as their clinical results.
Recently (April) URGN caught an upgrade-
UroGen Pharma analyst commentary at Oppenheimer UroGen Pharma price target raised to $75 from $62 at Oppenheimer. Oppenheimer analyst Derek Archila raised his price target on UroGen Pharma to $75 from $62. Archila told investors in a research note that he is increasing his probability of success for MitoGel in upper tract urothelial carcinoma, or UTUC, based on "impressive" interim results from its OLYMPUS Phase 3 study, in which the complete response rate was better than seen in the compassionate use study. Archila reiterated an Outperform rating on UroGen shares.
Mito Gel is also called UGN 101.
UroGen Pharma announces 'positive' interim results for Phase 3 trial of UGN-101 UroGen Pharma announced new findings from an interim analysis of the ongoing pivotal Phase 3 OLYMPUS clinical trial of UGN-101, an investigational mitomycin formulation for the non-surgical treatment of low-grade upper tract urothelial cancer. <---Results were presented by Seth Paul Lerner, M.D., FACS, Principal Investigator of the OLYMPUS trial and Professor of Urology at Baylor College of Medicine in Houston in an oral presentation during the plenary session at the 113th American Urological Association's Annual Meeting in San Francisco. The interim analysis from this international, multi-center trial showed a complete response rate of 59%<---- in 34 patients who were evaluated for primary disease evaluation. PDE is conducted four to six weeks after completion of UGN-101 treatment, which was administered once weekly for six weeks. Results showed that 20 of the interim analysis intent to treat population of 34 patients achieved a CR, defined as a negative ureteroscopic evaluation and a negative wash cytology. In addition, five of 34 patients achieved a partial response. Approximately 39 percent of tumors treated were categorized as unresectable by surgery at baseline. The CRs to date have been durable. Of the 20 patients who achieved a CR, 13 patients have reached three-month follow-up and all remain in CR. Four of these 13 patients have reached six-month follow-up <----and one of the 13 patients has reached nine-month follow-up. All remain in CR. UGN-101 appeared to be well-tolerated with most treatment-emergent adverse events characterized as mild or moderate and transient. These included urinary tract infection, flank pain, ureteral narrowing and hydronephrosis and time-limited creatinine elevation. The OLYMPUS trial continues to enroll patients, and top-line results are expected in 2H18.
Ok I admit these are hard to read and this is a small study but it validates what all prior studies have been saying that not only does UGN 101 work on nearly 60% of poor folks who have cancer of the urinary track as these cured patients continue to recover they are stable still... each update is more months, more good news. Side affects are not a problem this drug is GOING TO BE APPROVED.
So we do have an expensive stock here at $60. But we are also just in the early innings of what is going to be a successful game. We have a price target above us and news expected throughout the next year. My own personal view is URGN should eventually reach $95+ I'm in right here @ $60.
"Our team remains intensely focused on our most important milestone submitting a new drug application or NDA to the FDA in the first quarter of with a potential for UGN-101 to become the first ever approved treatment for low-grade UTUC."- The company.
Lets stop it there for now--two names your not hearing elsewhere. Lets hope they work.- stoney
It feels like we are getting close to a correction. What impact these new tax rates have on earnings and how investors parcel out that info will be key. I'm looking at those mid term elections as a time to be in a good amount of cash.
I have a few names I like that have value from here I think and since you all have profited mightily from my past ideas here are a few more--
IRDM- Iridium
I've been following these guys for years and I have taken my lumps in the satellite space I can think of two times I was wiped out The original Loral Space and GSAT so warning here I might have a thing for satellite's. But they are being used aren't they... In a big way, the internet is being brought to the far reaches of the earth and the reusable rockets from Space Ex all point to a jump in satellite activity and offerings.
Recently IRDM caught an upgrade--
IRDM 05/09 Iridium initiated at BWS Financial Iridium initiated with a Buy at BWS Financial. BWS Financial analyst Hamed Khorsand started Iridium Communications with a Buy rating and $22 price target. The analyst views the satellite launch scheduled for May 19 as the "next immediate catalyst for the stock."
Well we had that launch and it's off and those birds are up there... How are the earnings...
Iridium reports Q1 EPS 7c, consensus 0c Reports Q1 revenue $119.1M, consensus $111.61M. The company ended the quarter with 996,000 total billable subscribers, which compares to 869,000 for the year-ago period and is up from 969,000 for the quarter ended December 31, 2017. Total billable subscribers grew 15% year-over-year, driven by growth in commercial IoT and government customers. The company currently has over one million subscribers.
Ok 1 million of anything sounds good. As I am looking for ideas for the now out a year... I think IRDM is poised to make a statement. This stock has been around the $10-$12 range for a very long time...ABOUT FIVE years! Buying time if you will and now their global spectrum is up there complete-- now it's time to sit back and rake in the cash... I think. I am LONG IRDM as of last week.
URGN--UroGen is a monster of a stock that I have been charting all the way up. This is an Israeli Biotech Ipo... so there were certainly reasons to be wary. I have been reading through all their papers for a while and what I like is the unmet need aspect as well as their clinical results.
Recently (April) URGN caught an upgrade-
UroGen Pharma analyst commentary at Oppenheimer UroGen Pharma price target raised to $75 from $62 at Oppenheimer. Oppenheimer analyst Derek Archila raised his price target on UroGen Pharma to $75 from $62. Archila told investors in a research note that he is increasing his probability of success for MitoGel in upper tract urothelial carcinoma, or UTUC, based on "impressive" interim results from its OLYMPUS Phase 3 study, in which the complete response rate was better than seen in the compassionate use study. Archila reiterated an Outperform rating on UroGen shares.
Mito Gel is also called UGN 101.
UroGen Pharma announces 'positive' interim results for Phase 3 trial of UGN-101 UroGen Pharma announced new findings from an interim analysis of the ongoing pivotal Phase 3 OLYMPUS clinical trial of UGN-101, an investigational mitomycin formulation for the non-surgical treatment of low-grade upper tract urothelial cancer. <---Results were presented by Seth Paul Lerner, M.D., FACS, Principal Investigator of the OLYMPUS trial and Professor of Urology at Baylor College of Medicine in Houston in an oral presentation during the plenary session at the 113th American Urological Association's Annual Meeting in San Francisco. The interim analysis from this international, multi-center trial showed a complete response rate of 59%<---- in 34 patients who were evaluated for primary disease evaluation. PDE is conducted four to six weeks after completion of UGN-101 treatment, which was administered once weekly for six weeks. Results showed that 20 of the interim analysis intent to treat population of 34 patients achieved a CR, defined as a negative ureteroscopic evaluation and a negative wash cytology. In addition, five of 34 patients achieved a partial response. Approximately 39 percent of tumors treated were categorized as unresectable by surgery at baseline. The CRs to date have been durable. Of the 20 patients who achieved a CR, 13 patients have reached three-month follow-up and all remain in CR. Four of these 13 patients have reached six-month follow-up <----and one of the 13 patients has reached nine-month follow-up. All remain in CR. UGN-101 appeared to be well-tolerated with most treatment-emergent adverse events characterized as mild or moderate and transient. These included urinary tract infection, flank pain, ureteral narrowing and hydronephrosis and time-limited creatinine elevation. The OLYMPUS trial continues to enroll patients, and top-line results are expected in 2H18.
Ok I admit these are hard to read and this is a small study but it validates what all prior studies have been saying that not only does UGN 101 work on nearly 60% of poor folks who have cancer of the urinary track as these cured patients continue to recover they are stable still... each update is more months, more good news. Side affects are not a problem this drug is GOING TO BE APPROVED.
So we do have an expensive stock here at $60. But we are also just in the early innings of what is going to be a successful game. We have a price target above us and news expected throughout the next year. My own personal view is URGN should eventually reach $95+ I'm in right here @ $60.
"Our team remains intensely focused on our most important milestone submitting a new drug application or NDA to the FDA in the first quarter of with a potential for UGN-101 to become the first ever approved treatment for low-grade UTUC."- The company.
Lets stop it there for now--two names your not hearing elsewhere. Lets hope they work.- stoney
