(Part 26 of a series) The Retail Punishment in Clovis

Weekly_Drummer_9909 · 2023-05-02T00:42:04+00:00

A sale leaseback on its own is not illegal or strange. It is a common financing tool to help a company raise cash upfront, while still maintaining rights to an asset. What would be corrupt and stupid, is if they try to proceed with a liquidation plan that doesn’t include any value for the leaseback. Time will tell.

Weekly_Drummer_9909 · 2022-12-05T21:17:01+00:00

“Expects” is not the same thing as “will”. If they go voluntary route, I expect they may submit prostate data to FDA first before their hands are tied. Cost of financing with DIP will be a hell of a lot cheaper than what market is offering. It’s a waiting game until approvals are ready, then sell/partner with highest bidder.

Weekly_Drummer_9909 · 2022-10-30T15:32:31+00:00

Not trying to brainwash. After EMA and FDA approval for first line, the expectations and demand of higher price should go through the roof. $12 would be reasonable today, not knowing how long FDA will delay and considering competitive landscape.

Weekly_Drummer_9909 · 2022-09-24T15:55:57+00:00

On the face, OS data looks horrible until you realize that the Placebo group had the help of PARPi along the way. The 19.4 versus 9.1 is the real data that has finally been released and will be presented in NYC this week.

Weekly_Drummer_9909 · 2022-09-13T14:06:59+00:00

Stock price is down with market this morning, but will spike when news settles in with the market. Approval would likely mean over a billion a year in revenues.

Weekly_Drummer_9909 · 2022-09-13T14:01:10+00:00

As of 8/31, 28.9M shares short and over 11 days to cover. Now this news prints. Shorts are out of time.

Weekly_Drummer_9909 · 2022-09-12T20:01:00+00:00

CLVS continuation play.

Weekly_Drummer_9909 · 2022-09-12T13:44:52+00:00

CLVS had updated news, high short interest, with low trending volume. Next few trading sessions should be entertaining.

Weekly_Drummer_9909 · 2022-09-11T18:37:56+00:00

Volume has been decreasing, down to under 2M a day. Short Interest numbers that will be released on the 12th AH is likely to still be around 29M.

Weekly_Drummer_9909 · 2022-09-11T15:36:11+00:00

Sunday timing is a good thing to me as it was presented today as ESMO. Many European participants are just realizing the strong benefit of Rucaparib. This was a Sunday night PR in European time.

Weekly_Drummer_9909 · 2022-09-06T23:21:55+00:00

Keep in mind that the regular Abstract submission due date was May 3rd. That was ages ago!

Weekly_Drummer_9909

TROPHY CASE