GBA's "2021 Stock Phantasma"

Discussion in 'Stocks' started by stonedinvestor, Jan 1, 2021.


  1. If you ran say $5 million in various portfolios and you had a lot of folks depending on you. Would you like a one day gain of one stock moving 30%.

    Or would you like 2 weeks of constant gains that lifts your entire portfolio....

    Time in Van... so important.

    LOOK AT WHAT Hilton BOUGHT!
     
    #2451     Mar 10, 2021
  2. vanzandt

    vanzandt

    Yeah, I'm a rhymer
    I can turn twenty cents into a ten
    And if I get confused, and I start to lose
    I rhyme a dime 'til it all makes sense

    And if the house just keeps on winning
    I got a wildcard up my sleeve
    And if love keeps giving me lemons
    I'll just mix 'em in my drink
    And if the whole wide world stops singing
    And all the stars go dark
    I turn the light on in my soul
    And keep a bluebird in my heart

     
    #2452     Mar 10, 2021

  3. Boy you are Blue boy today.... If it's flying already it's not a good gummy! Let me look up the story geeze....
     
    #2453     Mar 10, 2021
  4. vanzandt

    vanzandt

    It hurt its little wing last month, but the story just changed.
    It's not flying yet.
     
    #2454     Mar 10, 2021
  5. Van this is the way the stoned mind views things. A ways back BLUE had to stop a trial and now the two deaths have been proved to be I don't know not Blue's fault. Initially when thenews came this happened.

    Orchard selloff on Bluebird Bio news overdone, says Goldman Sachs 02/18 ORTX, BLUE Shares of Orchard Therapeutics (ORTX) are down 16% this week on a "negative read-across" from Bluebird Bio (BLUE), which on announced a temporary suspension of trials for its mid-stage gene therapy candidate, LentiGlobin, for treatment of sickle cell disease and a marketing pause for Zynteglo, a gene therapy treatment for beta thalassemia that has already been approved in Europe, Goldman Sachs analyst Graig Suvannavejh tells investors in a research note. The analyst, however, e believes the weakness seen in Orchard shares is overdone as he does not see any direct negative read-across. The company is employing an altogether different vector construct than the one used by Bluebird, says Suvannavejh. He reiterates a Buy rating on Orchard Therapeutics with a $13 price target.

    Me I buy Orchard! ORTX $8.22 Flat at open<------
     
    #2455     Mar 10, 2021
  6. Orchard Therapeutics, PLC(ORTX)

    Orchard Therapeutics, a biopharma research company focused on the development of gene therapies for the treatment of rare diseases. The company’s goal is to create curative treatments from the genetic modification of blood stem cells – treatments which can reverse the causative factors of the target disease with a single dosing.

    The company’s pipeline features two drug candidates that have received approval in the EU. The first, OTL-200, is a treatment for Metachromatic leukodystrophy (MLD), a serious metabolic disease leading to losses of sensory, motor, and cognitive functioning. Strimvelis, the second approved drug, is a gammaretroviral vector-based gene therapy, and the first such ex vivo autologous gene therapy to receive approve by the European Medicines Agency. It is a treatment for adenosine deaminase deficiency (ADA-SCID), when the patient has no available related stem cell donor.

    In addition to these two EU-approved drugs, Orchard has ten other drug candidates in various stages of the pipeline process, from pre-clinical research to early-phase trials.

    Anupam Rama, another of JPM’s 5-star analysts, took a deep dive into Orchard and was impressed with what he saw. In his coverage of the stock, he notes several key points: “Maturing data across various indications in rare genetic diseases continues to de-risk the broader ex vivo autologous gene therapy platform from both an efficacy / safety perspective… Key opportunities in MLD (including OTL-200 and other drug candidates) have sales potential each in the ~$200-400M range… Importantly, the overall benefit/risk profile of Orchard’s approach is viewed favorably in the eyes of physicians. At current levels, we believe ORTX shares under-reflect the risk-adjusted potential of the pipeline...”

    The high sales potential here leads Rama to rate the stock as Outperform (Buy) and to set a $15 price target<-----

    Van this is your fault I might do this! :finger:
     
    #2456     Mar 10, 2021
  7. Oh Van 44 sec mark! It's all I think about lately a beach some bud, some eye candy and a party
     
    #2457     Mar 10, 2021
    vanzandt likes this.
  8. vanzandt

    vanzandt

    10% short interest.
    Almost 5000 of the $30 and $35 3/19 calls were bought at the ask in the last 2 days of Feb.

    Insiders exercised their options to buy.
    None have sold.

    And like I said, that floor at $27-$28 based on that bad news last month... seems solid.

    Chairman:

    Mr. Lynch has approximately 30 years of experience serving in management and board roles in the biotechnology and pharmaceutical industries. He is a strategic advisor at Third Rock Ventures and currently serves as chairman of the board of bluebird bio, Blueprint Medicines, Surface Oncology, Translate Bio (formerly RaNA Therapeutics), and SpringWorks Therapeutics. He previously served on the boards of a range of additional biotech companies, including Nimbus Therapeutics, Avila Therapeutics, and Stromedix. Mr. Lynch served as chief executive officer and chief financial officer of ImClone Systems Corp. While at ImClone, he led the company through a significant turnaround, negotiating a major partnership with Bristol-Myers Squibb and helping secure FDA approval of its novel cancer treatment, ERBITUX. Earlier in his career, Mr. Lynch served in various financial positions at Bristol-Myers Squibb over a 15-year tenure. He served on the board of directors and the audit committee of U.S. Oncology Inc., for five years until December 2010 when it was acquired by McKesson. Mr. Lynch received his B.A. in mathematics from Wesleyan University and his M.B.A. from the Darden Graduate School of Business Administration at the University of Virginia.
     
    #2458     Mar 10, 2021
  9. Orchard is going to smoke Blue as a trade- I swear- $100% gain> I'm going to tear apart my etrade acct just to make a point!
     
    #2459     Mar 10, 2021
  10. vanzandt

    vanzandt

     
    #2460     Mar 10, 2021
    stonedinvestor likes this.