Karyopharm - oncology

Companies of this size are not built to become profitable they are built to show revenue and then get sold. If MF and Endo read out this will create a revenue flow that would be attractive to acquiring companies. If not, it’s over.

Bottom line there is enough money and time now to get both trials read out and filed.
All the other afore mentioned financial mechanics really don’t matter at this point.

Of note, this restructuring of debt is common place in small cap biotech with promising data.

You seriously need to stop with the "promising data" BS, you have no idea what the data says nor do the debt holders, public companies CANNOT give private previews of data to investors whether they be stockholders or debt holders. If you have ever been in a data rollout, there are even severe restrictions on people within the company about who can see data prior to making it public and penalties for violation are no joke, disbarment, fines and potentially prison. And as pointed out above, debt holders agreed to the restructure, because it was the best option in a series of terrible options.
 




You seriously need to stop with the "promising data" BS, you have no idea what the data says nor do the debt holders, public companies CANNOT give private previews of data to investors whether they be stockholders or debt holders. If you have ever been in a data rollout, there are even severe restrictions on people within the company about who can see data prior to making it public and penalties for violation are no joke, disbarment, fines and potentially prison. And as pointed out above, debt holders agreed to the restructure, because it was the best option in a series of terrible options.

Seems like at some point someone realized the equity is worthless so may as well pound the hell out of it as long as we can
 












No
You seriously need to stop with the "promising data" BS, you have no idea what the data says nor do the debt holders, public companies CANNOT give private previews of data to investors whether they be stockholders or debt holders. If you have ever been in a data rollout, there are even severe restrictions on people within the company about who can see data prior to making it public and penalties for violation are no joke, disbarment, fines and potentially prison. And as pointed out above, debt holders agreed to the restructure, because it was the best option in a series of terrible options.


You are hilarious …misguided and misinformed, but hilarious.
 













What a disgraceful, inarticulate performance today by CEO who is clearly in over his head and way out of his depth. It took him forever to prepare for a measly question. What are you so scared of RP ? Why is everything a secret ?? Even when I see you walk down the hallway you see covert and clandestine. Perhaps you dont want others to know the secret, like perhaps you are clueless or where lifts in your penny loafers.......it's ok little dickie. I still laugh and find your presence quite entertaining.
 




Back to penny stock territory. Little Dicky.


The funniest thing our CEO (lol) said today in "Penny stock conference" was that he is "professionally invested". I had to replay that 3x at my desk here bc I thought I was hearing things. Professionally invested, lol. You mean like missing every trial read out and constantly dropping the ball. You mean like falling rev and guiding down repeatedly and blaming outside influences ???? You mean like overspending and not managing cost structure, which is nearly putting us out of biz ??? You mean like receiving bonuses for nothing and never buying one single share on the open market ??? Come on little dickey, put your Canadian dollar where your mouth is and show us with cash. Not some BS "professionally invested" Is that the best you got ?? After milk the shit out of our remaining cash pile, professionally really wont mean anything anymore. But how about us, how about the average worker who has kids and bills, what do we do with this wallpaper called stock?????
 




Seems like at some point someone realized the equity is worthless so may as well pound the hell out of it as long as we can

Yes, if they didn't agree to restructure, it would have likely resulted in insolvency and them receiving next to nothing, since debt was unsecured (and thus low on the totem pole in bankruptcy.) They now have a better deal, interest and warrants etc. and moved up the food chain as secured debt holders, who wouldn't take that deal and who knows, maybe the data will pan out.
 




This sums up little Dickey:

He did seem tired vocally. Especially the strategy question.

He has taken the company from ~$1BN MC to ~$100MM MC while getting paid millions and losing hundreds of millions for investors to this date.

A little energy would be welcome.
 








This sums up little Dickey:

He did seem tired vocally. Especially the strategy question.

He has taken the company from ~$1BN MC to ~$100MM MC while getting paid millions and losing hundreds of millions for investors to this date.

A little energy would be welcome.

When you’re grossly incompetent, energy and initiative can make the problem worse.
 




The funniest thing our CEO (lol) said today in "Penny stock conference" was that he is "professionally invested". I had to replay that 3x at my desk here bc I thought I was hearing things. Professionally invested, lol. You mean like missing every trial read out and constantly dropping the ball. You mean like falling rev and guiding down repeatedly and blaming outside influences ???? You mean like overspending and not managing cost structure, which is nearly putting us out of biz ??? You mean like receiving bonuses for nothing and never buying one single share on the open market ??? Come on little dickey, put your Canadian dollar where your mouth is and show us with cash. Not some BS "professionally invested" Is that the best you got ?? After milk the shit out of our remaining cash pile, professionally really wont mean anything anymore. But how about us, how about the average worker who has kids and bills, what do we do with this wallpaper called stock?????

“professionally invested” What the f does that even mean, that this isn’t just a side gig and his real money comes from Amway?
 




















Stock down over 5% this week. That’s exactly the type of pop you want to see from a big presentation at ASCO. Little Dicky.
It doesn’t matter until they file and get approval or not for endo. The stock will stay where it is until then. All this hand wringing and day to day worry of the share price is silly. The next catalyst is well established. Stop worrying about things you can’t control.