AXNX: Calls on IncontinencePromising biotech setup here, had a nice break of 70 recently and may be looking to go higher. Potentially risky if XBI rolls over but strong momentum here nonetheless. Good luck traders!
Health
$MIRM doubling down*This is not financial advice, so trade at your own risks*
*My team digs deep and finds stocks that are expected to perform well based off multiple confluences*
*Experienced traders understand the uphill battle in timing the market, so instead my team focuses mainly on risk management*
Recap: My team entered $MIRM on 5/28/21 at $16.30 per share.
Today we're taking the dip opportunity and doubling down at $15.60 per share.
FIRST ENTRY: $16.30
2ND ENTRY: $15.60
TAKE PROFIT 1: $20
TAKE PROFIT 2: $30
STOP LOSS: $14.90
If you want to see more, please like and follow us @SimplyShowMeTheMoney
The boomers didn't have enough kids trendThe london area and some countries are ordering millions of body bags.
They are super bearish. At the bottom. As usual.
Covid is over. There were 2 deadly waves and there won't be a third.
I hope I'm not offending anyone too much. I know that to big brains going against the fear narrative - which changes everyday - makes you a conspiracy theorist that believes jewish lizards control the world.
I believe reptilians control the world and this is my right.
Look at this chart:
Do you not think that governments are ran by reptilian brains because I think they are.
They made illegal buying masks and told us they were useless.
Then they forced us to wear masks and used strict police repression to enforce this rule.
They locked healthy people at home, even in middle ages they didn't do that.
Scientists proved it was useless AND showed that for the first time ever,
entire families (locked together) died!
They are always wrong about everything. They are reptilian peasants.
Covid passes, just like retirement reforms, are rules made by boomers for boomers.
And these rules apply to everyone except the police and military. Democracy.
It's like literally everyone is ultra bullish on covid but they are all wrong. This is the top.
They are going to panic with the violent 2023 flu pandemic but it's just the start of wave 1 in the new uptrend.
And 2022 will be "back to normal hurrah".
After 1 century of exceptional progress, S&P growth, life expectancy, the trend will reverse.
Good times create weak men etc. These weak zombies will panic it's going to be funny.
When a very violent bubonic ebola plague hits it's possible that the zombies get the zeal of the convert:
They believed in covid fear, they will change their mind once it's over and they slowly learn restrictions were for nothing. Redpilled.
And so, when the plague hits they will brush it off. I'll be in my bunker in the middle of nowhere watching natural selection take its course.
Deaths will actually go up for several reasons:
- Massive obesity, in particular in the young (that are getting older and fatter)
- Massive old population with very little replacement
And also:
- Weak chinned low T drug addicts
- Hypocondriacs with weakened immune systems
- Being stuck at home and other small reasons
Medical institutions have done a lot of campaigning to get people to avoid using antibiotics all the time.
Some fear penicillin resistant bacterias pandemics and mutants. This will not happen, not on a large scale.
Bacterias have been at war for BILLIONS of years. Using penicillin or other antibiotics for millions of years.
Zambia is a country with a population of 15,000,000.
The west stole almost all their doctors. They had 1600 and that number dropped to 400.
This obviously really screws the country beyond belief but a few thousand doctors for the west is not enough.
They have a few hundred per 100,000 and as the population age they will need more, perhaps as much as 500/100,000.
But their doctors are retiring, so the number goes down.
In France the number now is 330, stagnating, but the number of patients is going up.
And that 330 number will decline.
France alone might need 100 doctors by 100,000. So in total 67,000 doctors (the population is 67M).
That is more than 50 times the number of doctors that were stolen from Zambia.
And that's France alone.
Plus the "brain drain" has been going on for decades so Africa has little left to leech.
Maybe they are now letting in refugees because they hope some of them will turn into doctors?
For context at least 70% of refugees are women and children.
The revolution already started, but during the 2023 flu pandemic where thousands of old people are waiting in makeshift beds in tents because hospitals are full, and the government runs out of options (they might lock people at home again, out of despair again), a hard paradigm change will be necessary.
There are a lot of variable. For example if the anti covid injections have side effects, pharma companies, that already have scandals way too often, will lose the public trust. And the biotech period will not happen, or be delayed, or be very secondary. We are changing of paradigm & period (50-75 years), but also of era (200-300).
The period in France is 1968-2021 so 53 years. Or you could say since the 1946 NWO, 75 years. It is not an exact science.
The past 50-75 years was the period of neo-liberal pleasure seaking, tech religion, etc. It's ending.
That was for the period (50-75). The era (200-300) is industrial revolution/wageslavery/capitalism/socialism.
We were born just in time to witness some of the greatest change in history. Worth it.
All of Africa does not have enough doctors and nurses to take care of the hundred of millions of obese and old patients. Not even close.
The only half valid hope is technology but it won't magically save people.
Deaths will go up, like it or not.
And governments can crush revolts, but they can't crush the underlying fundamentals.
If Louis XVI had put an end to the tax revolt of 1789 (Like Macron put an end to the yellow vest tax revolt), monarchy would still have ended.
The trend, and what to expect is clear. I believe not 1 in a thousand knows this.
It is mathematically impossible the welfare state continues, government guarenteed pensions will vanish.
And it is mathematically impossible that our generation (Z to X) lives better than boomers.
For the first time the kids will not be better off than their parents.
Not only that but even much worse off.
I will add another call, gold, easy one:
I hate explaining the obvious but I have the intention to throw this at the face of dum dums.
Here I am so clear even a zombie should be able to understand:
Months ago me said covid-19 wave was over, and me said if other wave it would be other variant. Which was the case. That call aged well.
Now me say covid deaths any variant is over. I no care media say "ooga booga many case". Me say death spike covid any variant over. No more big spike.
No third deadly wave. Understand? Death. Not case. Regardless vaccines. All country same.
Teladoc Trade [TDOC]A staple of Cathie Wood's ARKK Invest fund, Teladoc looks to be winding up for a big move in the coming days after breaking the resistance of a supply line that has kept TDOC stagnant since the peak of its small rally in June.
Now we find it at a key support level just outside of the trendline and finding support on our 21 MA as well.
I am long on TDOC with a stop loss at $149.99. At this point, if the green horizontal line of support would be broken, the next level we want to look at for a long would be $146.84. However, a break and close of $146 would be a break into my no trade zone.
Bonus points for the asset if it can hold and maintain price action outside of our green, downward sloping line of resistance now hopefully flipped support.
Clover Health and competition from Doximity IPOI did a small research yesterday and also published a full article on the website. Doximity will go public on NYSE and is an online network for doctors. It is an early-stage company that is already profitable which is something unusual for companies at this stage. Also, Clover is not a profitable company yet. I believe is worth looking at the full article.
Just to make this clear I still believe in Clover as a company i've been holding since it was $8.
$LCTX biotech company analysis *This is not financial advice, so trade at your own risks*
*My team digs deep and finds stocks that are expected to perform well based off multiple confluences*
*Experienced traders understand the uphill battle in timing the market, so instead my team focuses mainly on risk management*
My team has been following clinical-stage biotech company $LCTX for the past few months. $LCTX pipeline looks very promising. We believe that current price levels are undermining the companies potential. We entered $LCTX on 5/14/21 at $2.23 per share and have been holding ever since. Following its correction from its 52-week high of $3.13 $LCTX now sits at $2.80 per share.
My team averaged up on our $LCTX position this morning at $2.70 per share and intend to take profit at $4.20.
ORIGINAL ENTRY: $2.23
AVERAGING UP AT: $2.70
TAKE PROFIT: $4.20
STOP PROFIT LOSS: $2.50
If you want to see more, please like and follow us @SimplyShowMeTheMoney
Centene, I was neglecting you but now I see you in your splendorThe algorithmic advisor Market Miracle is suggesting for some days a LONG entry on the title CENTENE $CNC
The company that is basically a Healthcare is in charge of the US-wide care of patients with and without health coverage.
The signals that I have been provided on Centene these days did not have a particularly explosive aspect for which for my fault they have been neglected but analyzing the company more from the fundamentals it emerges that Centene is really in excellent health and ripe for a possible growth slow but steady for a long time.
In fact, according to some sites that I use as a reference to find data on companies is far below its fair value, has no particular alerts if not a debt situation in which the covid has contributed a lot but hopefully over time should be reduced.
From a graphic point of view we are already at the peak and between an overbought and the other always manages to climb a step higher than the index of its strength.
Analyzing Miracle Viewer, the indicator that tries to identify the positions of the big players of marked, we see that they are returning investments by the institutions so the title could accelerate its rise.
From a graphical point of view in the very short I expect a climb like the one described in the chart but I imagine there will be new and future updates very soon.
I will take a position on the title as soon as possible.
This idea is based on a signal generated by the advisor Marketmiracle, down on this page you will find the link to the page of signals of the advisor that you can see for free without any cost or registration
Sector early indicator? Not usually: Health, Utilities & TransptThe Healthcare sector, Utilities sector, and Transportation sector - here represented by the S&P Health Care Index (S5HLTH, in blue), Dow Jones Utility Average ( DJU, in purple), and the Dow Jones Transportation Average (DTX, in orange) - do not usually act as early indicators against the broader market (here represented by the DJIA in gray, and the NASDAQ in black)... except perhaps for DJU falling from a peak in Jan 2015 (DTX a little earlier in Dec 2014), and DJU again in Dec 2017. (Around the turn of the century, DTX also peaked fairly early - in 1998.)
Sector early indicator? No: Health & Utilities, not usually.The Healthcare sector and Utilities sector - here represented by the S&P Health Care Index (S5HLTH, in blue) and Dow Jones Utility Average (DJU, in purple) - do not usually act as early indicators against the broader market (here represented by the DJIA in gray, and the NASDAQ in black)... except perhaps for DJU falling from a peak in Jan 2015, and in Dec 2017.
Nabriva - Strong Potential 💪-Nabriva Therapeutics (NASDAQ:NBRV) and Sinovant Sciences' antibiotic lefamulin was non-inferior to moxifloxacin in a phase 3 study, according to top-line results.
-In a modified intent to treat (mITT) population, the clinical response success rates were 76.8% for lefamulin and 71.4% for moxifloxacin.
-Also, Sinovant inked an agreement with a Chinese subsidiary of Sumitomo Dainippon Pharma (OTCPK:DNPUF) to acquire development and commercialization rights for lefamulin in Greater China. Nabriva shares are up 40.5% to $2.08 in after-hours trading.
$STRM Signs New Contract for Streamline Health® eValuator™Large Southwestern Health System Signs New Contract for Streamline Health® eValuator™
$STRM today announced it has signed a contract with a 1,300-bed, Epic EMR-based health system in Arizona. The healthcare provider will use eValuator’s cloud-based automated pre- and post-bill coding analysis technology to help improve revenue integrity for their inpatient and outpatient services.
finance.yahoo.com
$CHEK Receives FDA IDE Approval for Pivotal Study of C-Scan®Check-Cap Receives FDA IDE Approval for Pivotal Study of C-Scan®
today announced that the U.S. Food and Drug Administration (FDA) has approved the Company's Investigational Device Exemption (IDE) application, permitting Check-Cap to begin a pivotal study of C-Scan in the U.S.
The pivotal study will evaluate safety and performance of C-Scan as well as subject compliance with C-Scan.
Now with IDE in hand, we aim to enter the last phase of demonstrating the clinical potential of C-Scan in the U.S., with the ultimate goal of commercialization in this important market.
"We are in active discussions with a number of clinical sites as part of our preparations to begin the pivotal study in late 2021.
finance.yahoo.com
Exela Technologies Wins $90 Million ContractExela Technologies Wins $90 Million Contract for Cloud-Hosted PCH Global, Delivering Healthcare Solutions for Major US Insurer
$XELA today announced a 10 year, $90 million venture blending automation technologies, SaaS, and services through its PCH Global platform, which officially launched in September of last year.
This effort will accelerate the digital transformation efforts for a major US health insurance company and is part of a broader relationship that included over $28 million in revenue in 2020.
finance.yahoo.com
DaVitaCorporate Profile
DaVita is a Fortune 500® health care provider focused on transforming care delivery to improve quality of life for patients around the globe. The company is the largest provider of kidney care services in the U.S. and has been a leader in clinical quality and innovation for 20 years. Through DaVita Kidney Care, the company treats patients with chronic kidney failure and end stage renal disease. DaVita is committed to bold, patient-centric care models, implementing the latest technologies and moving toward integrated care offerings for all. As of June 30, 2020, DaVita served 205,000 patients at 2,795 outpatient dialysis centers in the United States. The company also operated 287 outpatient dialysis centers in ten countries across the world. DaVita has reduced hospitalizations, improved mortality, and worked collaboratively to propel the kidney care industry to adopt an equitable and high-quality standard of care for all patients, everywhere.
There are like 5 of these within every mile in Chicago lol
It's inevitable lol
*not investing advice
Today, DaVita Kidney Care announced that more than 100,000 DaVita patients have received a kidney transplant since 2000. This milestone represents the culmination of two decades of innovative strategies spearheaded by the kidney care provider to increase patient education and access to kidney transplantation.
DaVita Kidney Care (PRNewsfoto/DaVita Kidney Care)
"We are deeply committed to helping every interested patient be evaluated by transplant centers and stay transplant ready," said Dr. Jeff Giullian, chief medical officer for DaVita. "Transplant is the best option for most patients with kidney failure, as it's the only way for these patients to live without relying on dialysis."
According to the United Network for Organ Sharing (UNOS), 24,273 people received a kidney transplant in the United States in 2019. More than 6,000 DaVita patients have already received a transplant in 2020, despite the many setbacks transplant programs faced due to COVID-19.
At the same time, nearly 100,000 people in the United States remain on a kidney transplant waitlist. The average wait for a non-living kidney donor match is 3.6 years.
The Advancing American Kidney Health initiative launched in 2019 calls for doubling the number of kidneys available for transplant by 2030. The initiative lays out a roadmap to help organ procurement organizations and transplant centers reach this goal, which aligns with DaVita's longstanding work to empower all patients to choose to be evaluated for transplant.
My name is Ski Mask and I've been making bad decision all my life.
Strike Price: $109.35
Like Follow Agree Disagree!
What do you think?
Hopefull targets in the upcoming weeks/month #EYESSo far I'm trying to find a channel in which #EYES is traveling.
Currently I think that it should start retesting the previous "supports"
We shall see.... 1. Weed/EV 2. Healthcare 3.Technology
COHERUS cracking $21 will unleash major bullish potentialCOHERUS BIOSCIENCES Inc., NASDAQ:CHRS , is a bioscience company that has not yet not benefited from the sector's outperformance despite significantly improving financials and the business becoming profitable. When the stock price cracks the $21 level it will unlock a significant bullish potential.
VERY headed to a new all time high?
This stock has been CSE:VERY good to me.
The Very Good Food Company makes Vegan Meats better than Beyond and all the other meat wannabes CSE:VERY
I first 'bought in' to this company when I tried my first vegan faux breakfast sandwich at their first and only eat-in location in Victoria, Canada. I put my money where my mouth was when I bought into them soon after their IPO at $1.09. Since then, their market cap has exploded to 640m and so has demand for their products. They are rapidly scaling up production to meet an even more rapidly growing demand, with an 82% production capacity improvement since OCTOBER 2020. They recently acquired a small nut-based vegan cheese company to expand their product offerings. Bullish press releases and strong technicals continue to push this stock up. I wouldn't be surprised if an uplisting to the NASDAQ is in their future.
A close over 9.50 above their previous all-time highs will be breaking out of a final resistance point could be a good entry with a lot of upside.
I am hanging on to what is left of my original position and don't intend on exiting anytime soon, this is a long term hold for me.
DISCLAIMER: This is not to be interpreted as trading advice.
TDOC to rise and test the long term resistanceTDOC presents us with a good risk vs reward opportunity when taking into consideration both the fundamental and technical analysis. Fundamentally, Teledoc is a giant in the tele health sector and with the future moving towards online, It would not be surprising to see Teledoc trade at much higher prices in the near future. - HH
* This is not financial advice, just an opportunity we want to share.
Nova Leap Health Corp (NLH)Executive Summary
Nova Leap Health is a consolidator of an extremely fragmented space of home care and home health care agencies. Nova Leap buys them at ~5x EBITDA and subsequently improves EBITDA margin. As the company scales its operations, the operating leverage would lead to margin expansion. The stock price has an upside of ~100% in 1 year.
Opportunity
1) Small Cap (50m)
2) Sell side has not discovered it yet
3) Flying under the radar
Nova presently has a $2.1m cash pile and a long term debt of $2.7m, debt was $5.3M in August with a $2.7M cash pile
Business Overview
NLH is home care and home health care services company operating in Vermont, New Hampshire, Massachusetts, Rhode Island, Oklahoma, Ohio, and Nova Scotia. NLH all entered into all these markets (except for Ohio) through M&A transactions.
Home care covers such activities as:
Dementia care
Personal grooming like bathing or getting dressed
Moving around: getting in and out of the bed/shower
Medication reminders
Errands like grocery shopping and picking up prescriptions
Light housekeeping
Meal preparation
Home healthcare covers such activities as:
Skilled nursing
At-home physical therapy
Pain Management
Caring for wounds
Prescription management
Customer Value Proposition
Home care and home healthcare enables senior citizens to stay in their homes even after they cannot live completely on their own. Homecare crates a buffer from when a senior citizen needs to move to a nursing facility
COVID-19 Tailwind
Senior citizens living at nursing facilities suffered greatly from COVID-19. There were instances where a big part of a nursing home’s population got infected by COVID-19. Second, many senior citizens got locked down at nursing facilities and were not able to see family members for very extended periods of time for safety reasons. Needless to say, that was a real hardship.
Thus, I expect that both senior citizens and their families (e.g., children) would be trying to avoid or at least delay moving to a nursing facility as long as possible which would provide strong tailwinds for home care industry and Nova Leap.
M&A Strategy
1. M&A Criteria
Nova Leap has the following acquisition criteria:
1) U.S. and Canada geographic focus
2) Positive EBITDA with strong reputation/brand
3) Normally 5+ year history
4) Opportunities for operational synergies
5) $1M-$15M of Revenues
Nova Leap is going after targets that are too small for private equity players and as a result faces limited competition. The space is very fragmented, and Nova Leap has many potential acquisition targets in front of it.
M&A Playbook and Integration
Nova Leap buys home care businesses that are primarily private pay. After that Nova Leap makes incremental changes at the acquired operations.
First, Nova Leap implements price increases where it is appropriate.
Second, Nova Leap reducea overtime because overtime destroys gross profit margin.
Third, Nova Leap consolidates the back-office functions such as accounting. For example, instead of an accountant looking after one agency, such account working at Nova Leap HQ would be looking after 3 or 4 home care agencies.
Fourth, better scheduling using scheduling software.
Operating Philosophy
CEO Chris Dobbin runs Nova Leap in a very decentralized fashion. Most locations’ leaders have lots of autonomy. HQ are responsible for setting up standards and back office / accounting. Chris Dobbin spends his time heavily on M&A and overseeing the agencies’ leaders.
Unit Economics
The key operating drivers are the number of client service hours and revenue per hour. Revenue per hour has been quite stable and is ~$25.
Cost per hour has also been stable: ~$16.50 - $17.00.
Thus, the profit per hour is ~$8.50 to $9.
Four-Wall Economics and Four-Wall EBITDA
“Four-wall EBITDA” is of course a misnomer because there are no tangible walls to speak of, but the concept still applies. I want to analyze profitability of field operations first and then overlay HQ expenses on top of that. The key issue that Nova Leap is facing today is its small size of field operations vs. HQ. However, with a few more acquisitions and de minimis growth in HQ expenses (see more on this below), the operating leverage would kick in and lead to a disproportionate increase in EBITDA.
In 2019 segment EBITDA margin (e.g., before HQ costs) was 11.88%. However, in 1Q 2020 and 2Q 2020 it was 10.91% and 10.39% respectively due to the COVID-19 impact.
Revenue run-rate (ex-COVID-19) is ~$5M per quarter or ~$20M per year. With ~12% segment EBITDA margin, NLH should be able to generate ~~$2.4M of segment EBITDA. With the EV of ~$19M, the EV/Segment EBITDA is ~7.85x.
HQ Operations
The HQ team based in Halifax is small and includes CEO, CFO, controller, and business development person. This is purely corporate function.
The HQ also has 5 accountants. However, they work with field agencies.
Nova Leap wants to do 4 to 6 M&A transactions a year (there was zero during COVID-19 pandemic so 2020 number would probably be lower than this target). Doing these M&A transactions will not require hiring any more HQ personnel. However, Nova Leap would probably need to hire an accountant for every 3-4 acquisitions (maybe 5).
HQ expenses are ~$280K - $300K per quarter when there are no M&A transactions. Let’s call it $1.2M per year.
Scaling
What the numbers above is mean is that Nova Leap needs to get another $1M of EBITDA to show the strength of its operating model. That would probably require $5M of capital. I expect that it will be done with a very small dilution to existing shareholders.
Valuation and Upside Potential
As I alluded above, current headline multiple of EBITDA is not particularly attractive. However, with getting more scale and proving the model, I would not be surprised if Nova Leap trades at 12x – 14x EBIDA in 1 year could generate a 100% upside
Risks
M&A Integration
M&A integration risks are inherent for any roll up / consolidation strategy and NLH is not exception.
2. Leverage
NLH has ~$2.0M of debt which is a lot given its EBITDA today. If NLH does not grow its EBITDA, its leverage can become an issue.
Catalysts
1. Continuous M&A
2. Operating leverage showing up as the company continues to scale its operations.
ONEM over 44.50Nice consolidation here, candle shadows seem to show sell pressure, which should lead to a bigger breakout.