Mark Pace

[Chuck Callesto @ChuckCallesto]

BREAKING REPORT: Boebert demands proof of life by 5:00pm.

“He needs to get in front of some camera and discuss if he’s aware that he dropped out. Hiding is completely unacceptable.”

[Mark Pace @KungPace]

@learytim @Joelsherman1 Can the @yankees give @learytim a job in the analytics division already?

Just leaving $$ on the table

[Mark Pace @KungPace]

@KDYLBM Any target for Tel?

[Mark Pace @KungPace]

$IBB $XBI 12 month prices

$IBB
10/19/2017 - 111.70
10/19/2018 - 112.03

$XBI
10/19/2017 - 85.71
10/19/2018 - 86.30

[Mark Pace @KungPace]

@LTbioinvestor Reminiscent of $VSAR

[Mark Pace @KungPace]

$EXAS stock price at ~$15 when Q4 '16 earnings announced $35M/Q revenue - now at $75/sh 2 yrs later. $NVTA stock price at ~$8 when Q2 '18 earnings announced $35M/Q revenue - will be at ???? 2 yrs later.

[Mark Pace @KungPace]

With cash runout seemingly exactly in line date wise with strategic alternatives and the company having a tiny float - this will likely not be a RM - more likely to license trehalose (get some $$ up front) or sell the co.

Expect a day of fireworks in the next 45-60 days $ORPN

[Mark Pace @KungPace]

$ORPN will be an interesting play in the coming 2 months - a few quick notes

- low float
- company is in process of strategic alternatives - the firm they engaged with usually takes between 12-15 months (currently in month 13 since announcement)

[Mark Pace @KungPace]

-per YE 2017 FS company MAY have enough cash to last through Q3 2018 (did i miss a raise?).
-company might not be a reverse merger play for strategic alternatives (no cash in the shell would be less than ideal)
- company has a Ph2 asset they could license

$ORPN looks like this👇

[Mark Pace @KungPace]

$GEMP

- Institutions added at a 6:1 rate 👍
- Institutions new positions at 3:1 rate 👍
- Company has already failed previous trails 🚩
- Avg price target $26.50 👍
- Not many fintwit pumpers 👍
- Warrant overhang at $10.40🚩

Intriguing look - terrible website

[Mark Pace @KungPace]

$GEMP Gemphire Therapeutics - one trick pony drug in gemcabene down ~20% in the last two days - topline data readout for PH2 for severe hypertriglyceridemia (SHTG) due end of Q2 - topline NASH indication trial readouts (adult/pediatric) due 2H 2018. Fundamentals next...

[Mark Pace @KungPace]

$GEMP -

- Recent raise 'promises' cash through end of Q2 2019 👍
- Insider buys of $600K in Q1 18 👍
- ~11M Float 👍
- Data imminent (coin flip)
- Nash data runup likely in Q3/Q4 ( $MDGL $VKTX = NASH hot sector) 👍
- Only one drug in pipeline 🚩
- One NASH trial in pediatric🚩

[Mark Pace @KungPace]

$ORPN - looking at over 12 months so far on strategic alts - tick tock, in the next 45-60 days it might not move......then you'll see 50% in a blink.

Low float - decent cash - has a drug it could collab/sell - also could RM.

$VSAR just did 50% on aravive RM & might not be done

[Mark Pace @KungPace]

$TCON has the look - bottomed out on monthly divergence - buy on daily and weekly likely into data.

Big boy institutions buying over the past 6 months - good cash runway.

Risks are trial(s) fail or discontinue - and warrant overhang at $2.70 thru pvt placement. Good cash runway

[Robert Plenge @rplenge]

It's the density: “If you draw a circle about two miles around this street corner, you probably capture something like 10 or 15 percent of all biomedical research in the United States.” https://t.co/81324cRZeC

[Mark Pace @KungPace]

@LTbioinvestor Strategic Alt Announcements
$VSAR - 10/26/2017
$ORPN - 06/05/2017
$EDGE - 04/30/2018
$OVAS - 05/03/2018
$LIFE - ?

[Brad Loncar @bradloncar]

$PRTA blowup, $EPZM clinical hold, and a weird panel $LLY $INCY. Biotech has had better days.

[Mark Pace @KungPace]

@LTbioinvestor Any lean on $CYCC data this sunday?

[Mark Pace @KungPace]

$NVTA ATH on daily volume - with 1+ year of runway this could get legs if they meet Q expectations. If not - see https://t.co/froTcJGjQS for the emotional rollercoaster.

[Mark Pace @KungPace]

I'm sure some huge shop has this down to a science, but I'd like to see the crystal ball on $VSAR

[Mark Pace @KungPace]

@danwardbio I'd be interested to see a review of all bios announcing 'strategic alternatives' and then calculate average timing and return from day of announcement versus actual news months later - for instance $NEOT returned ~200% over 5 months from 'strategic alts' to solution.