Geron Corp GERN Approval Summary 10Jun2024
5:02
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@Poolib259
@Poolib259 Күн бұрын
This reminds me of the bunker laser protection game you played a while ago
@runningrobert
@runningrobert Күн бұрын
Yeah, Dome Keeper, def very similar, having to explore the depths, but instead of having to come up to kill aliens, you come up to get air. Overall I enjoyed this game alot more then I should have!
@simonig3301
@simonig3301 2 күн бұрын
With 58.2 million shares outstanding a $20 would make the deal $1.164 Billion. Note that VNDA has $384 million in cash making the deal worth $780 million net for the rest of the business. That is a super BARGAIN!!! These offers are being made by outfits that want to steal the company from its shareholders. Also note that Fanapt AND Ponvory will be launched next quarter with Vanda's mature and proven sales force. I'll keep my shares of VNDA until the offers become serious (above $20)!!! Once Fanapt and Ponvory are launched, there will be strong revenue growth, cash flow, and profits. That is not even considering the other drugs in the pipeline which will be hitting the market over the next couple of years. The offers are not serious until at least $20 IMHO!! Also note that Vanda is a Growth AND Value play. Investors will be pleased with its growth over the next couple of years when they will be making several market launches from their full drug pipeline. The market doesn't always value companies correctly. The market often overshoots and undershoots valuations. VNDA has been running under the market's radar for some time. When the new drug launches turn on the growth engine the market's valuation will catch up and likely overshoot. IMHO If you are a trader, you can take your gains now (or soon). If you are an investor, you won't settle for the short term peanuts.
@Sebek031
@Sebek031 3 күн бұрын
You have 2 loadouts for those pickup weapons,check your controls friend :)
@runningrobert
@runningrobert 3 күн бұрын
Well dangggggg, I do have mult weapons! Thanks!
@Sebek031
@Sebek031 2 күн бұрын
@@runningrobert yeah you can play this like the good ol Contra,but some new utilities are also niet.
@runningrobert
@runningrobert 2 күн бұрын
@@Sebek031 Ahhh memories, I cant wait until its out!
@arpentorstudio7535
@arpentorstudio7535 5 күн бұрын
Thank you for playing our game Robert! ❤
@runningrobert
@runningrobert 5 күн бұрын
Thank you for the key, i've played though it once and it was awesome!
@user-mi2sm6nu1i
@user-mi2sm6nu1i 5 күн бұрын
Так держать! Игра от нашего разработчика выглядит просто невероятно! Спасибо автору)
@runningrobert
@runningrobert 5 күн бұрын
Thank you!
@theblackice300
@theblackice300 9 күн бұрын
Any specific options you’re looking at, or not yet?
@runningrobert
@runningrobert 9 күн бұрын
Nothing yet, I will have a better idea the closer it gets, I expect whenever they give the 3rd Q report
@Poolib259
@Poolib259 13 күн бұрын
Hoping for Sunset Devil full launch before the approval
@runningrobert
@runningrobert 13 күн бұрын
Hahaha! Yes! That made me laugh!
@pareshpatel2642
@pareshpatel2642 13 күн бұрын
The next big break would be the approval of OXYCONTIN IR Generic which Perdue is trying to block.Same, I purchased 2 M at about 0.04 cents. Even with the current revenue and profit I think the stock should be trading at about 40 cents.
@runningrobert
@runningrobert 13 күн бұрын
I am not sure any gov' group is going to rule on Oxy anytime soon, buts its awesome you got in at the same price as me! I do think this stock should be worth more, just going to keep having good quarterly reports!
@Poolib259
@Poolib259 16 күн бұрын
Yeah... this might not turn out to be the best dart throw
@runningrobert
@runningrobert 16 күн бұрын
Haha, thats my thought, to far away to crowded a market
@Poolib259
@Poolib259 16 күн бұрын
18:15 It really is nice!
@runningrobert
@runningrobert 16 күн бұрын
It def is! So far I have really enjoyed the demo!
@Poolib259
@Poolib259 16 күн бұрын
​@runningrobert I really like how the game rewards patient, methodical approaches instead of running nonstop while dodge-rolling all over the place. 😅 Nice find!!
@SongsofConquest
@SongsofConquest Ай бұрын
@runningrobert
@runningrobert Ай бұрын
Thank you for checking out my channel! Your game rocks, as it feels like when I was playing heroes of might and magic, soooo all that nostalgia plus all the news things you have done to make it different!
@Poolib259
@Poolib259 Ай бұрын
My favorite genres all in one 😊
@runningrobert
@runningrobert Ай бұрын
City Building card game with fog, who know what they will think of next!
@Locbui1989
@Locbui1989 Ай бұрын
another great video my friend
@runningrobert
@runningrobert Ай бұрын
Thank you for watching and commenting! Hopefully PLX will turn it around at some point!
@ofirmenkes325
@ofirmenkes325 Ай бұрын
Protalix does not sell to the end customer. Chiesi is a private company that is competing with entranched drugs, so they will not publish sales. $11.2M was recorded as cash with the revenue not recognized yet. thats why the revenue shortfall. cash received on shipment to Chiesi (my understanding per agreement) while revenues get recognized according to Chiesi's metrics. Add back that revenue and the company actually made money in the quarter. fyi, $11.2M of API should be equivalent to atleast $50M of product in sales value for Chiesi. That bodes well as far as Chiesi's confidence and outlook.
@runningrobert
@runningrobert Ай бұрын
Yes, they sell Chiesi and Chiesi gives them the 15% royalty upfront for sales, They have received 6.4M and a 3M (in 2023 for sales), which should equal 9.4 /.15 which is almost 63M in total sales. Now since I dont know the agreement for how much API Chiesi has to buy I cant equate that into sales until they get the royalty sale Chiesi does not give number but we get no update from mang. about how sales are doing, if they are increasing, % of insurance that covers the drug ext..... Since they might not buy for another quarter or 2 (per the CC) it means that sales are not coming in strong out of the gate, (if they dont sell any till 4Q), That would indicate less then 20-40M sold for 5Q (I dont know how much they need to keep on hand but its prob around 20-30M in the channel), which is a slow start. Which could change but mang is not giving any information about that.
@joevokey1340
@joevokey1340 Ай бұрын
Thanks for the great rundown on GERN! Could you do something similar with VRSSF, an AI company out of Toronto, Canada? Their AI work looks to be potentially game changing, as far as I can tell… Thanks! 🙏
@runningrobert
@runningrobert Ай бұрын
Thank you for watching, So I cover Biotech because I wont in the industry which I feel gives me an edge for investing, however I know nothing about AI so it just wouldn't fit what I am doing. Sorry
@zulfiakram
@zulfiakram Ай бұрын
Maehwa Succession
@runningrobert
@runningrobert Ай бұрын
I dont fully understand that reference
@ruynijs1835
@ruynijs1835 Ай бұрын
Relaxing video, nice job!
@runningrobert
@runningrobert Ай бұрын
Thanks for watching!
@Nhatanh0475
@Nhatanh0475 Ай бұрын
Just look at the path make me thinking right aways of The Colonists game. This game feel like a minimalist version of that game lol Preferbably build road as short as possible to increase transport speed. Also all road should have equal length so there is no bottle-neck.
@runningrobert
@runningrobert Ай бұрын
So I had to look up that game for the reference, and your right it def looks like it, with some differences! I might have to wait for a steam sale for it
@anotparticularlynotableguy
@anotparticularlynotableguy Ай бұрын
This looks like a really fun game! I'm very happy I discovered this channel.
@runningrobert
@runningrobert Ай бұрын
I enjoyed it alot, I def loved the day/night cycle,
@anotparticularlynotableguy
@anotparticularlynotableguy Ай бұрын
This seems like a very interesting game. I'm surprised that I was only the 8th view, because this video is very well made. Also i find it a bit strange that their staple crop is apples and not something like wheat or rice like it was for the vast majority of most ancient civilisations.
@runningrobert
@runningrobert Ай бұрын
Thank you for your comments, The apple thing is prob just because it is easy, thought I guess rice would be to, they add wheat and bread later in the game
@omarc4ut
@omarc4ut Ай бұрын
I gought in 80 cents. Long term, what do you think the ceiling is for this company? I am asking because I am trying to figure out if I should sell at $2 or keep it for highter returns in two or three years. Thanks for the great information.
@runningrobert
@runningrobert Ай бұрын
The best price wont be determined until ROLVEDON value is truly discovered. So if they end up selling around 100M a year, based on the expenses, I would expect 3-4 to be the high, if they can push it to 400M a year, then 15-20 could be the high. I am very curious how the 2Q will go, because that will give us a good indication of growth, since looking at 1Q are rough since there are insurance changes and such that can affects sales. I do expect a decent ramp up of sales so that why I said we would see 2 this year!
@szymonrozanski6938
@szymonrozanski6938 Ай бұрын
More of a succesor. Because its not a clone.
@runningrobert
@runningrobert Ай бұрын
I can get on board with that, they do things a little bit different, however first thing I thought is that its pretty close! I am still enjoying it though!
@joseflores8391
@joseflores8391 Ай бұрын
Do you know of any organizations like Fresenius, priming themselves for a Humacyte takeover?
@runningrobert
@runningrobert Ай бұрын
At the moment there aren't really any whispers about any kind of takeover, I believe a company would want to see approval and the realization of sales before anything like that comes up
@Poolib259
@Poolib259 Ай бұрын
This has been on my wishlist for quite a while. One day, I will find time to play.. one day..
@runningrobert
@runningrobert Ай бұрын
Same, I think I bought it on sale a bit ago and are now just getting around to playing
@dunjenkeepa
@dunjenkeepa Ай бұрын
walking simulator it may be but I flippin loved it. The visuals make it worth the while alone, and it's quite a short game.
@runningrobert
@runningrobert Ай бұрын
I enjoyed most of it, the ending had me confused until I had to look it up! The game was super awesome besides that. I think it took me about 3.5-4 hours total, so def a nice game you can finish in a week if you have the time!
@Dorbad
@Dorbad Ай бұрын
Can you shed light on why when I search HUMA insider activity it is all sells and no buys.
@runningrobert
@runningrobert Ай бұрын
Yeah 100% so we can say there was some significant sales last Aug/Sep, this was post data and a open period for insiders, and they sold which is what they do in most companies. Now saying that, even though there was some big sales, most of the main people still own over 5M in shares. Come Nov when they started the application process for approval, insiders would not be allowed to trade the stock because they might have inside information on requests from the FDA. The blackout day for them will prob go until the approval date, which is why we havent seen any buys
@Poolib259
@Poolib259 Ай бұрын
12:22 😮
@runningrobert
@runningrobert Ай бұрын
I hear ya, that hit hard to start!
@Poolib259
@Poolib259 Ай бұрын
It would be awesome if the minions evolve to this: bulbapedia.bulbagarden.net/wiki/File:0274Nuzleaf.png
@gg-cs3tj
@gg-cs3tj Ай бұрын
@maximo20fl
@maximo20fl Ай бұрын
Can you do one for FGEN. Great video. Great info
@runningrobert
@runningrobert Ай бұрын
So I have been looking into FGEN, the pancreatic cancer trials are def worth a look, but cancer drugs can be fairly difficult to see passing results, esp since at some point everyone dies, and they didnt have any "whales" (people who survive on the drugs for yearssss) to help boost up the number for the earlier trials However the trials still could pass, and it def looks like the market has factored in it not passing, I have bought some options in it, but the company needs to get the spending under control before I could really think about buying a decent amount
@omarc4ut
@omarc4ut Ай бұрын
Great information. Keep it comming. Thanks for everything 👍
@runningrobert
@runningrobert Ай бұрын
Thank you!
@Poolib259
@Poolib259 2 ай бұрын
Nice, a not-so-scary limbo-esque game 😊
@runningrobert
@runningrobert Ай бұрын
Yeah ive enjoyed some of those 2d platformers, thought Inside is still one of my favorites!
@Poolib259
@Poolib259 Ай бұрын
@@runningrobert Inside was a true masterpiece! Came back to rewatch 6:07 :)
@runningrobert
@runningrobert Ай бұрын
@@Poolib259 The last game I published a video on, Somerville, was alot like inside but they def tried to do something different
@sulhanwashere
@sulhanwashere 2 ай бұрын
In the midst of all the bearish aspect that's surrounding it, SEC filling stated that Director Deveer Robert recently bought 6,000 shares at $2.11 on the 11/04/2024. I reckon, there is something they know which aren't obvious to the public.
@runningrobert
@runningrobert 2 ай бұрын
A 12,000 dollar stock purchase isnt that big for a guy worth about 200 million. I dont consider the purchase of any significance, now if he had bought 6 million shares then yes....something big
@Poolib259
@Poolib259 2 ай бұрын
Thanks for the vid :)
@runningrobert
@runningrobert 2 ай бұрын
No problem!
@kiplynch3625
@kiplynch3625 2 ай бұрын
So a little history on this company. They trialed oral for pain (hip & knee) and it failed. They trialed the drug for post op pain and it passed but there was no market for it so they dropped it. They trialed oral for atopic dermatitis and it failed. They trialed the drug for oral Kidney and they cancelled that trial. They trialed the drug for IV CKD and it passed and they partnered with Fresenius who owns 50% of the US dialysis clinics in the USA and told investors that there were about 200,000 patients waiting for this drug but after 18 months only managed to sell enough to treat about 2500 patients. They have now informed investors that there will be no meaningful income from that source. They have essentially failed in every endeavor with this drug even failing when they had successful trials. This last trial is their one and only hope and it's an oral trial. Every oral trial they have tried has failed. They are running out of money and they are probably about to get delisted or do a reverse split.
@pixel_forge
@pixel_forge 2 ай бұрын
Nice vid... ❤
@runningrobert
@runningrobert 2 ай бұрын
Thank you!
@user-kp6ku3vz6u
@user-kp6ku3vz6u 2 ай бұрын
Great video! I think this is one of LPCN's most interesting drugs in their pipeline at the moment in terms of the potential to draw a partner. Obesity drugs are a rapidly growing space and this drug's is very unique in its ability to maintain moderate fat loss on top of increasing lean body mass. I really believe this drug can work as an adjunct therapeutic to these stronger obesity drugs, because the main limitation of all of the major obesity drugs on the market is that they attack muscle mass as much as they attack fat which does decrease total body weight but it does not really improve body composition the way 2401 has shown the potential ability to in these early stages. I think any of these major obesity drug companies should be jumping on a partnership with LPCN once they lay out a path to approval with the FDA.
@runningrobert
@runningrobert 2 ай бұрын
I believe there is def potential for a possible long term investment, the questions is going to be, what does the FDA want to see in future trials, and who is going to partner with them?
@user-kp6ku3vz6u
@user-kp6ku3vz6u 2 ай бұрын
Great video! Could you possibly do another report on LPCN they just announced some groundbreaking results in terms of obesity management with their drug LPCN 2401
@runningrobert
@runningrobert 2 ай бұрын
I am writing and recording it now! Its positive news, but I wouldn't call it groundbreaking.
@Pokeymarmot7168
@Pokeymarmot7168 2 ай бұрын
Please make more of these videos.
@runningrobert
@runningrobert 2 ай бұрын
Sure, is there anything specific you want to see?
@theparanormalreviews
@theparanormalreviews 2 ай бұрын
This looks fun! Nice channel bro!
@runningrobert
@runningrobert 2 ай бұрын
Thank you! It was a fun game!
@markusfink4323
@markusfink4323 2 ай бұрын
Hey, i am the game dev. thanks a lot for the review and for covering my game. all the best to you ✌
@runningrobert
@runningrobert 2 ай бұрын
No problem! It was a blast to play! Good luck with future games!
@theblackice300
@theblackice300 2 ай бұрын
Any target area you want to get in at ??
@runningrobert
@runningrobert 2 ай бұрын
The simple one is below a dollar, haha I dont think we will see that. I am going to follow the quarterly reports to see if I can get any information about how much longer they will have a clinical hold, (and get the "real" expenses for the year)
@AQJ_DK
@AQJ_DK 2 ай бұрын
Great game, great little tutorial! Full play through when? ;)
@runningrobert
@runningrobert 2 ай бұрын
I believe the wife wants to do a few more levels!
@brynduffy
@brynduffy 2 ай бұрын
Excellent until you get to the end and inexplicably suggest a stock dilution. FUD? Why would they need to do that? You are aware of past dilutions and of outstanding warrants? Yes? No? SCYX has the cash on hand and they have the milestones. And they have Scy-247 and other fungerps as yet unveiled. So no need for new capital. GSK does the production now. GSK does the marketing now. SCYX only needs to continue the clinical trials and FDA submissions. So capital is covered already.
@runningrobert
@runningrobert 2 ай бұрын
I gotta look at it from every point, and the question is the cash enough to get them that sweet 100M payout, and if they can get the clinical trial started again quickly, then yes, however..... if it takes longer its going to be close, and most companies like to have a year cash on hand (some run it much tighter), Its not FUD, it is something that might happen, and really depend on when they get the trial restarted
@user-kp6ku3vz6u
@user-kp6ku3vz6u 2 ай бұрын
Very good video my friend! Seems like 1154 is the biggest catalyst for this company right now. I have been in this stock since 2020 and ive seen a lot of highs and lows, I decided to average down my holdings earlier today and have already seen some gains from the hype for the topline data. 1148 I think is still the crown jewel but getting partnership is a major hurdle like you pointed out. For anyone potentially trying to go in this is not a good swing play in my opinion but a good long term one, the company is cash rich at the moment but is still speculative and the stock is heavily manipulated. It reacts very oddly to news, I have seen it decrease initially off of good news and look dead, then skyrocket a couple days later. This company has so much potential to grow a lot and I think its a good play long term.
@runningrobert
@runningrobert 2 ай бұрын
Your right the company has so much potential, which is why I still cover it, and I hope 1154 can start the official turnaround! 1148 is sad since the data was soooo good, but now its just stuck in the mud!
@randomlyaccessiblemoments
@randomlyaccessiblemoments 2 ай бұрын
i got the demo its a rlly good game
@runningrobert
@runningrobert 2 ай бұрын
I know! I enjoyed it alot and cant wait to see what they put into the game when it releases!
@mbo9156
@mbo9156 2 ай бұрын
Good day any update about CD388 or the partner?
@runningrobert
@runningrobert 2 ай бұрын
They have been silent on any updates, maybe we get something during the CC or 10K which should be very soon
@mbo9156
@mbo9156 2 ай бұрын
@@runningrobert I hope so,thanks for the info
@opshredderytp
@opshredderytp 3 ай бұрын
Looks promising
@runningrobert
@runningrobert 3 ай бұрын
100% agree! Hopefully we see it in 2024!
@FilmGamerHUN
@FilmGamerHUN 3 ай бұрын
I have the extended demo with 2 factions you can choose also you can build anything there. And Hot seat is in it too! Thanks for the devs!
@runningrobert
@runningrobert 3 ай бұрын
I need to reach out to the Dev to see if I can get that to, I enjoyed the game alot!
@FilmGamerHUN
@FilmGamerHUN 3 ай бұрын
@@runningrobert Yeah they are reál nice and helpful!
@FilmGamerHUN
@FilmGamerHUN 3 ай бұрын
The slug is poisining you
@runningrobert
@runningrobert 3 ай бұрын
not sure what this means?
@FilmGamerHUN
@FilmGamerHUN 3 ай бұрын
@@runningrobert when its attack you its poisoning you for some turns you will got additional damage for some turns