Ventrus Biosciences (NASDAQ:VTUS)

CAPS Rating: 4 out of 5

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Member Avatar zzlangerhans (99.74) Submitted: 4/4/2014 10:01:00 PM : Outperform Start Price: $1.18 VTUS Score: -6.47

I hadn't paid Ventrus any attention since the surprising failure of their second phase III trial of VEN307 diltiazem cream for anal fissures in February. I'd had a green thumb on the stock anticipating an easy layup in the trial and subsequent hype regarding the commercial potential of the cream. It wasn't to be, and my green thumb was submerged in muck awaiting eventual euthanasia. I'm still trying to catch up with my database after a month long absence, and Ventrus wasn't even on my to do list.

That changed with a series of tweets from a guy named TurboResearch, who is exactly the kind of individual one should be following on Twitter if one trades biopharma stocks. No drama, no ego. Just objective and insightful commentary, transparent trading, and no irrelevant sludge. The trades are smart, so when he floats an idea I listen. When he brought up Ventrus as a long trade, I had to wonder what the point was of engaging with this perma-disappointer of a company. When I took a closer look, I saw that he had a very good thesis. The share price has continued to degrade since the disappointing trial result and the market cap of 25M is below cash as of the end of Q1. Ventrus is planning a type B meeting with the FDA on 6/9/14 where they will no doubt attempt to finagle some kind of permission to file an NDA for VEN307 despite the trial failure.

Personally, I think any kind of blessing from the FDA regarding such a plan is highly unlikely, but remember that the FDA doesn't issue press releases. Ventrus on the other hand will provide their version of the meeting and they may choose to claim that the FDA has blessed the NDA submission. I wouldn't bet on that catalyst, but at this low price the stock could certainly run up into the meeting and is unlikely to degrade much further. Even a gain from 1.2 to 1.3 would equal the average annual gains seen on an equity portfolio, so situations like this are nothing to sneeze at. No real money here from me yet, but I might pile in at some point just for the vicarious pleasure of making money trading such an awful company.

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Member Avatar line70day (< 20) Submitted: 2/4/2014 1:43:16 PM : Outperform Start Price: $4.25 VTUS Score: -80.04

Lack of FDA approved products. They have a lack of sales rev. Net cash in operation activity was $7,748.54 for six months ended June 30, 2013 .Funded recerch and development programs and general administration expences.Net cash used for investing was $5.166 for six months end June 30,2013. Net cash provided by financing activety was $20,754.418 for same 6 month from sales of 220,000 shares convertible preferred stock and 6,670.000 share of common stocks

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Member Avatar SqwiiTrader (42.75) Submitted: 10/28/2013 7:22:09 AM : Outperform Start Price: $3.04 VTUS Score: -69.65

IHS

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Member Avatar ptanabe (47.47) Submitted: 8/5/2013 2:23:20 PM : Outperform Start Price: $2.55 VTUS Score: -66.10

k

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Member Avatar carefulguy (< 20) Submitted: 11/16/2011 1:37:23 AM : Outperform Start Price: $8.15 VTUS Score: -134.97

Currently undervalued based on large market potential of a Hemorrhoids treatment (first to market - currently no treatment available). Good cash balance, and upcoming Q2 2012 PIII pivotal clinical trial results of two drugs. Currently trading at very low volume, once interest picks up, pps will go up.

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Member Avatar corkbouy (77.59) Submitted: 7/21/2011 4:38:10 PM : Outperform Start Price: $11.68 VTUS Score: -128.38

The clearance will soon come from the fed. for this the first drug of its kind. Now Dr.s can prescribe a med for this type of problem.

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Member Avatar ferdicemara (< 20) Submitted: 6/6/2011 9:30:32 AM : Outperform Start Price: $16.73 VTUS Score: -135.98

10000

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Member Avatar EclecticRecluse (78.45) Submitted: 5/16/2011 7:36:54 AM : Underperform Start Price: $19.47 VTUS Score: +132.96

High Price with Low Professional Opinion

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