zzlangerhans’ Activity

Yesterday

CAPS Outperform Pitch

zzlangerhans wrote about Synta Pharmaceuticals Corp. (SNTA) . 3:44 PM

SNTA Outperform

The great thing about rating Synta is that red or green, you're likely to get a positive score eventually. This stock has had more ups and downs than the elevator at the Empire State Building. Every time the company looks like it's finally knocked [more]

Caps Pick

zzlangerhans made a pick in CAPS. 3:44 PM

Synta Pharmaceuticals Corp. (SNTA) will Outperform the S&P 500

Tue Apr 15

Blog Post

zzlangerhans added a blog post. 10:59 PM

On capitulation.

It's been an interesting ride the last four months. I thought watching my portfolio going up 600K in three months was wild, but it was nothing compared to seeing it drop 500K in less than a month. After watching my net worth drop [more]

CAPS Outperform Pitch Reply

zzlangerhans commented on zzlangerhans's pitch for RTRX. 4:06 PM

Yes, good entry point ahead. How much ahead is the question.

CAPS Outperform Pitch Reply

zzlangerhans commented on zzlangerhans's pitch for PRAN. 10:27 AM

I think it's not much different from being long. In order to be successful on a short without having the capability to create your own negative catalyst (e.g. Citron) you have to have the cojones to go red and double down as long as your thesis is [more]

Sun Apr 13

CAPS Outperform Pitch Reply

zzlangerhans commented on zzlangerhans's pitch for PRAN. 7:34 PM

You are welcome. Good to know I didn't completely waste my time while not finishing my tax return last night. If people with real insights into companies like these cannot usefully apply them, what hope is there? Answers (choose your favorite): 1. [more]

CAPS Outperform Pitch

zzlangerhans wrote about Prana Biotechnology Limited (ADR) (PRAN) . 1:18 AM

PRAN Outperform

Wow, Prana, what a story and what a lesson in biopharma for anyone prepared to learn. Figure 1: Five year chart of Prana share price from Yahoo Finance. Open this in a second window or second screen to refer to as you read the pitch. [more]

Sat Apr 12

CAPS Outperform Pitch

zzlangerhans wrote about DICERNA PHARMACEUTICALS INC (DRNA) . 8:59 AM

DRNA Outperform

Dicerna seems to be the poster child for zzporte woes in the spring biopharma sector downturn, given that we bought 450 shares close to the highs since the February IPO and are now down well over 50%. We lowered our cost basis to 34 with another buy [more]

Fri Apr 11

CAPS Underperform Pitch

zzlangerhans wrote about Delcath Systems, Inc. (DCTH) . 11:26 PM

DCTH Underperform

As long as Delcath is pinning their hopes on revenues from the Chemosat system, they're likely to be a dead stock walking. The recent reverse split may position them to raise more cash from dilution, but only a masochist would want to own the stock [more]

Caps Pick

zzlangerhans made a pick in CAPS. 2:17 PM

DICERNA PHARMACEUTICALS INC (DRNA) will Outperform the S&P 500

Caps Pick

zzlangerhans made a pick in CAPS. 10:56 AM

Prana Biotechnology Limited (ADR) (PRAN) will Outperform the S&P 500

Thu Apr 10

CAPS Outperform Pitch

zzlangerhans wrote about XENCOR INC COM USD0.01 (XNCR) . 10:10 PM

XNCR Outperform

My green thumb on Xencor doesn't have anything to do with my opinion about the short term direction of the biopharma sector. I just happened to add the stock to my database this evening and felt like tagging it while it was still fresh in my mind.
[more]

Caps Pick

zzlangerhans made a pick in CAPS. 10:10 PM

XENCOR INC COM USD0.01 (XNCR) will Outperform the S&P 500

Caps Pick

zzlangerhans made a pick in CAPS. 3:00 PM

Delcath Systems, Inc. (DCTH) will Underperform the S&P 500

Tue Apr 8

CAPS Outperform Pitch

zzlangerhans wrote about Coronado Biosciences, Inc. (CNDO) . 3:39 PM

CNDO Outperform

For CAPS purposes, I can green thumb Coronado despite the ugly decline in share price since the hysterical bubble peak of 3.2 in January. In real life, I would probably be a little more judicious although it would be quite interesting to see the gap [more]

Caps Pick

zzlangerhans made a pick in CAPS. 3:39 PM

Coronado Biosciences, Inc. (CNDO) will Outperform the S&P 500

CAPS Outperform Pitch

zzlangerhans wrote about OCERA THERAPEUTICS, INC. (OCRX) . 1:06 AM

OCRX Outperform

If biopharma traders didn't get the message that chronic liver diseases are a big deal from Salix and the hep C stocks, they definitely got it after the Intercept phenomenon in January. Ocera might not be Salix or Intercept, but they've got their [more]

CAPS Outperform Pitch

zzlangerhans wrote about GTx, Inc. (GTXI) . 12:57 AM

GTXI Outperform

With a good-sized dilutive financing out of the way, it becomes a little safer to bottom feed on GTx ahead of topline data from a phase II trial of enobosarm in hormone receptor positive metastatic breast cancer this quarter. The company has already [more]

CAPS Outperform Pitch

zzlangerhans wrote about Omeros (OMER) . 12:34 AM

OMER Outperform

Perhaps the secret PDUFA date for Omidria is keeping Omeros off run-up traders' catalyst calendars. The stock has been decidedly weak ahead of the FDA approval decision, which I project will occur in early June. Meanwhile, Omeros is attempting to [more]

CAPS Outperform Pitch

zzlangerhans wrote about Five Prime Therapeutics (FPRX) . 12:25 AM

FPRX Outperform

Given the market cap inflation that has accompanied oncology IPO's since mid 2013, it's a little incongruous to see an outfit like Five Prime with a market cap under 350M. A quick overview doesn't indicate any obvious reason for the weak valuation. [more]

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CAPS Player Rating 99.73
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Score 5201.56
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