posted April 26, 2022 08:33 am by JonathanJSmith
(30)
I'm disgusted too. What does $45MM get them, another quarter's worth of financing - maybe two? One would think that they'd do a financing AFTER their sNDA submittal. I guess they
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posted April 22, 2022 04:48 pm by dmacd
(31)
I was going to sell at a loss, but decided to lower my average cost due to the discount. They will have $150M cash less Q1 spend. Probably trading at 70% current cash with an approved blockbuster drug
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posted March 31, 2022 12:33 pm by JonathanJSmith
(30)
Yeah, I agree - worse sales than I had expected. They should get a pop however when they submit their supplemental NDA vis-a-vis rVVC in Q2. I'm still holding as their MC is hovering around cash
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posted March 29, 2022 11:39 am by dmacd
(31)
The problem is Mario and Christine are spending with reckless abandon. We need a businessman to run the company not a doctor. Mario can raise money but it dilutes so value is not delivered. Burry will
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posted February 07, 2022 03:22 pm by GMA133
(0)
Join me by taking your action by contacting SCYX Investor Relations. Today, I emailed Irina of SCYX - Investor Relations & recommended that Marco Taglietti, M.D. launch a
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posted January 21, 2022 03:35 pm by dmacd
(31)
Valued at cash again... well plus the long term debt. Expecting $20M burn as sales will take a while. Question is can they avoid another dilution with profits within next 3 or 4 quarters. The new
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posted December 06, 2021 03:16 pm by JonathanJSmith
(30)
Good presentation today. Also, good to hear that Burry bought almost 800K shares recently. Ibrexa will be a billion+ dollar drug within a few short years; it'll be quite a lucrative franchise as
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posted November 19, 2021 04:48 pm by dmacd
(31)
Good volume. Back to breakeven. The payoff has taken a while but it'll be worth it. Very tight share structure.
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posted November 16, 2021 09:55 am by dmacd
(31)
https://www.reuters.com/business/finance/big-short-burry-exits-bearish-bets-tesla-google-2021-11-16/ From the CEO BBs
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posted November 15, 2021 11:22 pm by dmacd
(31)
Good points. I have accumulated about my limit for these speculative buy mostly derisked value stocks. I plan to hold tight for 3 to 5 years and hope management will value the SP. Thanks!
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posted September 20, 2021 08:55 am by JonathanJSmith
(30)
There's no real capital raise here or dilution (only ~1.3mm shares). They filed the recent S3/prospectuses for a couple of purposes - because the original (written 3 years ago) was expiring, and
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posted September 17, 2021 05:08 pm by dmacd
(31)
Show some progress.before another capital raise. No focus on SP. Winning losers .. grrrrr.
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posted August 17, 2021 02:35 pm by dmacd
(31)
Wow. These biopharma stocks are truly in show me stage for valuation. Great opportunity for those with high conviction (like me) to load up way more than you thought you could. Sales will start slow
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posted July 30, 2021 12:34 pm by dmacd
(31)
Shorters might have their way for now but once sales start to roll out then they will pay up. There cannot be a lot of downside to warrant taking on the risk of upside on positive roll out news. The
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posted June 25, 2021 10:21 am by JonathanJSmith
(30)
Crazy high short interest here ( > 3.6mm shares short). I guess that's why the stock went down upon approval. I'm waiting for the EMEA contract to be finalized; with luck it'll be
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posted June 02, 2021 03:58 pm by JonathanJSmith
(30)
Yeah, I wasn't expecting this kind of reaction either. The next few weeks will tell the tale; the approval information needs to be absorbed. Based on the CC today, I inferred that an EMEA
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posted June 02, 2021 11:06 am by Kipper22
(0)
Seriously!? Approved and it goes down... Wtf
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posted June 02, 2021 07:39 am by JonathanJSmith
(30)
https://finance.yahoo.com/news/scynexis-announces-fda-approval-brexafemme-113000221.html Cheers, JJ
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posted June 02, 2021 07:26 am by JonathanJSmith
(30)
Yeah, everyone's in waiting mode. I think the company has 24 hours to release material information - assuming they've received some. Personally, based on data the drug should be approved. My
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posted June 02, 2021 04:58 am by Kipper22
(0)
Wasn't the FDA supposed to deliver their verdict yesterday?
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