STOCK MARKET: Let's talk stocks and investing

$PERI, looks like results leaked last week.

Strong Preliminary Second Quarter Results and Robust Second Half Business Pipeline - Increases Revenues and Adjusted EBITDA Guidance for 2021

https://perionnetworkltd.gcs-web.co...second-quarter-results-and-robust-second-half

 

@RudyTBag @Sajan


CEL-SCI’s Multikine® Immunotherapy Produces Significant 14.1% 5-Year Survival Benefit (62.7% Vs 48.6%) in the Group Receiving Surgery Plus Radiotherapy in a Landmark Head and Neck Cancer Phase 3 Study
https://www.businesswire.com/news/home/20210628005472/en/CEL-SCI’s-Multikine®-Immunotherapy-Produces-Significant-14.1-5-Year-Survival-Benefit-62.7-Vs-48.6-in-the-Group-Receiving-Surgery-Plus-Radiotherapy-in-a-Landmark-Head-and-Neck-Cancer-Phase-3-Study

edit: some ppl saying results are mixed. waiting to see more analysis.

 

Damn, dropped to $18.

Not holding position thankfully!

 

Keep an eye out for novocure (optune) as well

 

yep. pain

 

omg. 9?

 

it's not worth as much as the bulls were thinking as it doesn't help ppl on chemo, but it's worth *something* as not everyone goes on chemo, statistically significant improvement without side effects, and shares were already heavily shorted before this. no idea how much that *something* is. holding for now and hoping for the best.

 

Still doesn’t make sense though, I went through it—-if it’s true that’s huge. There’s a big movement to de-escalate chemo as people don’t think it’s too helpful for the dominant form of head & neck cancer today (HPV driven). In the world of cancer care those %s are actually too good to be true numbers lol

 

That was what i thought too. Hopefully someone neutral with expertise like dr gottlieb comments. a lot of noise from both bulls and bears, hard to tell what's what.

 

If you’re thinking long and this is real I don’t think you have to worry. Surprised I haven’t heard rumblings about this


Edit: overall survival (OS) benefit is hard to see , usually therapies are aimed at local control, progression free (prevent from spreading), and even couple of % in overall survival completely change guidelines

 

that one expired worthless, got to keep all the premium collected

ERS will be early Aug, sold another 5-pt put credit spread, Jul 80/75, collecting a premium of $2.45,
defining my max risk of $2.55

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Cathie Wood's gene-editing stock, NTLA, up 50% today; was hoping for more impactful pin-ball action on SDGR

 

that was 26 May, some > 30 pts ago.

at one time today FB was up > 12 pts

perhaps this had something to do w it

Facebook’s VR Business Is Bigger Than You Think.
And It Is Masking the Company’s True Profitability.
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It was the anti-trust lawsuit that got dismissed

 

I didn't expect ASPS to take off like this. Give me all your monies!

 

whoever had CVM are you guys holding? I'm considering dipping my toes into the water before the close today or tomorrow at open.

 

@peleincubus i added. the bullish take:

https://frugalnorwegian.com/cvm/
a director bought 3k shares ytd at $12.66. not a lot, but it's something. if the ceo is misleading this could still end in tears... but i rather take the ceo's word over random shorts on stocktwits.

 

@saitou you adding any CTXR?

 

was tempted, but already have a big position at $1.54 avg. just holding.

 

hypo question,
should these two become merger targets, who'd acquire them ?

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just my guess,

• for CRWD
  
  • MSFT, AMZN, GOOGL, AAPL

  ​

• for SDGR
  
  • any big pharma

  ​

 

Chamath launched his new biotech SPACs today: DNAA (neurology), DNAB (oncology), DNAC (organ related), DNAD (virology).

I took bets in DNAA and DNAB around $10.01/$10.02 cuz it's so close to NAV so limited downside. Chamath has been on a cold streak and given his egotistic nature, I feel he is under pressure to not deliver a crap deal on his next SPAC merger to salvage whatever is left of his reputation. If his next deal is good, hopefully all his other SPACs pop enough that I can sell some off.