Radcon2017
Posted - 7 hours ago
$FBIO If You Build The Pattern…They Will Come
This current Channel Price Pattern of FBIO attracts many potential players including:
1. Institutions that specialize in Biotechs with Strong Near Term higher probability Catalysts ie $DERM and potentially Strong Revenue Growth✅
2. Value Investors looking for beaten down stocks with at least 1 Reverse Split evaporating past shareholder value, lower shares outstanding & float, with Recent Insider Buying and Substantial Insider Holdings as well as Near Term Catalysts✅
3. Chiselers & MM’s who buy & sell and sell & buy back keeping a stock trapped in a trading range✅
4. Short Term Investors looking to jump in on a channel breakout pattern or confirmec New Bullish Trend Higher❌
5. MOMO players who jump in and out on low float stocks when News & Volume hit hard on a stock both up and down causing prices to become extended from reality❌
Currently in Pattern Setup Phase waiting #4-5 players in my opinion…Wait for it
Stock_Titan
Posted - 2 days ago
$DERM $FBIO Journey Medical Corporation to Present at the Planet MicroCap Showcase: Vegas 2024
https://www.stocktitan.net/news/DERM/journey-medical-corporation-to-present-at-the-planet-micro-cap-qbi6tl2soyrl.html
14kmaker
Posted - 2 days ago
$DERM this is going to rocket up soon, next news here will be a catalyst. Hopefully it grabs the attention of the long overdue analyst price target coverage. The financial position is strong, so I’m not anticipating a buyout, but the product label happens is six months with FDA with a best in class drug. This baby will fly!
buymoremakemore
Posted - 3 days ago
$DERM if this can stay in this price til August after ADAP PDUFA. Maybe Ill go long
Kconn52
Posted - 3 days ago
$DERM seems very odd that this is trading here but it just makes accumulation more interesting
Yuvyuv
Posted - 3 days ago
$DERM when it will reach $5 investors will say "Uh.. wish I got in when it was $3.5". Then it will reach $8 and they'll say "Uh.. wish I got in when it was $5"
14kmaker
Posted - 4 days ago
$DERM this seems to have found good support at $3.5 and is a great entry point
RallyRaider
Posted - 5 days ago
$DERM "The overall rosacea market size was estimated at USD 2.09 billion in 2024 and is expected to grow to USD 3.19 billion by 2029." PDUFA in November, why does nobody love this?
14kmaker
Posted - 5 days ago
$DERM
DameWave
Posted - 1 week ago
$FBIO If I take your money, wouldn't you want it back? $DERM Do you seriously mean if you hypothetically were the CEO of Galderma and had the cash to buy DFD-29 for $420 M to get a much better product, and also avoid competing with this superior product, than the one you just last year sold for $300 M you would pass? Don't you understand that Oracea will be faced with a generic of their own product and DFD-29 in the sales fight? (The rest of you don't need to worry, there's no way DERM is releasing DFD-29 that cheap)
DameWave
Posted - 1 week ago
@omega42 "It would be foolish to spend another $400M+ to acquire and market competing product when they already have that market covered." Dumbest thing I've ever heard. If you have a product that sells for about $300 M per year 2 decades after it was approved... Was it worth spending $420 M on the buy? Again, Oracea has been sold for billions if you add up all the years... Now if there is a competing product (DFD-29) that has been shown in comparative studies to be totally clinically superior (again, I have never seen such a statistically superior medical product when you compare it to a standard of care product), and which is also "the first and only systemic therapy indicated for both inflammatory lesions and erythema in rosacea"... Then don't you want to own that product? $FBIO $DERM
omega42
Posted - 1 week ago
@DameWave no doubt that DERM has something special here but it does not make sense for Gald to acquire $DERM just to compete with is own product or perhaps shelve it to avoid competition, but instead i see some other BP that was looking to enter/expand into this space to take them out. I am not looking to pick fights w/ you here, just sharing my prospective.......and appreciate all your DD that you've been sharing on this board.
DameWave
Posted - 1 week ago
$FBIO If you read the data and read the points on these two pictures, do you understand now @omega42 why Galderma would want to own DFD-29? $DERM
DameWave
Posted - 1 week ago
$FBIO Market covered? Yes, and that is EXACTLY WHAT THEY ARE AFRAID OF LOSING! $DERM Can't you read? Don't know what happens when you co-compete with generics over your own product? And when you need to compete against a new product that has proven to be almost TWICE as good (DFD-29)? Read and review "DFD-29 CLINICAL OVERVIEW"-presentation in the link. If you don't understand after that, I can't help you... https://ir.journeymedicalcorp.com/company/presentations $XBI
DameWave
Posted - 1 week ago
$FBIO Are you kidding with me? If you can't bear to do the homework yourself, read all my posts on $DERM from April... Galderma bought Oracea in 2008 for $420 million (unbelievably cheap!) and it is still the standard of care. Sold for billions until now, when their patent expired and they lost the battle against generics (Lupin) this month. Galderma was so paranoid about losing market share in 2021-2022 in rosacea in the US that they entered into a sales agreement with a product they knew was significantly worse than their own (EPSOLAY, from SLGL), and they also knew that it had failed FDA inspections plan due to Covid -19 problems. DFD-29 is the SUPERIOR Oracea (read my old posts). Do you think they will just lie flat about losing one of their best selling products of the last two decades when they have a market cap of over 15 billion against a competitor that has a $69 M market cap? $XBI
omega42
Posted - 1 week ago
$FBIO Have not do DD on Galderma but what do they already have approved in the market space where DFD29 plans to compete? If nothing than i would agree for Galderma to acquire $DERM but if there is already something being offered that is approved and marketed, that would be waste on their part.
14kmaker
Posted - 1 week ago
$DERM time to load back up!!!!!
DameWave
Posted - 1 week ago
$FBIO The exact same thing that this series of posts discussed yesterday also applies to $DERM ($FBIO owns 53%): Almost the entire management (6/8) consists of former high-ranking executives from Medicis Pharmaceutical. Medicis were known for products such as Solodyn and Ziana for treating acne, and for Restylane and Dysport for treating facial wrinkles. In 2012 Medicis was acquired by Valeant Pharmaceuticals International for $2.6 B. https://www.fiercepharma.com/pharma/valeant-pharmaceuticals-international-inc-agrees-to-acquire-medicis-pharmaceutical $XBI
DameWave
Posted - 1 week ago
$FBIO Did you really dare to write rosacea Galderma? “Galderma has a broad portfolio and a commitment to developing new therapies in diverse disease areas with unmet medical needs. We hold leading positions in acne, rosacea …” If this is to be true, then Galderma must buy DFD-29 from $DERM ($FBIO owns 53%). https://www.galderma.com/therapeutic-dermatology $XBI
DameWave
Posted - 1 week ago
$FBIO I really, really hope not! $15 per share may sound like a lot when the stock is trading at $1.79 right now, but, it pretty accurately represents a market cap of $275 M. That's nothing! By comparison, $DERM expects to be able to sell DFD-29 for $300 M per year. Per year. Go back to my long 29 part thread from April 9th about DFD-29 and read... Then you have to try to convince me why DFD-29 wouldn't achieve at least $300 M per year in the future! I want to own Fortress as long as possible, and again, $275 M in market cap is nothing! Just over a week ago, an analyst raised his 12 month PT from $10 to $24 (link), and that's still only $442 M in market cap... $XBI Insider owns almost 34%. They now what they own. https://www.investing.com/news/company-news/fortress-biotech-stock-target-lifted-on-regulatory-milestones-93CH-3371600
DameWave
Posted - 1 week ago
$FBIO Are these 18 catalysts in the next year enough for a biotech company valued at $33 M when just their holding (53%) in $DERM are valued at $42 M? $XBI
DameWave
Posted - 1 week ago
$FBIO Why Galderma need to buy $DERM (FBIO owns 53%) in one picture $XBI
DameWave
Posted - 1 week ago
$FBIO If you buy shares in FBIO now, you get 53% of $DERM, $8 M (because 53% of DERM is valued $8 M higher than the entire FBIO) and the remaining portfolio below valued at $0 (where deals worth potential $900 M already been made). - Helocyte – 83% - Callvation – 79% - Oncogenuity – 79% - *Cyprium – 74% (Deal with Sentynl, eligible to receive sales milestones totaling up to $129 M and tiered royalties: 3.00% of net sales up to $75 M, 8.75% between $75 M and $100 M, 12.50% over $100 M) - Urica – 68% - *Caelum – 42% (42% of future proceeds to FBIO from Caelum and AstraZenecas deal, up to ~$150 M in future proceeds) - *Aevitas - ? (FBIO is eligible to receive up to ~$140 M in potential late-stage development, regulatory and sales milestone payments plus royalties from 4DMT) - Mustang – 21% - Avenue – 12% - Checkpoint – 11% * = Deals made In addition to the ownership percentage, FBIO has a 2.5% annual equity dividend and 4.5% royalty in almost all above. $XBI
DameWave
Posted - 1 week ago
$FBIO If you have read my long threads of posts here the last few days about Journey Medicals ($DERM) DFD-29, Cyprium Therapuetics CUTX-10 and AAV-ATP7A Gene Therapy and Urica Therapeutics Dotinurad... Do you understand last week's analysis price tag for 12 month rise from $10 per share to $24 (which is 1261.36% higher than yesterday's close) now? And then I have barely even mentioned the other 8 commercial and 21 clinical products in Fortress Biotech's total portfolio... $XBI https://markets.businessinsider.com/news/stocks/buy-rating-affirmed-a-promising-outlook-for-fortress-biotech-amid-upcoming-regulatory-milestones-and-strategic-investments-1033233477
DameWave
Posted - 1 week ago
$FBIO In my opinion, Galderma will buy out $DERM within the next 9 months. Remember where you read it first. $XBI
DameWave
Posted - 1 week ago
$FBIO $DERM Thoughts of pictures from Galderma roadshow presentation - Part 3 $XBI If your Therapeutic Dermatology goes back -2.2% between the years 2019-2023, you will lose one of your top sellers, but will still grow "High-teens" during the "Mid-term", what do you do then? You probably have to buy up the competitor who is superior...
DameWave
Posted - 1 week ago
$FBIO $DERM Thoughts of pictures from Galderma roadshow presentation - Part 2 $XBI This thing about "number 1" in rosacea in the world will be a pure lie in a few years... If you don't buy up the clinically superior product!
DameWave
Posted - 1 week ago
$FBIO $DERM Thoughts of pictures from Galdermas roadshow presentation - Part 1 $XBI How do you grow "High-teens" if your best-selling product in the category will plummet in sales? You buy the direct competitor which is by far the best.
DameWave
Posted - 1 week ago
$FBIO $DERM The timing, the structural need, the access to the money. The question is whether one has seen more justifications for a logical buyout than what appears here. The only objection is if Galderma thinks it will be too expensive and would rather fight for the sales rights to the EU for DFD-29. $XBI DFD-29 was statistically superior to placebo and Oracea on all co-primary and secondary endpoints in the Phase 3 trials (from pages 21-22 in the latest investor presentation): • MVOR-1: IGA Success was 41% greater than Oracea and more than double placebo • MVOR-2: IGA Success was 91% greater than Oracea and more than double placebo • No other drugs have demonstrated head-to-head superiority over Oracea MVOR-1: Inflammatory lesion reduction was 34% greater than Oracea and 75% greater than placebo • MVOR-2: Inflammatory lesion reduction was 23% greater than Oracea and 66% greater than placebo • No other drugs have demonstrated head-to-head superiority over Oracea