Commentary

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Updating our TPS Porfolio: TWMJF, CLLS, SWCH We have only 3 positions open currently. We expect to issue a new report on a TPS position this week if all goes well.  The goal is to get to 15 or so positions over time and then adjust the...

TPS Portfolio Updates November 3rd: CLLS- 25.47 down from 32.50 report price Obviously a disappointment as this stock was written up for the TPS Portfolio at 32.50 on October 25th. We had a breakout to $35 area and this was looking strong early on.  Keeping in mind...

CLLS- 31.03 down 11.4% today  Initial TPS Report sent out $32.70 An early release of some data from the UCART19 5 patient trials has hit the stock today.  Essentially 3 of the patients died following treatment, but none of them had toxicity issues either.  One must understand...

Canopy Growth- near $11.50 US Market Cap 1.95 Billion US Website Canopy Growth is at the Tipping Point of investor recognition as the leading Canadian producer of Medical and soon likely Recreational Marijuana.  We have been following this company for a few months or so and in fact...

CLLS- Cellectis $32.50 Investors Website Shares Outstanding: 36 million Cash 200 Million Market Cap 1.15 Billion 80% Ownership of CLXT, currently valued at 650 Million, 80% of which is 520 Million value to CLLS on paper Gene Edited Off-the-shelf Immunotherapies: A Future-defining Shift in Simplicity, Availability, and Cost-effectiveness We first wrote about CLLS back in...

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