Night_Owl_Biotech
Posted - 14 hours ago
The attachment shows a history of commercial-stage oncology focused M&A by month via a simple calendar format visual. The acquirer is noted on top & the target on the bottom (by year/month). It appears historically there is not 1 time of the year M&A in this peer group is particularly concentrated Another take-away is that there have been 3-4 such acquisitions per year the last 3 years. We believe we have a good guess as to who are strong commercial-stage oncology focused biopharma candidates for M&A in the next 12-15 months. We'd pick $SWTX $IOVA $BPMC $DCTH $DAWN (not in that exact order) Our next post will document what has happened to the share prices of comm'l-stage oncology focused bios that did not sell. Our records indicate 4 of every 5 trade materially lower today than as of their FDA approval dates. Follow us if you're interested As always, the attachment could be wrong. We make inadvertent mistakes. This is not investment advice.
markwyatt
Posted - 1 day ago
@TradeWinner $DCTH This may be your chance... just dumped a bit
alexpitti
Posted - 1 day ago
I know everyone on $nvno page hates me, but there are other ways to make money. You can release your grip of this shitco and invest in $rcel $myo $dcth $stxs which have more upside and less risk!
TradeWinner
Posted - 1 day ago
$DCTH calm before the price explosion.
Humdinger1966
Posted - 1 day ago
$DCTH Looking at the Healthcare Setting Locator Map, it is clear that Texas and Washington are both vast open spaces with significant populations. I do see MD Anderson is on preparing to start treatments but there is nothing on either of the two HEPZATO websites for the Washington area. Surely Seattle has to have a hospital interested?
PRODUCTOF90S
Posted - 2 days ago
$DCTH Dont be like Tim 🤣🤣
Dryrr
Posted - 3 days ago
$DCTH so.. what are the bull cases here?
Moneyrollmoney
Posted - 3 days ago
$HYLN $BMR $ELUT $DCTH Great to see after 1 year the stock I have share with my follower gain profit. Congratulations !! Consistent is the key to profit. Momentum stock is the key to buy and hold. Follow me for daily momentum stock if you wish to make some quick profit 🤩
brunoq14
Posted - 3 days ago
$DCTH According to Schwab we had six cents per share of positive earnings last quarter. We were supposed to have a 20 cents per share loss. Did we get sufficient credit for this? No, we dropped 30%. Now Schwab is forecasting earnings of a loss in a five to nine cent range for next quarter. Breakeven is approaching quickly.
Primitivetablemaker
Posted - 4 days ago
$DCTH holding. Multi runner
brunoq14
Posted - 5 days ago
$DCTH We've almost won over CFRA. Strong Sell on launch, then upgrade to Sell. Hold as of 11/15.
StockConsultant
Posted - 5 days ago
$DCTH Delcath Systems stock watch, pull back with bullish indicators at https://stockconsultant.com/?DCTH
HypnoTrader
Posted - 1 week ago
Mnov is not competition to $dcth. But they recently received a patent that claims that their lead compound prevents metastasis of uveal melanoma. The compound is in clinical testing for other indications so far. This company has partnerships with major players, so its not a fraud. So its just a distant, but potentially real threat. https://www.globenewswire.com/news-release/2024/05/20/2884704/7767/en/MediciNova-Receives-Notice-of-Allowance-for-New-Patent-Covering-MN-166-ibudilast-for-the-Prevention-of-Metastasis-of-Eye-Cancer.HTML.
Greggiew
Posted - 1 week ago
$DCTH this seems like a no brainer investment. Large unmet need for treatment for OM in the liver in USA. Product has a long track record in Europe, is effective and there will definitely be 20 centres open and treating in about 6 months. At 2 treatments per month, that’s 120 per quarter. DCTH makes $182,500 per tmt = $22m plus $2 (ROW) by next summer per quarter. At 10x revenue (growing medical device company not unreasonable) SP should be quarterly rev in $s. (40m shares at 10x Quarterly revenue).
brunoq14
Posted - 1 week ago
$DCTH Getting a little weird today with XBI down $5. Even in its decline it rarely went down that much in a single day.
Zzzquil
Posted - 1 week ago
$DCTH pretty decent volume today
HypnoTrader
Posted - 1 week ago
$DCTH is mnov competition? No. Many years from now, maybe they can be. I am just trying to figure out why 3 funds specializing in biotech started liquidating fast last quarter. Maybe its something else that we don't know about....
Nosh
Posted - 1 week ago
$DCTH In with a starter...
brunoq14
Posted - 1 week ago
$DCTH We are approved and growing.. That should help to weather fthe storm.
brunoq14
Posted - 1 week ago
$DCTH Is this all because of RFK? I can see vaccine stocks, but cancer drugs?
kmx_swing
Posted - 1 week ago
$DCTH so they can shortly push it under $7...but probably not under $6 🤔🤣
HypnoTrader
Posted - 1 week ago
$dcth Looks like major biotech players have cashed out or started to last quarter. BVF, Vivo Opportunity, Aigh Capital. Is it just the upcoming dilution to fund trials starting in 2H 2025? Or is it something worse, like potential competition from MNOV? Whatever it is, the fact is the big biothech boys are getting out.... BIOTECHNOLOGY VALUE FUND L P History 1,041,667 9,406,253.01 0.32% 34 -1,296,759 3.72% 13G 2024-09-30 2024-11-14 VIVO OPPORTUNITY FUND HOLDINGS, L.P. History 1,708,590 15,428,567.7 1.90% 6 -1,000,002 6.10% 13G 2024-09-30 2024-11-14 VIVO CAPITAL, LLC History 997,005 9,002,955 0.75% 1.29% 24 -669,741 3.56% Q2 2023 4.87 13F Filing 2024-09-30 2024-11-13 AIGH CAPITAL MANAGEMENT LLC History 1,782,490 16,095,885 4.54% 6.26% 6 -617,302 6.37% Q4 2023 3.85 13F Filing 2024-09-30 2024-11-13
