f*******0
发帖数: 221 | | F********t
发帖数: 962 | | v**********m
发帖数: 5516 | 3 这个是爆雷。
SB公司，在这个大环境下搞增发，能卖个好价钱吗？
【在 f*******0 的大作中提到】
: http://www.businesswire.com/news/home/20110727006764/en/BioSant
: Guessing no buyers.
: Sign
| v**********m
发帖数: 5516 | 4 爆雷全文
BioSante Pharmaceuticals Announces Proposed Public Offering of Common Stock
LINCOLNSHIRE, Ill.--(BUSINESS WIRE)--BioSante Pharmaceuticals, Inc. (NASDAQ:
BPAX) today announced that it intends to offer and sell shares of its
common stock in an underwritten public offering. All of the shares in the
offering will be sold by BioSante. The offering is subject to market
conditions, and there can be no assurance as to whether or when the offering
may be completed, or as to the actual size or terms of the offering. The
shares will be offered pursuant to a shelf registration statement on Form S-
3 that was previously declared effective by the Securities and Exchange
Commission (SEC).
Jefferies & Company, Inc. is acting as the sole book-running manager for the
proposed offering.
A shelf registration statement relating to the shares was filed with the SEC
and is effective. BioSante intends to file a preliminary prospectus
supplement relating to the offering with the SEC, which will be available
along with the prospectus filed with the SEC in connection with the shelf
registration, on the SEC’s website at www.sec.gov. Copies of the
preliminary prospectus supplement and the accompanying prospectus relating
to this offering may be obtained from the offices of Jefferies & Company,
Inc., Equity Syndicate Prospectus Department, at 520 Madison Avenue, 12th
Floor, New York, NY 10022, at 877-547-6340 and at Prospectus_Department@
Jefferies.com.
This news release shall not constitute an offer to sell or the solicitation
of an offer to buy these securities, nor shall there be any sale of these
securities in any state or other jurisdiction in which such offer,
solicitation or sale would be unlawful prior to the registration or
qualification under the securities laws of any such state or other
jurisdiction. | c*******d
发帖数: 353 | | K********g
发帖数: 9389 | 6 估计是早就谈好了，在12号左右就谈好了。
对这样的股票要敏感，做短线的话，无缘无故涨了，就要卖掉。
无缘无故涨的，必西施，例如之前的DCTH
【在 v**********m 的大作中提到】
: 这个是爆雷。
: SB公司，在这个大环境下搞增发，能卖个好价钱吗？
| K********g
发帖数: 9389 | 7 估计西施价在2.8-3.0
大家要买还是等到2.5吧，我说的2.1可能比较难
【在 c*******d 的大作中提到】
: 还有ALXA，妈的。
| l******n
发帖数: 641 | 8 讲讲dcth的后事吧
【在 K********g 的大作中提到】
: 估计是早就谈好了，在12号左右就谈好了。
: 对这样的股票要敏感，做短线的话，无缘无故涨了，就要卖掉。
: 无缘无故涨的，必西施，例如之前的DCTH
| v**********m
发帖数: 5516 | 9 要警惕这些losers。
【在 c*******d 的大作中提到】
: 还有ALXA，妈的。
| K********g
发帖数: 9389 | 10 故事还长，现在可以建仓
【在 l******n 的大作中提到】
: 讲讲dcth的后事吧
| | | v**********m
发帖数: 5516 | 11 等大盘砸干净再说买吧。
【在 K********g 的大作中提到】
: 故事还长，现在可以建仓
| K********g
发帖数: 9389 | 12 DCTH年底上8没问题，你现在不买，过几天就后悔了
【在 v**********m 的大作中提到】
: 等大盘砸干净再说买吧。
| l******n
发帖数: 641 | 13 我已经ad两次了，每次第二天就gap down...
baby r u down, down, down, down, down
http://www.youtube.com/watch?v=Dw7veO5v7bU
【在 K********g 的大作中提到】
: DCTH年底上8没问题，你现在不买，过几天就后悔了
| v**********m
发帖数: 5516 | 14 马后炮，在我的个人小抄本里找到这篇文章
=============
On 11 May 2011, BioSante's share price closed at $2.33. But by 25 May, two
weeks later, it shot up to $2.92:
1. While the stock market began its May-June descent...
2. On the heels of reporting a huge loss in Q1...
3. And on no news.
Scouring the news including SEC filings, these events stand-out:
* 10 May BioSante reported "BioSante 1Q loss widens on costs". The
company reported losing $17.3M or 20 cents per share and zero revenue. Yet
other than a 4-star EPS rating by Roth Capital Partners LLC and an
announcement that the company would be presenting at two investor
conferences, the share price climbed from $2.33 to $2.92 by 25 May. The
question is, Why? You would think a small biotech losing 20 cents per share
would decline, especially in light of negative overall market conditions.
* So was it "The Street's" Adam Feurstein's article days before, on 20
May? While Feuerstein states his opinion, that he thinks Libigel will pass
safety issues and achieve efficacy, he warns that Libigel's approval is not
a "slam dunk" (Ibid). He also stated the company would need a "big-time
marketing partner (Ibid). Interestingly, on the day of Feuerstein's article,
20 May, a Friday, 3,930,100 shares traded, but on Monday, 23 May, 8,360,800
shares traded and the stock's share price raced over $3/share by 31 May.
* The timing of Feuerstein's article seems to have been serendipitous.
But on what substantial news? Because there wasn't any, only that the
company had burned through $17.3M in Q1 2011. Yet Feuerstein's nod seems to
have at least brought investors into the stock.
* As a caveat, on 27 May, BioSante issued an 8-K reporting shareholders'
votes but there were hardly any surprises or pps moving news.
Of course, with the start of 31 May, real and speculative news began to roll
in, wave after wave. How these things are orchestrated I don't know, but it
certainly played out as a very positive press release campaign. Observe:
* 31 May, BioSante "announced completion of enrollment in its ongoing
LibiGel (testosterone gel) Phase III cardiovascular and breast cancer safety
study." That same day Seeking Alpha published my own report that included
BioSante among 6 Prime Biotechs for Short- And Long-Term Gains (For the
record, my article was submitted the day before. I had no idea what BioSante
was about to announce.)
* 1 June "Ahead of the Bell: BioSante Pharmaceuticals": "The
Lincolnshire, Ill., company said Tuesday it determined enrollment was
complete after an independent committee evaluated data from the study. The
study will continue for another year. BioSante is developing LibiGel as a
treatment for sexual dysfunction in women. It is studying the drug's link to
heart problems and breast cancer, and is conducting separate studies to
evaluate its effectiveness. BioSante plans to file for approval of LibiGel
in 2012."
* 3 June a Seeking Alpha article named BioSante among 7 Dirt-Cheap
Takover Targets in Biotech.
* 6 June "BioSante plans trial for prostate cancer vaccine": "BioSante
Pharmaceuticals Inc. said Monday that the Food and Drug Administration has
lifted a clinical hold on its potential prostate cancer vaccine, and
planning is under way for a mid-stage clinical trial." Weighing in, ME Garza
offered his own Seeking Alpha report and made a key point: "While it is not
immediately clear what the impact of the news will be to investors given
the fact that GVAX has had a rocky history, the traction for higher
valuation of the company may not stick until there is actual clinical data
and further regulatory progress for GVAX."
* 8 June "Biotech Q&A: BioSante Announces Completion of Enrollment in
LibiGel Safety Study With a Minimum of 90 Percent Predictive Probability of
Success of the Safety Study".
But here's a real oddity. Following the good news on 31 May, the share price
closed at $3.13, but then descended to $2.50/share by 20 June. Now, that's
odd. The stock price ran up over $3/share on a 20 cent/share loss, but then
when shareholders received affirmative news, the share price retraced. What
in the world was going on?
Throughout the rest of June and into July, positive news commentaries
continued even though no news came from BioSante. And by 8 July, the share
price had climbed to $3.60/share, but again, on what news? Because there was
none.
Then, on 11 July, an article reported that BioSante was: "in talks to
partner on its sex gel to raise female libido or sell the company, according
to Chief Executive Officer Stephen Simes." How utterly convenient! The same
day 9,262,000 shares traded and the stock closed at $3.81/share (12 July).
As of Tuesday, 19 July, the share price closed at $3.71/share.
But wait! What is going on here?
The stock price rocketed in May on negative news, and then has since slowly
inched higher on the speculation of Libigel's success, all to conveniently
fall into the lap of the CEO who goes beyond saying he's looking to partner
Libigel, but is entertaining the possibility of selling out the company.
So here's what I'm wondering: Is BioSante using its recent good tide of news
events and affirmative commentaries to drive its price to a point where the
CEO will negotiate a buy-out? And if so, what might that buy-out target be?
But then again, what if the hot-air of the press release band-wagon
suddenly turns negative? The share price could easily fall well below $3/
share.
It strikes me that BioSante is a real conundrum. Whether serendipity,
partnership or buy-out, the risk versus reward suggests to me that whether
SHORT or LONG, investors could make a quick gain though how much of this
current share price is full of hot-air has me a tad bit skeptical.
Nevertheless, should BioSante be sold for $6/share, I doubt any SHORTs will
complain; committed LONGs, however, may. I guess I just wonder why you would
sell a company that is on the verge of a billion dollar drug. Why not wait
until the FDA approves Libigel? The company's share price would rocket.
Yes, why not wait until approval before you partner or sell-out the company?
Unless, of course, the CEO isn't as confident as he's been touting.
BioSante was down 3% at the time of writing.
【在 K********g 的大作中提到】
: 估计是早就谈好了，在12号左右就谈好了。
: 对这样的股票要敏感，做短线的话，无缘无故涨了，就要卖掉。
: 无缘无故涨的，必西施，例如之前的DCTH
| v**********m
发帖数: 5516 | 15 Jefferies & Company, Inc. 也是Dcth增发的券商。
【在 f*******0 的大作中提到】
: http://www.businesswire.com/news/home/20110727006764/en/BioSant
: Guessing no buyers.
: Sign
| f**********g
发帖数: 2252 | 16 还是老牛经验丰富，上次你提醒后卖掉了。
晚上给你发包子。
【在 K********g 的大作中提到】
: 估计是早就谈好了，在12号左右就谈好了。
: 对这样的股票要敏感，做短线的话，无缘无故涨了，就要卖掉。
: 无缘无故涨的，必西施，例如之前的DCTH
| v**********m
发帖数: 5516 | 17 9:04AM BioSante prices public offering of common stock at $3.00/share;
proceeds expected to be ~ $45 mln (BPAX) 3.10 : Co announced the pricing of
its previously announced underwritten public offering of 16.0 mln shares of
its common stock, offered at a price of $3.00/share to the public. The net
proceeds to BioSante from this offering are expected to be ~$45.0 mln, after
deducting underwriting discounts and commissions, and other estimated
offering expenses payable by BioSante. All of the shares in the offering are
to be sold by BioSante. The offering is expected to close on or about
August 2, 2011, subject to the satisfaction of customary closing conditions.
BioSante has granted the underwriters a 30-day option to purchase up to an
aggregate of 2.4 mln additional shares of common stock to cover over-
allotments, if any. |
|
