Fundamental Investing

Personal opinion. Not financial advice.

[Fundamental Investing @2020Fundamental]

Personal musings about stocks and financial markets.

[Fundamental Investing @2020Fundamental]

@zeusPharma @jesse_brodkin I see the 0.5 blended decline now so I get same # as Zeus I.e. a 2.5 worsening for the last 100

[Fundamental Investing @2020Fundamental]

@zeusPharma @jesse_brodkin I get similar numbers but guesstimates as we don’t have the total for the 200 I think?

https://t.co/F0wZiZI7tX

[Fundamental Investing @2020Fundamental]

$SAVA why no blended ADAS score? 47% +4.7, 23% -2.5. If remaining 30% declined by around -5.4 points the blended would be 0 on my math? That again implies the last 100 patients declined on average -1.5p and got worse?

[Fundamental Investing @2020Fundamental]

If you assume the remaining 30% was -9 like for the first 100, then the 200 total blended score is -1 and implies last 100 on average got -3.5 worse? $SAVA confusing!

[Fundamental Investing @2020Fundamental]

$SAVA why no blended ADAS score? 47% +4.7, 23% -2.5. If remaining 30% declined by around -5.4 points the blended would be 0 on my math? That again implies the last 100 patients declined on average -1.5p and got worse?

[Fundamental Investing @2020Fundamental]

2) Otherwise OLS results now only in 2H of January and slide 5, 9 and 15 are now gone too? @MidwestHedgie @Adrian_H

[Fundamental Investing @2020Fundamental]

1) $SAVA Jan 23 Deck out. Any thoughts as to why the Forward Looking statement now excludes any mention of the CUNY investigation? The below is from the updated Dec 22 deck.
@QCMFunds @MattNachtrab @lipa0902 @Nemo_is_NoOne @jesse_brodkin
Here is Jan 23.
https://t.co/48H3o4neQz

[Fundamental Investing @2020Fundamental]

@MATISA2022 Would you mind kindly pointing me in the right direction as I can't find any information regarding the CUNY resolution? @MidwestHedgie @MattNachtrab @Adrian_H @MicrobiomDigest

[Fundamental Investing @2020Fundamental]

$SAVA many expect positive data from the OL study judging by the Twitter comments. Any thoughts from bulls/bears as to how this is consistent or not with the CUNY misconduct investigation into Dr. Wang. Its still unresolved and ~200 days over the initial 240 days deadline.

[Fundamental Investing @2020Fundamental]

@RySpangler @MidwestHedgie @QCMFunds @direports
Is the below language from the $SAVA prospectus not unusual? Why explicitly spell it out? Not often seen? Will the next 13-F filing per 31-Dec show EcoR1 still owning the shares? Unclear as well if they bought to cover a short position.

[Fundamental Investing @2020Fundamental]

$SAVA anyboy with a legal background have a view as to if this Forward Looking Statement is unusual. Even compared to $AVXL June-21 $50mn raise also by HCW the Prospectus Supplement is much more detailed and heavily caveated? @MidwestHedgie @QCMFunds @Nemo_is_NoOne

[Fundamental Investing @2020Fundamental]

$SAVA is this disclaimer regarding OLS results on slide 18 and 19 from the November 2022 presentation not new as well?
@MidwestHedgie @QCMFunds @Nemo_is_NoOne

https://t.co/nIXVSnfDq1

[Fundamental Investing @2020Fundamental]

@lipa0902 @Nemo_is_NoOne You could be right and that would obviously be illegal, but fairly easy to check by the SEC should they be alerted to the possibility. @QCMFunds @AlderLaneEggs

[Fundamental Investing @2020Fundamental]

@evanisnotdead @MoralOverdraft

[Fundamental Investing @2020Fundamental]

@evanisnotdead @MoralOverdraft Thx. Indeed 470 contracts traded at the first few minutes post the open, the rest over the day with the majority in the last hour.

[Fundamental Investing @2020Fundamental]

@evanisnotdead Can I pls ask how you deduct the 1,300 contract volume from Thursday was all the same buyer? Also looks like trades were over the day? @MoralOverdraft

[Fundamental Investing @2020Fundamental]

@ClicksAndHisses
Alex, great $SAVA articles so far. Any chance of addressing for non-experts how WB issues = Simufilam not possibly working. Tie in Biomarkers/Lund, MOA,"binds at femtomolar". Bulls keep arguing it MIGHT work? Why is that highly improbable in plain English? Thx

[Fundamental Investing @2020Fundamental]

@MountainTimeZ Does it? @jesse_brodkin @Adrian_H @LogarithmicDis @ClicksAndHisses @MoralOverdraft @PatricioMarceso

[Fundamental Investing @2020Fundamental]

@direports Well the FOIA letter says "we are withholding a five (5) page case closing recommendation"? Would @direports have an explaination for that scenario please? $SAVA @rdohnethook

[Fundamental Investing @2020Fundamental]

@direports If that’s a standard letter, it begs the question why they had to write 5 pages for Cassava?

[Fundamental Investing @2020Fundamental]

@direports Thank you. Conversely presumably nothing that rules out a DOJ referral per the Reuters article either? Is it fair to conclude we can’t deduct anything either way re DOJ based on the FOIA response letter?