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.

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.

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.

Moderna’s Mysterious Coronavirus Vaccine Delivery System forbes.com/sites/nathanva… rnaitherapeutics.blogspot.com/2020/07/strong…

Anyone want to guess how much disrupting the Sodium Oxybate market would be worth? I'll be first: a lot!! director Glass bought 20,000 shares on 11/15 and 11/18. Hmmm.

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.

@AOC sells her socialist propaganda to the people who would be hurt the most by her political positions. Perversely, she will enrich herself by hurting those trying to desperately pull themselves out of multiple generations of poverty. If she doesn't get re-elected, she'll go on a reality show or head up a political action committee. She'll do well for herself. Buy a place in DC, get her kids into great schools, etc., all on the backs of the people she harmed. It's a typical socialist ideology.

Mabvax filed it's Q. They've got enough cash to last through year end - it's a distressed investment. If the MSK IP they have in the clinic plus it's library of antibody data is worth at least $25 million, it's a multi-bagger. Greenhill has been working with them for over a year. The deals with Y-mAbs and Boehringer were for IP that was not in the clinic. I bet the data library is the pot of gold here. MSK was ahead of it's field in collecting data when it amassed it's library. Compared to Y-mAbs public market value near a half billion,

Issue with 10-Q isn't financials, i.e. cash bal or liabilities, but rather disclosure around capital raises.

From FORM 12b-25 NOTIFICATION OF LATE FILING:
(3) Is it anticipated that any significant change in results of operations from the corresponding period for the last fiscal year will be reflected by the earnings statements to be included in the subject report or portion thereof?
Yes[ ] No[ x ]

sec.gov/Archives/edgar…

S-1/A filed Jan 16 "Based on inquiries from third parties regarding their interest in MabVax assets and clinical progress to date with MVT-5873, MVT-1075, and MVT-2163, and with the assistance of investment advisor Greenhill & Co., we expect to be able to decide on one or more strategic alternatives for the Company in the first quarter of 2018."