The Last Financier

Tuesday

15

April 2014

0

COMMENTS

Activist Trying To Unlock A Potential 65% Upside In Neptune

Written by , Posted in Trading Idea

Neptune logo

Summary Neptune‚Äôs largest shareholder, George Haywood, is taking necessary steps to enhance shareholder value after a rough start to 2014. The top shareholders of the company have a history of taking activist roles to unlock unrealized value. According to my calculations, Neptune could be as much as 65% undervalued; further supporting Haywood’s actions. Moody’s recently […]

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Friday

11

April 2014

0

COMMENTS

GlassesOff: Asymmetric Upside Opportunity Presented From Systematic De-Risking

Written by , Posted in Long Idea

Logo

Biotech and pharmaceutical investors, or arbitrary venture capitalists as I term them, are exposed to risks that are inherently exclusive to the sector. Dissimilar to other industries, biotech and pharmaceutical share prices are provoked by binary events that can transform a company’s valuation overnight creating immense volatility. These binary events include but are not limited […]

Monday

7

April 2014

0

COMMENTS

With Favorable Shift In Advance Wound Care Market, Alliqua Could Grow Revenues To $35M Within 3 Years

Written by , Posted in Long Idea

Alliqua

Summary Dermagraft’s declining sales and its divestiture for pennies on the dollar represent an unfolding shift in the wound care segment. The explosive top-line growth of MiMedx and Osiris is a direct result of this shift towards a new wave of wound care products. Through an increased sales force and upcoming product launch, Alliqua has […]