Weekly thought on $AEMD, $DFFN, $IBIO, $LRAD, TRXC

Finally, we got a bounce from the market; but there is still some distance to climb back to the pinnacle where it dropped from. However, I think the market may be taking a breather and consolidate around here for a week or two before trekking back up to make new high.  Meanwhile, range bound volatility may be the norm for now.  We will soon find out next week.

Fortunately, my port also recovered some and it is now back at even for the year. My early spectacular 12% gain in January reduced back to 0% gain because I got greedy on $TEUM and $MARK.  When I think about it, when thought of taking profit in the middle of a strong rally appeared in front of me, I sort of swept it under the rug.  As a result, I became slow in reacting to corrections ’cause I expected the stocks to bounce back quickly. And when the bounce did not happen, I lost the opportunity to exit with some decent profit.  With $TEUM, I got to keep some gain; but with $MARK, not only did I give back all gain, I actually lost money with it.  I admitted I was a little stubborn with $MARK because its story is compelling. Nevertheless, survival instinct took over and shares were sold to cut losses as discussed in my last week post.

This week I went back into $HIMX and $TRXC. By end of week, I have more $TRXC than $HIMX because I felt $TRXC has a better chance to bounce more than $HIMX for the time being.  To read my thought on $TRXC, you can click here to read my post.

$LRAD bounced nicely for the week.LRAD_weeklyLRAD received another million dollars sales this week-> LRAD Corporation Receives $1.0 Million International Defense Order

Excerpt below:

LRAD was selected after a competitive tender and extensive testing, due to its superior intelligibility, proven performance, and exceptional broadcast range,” noted Richard S. Danforth, Chief Executive Officer of LRAD Corporation. “This order continues the trend of significant LRAD procurements by U.S. and international defense forces.”

IMHO, it’s only a matter of time before more sales start to roll in for mass notification systems.

Since I already made my case for $LRAD in last week post, I won’t spend too much time here today.  You can read my last week post on LRAD by clicking-> here

DFFN made a presentation last Tuesday.  Here is what I like about the presentation, below is first page of the presentation slideshow:DFFN_cancer-strokeNew treatments for Cancer and Stroke.  I think the stroke market is going to be a VERY BIG deal when efficacy is proven.

See how big the stroke market is in below slide:DFFN_UCLA_Stroke1$34 billion dollars were spent in treating stroke per year!

What is even more exciting is that Diffusion is partnering with UCLA and UVA to study TSC’s re-oxygenation effect in patients with acute ischemic stroke in a pre-hospital (ambulance) setting for its Phase 1/2 study.DFFN_UCLA_StrokeCheck this out> TSC will be administered to ambulance-transported patients within two hours of the onset of a suspected acute stroke!  This is like getting a front seat row in seeing TSC in action with stroke victims.  Results can be witnessed by Emergency Medical Technician (EMT) in the ambulance or doctors from the hospitals.  Perhaps, good news can be released through progress update during the year.

Along side with cancer treatments, Diffusion’s potential if TSC proved efficacy is mind-blogging. Price, in my humble opinion, is dirt cheap right now for an extreme low-risk and mind-blogging reward situation here.  For those who is selling shares now because of the recent dilution is missing the big picture.

Every investors should at least go over the presentation by clicking link-> here

$IBIO and $AEMD are both waiting for catalysts.  Every trading day goes by is one day closer to finding out-

  • what FDA has to say about AEMD hemopurifier
  • when $IBIO files its IND for its lead therapeutic candidate is IBIO-CFB03 for the treatment of systemic scleroderma, idiopathic pulmonary fibrosis, and other fibrotic diseases

$HIMX is all about 3D sensing and facial ID.  In my humble opinion, the battle between the bull and the bear right now is in the timing of the 3D sensing chips being shipped by Himax.  The bear has doubt the chips will be shipped per Himax projection and the bull has no doubt.  Who is right?

I like to see where price is going next before allocating more fund to it.

Thanks to $LRAD nice bounce for the week as well as positive close for $DFFN and $AEMD, my port was able to bounce back to breakeven position for the year.

Current positions:

Main port: LRAD  IBIO  TRXC  DFFN  AEMD  HIMX & cash (breakeven->YTD)

Trading port: MENXF IBIO

My 2 cents

From my camera:


Categories: Daily trading Journal, trading journal

Tags: , , , , , ,

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