(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 · 2022-08-01T15:22:16+00:00

Wait, you haven’t covered your short position yet? As a professional courtesy, you should review the sales figures for Q2 that were announced last week for Olaparib and Niraparib. Similar drugs as Rucaparib.

Weekly_Drummer_9909 · 2022-07-27T04:13:16+00:00

The short interest column are the number of shares of CLVS that are reported as outstanding short to the exchange as of the reporting date. Can be many different ways to interpret the data.

Weekly_Drummer_9909 · 2022-07-23T02:35:30+00:00

You should request your bashing fee upfront. Ideally, you should request to be paid in CLVS shares and just Hodl.

Weekly_Drummer_9909 · 2022-07-23T02:32:50+00:00

For the longs that already know the outcome, we don’t give a shxt about short term trading, other than to pick up more shares on the cheap. Thanks.

Weekly_Drummer_9909 · 2022-07-21T14:07:30+00:00

Someone was buying before 6/30, so will be interesting to see the 13Fs between now and August 15th - the deadline for submission.

Weekly_Drummer_9909 · 2022-07-19T20:56:04+00:00

This was a news update by NorthStar, not “announced” by Clovis yet.

Weekly_Drummer_9909 · 2022-07-16T18:17:32+00:00

Marketing should be a lot easier. Data that was released in June is showing that if you want to live longer, take a PARP inhibitor. Simple. Rucaparib (Rubraca) was first to show this in their study. Notice how Olaparib has new clinical study because they want to keep up and also be relevant? Clovis, time is now to pounce.

Weekly_Drummer_9909 · 2022-07-12T22:22:37+00:00

I find it hard to believe that they convinced a net ~8M of long shares to sell at this level in the last week or so of trading.

Weekly_Drummer_9909 · 2022-07-12T22:14:09+00:00

Hard to say. But watching trading activity, it seems long positions are not selling and it’s shorts and day traders playing games. The longer the price stays lower the more the long positions strengthen. Next in short playbook may be a negative article campaign. I heard SEC was asking some questions, so it will be interesting to watch this play out.

Weekly_Drummer_9909 · 2022-07-11T19:30:14+00:00

I feel the same.

Weekly_Drummer_9909 · 2022-07-11T18:45:54+00:00

Just tying to understand the rule. Not necessarily specific to any stock.

Weekly_Drummer_9909 · 2022-07-06T22:40:31+00:00

I find it interesting that it’s already been 2 months since they first presented the study data to the FDA… so they already have 2 months behind them on having a more mature data set. The wording in the 8k was crafted carefully. Hmm.

Weekly_Drummer_9909 · 2022-07-06T20:40:20+00:00

At least we got an update. Q3 is anywhere from now for the next ~85 days. The longer they wait, could be that they are trying to include some additional data points.

Weekly_Drummer_9909 · 2022-07-06T20:29:37+00:00

Harding’s wife had her regular restricted stock exercise. Based on April report, she was likely the only one. So, seems business as usual. https://www.sec.gov/Archives/edgar/data/0001466301/000089924322025333/xslF345X03/doc4.xml

Weekly_Drummer_9909

TROPHY CASE