does anyone know $MYOV Q3 consensus estimates inc product revenues? tia

Ken Storch at BTIG is keeping a list of biotech companies trading at a negative enterprise value. Currently it is up to 117 names!

On cc $TSVT stated key secondary endpoint ORR was statistically signficant. PR limited description to "improvement" so important to know ORR was stat significant. OS is also key secondary endpt and ongoing.

$FSTX weak. Not sure why. Volume above ave but nothing special. Hasn't been this low in 5 weeks. Purchase deadline is Sept 19. CFIUS review could be done by then or deadline I assume will be extended again.

Key line: "CFIUS already has been considering many of the criteria laid out in Biden’s executive order, according to senior administration officials, who briefed reporters on the condition of anonymity under ground rules set by the White House." bit.ly/3BpAETS $FSTX

"Biden signed a new exec order, largely ceremonial in nature...sr. adm officials confirmed is unrelated to China stealing biotech- or other tech-related trade secrets." Even if it is abt China, dev stage $FSTX is not a natl security threat. bit.ly/3QVeaQh

Clarity has to come but makes no sense at the moment. This am earnings still says "transaction expected to close in the second half of 2022." Also, for stock to be crushed on virtually no volume is a head scratcher. $FSTX

On 12/19/22, $FSTX, Purchaser, and Parent extend the End Date to 12/30/22. The parties are in discussions with CFIUS and have extended the End Date to provide for additional time to satisfy the Foreign Investment Condition with respect to CFIUS.” investors.f-star.com/node/9236/html

9 years after Tefferi and #ASH13 imetelstat scores in Imerge. But in what precise setting might it be used? Via @evaluatevantage -> evaluate.com/vantage/articl… $GERN $BMY

$IMPL on cash situation during its cc: "...ongoing discussions regarding additonal capital and are optimistic sharing progress in the near term." Would be good to see venBio, 5AM Venture and Vivo, all with large stakes, step up and provide aditional funding on decent terms.

Fr 20F: "On 4/28/23 $NNOX signed a term sheet w/ Lead Plaintiffs in the McLaughlin action + the consolidated White action to settle all claims for $8M. We could not reasonably est range of possible loss fr the SEC investigation due to the unpredictable nature of future events."

$MEIP - Now that the takeover is public, I will say I had a discussions with some other investors to do a similar transaction. Unfortunately, the other parties involved were moving a little to slow and unwilling to "Rip the bandaid off $MEIP" so I had to move on. $MEIP and $INFI

Some unexplained movements in arb land today. Anyone with any color on the action behind $ISEE, $NGMS, $SGEN? $TSEM and $SIMO can obviously be explained away with Chinese retaliation fears.

Fr today's 10Q: $FEMY expects losses to increase over the next few years as the Company advances FemBloc through clinical development until FDA approval is received and is available to be marketed in the United States.

$FEMY's funder is PMCB, a biotech based in Vegas that has an $18M mcap. Joshua Silverman is its interim CEO. He is the Co-Founder and Managing Member of Parkfield Funding LLC. Parkfield barely has a website: parkfieldcapital.com

$RVNC and Crown Laboratories enter into a merger agreement; Crown will commence a tender offer to acquire all outstanding shares of Revance's common stock for $6.66 per share in cash, representing a total enterprise value of $924 million

$SPRO milestone reduction fr $150M to $101M on 1st sales makes total sense + should be interpreted as a non-event bec payment is detemined by trial cost; when trial stopped early for efficacy, expenses went down by about $50M due to far fewer pts in ph 3 trial than orig thought.

$AVXL Somewhat more EMA timeline clarity during Q+A. On previous Q call said EMA decision would be eoy or early Q1; Now says "probably first quarter next year". Also said during cc would only seek a partner if EMA approval granted.

JMP initiates $ASMB Outperform and target $38

$BTQ PR dense w/ nada - separate link below to unearth detailed pathetic financials. rb.gy/z04lug Remember financials in Canadian dollars - converts to only $28M USD cash + lost $6.4M USD in Q yet says cash "multi-year runway" which suggests how little invest in R&D.