Commentary

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07 Mar

Posted at 11:02h in Portfolio Updates

BIVI- $8 up 60% from last update Up from my $5 urge to buy more in late January by 60% plus. BIVI surged again this week as updated data on Parkinsons was released yesterday and the stock rallied from 6.50's to 8.94 at the highs. The...

24 Feb

Posted at 11:48h in Portfolio Updates

3 Positions we continue to follow and hold, plus RSASF which we are giving a few more months to move. GANX- $4.23 12m shares outstanding, 25 million cash, catalysts near term on data releases This one has rallied hard from $3 in December when I kept advising...

31 Jan

Posted at 11:22h in Portfolio Updates

In the December update we basically threw in the towel on YAYO at 20 cents, DEFTF at 12 cents, PCSA stopped out at 1.50 since, ATOM stopped out at 7.50 since, and WARM. MEEC, BIVI, GANX were suggested buys/adds at the time in the early December...

14 Dec

Posted at 09:59h in Portfolio Updates

BIVI 9.75 Well I had us take profits, then the stock ripped higher again.  But importantly, they withdrew the S-1 Stock Offering filing UNEXPECTEDLY on Monday morning this week. I now believe perhaps they have another funding source of higher value, partner etc which they have publicly...

12 Dec

Posted at 09:23h in Portfolio Updates

PCSA $1.85 per share close of 12/9/22 Market cap: 16 million shares x $1.85 or 30 million, 9 million cash. Tax selling should be nearly over here, and at $1.85 per share we are trading at 30 million market cap with 2 front runners in development for...

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