Friday, November 22, 2024

Howard Hughes: Updated Thoughts After Investor Day

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I wanted to bring Howard Hughes Holdings (HHH, fka HHC) ($4.1B market cap) back up front as they just had their investor day this past Monda...
14 comments:

Creative Media & Community Trust: Forced Selling After Preferred Conversion to Equity, Highly Speculative, Option-Like

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Creative Media & Community Trust (CMCT, fka CIM Commercial Trust) (~$20MM market cap) is a tire fire of a REIT (externally managed by CI...
14 comments:
Monday, November 4, 2024

Singular Genomics Systems: Exclusivity Period w/ Deerfield, Spread Remains

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Singular Genomics Systems (OMIC) ($60MM market cap) is an early stage medical device company, they have one commercial product (G4) and one ...
5 comments:

Athira Pharma: Perceptive Working on a Reverse-Merger?

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Athira Pharma (ATHA) ($24MM market cap) is a biotech focused on treatments to restore neuronal health and slow neurodegeneration.  On 9/3, t...
20 comments:
Sunday, November 3, 2024

ESSA Pharma: Another Broken Biotech

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ESSA Pharma (EPIX) ($72MM market cap) is the latest addition to the broken biotech basket.  EPIX is a clinical stage pharmaceutical company ...
24 comments:
Wednesday, October 30, 2024

HomeStreet: Likely Deal Break w/ FSUN

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Unfortunately, this year I'm getting crushed in a game of Battleship, every speculative merger or in this case announced merger gets blo...
5 comments:
Monday, September 23, 2024

Aerovate Therapeutics: Broken Biotech, Shell Company? Potential Liquidation

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I'm a little late posting this one, but as mentioned in the comment section of my Mid-Year update, I did add Aerovate Therapeutics (AVTE...
25 comments: