Dark_Horse_Investments
Posted - 1 day ago
What is your point? your coarse statement below is devoid of fundamental reasoning - just being transparent. My applause to you for being a medical doctor. My sincere thanks. But how does this qualify you in any shape or form when it comes to funding a capital structure of an emerging biotech ie $SGMT ? I mean that is unless you are an advisor investor to a science fund (as I have) and have done capital finance rounds multiple times. So please share with us, perhaps your material is worth reviewing... Thanks in advance
Dark_Horse_Investments
Posted - 1 day ago
$SGMT good lively exchanges, thx Maybe it is as you say (well, as they say - non dilutive financing ). As a capital structure guy, I would be very concerned if a sub $200 million capitalization company raises $300 or more million in debt. Perhaps I am skeptic or we are all naïve in believing that they will get free cash. But strange are the roads that lead to success... I do expect some kind of a PIPE deal ( private investment in public equity ) accompanied by leverage... I have underwritten said investments in the past. Lets see - I like the science and as I said this thing will be approved and accrete value for patient investors...
nastento
Posted - 1 day ago
$SGMT seems to be pinned at 4.50...maybe I am wrong about financing
Dark_Horse_Investments
Posted - 2 days ago
$SGMT @idousky If your holdings in SGMT is a significant bulk of your portfolio and you’re experiencing a major loss (eg purchased in January), maybe a sell is for you. I’m conducting due diligence and currently own a small amount but plan to buy more. my portfolio is small relative to others but for context I am targeting to add on the drawdown about $20-$30k worth of shares. The main challenge isn't product approval but raising $200-$300 million for phase 3 trials. The compound is unique, which aligns with our strategy. The market segment has strong competition (e.g., $AKRO, $MDGL), but our unique inhibitor has potential. I don’t see $VKTX-2809 as a relevant competitor.
idousky
Posted - 2 days ago
$SGMT thinking about selling all my shares , any second thoughts?
kthart
Posted - 2 days ago
$SGMT whelp, patience and a little trading should pay off here. Loaded with 50% more shares than I had during the first run-up, at the same cost. It wasn't easy buying below $3 but I'm better for it!
smolcapcat
Posted - 3 days ago
$SGMT I'm in, bonjour
Peterson28
Posted - 3 days ago
$SGMT Calm down rookie. Barely 200 shares traded. It will come back down 15% after market open.
whiskas007
Posted - 3 days ago
$SGMT up 15ء%… any news ?
cats44ever
Posted - 4 days ago
$SGMT Have to assume the only viable time to announce a deal before year end (as SGMT stated they want financing for PH3 resolved before starting trials), is this week and the first 3 weeks in December. Can't see a Thanksgiving week deal & as Christmas & New Years are on Wednesdays this year, I don't see a deal on those weeks...and therefore, can't see a deal after the 20th of December. So...It seems that the December options market (ending 12/20) is predicting that there will be minimal stock-price movement to the upside from here. Dec 5 calls are 30 cent bid 40 cent offer. Not trying to be negative here; just realistic. April 7 1/2 & July 10 calls suggest decent appreciation opportunities.
Effe839
Posted - 4 days ago
$SGMT Crazy how static it has been since 11.40 AM
nastento
Posted - 4 days ago
$SGMT flushing out before news?
cats44ever
Posted - 5 days ago
$SGMT 2 cents on what's going on... It's possible that big pharma is concerned with the hair loss/hair thinning side effect. Seems that every recent conference/presentation... the hosting analyst presses Happel & Martins for answers to this Adverse Event. Happel responded (a few months ago... I don't remember which conference) that there had been no hair loss AE's in the Chinese Acne trial to date... unfortunately, the trial results have been pushed back 3 months. For the patient investors... if... the Acne trial (which should have interim topline data May-2025, is positive... AND... there is no hair loss side effect... SGMT goes to at least $12.
nastento
Posted - 5 days ago
$SGMT 100% chance of non dilutive financing
nastento
Posted - 5 days ago
$SGMT sure would be nice to release that financing news to stop the bleeding...
Stokwits
Posted - 5 days ago
$SGMT buying more tomorrow morning
GXD_Texas
Posted - 5 days ago
$SGMT yay. I’m just living my best life”Brat” life lol.
Effe839
Posted - 5 days ago
$SGMT About to buy some more at 4,20€
That number is not random 👀
Expharmaguy
Posted - 5 days ago
$SGMT Sell off is not surprising. Wall St is waiting for the company to report that they have enough cash to initiate their 2 Phase 3 trials in MAFLD and MASH. While the AI presented today is interesting, we have known the general result of their phase 2 for a while now, so its nothing that new, just a very granular look at some of the patients. Study published in the Lancet, but w/o the AI info. We need to start these Phase 3 trials.
Jabed206
Posted - 5 days ago
$SGMT Keeps on dropping, down to $2.50 probably lol
Expharmaguy
Posted - 5 days ago
$SGMT Good article on SGMT on Seeking Alpha that focused mainly on their drug's potential in Acne Vulgaris
Stokwits
Posted - 5 days ago
$SGMT 😲
Jabed206
Posted - 5 days ago
$SGMT oh, great sell off
Jabed206
Posted - 5 days ago
$SGMT been buying and averaging down
yukselkaradeniz
Posted - 5 days ago
$SGMT added more
valueforme
Posted - 5 days ago
$SGMT I keep buying as it will be too late after this