Kadmon Holdings Inc (KDMN) 銘柄情報

Sold all between 9.38/9.39 not going to wait for extra 1%. now if there is some news than I could not find better take profit regret later.

What they are trying to pose deal in jeopardy by false lawsuits and attacking with low prices, most of the time doing short against box. What do you seriously think Sanofi bankers will let go there commission? They already bought enough shares to say yes. Weak hands will sell here or those who have stop losses. This decline tells me deal is near to close just after there Qtrly results.

Here is a conservative play I am doing in my SEP account and trading accounts.
I bought KDMN, right now it is 8.68/8.69 Low of the day. Company is already bought @ 9.50 cash, closing is in NOV/ December so you have chance to make 10% for about 2 months wait. I am uber long, right now 52500 share disclaimer. Most bought today because they wanted to pay least to options holders. They could be squeezed here.

It is already bought, What you are talking about?

KDMN - Bull Trap

Bought out @ 9.50

Seems like so far MM covered there short options, so if the buyers wanted to hold it price action will be on upside. Other wise 4.50 could be in play again.
916000 shares needed to cover short option position which seems like they were able to do today.

Holding Yesterdays break out. This week there could be lots of action. MM could try to expire option 5 and above worth less or we see 7.69.

Kadmon Holdings, Inc.
Consolidated Statements of Operations - Unaudited
(in thousands, except share and per share data)


Three Months Ended Six Months Ended

June 30, June 30,

2021 2020 2021 2020
Revenues

Net sales
$ 24 $ 299 $ 384 $ 888
Other revenue
173 149 377 6,295
Total revenue
197 448 761 7,183
Cost of sales
11 162 107 490
Write-down of inventory
- 622 - 906
Gross profit
186 (336 ) 654 5,787
Operating expenses:

Research and development
18,525 16,516 33,799 29,390
Selling, general and administrative
13,656 10,068 26,252 19,434
Total operating expenses
32,181 26,584 60,051 48,824
Loss from operations
(31,995 ) (26,920 ) (59,397 ) (43,037 )
Total other income (expense)
1,650 (232 ) 674 (13,412 )
Income tax expense
- - - -
Net loss
$ (30,345 ) $ (27,152 ) $ (58,723 ) $ (56,449 )
Deemed dividend on convertible preferred stock
543 518 1,086 1,035
Net loss attributable to common stockholders
$ (30,888 ) $ (27,670 ) $ (59,809 ) $ (57,484 )

Basic and diluted net loss per share of common stock
$ (0.18 ) $ (0.17 ) $ (0.35 ) $ (0.36 )
Weighted average basic and diluted shares of common stock outstanding
171,967,623 162,416,059 171,829,335 161,101,923


Kadmon Holdings, Inc.
Condensed Consolidated Balance Sheets - Unaudited
(in thousands)


June 30, December 31,

2021 2020

Cash, cash equivalents and marketable debt securities
$ 270,494 $ 123,858
Other current assets
5,449 2,879
Investment, equity securities
10,815 10,564
Right of use lease asset
14,504 16,112
Other noncurrent assets
9,018 9,297
Total assets
$ 310,280 $ 162,710

Current liabilities
30,318 29,471
Lease liability - noncurrent
13,359 15,579
Other long term liabilities
233,148 1,637
Total liabilities
276,825 46,687
Total stockholders' equity
33,455 116,023
Total liabilities and stockholders' equity
$ 310,280 $ 162,710


Contact Information
833.900.5366
Investors@kadmon.com

SOURCE: Kadmon Holdings, Inc.

NEW YORK, NY / ACCESSWIRE / August 5, 2021 / Kadmon Holdings, Inc. (NASDAQ:KDMN) today provided a business update and reported financial and operational results for the second quarter of 2021.
"The recent U.S. FDA approval of REZUROCK marked a transformative event for Kadmon and for patients living with cGVHD. REZUROCK represents a paradigm shift in the cGVHD treatment landscape by uniquely addressing both the immune and fibrotic components of the disease," said Harlan W. Waksal, M.D., President and CEO of Kadmon. "We look forward to bringing this meaningful new therapy to patients in the U.S. by the end of this month."
Dr. Waksal added, "Our momentum continues as we advance our portfolio of product candidates. Initial data from our open-label, Phase 2 trial of belumosudil for the treatment of systemic sclerosis is anticipated by year-end 2021. The recent positive initial safety data presented at ASCO on KD033, our anti-PD-L1/IL-15 fusion protein, supports our confidence in the therapeutic potential of IL-15 for cancer. We look forward to sharing additional clinical data from this trial in the fourth quarter of 2021."
Second Quarter 2021 Results
Loss from operations for the three and six months ended June 30, 2021 was $32.0 million and $59.4 million, respectively, compared to $26.9 million and $43.0 million for the same period in 2020. The six months ended June 30, 2020 included $6.0 million in one-time license revenues related to the Meiji strategic partnership.
The $5.6 million and $11.2 million increase in operating expenses for the three and six months ended June 30, 2021, respectively, as compared to 2020 was primarily related to belumosudil commercial launch readiness activities, non-cash stock compensation expenses and direct external research and development costs of developing our preclinical product candidates from our immuno-oncology platform.
Liquidity, Capital Resources and Cash Runway
At June 30, 2021, the Company's cash, cash equivalents and marketable debt securities totaled $270.5 million, compared to $123.9 million at December 31, 2020. The Company expects its current financial position to be sufficient to fund its operations and capital expenditures into 2023.

May revisit 3.95 if earnings do not show improvements.

Seems like most of the shorts are covered and it could be earning surprise coming. Hangs tight.

So MM shorted about 20 Millions share on the news total traded was about 28 millions shares on the news day, I think till they cover all it will in the range or until Reddit crowed start buying it. In that case 100+ price is also possible because of short interest.
Just dreaming, do not take seriously, hey some times dreams come true.

added more today @3.89 and 3.90.
It will be bought sooner big pharma won't let it become multi Billion $ company. Next earning in November they could be in black.

Added 3500 near the close.

12,700...and my rosary beads

Added today 3.77 to 3.83 now total 26000 plus long dated options less than 100.
Willing to buy 90,000 Common if price drop more. Buying in mostly cash account so no fear of margin call and not available for shorting.

You must be short.

2500 right here

This one sure slipped through the radar... everyone was going to wait to move on it closer to Aug 30 and the FDA went full SNEAKER MODE... company got kind of screwed on FDA dropping it on a terrible DOW day with a BIO in index tanking.... Then a non-stop barcoding program killing all buying...

Amazing... sold when the BAR CODING went wide open... lately just crushing everything that trades with that crap. Frustrating.

Fake News! Lolzzzz

I am in from 3.57 for 7300 shares, it is a lotto.

Approved..Congrats!

And now the MM's are crashing it... Games Games Games

wow, should held till afterhours they turned the barcoding diluter off they had on for the last 20 minutes of market hours... hate that crap where they trade between bid and Ask so nothing can go up....... been everywhere JULY... just retail doesn't stand a chance against that.

Wow was scheduled for Aug 30 Date and gets released today? Wow

https://www.fdatracker.com/fda-calendar/

Send it....

FDA APPROVAL... halt is OFF

BOOM FDA

Adding

This could have good long-term potential, but it may be overvalued at this point.

Lots of upgrades buy or strong buy on KDMN..

Just got on board hope this investment come into fruition..

* * $KDMN Video Chart 11-14-19 * *

Link to Video - click here to watch the technical chart video

* * $KDMN Video Chart 11-12-19 * *

Link to Video - click here to watch the technical chart video

* * $KDMN Video Chart 10-02-2019 * *

Link to Video - click here to watch the technical chart video

* * $KDMN Video Chart 07-17-2019 * *

Link to Video - click here to watch the technical chart video

* * $KDMN Video Chart 07-02-2019 * *

Link to Video - click here to watch the technical chart video

* * $KDMN Video Chart 07-01-2019 * *

Link to Video - click here to watch the technical chart video

* * $KDMN Video Chart 10-26-18 * *

Link to Video - click here to watch the technical chart video

KD025 just got Breakthrough Therapy Designation from the FDA. Breakthrough Therapy Designation is supposed to speed development and review of a drug used for a serious condition when early results show clinical improvement over existing therapies. Alas, it doesn't seem to do anything for the stock price.

MetLife Investment Advisors has acquired 37K more shares of KDMN, at about $148K.

Ouch. 52 week low. Not much news coming out except for some conference presentations.

1.4M KDMN shares were just purchased by VHCP Management II. Other institutional investors taking a new position or adding to their current one include Dynamic Technology Lab Private, Citadel Advisors, Rhumbline Advisors, and DAFNA Capital Management.

Almost 70% of KDMN is owned by institutional investors.

HC Wainwright has given KDMN a "Buy" rating with a $25 target price. Other analysts are not as optimistic. Zacks downgraded KDMN from a “buy” rating to a “hold” earlier this year.

duplicate

Zacks has rated Kadmon "buy" but contradicts their own "style score". When rated for Value, Growth and Momentum they rate KDMN an "F".

New research paper is out regarding KD025, the ROCK2 inhibitor. "The selective ROCK2 inhibitor KD025 reduces IL-17 secretion in human peripheral blood mononuclear cells independent of IL-1 and IL-6."
Dinarello et al.
It's all lab bench type work that's not going to affect investor appeal but it's more supporting work for the pharmacology of KD025.

2Q 2018 10-K is out.

87 pages is a lot to get through, but they are to build up inventory of KD034, their generic version of trientine hydrochloride. Kadmon has submitted 2 Abrreviated New Drug Applications with the FDA since it's chemically equivalent to the originally approved drug.

Annual meeting announced for July 27th at the NY headquarters:
Schedule 14A

In other news the company completed a $113M public offering, and provided a positive update on the Phase II study of KD025 in cGVHD: ORR of >65%.

* * $KDMN Video Chart 06-12-18 * *

Link to Video - click here to watch the technical chart video