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Liminal BioSciences Inc. PFSCF


Primary Symbol: LMNL

Liminal BioSciences is a biopharmaceutical company focused on the discovery and development of novel, small molecule drug candidates for the treatment of patients suffering from fibrotic or inflammatory diseases that have a high unmet medical need. Liminal BioSciences operates on an integrated basis from our talent hubs in Laval, Quebec, Canada, and Cambridge, UK. Our common shares are listed for trading on the Nasdaq Global Market.


NDAQ:LMNL - Post by User

Bullboard Posts
Comment by Motownwingon Nov 28, 2017 9:14am
225 Views
Post# 27044995

RE:why do you think sp doesn't increase

RE:why do you think sp doesn't increaseLong list in no particular order:
- past delays and missed milestones has impacted market confidence in current management team
- management has been unable to deliver any significant partnership agreement
- no short term milestone expected - FDA approval not before April 2018
- shorters like this stock, they can move it up and down and make significant returns both ways
- tax loss selling - with no short term milestone, there is plenty of time to get back in after the 30 day wait for the tax rule (refer to below note from Canaccord) 
-  high risk nature of any biotech stock - FDA approval in not a slamdunk; could have additional delays or worse...
Full disclosure, I have shorted this stock earlier this year but am now building a long position. IMO, I believe that the return in the next 3 to 6 months could be interesting. High risk high reward stock. Not for everybody. GLTA 
Extract from Canaccord, Neil Maruoka note from Nov 20, 2017:
Upcoming Potential Catalyst
With no visible catalysts into the end of the year, shares of ProMetic may appear ripe for
tax-loss selling. While there is always the potential for product licensing deals, we believe
the timing of such transactions is impossible to predict.
Looking into 2018, the next clear catalyst for ProMetic is the April 14 PDUFA date for
Ryplazim. Although the stock could run into this FDA decision, we do not expect any
momentum until the first quarter of next year at the earliest.
Near-term Trade Opportunity
With an expected cash runway of 18 months (including the recently announced $100
million credit facility), we believe that shares of ProMetic represent an attractive buying
opportunity given the significant catalysts expected in 2018. While we could continue
to see additional tax-loss selling into year-end, we recommend investors accumulate on
weakness.
Bullboard Posts