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INVA Undervaled stock with potential ? Analysis/Discussion
PROG about to Moon! Alot of ITMS runs out tomorrow! Put pressure on shorts and even without squeez! Solid firm ! PROG about to Moon! Alot of ITMS runs out tomorrow friday 19/11-21 ! Put pressure on shorts and even without squeez! Solid firm
$PROG Investor Activism and Future Stock Price Potential
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not a pennystock, but just saw this: [$INVA](https://stocktwits.com/symbol/INVA) Entasis Therapeutics, affiliate of INVA, receives FDA approval for Nuzolvence (zoliflodacin) to treat Gonorrhea. [https://www.fda.gov/news-events/press-announcements/fda-approves-two-oral-therapies-treat-gonorrhea](https://www.fda.gov/news-events/press-announcements/fda-approves-two-oral-therapies-treat-gonorrhea)
Calls on small and midcap biotech has been serving me very well. Just assume the FDA is interested in helping companies be profitable instead of safe now. Made huge gains on AWRW calls, now I'm doing well with DNLI and INVA. Basically find anything with some kind of FDA decision looming and buy calls about 1-2 months in advance. They're rubber stamping almost every decision. Basically free money right now.
Psst, everyone go buy INVA and DNLI. Dump in as much money as you can, preferably before 12/19. No specific reasons. Thanks.
Don’t miss out on INVA and AGRI. Huge moves after market
To be a great investor is to not fall in love with a stock. Buy and sell then move on. All my stocks have short term catalysts. But INVA has both short term catalyst and long term growth potential. Every Quarterly Earnings report will be a pop because it had just become profitable recently. All my thesis takes me less than ten minutes by using A.I.. Learn to adopt to new things. You bad mouth my stock first. Peace out. And I can generate a shorter and better thesis on your stock in less than 1 minute. Keep up with the latest tech
UPB has the only TSLP receptor in development, please stop spreading misinformation and do your research, this is why it's able to be dosed once every 3 to 6 months. And it doesn't matter if INVA doesn't need to raise money if its market potential is limited... it will remain limited.
Your stock has too many competitors. INVA has no competition since every new antibiotic is needed to fight antibiotic resistant infections. And INVA is already profitable and no need for dilution to raise cash for runway.
INVA looks like a Royalty Pharma (RPRX) me too company RPRX. Have you done your research? These are typically very long term plays. It's also competing with other companies like RPRX to make deals so there are only so many good deals to go around. And this INVA company used to be a poor performing respiratory company called Theravance but GSK wouldn't sell their inhaler products as well as they would have hoped so the stock didn't do well
It’s not a penny stock. So people won’t read it on this sub-Reddit. I am investing in a better stock which is much more important. “Innoviva Inc NASDAQ: INVA”. Read my thesis on it. I’m holding long. FDA approval in early December and with 80% probability of being approved. Most people will wait until last minute to get in. 😂
So my new investing thesis is basically "FDA will rubberstamp anything profitable" and the market has seemed not to have caught on so pricing is still reasonable. A lot of the smaller tickers I was watching did well surrounding an FDA action on one of their drugs/treatments. Finally went in with a sizable position in ARWR calls ahead of an upcoming action and I'm up over 300%. My keys here are to look for smaller-to-mid cap companies who can have a big swing on positive news, treatments that look pretty promising, and the drug themselves should either be highly-likely to get approved (think new use of existing drug so harms are mostly known), first-of-it's-kind, or in a super profitable area. The other key is to get in a month or two before the decision. Less than that and volatility usually spikes like crazy making them expensive and more risky than necessary. Looking at taking positions in ALDX (dry eyes treatment--eye drugs are usually super profitable) and INVA (new gonorrhea treatment that should work against strains resistant to current treatments). Both have FDA actions coming in mid-Dec so I'm keeping an eye out for a good opportunity to buy this months with an expry late in Dec or early Jan.
Buying more ARMP before it goes way up, and its sponsor INVA. Well-funded biotech is a good long term hold through the craziness.
ARMP just secured a sweet loan from INVA for its clinical trials, to be paid back when the money starts rolling in. No dilution. This is great news for the stock. Buy the dip.
Buy the ARMP dip. It's a steal this low with the financial backing of INVA but now trading like it's a risky start-up. It's not. Earnings are scheduled for the 19th, and it can move BIG on earnings. There's also a tiny float so you may get huge interest if you can loan out your shares.
Yes, there are a lot within smid-cap, I am in SLNO, IMTX, INVA, and a few others
I bought a good bit of calls on INVA about 3 weeks ago, i'm planning on cashing that shit in tomorrow.
>ACTIVIST INVESTOR IRENIC CAPITAL URGES THERAVANCE TO CONDUCT REVIEW, ADD SHAREHOLDER TO BOARD - LETTER $INVA ^\*Walter ^Bloomberg ^[@DeItaone](http://twitter.com/DeItaone) ^at ^2023-02-27 ^08:00:33 ^EST-0500
I Wont shit talk BGFV or AGC, Im not in either of Them, i havent been Reading up on any of Them, but i Can see they Got potiential. This DD is 120% stolen and i cant remember Who to credit, since i did a copy and then passe into notes, but here goes… $PROG Investor Activism and Future Stock Price Potential One only has to follow the money trail and management moves in order to figure out the direction of the company and its overall stock price. There's already a good amount of DD out there already over the past couple months on PROG, but the one that got me to start accumulating shares was one called["The Short Story of PROG: How a Majority Shareholding Investment Firm is Shorting It's Own Company to Maximize Profits and How They May Be Stuck in a Short Squeeze."](https://www.reddit.com/r/Shortsqueeze/comments/q45755/the_short_story_of_prog_how_a_majority/?utm_source=share&utm_medium=web2x&context=3) I thought I would add my comments and thoughts. In my experience following activist investors and turnaround stories, I find that companies that have deep f\*cking value are ones that have been mismanaged as well as companies that have great founders but lack of corporate management or Wall Street experience. Biotech is quite the sector that contains many small companies and examples of this because most PhDs don't goto school to figure out how to manage their capital structure, and most Wall Street professionals just want an MBA to make as much money as possible and very few have the knowledge or quals to understand the science of drugs, vaccines and clinical trials other than what they read or see in the news. **1. OWNERSHIP** \- First let's look at who own's PROG. For those of you who read "The Short Story of PROG" know that the now majority owner is a Hedge Fund called Athyrium Capital Management, run by Jeffery Ferrell. He is on the PROG Board as well used to run Life Sciences Investments at Lehman. He went to Harvard for Biochemistry. I like to call him / them an "Activist Investor" here for the purpose of this DD. Anyone who controls the 51% or majority of the company, makes the calls and directs the Board to make whatever decisions need to me made for the benefit of the shareholders, and in this case he/them. [Top 20 Owners in PROG, ranked by position. Source: Bloomberg 10\/31\/21](https://preview.redd.it/b778lx7rbww71.jpg?width=736&format=pjpg&auto=webp&s=07abec17482c6c95401f79cf202cfa73ae994709) **2. MANAGEMENT** \- Ok, so we followed the money trail. Since it's clear that one person/group OWNS the stock (unlike GME, AMC where everyone was trying to figure out share count, retail vs institutional, etc.) we know that we need to figure out the management moves to foresee what may happen next. [Eric d'Esparbes](https://www.linkedin.com/in/ericdesparbes) has been the CFO and if you look at his LinkedIn profile, he's a turnaround guy and has experience with Biotech firms "dealing with complex shareholders and board issues" as it states in his "About" section. He continues to say he has "Capital raising to fund organic and M&A driven growth and optimizing capital structures". This is corporate and Wall Street lingo that basically says HE F\*CKS! Ok so let's check out his track record of "success" for real:  Long time CEO & Founder Dr. Styylli was asked to step aside, but continue as an advisor and is the #2 shareholder after Athyrium. Means the Doc still has skin in the game even though he doesn't know how to run a company or keep a stock price up. The sitting CFO gets the bump up to Interim CEO. Well timed with some new patents and paydown of debt allows the company to have a bit more financial flexibility. **3. INVESTMENT THESIS** \- Ok, Pheobe's sum it up for me! I know most of you all are here for the Squeeze or the MOA$$. I've been in GME, AMC, BBIG and all the rest, so can tell you I've had my fair share of the Social Media swarming. I've seen numerous Ortex screenshots to know that this continues to be the #1 highest short interest stock on Ortex. If you have a look at history, this isn't a stock like Herbalife or Volvo where there is an activist investor trying to pull a short squeeze in order to blow out another whale. This isn't your GameStop, AMC, Macy's, American Airlines where its a bunch of hedgies looking to short the stock of companies beaten down by the pandemic. This in my opinion is a story similar to INVA and many other biotech stocks. It's a company with massive patent portfolio and partnerships with big pharmas. If any of you have watched "Shark Tank" you will recall that everytime someone comes up with a new product which thinks it deserves a massive valuation, the sharks always ask the same questions "Do you have a patent?" and "How are you selling your product". If the answer is "Yes, I have a patent" and "I already have partnerships with big distributors" you almost always are guaranteed a shark to make a juicy offer. So while I won't rule out the possibility of a near-term short squeeze or gamma squeeze, I believe the fundamentals of this company has room for the stock to make it back to it's glory days of when it first when IPO as we keep an eye on further developments in the near future. Look at the glide path of INVA from its bottom in late 2015. Obviously history is never guaranteed to repeat itself, and I'm not a financial advisor, but we could get back to $15 IPO price sooner than later if Mr. Ferrell and his team play their cards right.
Hopefully watching less red tomorrow. -9% after picking up INVA, CDEV, and ASIX calls. And more contracts on SOFI since hey it’s already 40% of my portfolio may as well make it 50
PLTR/INTC/BBIG/ANY/INVA/APPL - jacked and loaded,no more dips ,please
I'm not sure whether or not this deserve a whole thread because I might have spotten something usefull but I need you guys opinion on INVA, if this has the potential to be a short squeeze. But If it is useful and you make a DD thread about please give me some credit. Has been trending up consistantly over a year. The average volume is like 800k/day The debt to equity ratio is low The EPS has been positive for the last 4 quarter They have like 300M$ in positive cash flow The only thing I cant find is the institutional holding But most importantly it has a short ratio over 35% Even in the case that we would be to attempt and fail a short squeeze, I feel like this could be a pretty good thing to hold. What do you guys think? And please respond fast before my roomate need my laptop to have cybersex with my wife, the whole night again.
Check out INVA. It has great potential for a squeeze.
Tell me what you think of INVA. oh and you suck.
I mean if you think it’ll be profitable in the future go ahead and invest (if you don’t think it’ll be profitable you shouldn’t invest, i wish i didn’t have to say this). Personally, it’s not my cup of tea. But since you’ve been very nice i’ll give you a free lil pointer: check out Innoviva INVA, they seem pretty undervalued to me with a PE between 5-7 recently and a p/b of 2ish.
I came across three tickers on finviz that look good to my (untrained) eye. I was curious if there are any glaring defects when looking at these three companies HNNA, FF, INVA. I'm trying to learn more about finding stocks.