OrbiMed Advisors Picked Viewray Inc. (NASDAQ:VRAY) Shares

In a just published Form 13, filed with the US Securities and Exchange Commission (SEC), Viewray Inc. (NASDAQ:VRAY) reported that OrbiMed Advisors has picked up 9,866,102 of common stock as of 2017-03-21.

The acquisition brings the aggregate amount owned by OrbiMed Advisors to a total of 9,866,102 representing a 17.7% stake in the company.

For those not familiar with the company, ViewRay, Inc. designs, manufactures and markets MRIdian, the magnetic resonance imaging (MRI)-guided radiation therapy system to image and treat cancer patients simultaneously. The Company offers radiation therapy technology combined with magnetic resonance imaging. MRIdian integrates MRI technology, radiation delivery and the Company’s software to locate, target and track the position and shape of soft-tissue tumors while radiation is delivered. MRIdian delivers radiation to the tumor accurately while delivering less radiation to healthy tissue. MRIdian provides real-time imaging that defines the targeted tumor from the surrounding soft tissue and other critical organs during radiation treatment. MRIdian allows physicians to record the level of radiation exposure that the tumor has received and adapt the prescription between fractions as needed.

A glance at Viewray Inc. (NASDAQ:VRAY)’s key stats reveals a current market capitalization of 377.33 million based on 38.23 Million shares outstanding and a price at last close of $7.16 per share.

Looking at insider activity, there are a few transactions worth noting.

Specifically, on 2017-01-18, Bansal picked up 62,597 at a purchase price of $3.17. This brings their total holding to 70,104 as of the date of the filing.

It’s possible to gauge a company’s potential by tracking the activity of its major holders, as well as checking in on insider activity such as those transactions listed above. We’ll be keeping an eye on Viewray Inc. (NASDAQ:VRAY) as things move forward to see if its progress aligns with these transactions.

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Guess Who Picked Up Diebold Nixdorf Inc. (NYSE:DBD) Shares

In a just published Form 13, filed with the US Securities and Exchange Commission (SEC), Diebold Nixdorf Inc. (NYSE:DBD) reported that Atlantic Investment Management has picked up 5,061,102 of common stock as of 2017-03-21.

The acquisition brings the aggregate amount owned by Atlantic Investment Management to a total of 5,061,102 representing a 6.7% stake in the company.

For those not familiar with the company, Diebold Nixdorf, Incorporated provides connected commerce services, software and technology. The Company’s geographic segments include North America (NA), Asia Pacific (AP), Europe, Middle East and Africa (EMEA), and Latin America (LA). These segments sell and service financial self-service (FSS), retail solutions and security systems. The Company is engaged in providing connected commerce solutions to financial institutions. These solutions are supported by a field service organization. The Company provides security solutions, which combine a services portfolio and products to help address its customers’ needs. The Company provides services for a portfolio of physical security offerings, in addition to serving as a national locksmith. The Company provides voting machines for official elections and the terminals for the governmental lottery and correspondent bank.

A glance at Diebold Nixdorf Inc. (NYSE:DBD)’s key stats reveals a current market capitalization of 2.17 billion based on 75.44 Million shares outstanding and a price at last close of $28.85 per share.

Looking at insider activity, there are a few transactions worth noting.

Specifically, on 2014-06-13, Mattes picked up 450 at a purchase price of $35.75. This brings their total holding to 49,153 as of the date of the filing.

On the sell side, the most recent transaction saw Cox unload 3,534 shares at a sale price of $24.00. This brings their total holding to 25,054.

It’s possible to gauge a company’s potential by tracking the activity of its major holders, as well as checking in on insider activity such as those transactions listed above. We’ll be keeping an eye on Diebold Nixdorf Inc. (NYSE:DBD) as things move forward to see if its progress aligns with these transactions.

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Here’s Who Just Picked Up Liveperson Inc. (NASDAQ:LPSN) Shares

In a just published Form 13, filed with the US Securities and Exchange Commission (SEC), Liveperson Inc. (NASDAQ:LPSN) reported that Discovery Group I, Llc. has picked up 3,656,394 of common stock as of 2017-03-21.

The acquisition brings the aggregate amount owned by Discovery Group I, Llc. to a total of 3,656,394 representing a 6.3% stake in the company.

For those not familiar with the company, LivePerson, Inc. (Liveperson) is a provider of mobile and online messaging technologies that power digital communication between brands and consumers. The Company’s segments include Business and Consumer. The Business segment enables brands to leverage its cloud-based LiveEngage’s intelligence engine. The Consumer segment facilitates online transactions between independent service providers (Experts) and individual consumers (Users) seeking information and knowledge for a fee through mobile and online messaging. The Company’s platform, LiveEngage, enables businesses to create a meaningful connection with consumers by offering messaging as a preferred channel of communication. Its technology platform offers an intelligence engine, as well as a suite of text and mobile messaging, real-time chat messaging, content delivery and cobrowsing offerings to proactively engage with consumers through m-dot sites, mobile applications, Websites and social media.

A glance at Liveperson Inc. (NASDAQ:LPSN)’s key stats reveals a current market capitalization of 385.21 Million based on 58.30 Million shares outstanding and a price at last close of $6.75 per share.

Looking at insider activity, there are a few transactions worth noting.

Specifically, on 2015-09-19, Wesemann picked up 10,000 at a purchase price of $8.02. This brings their total holding to 90,000 as of the date of the filing.

On the sell side, the most recent transaction saw Greenberg unload 1,497 shares at a sale price of $8.05. This brings their total holding to 50,772.

It’s possible to gauge a company’s potential by tracking the activity of its major holders, as well as checking in on insider activity such as those transactions listed above. We’ll be keeping an eye on Liveperson Inc. (NASDAQ:LPSN) as things move forward to see if its progress aligns with these transactions.

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Why VBI Vaccines, Inc. – Ordinary Shares (NASDAQ:VBIV)’s Cold Chain Efforts Could Be A Game Changer In The Vaccination Space

According to the World Health Organization (WHO), the first decade of this century was the most productive in the history of vaccine development. The decade saw the introduction of vaccinations for rotavirus diarrhoea, types of meningitis and pneumonia, and for human papillomavirus (HPV) infections that cause cervical cancer. These are life saving vaccines, and there are more on the way. There are more than 80 vaccines in the late stages of global development, with close to 40% of these targeting life threatening diseases such as malaria and dengue fever.

Not surprisingly, in line with this expanded portfolio, revenues generated by the industry have increased dramatically. In 2005, global vaccine market revenues were $10 billion. During 2015, this had risen to $41 billion. UNICEF estimate that just over 80% of the world’s children now have access to immunization. To put this another way, coverage is now a far smaller problem than it was just a decade ago.

There are fresh problems, however, and as coverage has increased, and in line with coverage, demand, the primary issue now is the distribution network that underpins the coverage.

Specifically, a concept called the cold chain.

The majority of commonly recommended vaccines require storage temperatures of 35°F-46°F (2°C-8°C) and must not be exposed to freezing temperatures. Some of the more modern vaccines, namely varicella vaccine live attenuated influenza vaccine (LAIV), need to be stored at a continuously frozen state. These costs of the cold chain extend to both the developing world, and developed economies such as the US and Europe. In the developed world, the infrastructure exists to maintain the cold chain, but it’s expensive. In the developing world, the cold chain necessitates a tiered structure, through which a central unit will distribute to regional healthcare entities, in an attempt to minimize the required stock holding of the vaccines regionally (because it’s expensive to refrigerate things in regional African centers, for example).

Bottom line, the cold chain adds a premium to the price of vaccines, which someone must bear. In many instances, it’s the drug makers. In some, it’s the network operators. Estimates as to the scale of this cost vary, with the high end suggesting an 80% premium and the low end a 20% premium.

If a company can find a way to allow for the breaking of the cold chain, and remove the necessity for the vaccines being stored and transported to do so within a low temperature range, there’s a massive global market for its technology.

One company has spent the last five years doing just that, and it’s put together a batch of data that suggests it has succeeded.

The company is VBI Vaccines, Inc. – Ordinary Shares (NASDAQ:VBIV).

VBI is a vaccine developer that formed by way of a merger early in 2016 between a company called SciVac, and a company called VBI Vaccines. The two merged, combined operations, and moved forward as VBI under the ticker VBIV. SciVac brought into the merger its hepatitis B vaccine, Sci-B-Vac, which is a standard of care hepatitis vaccine in Israel (where it is administered to almost every child as standard of care) and 14 other countries across Europe, Africa and South America. The vaccine is in the late stages of the development process required for a US approval, and there’s a large market on offer if the FDA follows in the footsteps of the Israeli health authorities and accepts the vaccine for commercialization.

That’s not the focus of this discussion, however.

VBI brought with it two technologies – one, a platform that develops a third generation of vaccines, which are designed to mimic viruses as closely as possible and, in doing so, have a far higher immunogenicity than the current generation. This platform is called the eVLP platform, and VBI is currently working on a cytomegalovirus vaccine, and a brain cancer vaccine (designed as an immunotherapy tool) under the framework of this technology. Again, however, that’s not the focus of this discussion.

The focus is the second technology brought to the table – a technology called the LPV Thermostability Platform, or LPV TP. The processes that underpin the platform are not public, which isn’t surprising gibing the game changing nature of the technology involved. However, from the available literature, it’s possible to deduce that by using a combination of synthetic lipids (MPG, DCP, and Cholesterol) in proprietary ratios, the platform reduces moisture content during what are called lyophilization cycles. These cycles are a sort of freeze drying process, and normally aren’t that effective with vaccines. Include the proprietary mix of lipids, however, and VBI has proven its able to reduce moisture ingress in the vaccines. A reduced moisture ingress removes the necessity for refrigeration or freezing, and – by proxy – remove the need for a cold chain.

This isn’t just conceptual stuff, either.

VBI has data in hand that proved the commercial MMR vaccine potent at 8 weeks, kept at body temperature. It has the same data for a Herceptin like vaccine. With the common influenza virus, its LPV TP extended potency to 12 months at a little over body temperature. Rabies vaccine, which is essentially useless within hours of being removed from the cold chain, held its potency for 18 months at body temperature once it had been exposed to the LPV TP.

It’s hard to underestimate the importance of these numbers. The company could (using the numbers referenced above) save big pharma anywhere between 20% and 80% on its vaccine costs, some of which will pass to consumer, of course, but a large portion of which could be cost savings for the big pharma entities in question.

These companies are recognizing this, and VBI is drawing some big name partners on the back of the platform’s potential.

In April 2016, the company entered into a research collaboration with Sanofi SA (ADR) (NYSE:SNY), under which Sanofi will use the LPV TP to attempt to produce a version of one of its vaccines. A couple of months earlier, in February 2016, VBI struck the same deal with GlaxoSmithKline plc (ADR) (NYSE:GSK).

If these deals produce what both companies hope they will – a vaccine that can be removed from the cold chain – it’s going to open the floodgates for a host of expanded big names to secure exclusive rights to VBI’s technology in various vaccine applications.

Right now, VBI has a market capitalization of circa $200 million. It won’t take many of these sort of exclusive rights deals to inject a comparable amount of cash into its balance sheet. In this regard alone, the company looks undervalued.

And as mentioned earlier, this is just half of the story, if that. The company has announced numerous developments relating to its vaccine platform during the first quarter of 2017, with steps forward in GBM, CMV and RSV each serving as catalyst year to date. Further, smart money is recognizing the potential, and VBI has picked up a raft of household name biotech funds’ support.

Bottom line, with the cold chain operations potentially set to change the vaccine landscape, and the company’s pipeline advancing treatments in billion dollar indications, supported by some of the biggest funds in the sector, it’s difficult to see this one staying at its current valuation for much longer.

 

Why Medically Minded Inc (OTCMKTS:MMHC) Share Prices Doubled

Medically Minded Inc (OTCMKTS:MMHC) shares were up 100% on Monday to $0.00100 and unchanged in after-hours trading. Share prices have been trading in a 52-week range of $0.00 to $0.00. The company has a market cap of $24,800.00 at 49.52 million shares outstanding.

Medically Minded Inc is a company that engages in the production and retail of medical marijuana through its subsidiary. It is headquartered in St. Thomas, Virgin Islands. In a press release, the company announced that it has acquired 66 Oilfield Services, LLC. This is  an oil field services company with headquarters in Oklahoma City and is the successor to and third generation of a heavy oil field equipment company founded by J.C. Houck in 1959.

Aside from drill pipe and rig related equipment, 66 currently purchases and refurbishes custom rigs on a regular basis for resale through a joint venture with Oklahoma Rig Fabricators and Five Star Rig & Supply. James Frazier, President, was with Continental Resources and his staff will continue to pursue the purchase of heavy-weight drill pipe, drill collars, custom rigs and other select drilling equipment which are available at distressed prices due to the downturn in the oil industry.

Currently, there are a number of rigs and rig equipment which were ordered during the more active drilling periods that have not been accepted for delivery, not used or not fully paid. This excess inventory needs to be quickly sold to free up needed cash for 66s vendors and partners. This creates an opportunity to purchase new equipment on a limited basis well below market prices which 66 can resell at better prices throughout our world-wide network to the benefit of our shareholders. Becoming a publicly traded company will provide us better access to financial markets and capital to best execute our business plan,” stated Frazier. “We are in process of completing a financial audit and plan to file a Form 10 under the Securities Exchange Act as soon as possible.”

To close this transaction, Medically Minded Inc did not issue additional securities but has instead utilized reissue of the an outstanding 3,000,000 shares of Series A-1 Preferred Stock representing 80% of the company’s equity. The company will also change its name to Sixty Six Oilfield Services, Inc. and a request will be made for a trading symbol to reflect the new name. 66 earned unaudited revenues of $5 million in 2015 with net income of $926,000 and $3.9 million in 2016 with net income of $695,000. Its equipment is considered a commodity and a quality collateral investment which can be held and resold for much higher prices in active periods.

Prior to this, Medically Minded Inc announced a planned acquisition of Skara Restaurants Holdings Inc but Skara’s management has concluded that it is not appropriate for them to be a publicly traded company in reverse merger and has cancelled the transaction.

DISCLAIMER: There is a substantial risk of loss with any speculative asset, especially small cap stocks. The opinions expressed are those of the author, and do not constitute recommendations to buy or sell a stock. Do your own research before committing capital.

Candlewood Investment Group is Buying Pacific Ethanol Inc. (NASDAQ:PEIX) Shares

In a just published Form 13, filed with the US Securities and Exchange Commission (SEC), Pacific Ethanol Inc. (NASDAQ:PEIX) reported that Candlewood Investment Group has picked up 3,603,196 of common stock as of 2017-03-21.

The acquisition brings the aggregate amount owned by Candlewood Investment Group to a total of 3,603,196 representing a 9.1% stake in the company.

For those not familiar with the company, Pacific Ethanol, Inc. is a producer and marketer of low-carbon renewable fuels in the United States. The Company’s segments include a production segment and a marketing segment. It owns and operates over eight ethanol production facilities at which it produces ethanol and co-products. It produces ethanol co-products, including wet distiller’s grains, dry distillers’ grains with soluble, wet and dry corn gluten feed, condensed distillers solubles, corn gluten meal, corn germ, corn oil, distillers yeast and carbon dioxide. It markets distiller’s grains and other feed co-products to dairies and feedlots in various cases located near its ethanol plants. Approximately four of its plants are in the Western states of California, Oregon and Idaho, or the Pacific Ethanol West plants; and over four of its plants are located in the Midwestern states of Illinois and Nebraska, or the Pacific Ethanol Central plants. Its plants have ethanol production capacity of over 515 million gallons per year.

A glance at Pacific Ethanol Inc. (NASDAQ:PEIX)’s key stats reveals a current market capitalization of 328.62 Million based on 43.35 Million shares outstanding and a price at last close of $7.10 per share.

Looking at insider activity, there are a few transactions worth noting.

Specifically, on 2016-02-25, Candlewood picked up 3,168 at a purchase price of $2.94. This brings their total holding to 900,177 as of the date of the filing.

On the sell side, the most recent transaction saw Candlewood unload 3,632 shares at a sale price of $6.70. This brings their total holding to 38,150.

It’s possible to gauge a company’s potential by tracking the activity of its major holders, as well as checking in on insider activity such as those transactions listed above. We’ll be keeping an eye on Pacific Ethanol Inc. (NASDAQ:PEIX) as things move forward to see if its progress aligns with these transactions.

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Guess Who Picked Up Issuer Direct Corp (NYSEMKT:ISDR) Shares

In a just published Form 13, filed with the US Securities and Exchange Commission (SEC), Issuer Direct Corp (NYSEMKT:ISDR) reported that Red Oak Partners, Llc. has picked up 508,687 of common stock as of 2017-03-21.

The acquisition brings the aggregate amount owned by Red Oak Partners, Llc. to a total of 508,687 representing a 17.52% stake in the company.

For those not familiar with the company, Issuer Direct Corporation is a provider of disclosure management solutions and cloud-based compliance technologies. The Company reports its products and services revenues in revenue streams, such as disclosure management, shareholder communications, and platforms and technology. The Company works with a client base in the financial services industry, including brokerage firms, banks and mutual funds. It also sells products and services to corporate issuers, professional firms, such as investor relations and public relations, and the accounting and the legal community. The Company’s portfolio of brands and products include Issuer Direct, Investor Network, Accesswire, Blueprint, iProxy Direct, iR Direct, Annual Report Service (ARS) and Company Spotlight. It announces material financial information to investors using its investor relations Website, Securities and Exchange Commission (SEC) filings, investor events, news and earnings releases, public conference calls and Webcasts.

A glance at Issuer Direct Corp (NYSEMKT:ISDR)’s key stats reveals a current market capitalization of 29.49 Million based on 2.90 Million shares outstanding and a price at last close of $10.35 per share.

Looking at insider activity, there are a few transactions worth noting.

Specifically, on 2016-06-23, Balbirnie picked up 1,000 at a purchase price of $6.10. This brings their total holding to 620,255 as of the date of the filing.

On the sell side, the most recent transaction saw Red unload 939 shares at a sale price of $10.60. This brings their total holding to 90,087.

It’s possible to gauge a company’s potential by tracking the activity of its major holders, as well as checking in on insider activity such as those transactions listed above. We’ll be keeping an eye on Issuer Direct Corp (NYSEMKT:ISDR) as things move forward to see if its progress aligns with these transactions.

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Coliseum Capital is Buying Lhc Group Inc. (NASDAQ:LHCG) Shares

In a just published Form 13, filed with the US Securities and Exchange Commission (SEC), Lhc Group Inc. (NASDAQ:LHCG) reported that Coliseum Capital has picked up 730,794 of common stock as of 2017-03-21.

The acquisition brings the aggregate amount owned by Coliseum Capital to a total of 730,794 representing a 4.0% stake in the company.

For those not familiar with the company, LHC Group, Inc. is a holding company. The Company provides post-acute healthcare services to patients through its home nursing agencies, community-based services agencies and long-term acute care hospitals (LTACHs). The Company operates through four segments: home health services, hospice services, community-based services and facility-based services. Through its home health services segment, the Company offers a range of services, including skilled nursing, medically-oriented social services, and physical, occupational and speech therapy. Through its hospice services segment, the Company offers a range of services, including pain and symptom management, emotional and spiritual support, inpatient and respite care, homemaker services and counseling. The Company’s community-based service operations offer a range of services to patients in their home or in a medical facility. The Company provides facility-based services principally through its LTACHs.

A glance at Lhc Group Inc. (NASDAQ:LHCG)’s key stats reveals a current market capitalization of 909.12 Million based on 18.15 Million shares outstanding and a price at last close of $50.18 per share.

Looking at insider activity, there are a few transactions worth noting.

Specifically, on 2013-03-15, Coliseum picked up 24,100 at a purchase price of $21.24. This brings their total holding to 2,549,518 as of the date of the filing.

On the sell side, the most recent transaction Coliseum unload 50,000 shares at a sale price of $50.24. This brings their total holding to 730,794.

It’s possible to gauge a company’s potential by tracking the activity of its major holders, as well as checking in on insider activity such as those transactions listed above. We’ll be keeping an eye on Lhc Group Inc. (NASDAQ:LHCG) as things move forward to see if its progress aligns with these transactions.

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