I’m up $15k which is insane. I bought most at $1 and I do think that I may trim a bit after the next set of news which seems like it could be positive. Still way more than I would have expected to be up. I wish I bought in under .30, but I did buy a bunch of ZM in the 60s around that time so I won’t be greedy.Just want to give one more shout out to chet. I've been buying and selling CYDY (mostly holding, though) since October when it was sub-30 cents. Sitting on 7000 shares at a cost basis of zero. That's a cool (unrealized) gain of almost 20 grand. I thought it could never get any better than Mansion (that was either worth $1000 or $2000, I don't recall) and it more than makes up for the cobalt disaster. You're the man, chet.
You can buy mine.I'm gonna take a flyer on a few GILD puts here. Especially as shorts from the high $80's cover. They were a $65 stock before CV19, and without any material benefit from it, they're still a $65 stock.
fwiw this wasn't my call (other than pulling the trigger). someone in here pointed out the obvious play.Good call indeed, it seems. Now let me sell it.
Exactly, only thing keeping this afloat right now.You can buy mine.
We don't need a treatment for mild and moderate patients. The market will figure this one out.I mean this was just data from the China study that was already cancelled. Not a biotech analyst but had the pleasure/pain of trying to analyze pharma trials before. This seems particularly troubling "the Chinese trial showed remdesivir did not improve patients’ condition or reduce pathogen’s presence in the bloodstream."
Based off my understanding of this drug, it could really only help in early or in mild to moderate patients. So not sure how many patients were in that situation. But even if it's effective in those situations, I'm not sure how helpful that will be. Better than nothing but don't think that will be enough to just go back to normal.
Market was higher then so GILD should be below $65 all things being equal.I'm gonna take a flyer on a few GILD puts here. Especially as shorts from the high $80's cover. They were a $65 stock before CV19, and without any material benefit from it, they're still a $65 stock.
Stopping the mild/moderate from progressing to severe/critical will take care of a lot of the fear.We don't need a treatment for mild and moderate patients. The market will figure this one out.
“This is the ideal drug to meet everybody’s needs about reopening the country,” Patterson said. “If we had something that we could say we can treat the severe (patients) and we can keep the mild-to-moderates from getting severe, then it becomes the flu. Then we’re not so scared of people getting infected.”
I guess my question is, how good are we at finding these mild to moderate or early cases? Seems like since this thing starts slow and lingers, by the time people are showing symptoms, these antivirals may not be as effective.Stopping the mild/moderate from progressing to severe/critical will take care of a lot of the fear.
From the SF Chronicle article published this am:
Yes. Nasty.I've also read the side effects of Remdesivir are severe.
And I just realized my post could have been construed as some kind of reference to insider info, so my apologies. My intent was to just say "I trust what this guy says".Just so there's no misunderstanding. I wrote my message based on the shareholder meeting last Friday where Dr. Lalezari told everyone that they're working on a paper that will change how the world understands COVID-19. All public info.
The thinking is that if you have an approved therapeutic that works, once you test +ve, you're administered the drug and it dramatically lowers the chance that the disease progresses.I guess my question is, how good are we at finding these mild to moderate or early cases? Seems like since this thing starts slow and lingers, by the time people are showing symptoms, these antivirals may not be as effective.
When I saw the fall down to $74 originally, knew most in the $80's would get out, high $70's still a good entrance, imo.You can buy mine.
man, if only we could testI guess my question is, how good are we at finding these mild to moderate or early cases? Seems like since this thing starts slow and lingers, by the time people are showing symptoms, these antivirals may not be as effective.
Yeah, I mean everything comes down to this. We're going to needs billions of tests right? Like people taking them weekly? Monthly?man, if only we could test
LOL...just found out I can do this.Jumped on some INTC after hours for the 5% discount.
If I didn't already have an outsized position, I'd be looking to add.AAPL has been a service company who provides hardware to support their delivery system for a while now. They'll take a hit for a bit, but while folks stick around on older devices, the demand will be ready and waiting when things pick back up for a surge in hardware upgrade purchases. I've been a huge apple booster for a while, but haven't seen anything at all to diminish their long term position.
I own a bit. I've always intended to hold it long-term, but I don't know if earnings (next week, I think?) can possibly justify this valuation. I'm sure new user numbers will be off the charts, but how well have they been able to monetize it?Is anyone else keeping an eye on TDOC? the company has legs. Wish I would have invested a while ago (of course) but the concept is very sound - integrated telehealth, sharing of health information among providers. Clearly there's a big need for it and they need to maintain vigilant security, but the service is going to be even bigger in the future.
It's apparently recession proof (almost) and has tripled this year. No eatings yet, it's losing money as it grows. But man, it can get huge. Only $14B market cap right now, should continue to grow.
Of course if they blow it out of the water now, it'll be interesting to see whether they can leverage it for long-term gains. There's nothing saying people stick with them after they're able to visit brick and mortars again. But if they can retain customers at a decent %...I own a bit. I've always intended to hold it long-term, but I don't know if earnings (next week, I think?) can possibly justify this valuation. I'm sure new user numbers will be off the charts, but how well have they been able to monetize it?
ETA: Just realized that reads like I may sell it. I have no intention of doing so. Just can't help but wonder if there aren't some near-term bumps in the road.
I believe they already provided some guidance a few days ago that said as much. Lots of new users, not much new income.Bob Sacamano said:I own a bit. I've always intended to hold it long-term, but I don't know if earnings (next week, I think?) can possibly justify this valuation. I'm sure new user numbers will be off the charts, but how well have they been able to monetize it?
ETA: Just realized that reads like I may sell it. I have no intention of doing so. Just can't help but wonder if there aren't some near-term bumps in the road.
Don't forget that Intel should have seen a little bump, although Q1 numbers were really only 2 weeks of stay at home. Q2 is the quarter to really pay attention to, but again laptops were in high demand (sold out in a lot of places) due to shifting your workforce to work from home. Wouldn't have hit Q1 that much, but I think they are one of those companies to benefit a bit.sporthenry said:Intel numbers don't look that bad although no idea how much consensus has been dragged down recently. I suspect consensus was likely a mix of analysts who have revised down and half that were too lazy. But still kinda crazy that they're projecting growth YoY and getting smoked. Guess stock is pretty much flat for year and down 12% pre-COVID. So what you're saying is the market seemed to be overpricing things?
I am of the belief that sports will be one of, if not the first things back. We rely on sports. It will bring a sense of normalcy. People are losing billions in the process. TV ratings, owners, etc. Sports will be back without fans as soon as possible and can make the argument, sports betting will take off since so many will be watching and could be back before a lot of casinos. The latter may not be likely but who knows.What does Draft King’s revenue look like for the next six months?
They are the dominant player after some key acquisitions. Telehealth is here to stay. No questions. One hospital did 1,000 visits all of last year and then did 11,000 in 6 days due to the pandemic. More transformation in a week than the last 5 years. That being said there is completion and there will be more.Bob Sacamano said:I own a bit. I've always intended to hold it long-term, but I don't know if earnings (next week, I think?) can possibly justify this valuation. I'm sure new user numbers will be off the charts, but how well have they been able to monetize it?
ETA: Just realized that reads like I may sell it. I have no intention of doing so. Just can't help but wonder if there aren't some near-term bumps in the road.
My concern is a dfs drop off in general. Interest fell off the map in the dfs forum here. People are realizing the rake is too heavy to overcomeWhat does Draft King’s revenue look like for the next six months?
I'll put it this way. They should be headquartered on a cruise ship taking a tour of oil rigs.What does Draft King’s revenue look like for the next six months?
LolI'll put it this way. They should be headquartered on a cruise ship taking a tour of oil rigs.
but now and then....Yeah. I do all I can to resist jumping in pre market in something like pre market or 1st hour. A lot of times though they dip after the first hour or 2. I'll watch it.
Meso horny, the crack of dawn isn't safeEver since I started taking MesoBlast, my workouts have been incredible.
Wish I had seen this sooner.I jumped in on MESO. Historically, I have a poor record of jumping on hot stocks pre-market, so buyer beware,
But,
Mesoblast Reports High Survival Rate for Covid-19 Treatment Remestemcel-L
— 6:11 AM ET 04/24/2020
Mesoblast Ltd. (MESO) on Friday reported 83% survival in ventilator-dependent Covid-19 patients with moderate/severe acute respiratory distress syndrome treated during March and April with two intravenous infusions of Mesoblast's allogeneic mesenchymal stem cell product candidate remestemcel-L within the first five days.
The company said 75% have successfully come off ventilator support at a median of 10 days.
Ya mean like yesterday before it existed? Me too. you'll never get in fast enough by the time it's published.Wish I had seen this sooner.
I got in very early near pre-market open and paid 14.80. Went on up a little over 15 and as low as 13.60. Now at 14.65Ya mean like yesterday before it existed? Me too. you'll never get in fast enough by the time it's published.
MESO 17.17 at the open.I got in very early near pre-market open and paid 14.80. Went on up a little over 15 and as low as 13.60. Now at 14.65
Already paused once for volatility (UP)MESO 17.17 at the open.
19.97. got a sell limit set yet?Already paused once for volatility (UP)