GBA Presents: House of Gummy-!

stonedinvestor · Aug 27, 2023

stonedinvestor said:
<<< GBA Fab 4 Next Week >>>

sofi--

zura--

TEAM--

MDB--
More...

MDB we covered, TEAM- SOFI kind of & Zura I think you guys are set.

SOFI research needs more work.

stonedinvestor · Aug 27, 2023

A word on REITS.

The time is very close. // We have our #1 idea picked out// Wouldn't mind a few others.

Is their a REIT you especially like? Or Own? Or is our performing? Let us know!!

Next week is Most likely REIT week!//////////////////

stonedinvestor · Aug 27, 2023

Since last Nov there have been about five 14% drawdowns in the REIT index- count them out.
We are at the bottom of the 5th and ready to go up.

This time it may be different. If we could catch the wave here at the right point we will be sitting pretty the back part of the year.

https://seekingalpha.com/symbol/REET/charting?compare=REET&interval=1Y&metric=priceReturn

stonedinvestor · Aug 27, 2023

1 big heads up--and this is surprising- Zura was a SPAC. I had no idea. There were not many Bio SPACS for sure and very few of value.

So big warning sign or is it a tell that a major firm went out on a limb for them--

Oppenheimer Initiates Coverage of Zura Bio Ltd - (ZURA) with Outperform Recommendation
August 25, 2023 — 04:32 pm EDT

Fintel reports that on August 25, 2023, Oppenheimer initiated coverage of Zura Bio Ltd - (NASDAQ:ZURA) with a Outperform recommendation.

Analyst Price Forecast Suggests 156.89% Upside<------

As of August 2, 2023, the average one-year price target for Zura Bio Ltd - is 17.34. The forecasts range from a low of 14.14 to a high of $21.00. The average price target represents an increase of 156.89% from its latest reported closing price of 6.75.<----

Ok That's a big leap in average PT from $6.75 to $17 right?// and as an analyst why would you ever do that on a SPAC. which seldom get above $10 right?

Hummmmmmmmmmmmmm.

What is the Fund Sentiment?

There are 54 funds or institutions reporting positions in Zura Bio Ltd -. This is an increase of 49 owner(s) or 980.00% in the last quarter.

HOLD UP! BEING A STOCK PICKER MEANS BEING A DETECTIVE.....

Lets roll that back. Old Price targets $6.75 new Price Targets $17.
Old amount of Funds in just last QTR 5 Terrible...

Now-> 54. Alert******* This is the type of small clues I look for with my research.

Some examples-
Great Point Partners holds 3,295K shares representing 7.56% ownership of the company.

Suvretta Capital Management holds 2,850K shares representing 6.54% ownership of the company.

Deep Track Capital holds 2,523K shares representing 5.79% ownership of the company.

Armistice Capital holds 950K shares representing 2.18% ownership of the company.

Citadel Advisors holds 713K shares representing 1.64% ownership of the company.

Zura Bio Background Information

JATT Acquisition Corp is a blank check company, also commonly referred to as a special purpose acquisition company, or SPAC,

Zura Bio today announced the closing of its business combination with JATT Acquisition Corp, a special purpose acquisition company (NYSE: JATT) on March 20, 2023. The business combination was approved on March 16, 2023 by JATT's shareholders.Mar 21, 2023

stonedinvestor · Aug 27, 2023

Only one Bio that I can think of Moonlight MLTX was a SPAC that took off--

Could ZURA Be The Next Moonlight-?

stonedinvestor · Aug 27, 2023

BlackBerry Limited (BB)- will they get bought? GBA gave you a tasty news flash last week I'm in earlier than you all but not by much I bought up 6-7% and by the time I got you the scoop it was up 11% but that did not stop BB.

Could the Meme Crowd get this geeked up next week? let's hope. cause' it's Sunday and I haven't heard about a deal yet which makes me mucho nervous.-

NYSE - NYSE Delayed Price.
5.23+0.80(+18.06%)<-------------
At close: August 25 04:00PM EDT
5.30+0.07(+1.34%)
After hours:Aug 25, 07:59PM EDT

stonedinvestor · Aug 27, 2023

stonedinvestor said:
WATCH LIST

The Vita Coco Company, Inc. (COCO)
NasdaqGS - NasdaqGS Real Time Price.
27.15-0.04(-0.15%)
As of 03:42PM EDT.
More...

I'm starting to think something different is going on with this stk. I have no proof. My HF does not play it.. but I have that weird feeling this is one of those special stks the Hedgies keep to themselves... You run across these, POOL was one and CELH as Ted mentioned.. These stks the Hedgies buy in bulk and talk up.

There's something different about COCO.

Vita Coco Attracts Big Money Inflows
Want an edge in trading? Follow the Big Money.

What’s Big Money? Said simply, it’s when a stock rises due to institutional demand. Top stocks tend to attract savvy investors.

You see, fund managers are always looking to bet on the next outperforming stocks…the best in class. They spend countless hours sizing up companies, reading reports, speaking to analysts…you name it. When they find a company firing on all cylinders, they pounce in a big way.

The YTD action tells the story. Each green bar signals unusual buying volumes in COCO shares, pushing the stock higher:

Source: www.mapsignals.com
Few stocks have charts this strong. Recent green bars suggest healthy demand. But, what about the fundamental story?

Vita Coco Fundamental Analysis
Next, I want to make sure the fundamental story is healthy too. As you can see,COCOhas had positive sales and EPS growth in recent years:

3-year sales growth rate (+14.8%)

3-year EPS growth rate (+48.6%)

The company is also expected to grow EPS 9.6% this year.

Source: FactSet

Marrying great fundamentals with our proprietary Big Money software has found some big winning stocks over the long-term.

Source: www.mapsignals.com
Tracking unusual volumes >

stonedinvestor · Aug 27, 2023

TrailerParkTed said:
Stoney’s got the brains, let’s make lots of:

More...

Such a good band! Great memories. Pet Shop doesn't get enough love. Duran Duran as well... another cool band from the past.

stonedinvestor · Aug 27, 2023

stonedinvestor said:
The Stock that is popping for me today in my mind is BLUEBIRD. Need to freshen up on the thesis....

Bluebird bio favored at Baird as sickle cell disease space gets busy
BLUE+2.59%

KEY POINTS

Bluebird Bio has two approved gene-editing treatments, but they aren't generating much sales yet.

The small-cap biotech company could earn another approval by the end of the year.

Its next potential product has a much larger addressable market than its existing ones.

Is this stock a value buy or a value trap?
Looking at the performance of Bluebird Bio (BLUE2.59%)over the past three years, one wouldn't guess that it is one of the rare gene-editing specialists that has not just one but two approved products on the market in the U.S. The biotech's shares are down by 87% over this period. Is there any hope for Bluebird?

Some think so. From its current share price of $3.42, Wall Street analysts believe the stock could jump by 115% within a year. Their average price target is $7.36. Meeting these expectations is one thing, but performing consistently well after that is another.

Let's find out whether Bluebird's shares are worth buying while they are still down.

All eyes on lovo-cel
Bluebird is currently growing its revenue rapidly. The problem is that its sales are extremely low. In the second quarter, Bluebird's revenue of $6.9 million more than quadrupled compared to the year-ago period. The biotech's two approved gene-editing medicines are Zynteglo and Skysona. The former is a one-time curative treatment for transfusion-dependent beta-thalassemia (TDT), a rare blood disease.

Skysona treats cerebral adrenoleukodystrophy (CALD), a rare, progressive, neurodegenerative disease. Aside from the fact that these therapies are difficult to administer and cost a lot of money, their combined target market in the U.S. is tiny -- about 1,540 patients. That's why Bluebird's next potential product is important. The company is awaiting approval from the U.S. Food and Drug Administration (FDA) for lovo-cel, a potential therapy for sickle cell disease (SCD), another rare blood disorder.

The FDA set a Prescription Drug User Fee Act (PDUFA) action goal date (the latest date by which the FDA should either approve or decline Bluebird's application) of Dec. 20. Bluebird recently got more news from the regulatory agency. The FDA decided that there would not be an advisory committee meeting to discuss the approval of lovo-cel. Why does this matter? The health agency has its own experts who dig through the data from clinical trials and decide whether it is worth approving a medicine.

However, the FDA occasionally requests the opinion of outside independent experts who also review all the facts and data and submit their recommendations. The FDA isn't obligated to follow the opinions of these independent experts, but it almost always does. However, it's important to highlight that the FDA often requests advisory committees "to assist the review division with interpretation when questions or difficulties related to trial data arise."

That's why the FDA's decision not to hold an advisory committee meeting to discuss lovo-cel could be a good sign. There is always the possibility that the data so clearly does not support lovo-cel's efficacy that the FDA need not bother with independent experts singing the same tune, thereby wasting everyone's time. But that's unlikely. Bluebird argues that of all the gene therapies in development to treat SCD, lovo-cel is "the most deeply studied."

The package that supports lovo-cel's approval includes data on more than 50 patients and a follow-up of more than six years for some patients (that's a lot), the longest follow-up time of any gene therapy for SCD.

NASDAQ: BLUE
Bluebird Bio
Today's Change
(2.59%) $0.09
Current Price
$3.56

Lovo-cel's market opportunity
With lovo-cel looking increasingly likely to earn approval, let's turn to the medicine's market opportunity. Bluebird estimates 20,000 eligible patients in the U.S. The company couldfairly price lovo-cel at about $2 million, which is even less than what its current therapies cost. Zynteglo is priced at $2.8 million per-treatment course, while Skysona costs $3 million.

Lovo-cel's total addressable market could amount to more than $40 billion for a company with a market cap well below $1 billion. But there's a catch. First, lovo-cel will encounter some of the same issues as Zynteglo and Skysona. It is complex to administer and can only be done in qualified treatment centers. Second, there is another treatment for SCD on the way.Vertex Pharmaceutical andCRISPR Therapeuticsare awaiting FDA approval for exa-cel, a competing medicine.

The FDA should decide on this therapy by Dec. 8. Vertex has more funds to work with than Bluebird. On the other hand, lovo-cel received a B+ grade from The Institute for Clinical and Economic Review (ICER), a non-profit organization concerned with ensuring the affordability of medical care. The ICER gave a grade of C++ to exa-cel.

So, at least according to this organization -- the same one that estimated a fair price for these medicines of as much as $2 million -- lovo-cel seems slightly more effective than its would-be competitor. Let's assume Bluebird can capture a 20% share of its target market of about 20,000 patients in the next 10 years. That's $8 billion, or an average of $800 million annually.

Is Bluebird stock a buy?
There is a lot that can still go wrong for Bluebird. But at the very least, the company has proven innovative capabilities. If enough can go right for the company, it could far exceed Wall Street's expectations even through the next year. Bluebird's shares could soar on lovo-cel's approval. But Bluebird remains a very risky stock as investors will be left with worthless shares if anything goes wrong with lovo-cel.
More...

Lets keep track here-

bluebird bio, Inc. (BLUE)
NasdaqGS - NasdaqGS Real Time Price.
3.7900+0.2300(+6.46%)
At close: August 25 04:00PM EDT

stonedinvestor · Aug 27, 2023

stonedinvestor said:
TED I like this PHAT>>> $14.50 Buy Point.
More...

Ok -- This has hit our Target Buy Price as well!

You know when a few Bio's pop on your screen it could be thatthe sector is about to move.

Biotech has been decidedly OUT of favor lately.

Phathom Pharmaceuticals, Inc. (PHAT)
NasdaqGS - NasdaqGS Real Time Price.
14.43-0.30(-2.04%)
At close: August 25 04:00PM EDT