According to patent filed 4/30, not only is once nightly beneficial in eliminating need to wake for 2nd dose (convenience and eliminating break in REM cycle) but blood concentration at wake is < than Xyrem. Hangover effect & risk of falling upon waking signif reduced.
Xyrem sales approx $1.4 billion or 3/4 total company sales. FT-218 would expand market and extend patent life. How can they not buy or license FT-218? How much is it worth to even before a phase 3 readout? $500 mln? $1 Bln? $1.5 Bln?
@AvadelPharma should host a conference call following #Sleep2019 to discuss the recent patent grant. It would help investors and the patient community understand the importance of this pharmacokinetic data and the increase in the QOL of #narcolepsy and #cataplexy patients.
• • •
Missing some Tweet in this thread? You can try to
force a refresh
I first came across $BMRA on @RealVision when @AlderLaneeggs interviewed his buddy Joe Besecker. Joe loves $BMRA management and thought the CEO's comp incentive is aligned with equity holders. Thank you for the idea!! Please read on.....
It would be interesting to know annual sales of Polymedco's OC-Auto FIT test. Who wants to poop on a piece of paper and scoop it onto a stick that is screwed into a vial and placed in an envelope that is returned by mail? $BMRA's test is superior.
$BMRA's EZ Detect only requires a patient to poop in a toilet and throw a pad on top of the poop. If the pad turns blue/green you've got blood in your stool!! $WMT effectively endorsed the product. Press release: investors.biomerica.com/news/news-deta…
A thread on $GME. I figured it’s a good time to reiterate a few things since market volatility is creating a buying opportunity, following a very strong run. @michaeljburry
A lot of attention has been paid to short interest, for good reason, but short interest has been around 100% of s/o and an even higher % of the float, for some time. What’s important, are positive changes to balance sheet and fundamentals that make short narrative obsolete.
We’re starting to see the share price react accordingly, but due to recency bias on price, fundamental outlook and balance sheet, which have all turned positive, the true intrinsic value has just begun to be reflected. $GME
looks ready to explode. The bear case had been that they would not be able to get to the next console cycle (PlayStation and Xbox). After last week's quarterly report there is no doubt they will be make it with lots of room and they will print money.
Cost cuts/better working capital management (better inventory turns) will allow for much better earnings/ROI. has about $775 mil in cash, including sale/leaseback that closed after quarter end. $221 million in debt due March 2021. $250 million in debt due 2023 or later.
$304 million, or $4.67 net cash. is only omnichannel gaming retailer. E-commerce sales, including pick up at store or curb are about $1 billion and growing more than 800% y-o-y. Shares outstanding down from 100 million to 65 million year on year.
Speculation on my part but probably in negotiations to sell itself to . In all likelihood there will be competing offers. Stock has moved big to the upside on strong volume over last few trading sessions.
✅1/3/19 Anderson (obstacle to sale) resigns from
✅4/30/19 Patent filed. No obviousness risk.
✅ 9/23/19 FDA agrees w proposal to truncate study to n=205, from n=264 prior. Expect enrollment to complete by end of 2019.
✅10/4 Kotler (Broadfin) resigns from Board, freeing him to increase economic stake via derivatives w/out amending 13D. Was the imminent signing of an NDA by interested party(s) the catalyst?