Prometic Life Sciences Inc. (PLI.TO)

There should be some news. They have some drug developments coming through the pipeline, and some of their partners are going to have some news. You might get more activity and more interest in the stock over the balance of the year. They’ve done a couple of non-diluted financings and loaded up the balance sheets quite nicely.

Unless you have a really long term time horizon, you want to be pretty active in trading this. It tends to be volatile. It is probably currently at a time where you could Buy for the next trade up. There are going to be a lot of catalysts this year. It seemed to sell off hard late last year and early this year, and has bottomed and starting to move up. There will be a ton of news flow on this company. They are going to need to raise more money. Probably fully funded out until later this year or early next year, but at that point, they may have a drug approval, a royalty deal, etc., which might not necessarily come from an equity issue. They have a number of different irons in the fire and there are 3 or 4 that could be global blockbuster drugs. There is lots of opportunity long term, so you want to watch it, manage your position size, and trade around that.

This is kind of a trading stock, but longer-term there is huge potential. With any of the number of drugs they have, there could be blockbusters in their own category. There is always lots of volatility. There has been a fair amount of good news, and there has been a steady flow of news this year. It has been too volatile for him.

Doesn’t follow this, but it is in his Growth portfolio, because there is a good opportunity in terms of using their plasma technology to develop new, novel drug candidates. They just got orphan status in Europe for one of their products, so they have decided to keep more of their licensing potential in-house, which costs more money than trying to joint venture it out. Got hit by a Short selling attack late last year, with a lot of allegations of how they are going to need money. He thinks the potential is very much there. A solid name, but it doesn’t have a whole lot of revenue.

You can buy a bag of blood product for about $200, and use this company’s method of extracting the high-value items from it. The 1^st one is plasminogen, an orphan drug meaning you don’t have to go through the many years of testing. The stock is reasonably priced. They are also working on a drug PBI4050 which shows some very interesting early indications for reducing fibers. Expects you are going to see good opportunities in cash flow going from 2017 into 2018.

This has a choppy looking chart, but there is a little bit of progress. It looked like it had broken down through its somewhat upward slanting trend line. It doesn’t look like a clean stock to buy, but there is definitely some rhythm to it. It appears that whenever it approaches the longer-term trend line, it is a good place to Buy. This could very well get back to that zone of $3-$3.50. It might not be a bad trade.

Their main product is plasminogen, a kind of artificial blood plasma replacement. They’ve had great success in getting FDA approval, but not great success in delivering on revenues and cash flows. He has a Short on this, but it is starting to get down to levels where it is getting to be less attractive as a Short position.

It has been an ‘avoid’ story. He does not buy a company that is not making money. He has been waiting for it to come down and was surprised how big it has gotten. They had some slipups in the last couple of quarters.

The healthcare/biotechnology space has been crushed. A lot of the headwinds have abated since the election results. However, a lot of these names are still under pressure. This one had a support break at about $2.60. This is resisting on its 200-day moving average, and has fallen below its other moving averages. Momentum indicators are still grinding lower. You want to avoid these at this time of year.

He likes this, but it tends to be really volatile. A great stock to trade. This has 2 sides. He likes the manufacturing side (protein plasma), as well as the different drugs they are working on. The diabetic wound healing drug and the fibrosis drugs have the ability to be blockbusters on their own. It is starting to get fairly busy as far as news releases go. They are moving into a lot of trials and getting a lot of data out. If you are a long-term investor, you probably want to add to your position when it sells off, and trim back when it runs up.

(A Top Pick Aug 7/15. Up 13.81%.) There are 2 parts to the business. 1.) They can extract proteins from blood. The current method of doing this is expensive as well as the loss of a lot of the good stuff. 2.) They have a drug which basically gets rid of fibrosis, and early indications are quite good.

A very expensive stock, but their drug technology has some very, very good potential. They’ve had a series of announcements on clinical results. It’s early stage, but everything looks pretty good. The market opportunity they are looking for is really quite big. A few years ago they decided that rather than partnering, they wanted to keep some of the upside to themselves. It is riskier and they have to spend more money, but it is a very, very interesting technology. Very early stage and very risky. A name that you would have to own for 5 years.

Blood plasma protein. It is low risk in terms of getting approval by the FDA on their products. But he has shorted it because it shows up poorly in one of his models in that it is expensive.

A very interesting company. He originally looked at this for their manufacturing business, and since then the small molecule business has taken off, and now they have a lot of different drugs in the development pipeline. There should be a fair bit of news over the next 6-12 months. It can be pretty volatile, so he tends to trade it. If you are a longer-term investor, it is one that you can just tuck away and don’t worry about the volatility.

He has a very tiny position. There are 2 parts to their business. 1.) Taking a bag of blood plasma, and using their proprietary extraction method, extracting some high-value protein. They’ve identified 5 orphan drugs, and 2017-2018 is when they should start extracting those drugs and making significant cash flow. 2.) Also, has a PBI4050 drug, which basically targets fibrosis of many organs, as well as potential applications in diabetes. If successful, it has the ability to end up being an absolute kind of company maker with a vengeance. A speculative company. If you are willing to take a flyer, you will know in about 2 years.