..And The Winners Are.
The recent Dawson James 8th Annual Investor Conference was the bomb, with over 30 companies presenting and hundreds of professional investors and hedge funds attending the company presentations. We found eleven companies worth further investigation. Here are our seven favorite presenters, all with ten-bagger potential. In our opinion.
The big picture takeaway is; nothing short of incredible technologies displayed, with nothing short of incredibly low share prices and valuations. More market related than fundamental related.
For investors who can look out two to three years, this is investment Nirvana. Nirvana literally means ‘blowing out’ or ‘becoming extinguished.’ As when a flame is blown out, or a fire burns out.
With so many of the shares of presenting companies down 70% or more, the past flames of enthusiasm, have obviously burned out! The question is, while some are still panicking, despondent or depressed – is now the time to start scooping up some bargains?
Will the flames of enthusiasm return?
We think so. From these levels, some of these names could generate once in a lifetime type returns.
And the Winners Are..
- bioAffinty Technologies (BIAF) $1.36. Market Cap, $12 million.
- Citius Pharma (CTXR) $0.73. Market Cap, $115 million.
- Clearmind Medicine (CMND) $0.16. Market Cap, under $10 million.
- CytoSorbents (CTSO) $1.65. Market Cap, $73 million.
- GeoVax (GOVX) $0.53. Market Cap, $14 million.
- NRx Pharma (NRXP) $0.29. Market Cap, $24 million.
- Quantum Computing (QUBT) $0.94. Market Cap, $70 million.
Alphabetically. Chart and Powerpoint.
bioAffinity Technologies (BIAF)
The company offers CyPath lung, a non-invasive diagnostic test, for early detection of lung cancer. Incredible board of directors, has us wondering what do they see that no one else apparently does. On the flip side, why haven’t they been supporting the share price (while it was dropping from $8.00 to $1.00), by buying in at these prices? Hmm, they got money. Maybe they’re buying now. If not, it’s a quandary.
Read about the lung test specificity and sensitivity on their website. Pretty impressive stuff and you can’t argue with the numbers.
$12 million valuation.
Citius Pharma (CTXR)
We first met the management and added Citius to the Watch List in October of 2019 at $0.55 and the flame burned brightly. It traded in excess of $4.00 in a couple years (it takes time), close to a ten-bagger. The flame is now out, while developments at the FDA have never looked better.
Numerous shots on goal with LYMPHIR™ within close striking distance.
This is an instance were management has been buying. In excess of $20 million worth. Shall we join them?
Market cap $115 million.
Clearmind Medicine (CMND)
You really have to dig in on this one and their 5-Methoxy-2-aminoindane, or “MEAI” which is one of the most interesting compounds we have ever come across.
For short, they are working on addiction prevention. Alcohol, drugs, even nicotine, BUT and this is a big but — they had pre-clinical studies at Hebrew University which showed weight reductions of 20%, improved fatty liver and normalized insulin levels.
This would bring them into the Ozempic (Novo Nordisk) and Mounjara (Lilly) territory, who combined have picked up $500 billion in market value in the past two years alone.
There’s unfortunately no quick shortcuts to learning about the company, its potential or the drug. But if you don’t do your own due diligence, you’ll probably miss out on this.
The CEO Adi Zuloff-Shani, PhD gave a fantastic presentation. Filings say they’re in Vancouver, but they’re really there in in Tel Aviv. We have to study more, but this could be one of our biggest finds ever, and we’ve had some big finds. Like huge.
Two of our Past Unknowns that Became Billion Dollar Finds.
A combination of nobody knowing who they are, what they do, what they have plus turmoil in the Mid-east, has created the perfect storm for undervaluation. In our opinion!
Mark Hayden previously the Executive Director of MAPS in Canada is the VP of business development for ClearMedicine. He is one of the top experts in the business of addictions. And from what we’ve read, he’s also real aggressive in developing business, which is just what they need, because science doesn’t sell itself!
Market cap under $10 million.
CytoSorbents (CTSO)
We’ve been following this for ages, and have always been enamored by their amazingly useful technology. But never (thank God – see chart) pulled the trigger. Well try to make this a real simple story.
They have a filter called CytoSorb, which filters out impurities (including inflammatories) in the blood. Fairly simple story. They sell the filter ($1,000 each) which keeps needing to be replaced, ensuring a nice ongoing revenue stream. They don’t make machines, they go in standard machines every hospital already has.
Revenue was $9 million for the last quarter, so we know it works and we know it’s selling, and it’s not just some wacky idea on the drawing board. You can find details on their website.
What turned us on, and what we can no longer ignore is something new called DrugSorb. The simple story is if you have some major incident and need surgery immediately AND you’re on blood thinners, you are at risk of bleeding out during the surgery. No not fun.
If you’re having ‘elective’ surgery they recommend you get off the blood thinners for 3-5 days. But if your Lambo slammed into a light pole, you don’t have 3-5 days. You don’t even have 3-5 hours.
Well..the new DrugSorb is designed to filter out, you guessed it, the blood thinners! It’s designed to connect simply to a heart-lung machine blood circuit, which then removes those drugs while the surgery is ongoing. Pure genius.
Okay, that’s all we need to know. Case closed. We’re all in.
All that for a $73 million market value!
GeoVax
We learned a few new things at the GeoVax presentation. First while fewer and fewer healthy individuals are are making the decision to vaccinated for Covid, the immunocompromised don’t have that decision to make. That’s because their healthcare professionals typically make that decision for them (akak: strongly recommend). Which of course makes sense.
Second, some cancer treatments like chemotherapy or radiation can reduce how well a person’s immune system responds to vaccines. It’s possible that the legacy COVID-19 vaccines may not be as effective in those patients. That makes sense too.
And third, Joe Biden just launched Project Next Gen will accelerate and streamline the rapid development of the next generation of COVID-19 vaccines and treatments through public-private collaborations.
“As SARS-CoV-2 continuously evolves, the Biden-Harris Administration is investing $5 billion for the development of new COVID-19 vaccines and treatments.”
While some of use read that as a $5 billion expense, some of us read it as a $5 billion in potential revenues for some lucky company or companies.
Enter GeoVax which addresses all three of the above issues. In a recent press release GeoVax stated “immune response analyses conducted on the open-label portion of our Phase 2 trial is highly immunogenic in immunocompromised patients, with antibody and cellular (T cell) responses.
No, not easy to understand, but with $5 billion looking for a home, we will go into details in an upcoming report. GeoVax could be a major beneficiary.
Note while we were enamored by the vaccine, they have something called Gedeptin + Fludara (tumor killer) is worth studying in great detail.
And with a $14 million market valuation, you do the math.
NRx Pharma (NRXP)
This was probably our favorite presentation. Almost a too good to be true story, it has all the earmarks of a ten-bagger in distress. This also requires significant due diligence to understand. Start with the powerpoint below and go from there.
Most of the investor information in the press releases and on the website is difficult to digest, wherein lies the opportunity.
If the Company knew how to better communicate with investors, it probably wouldn’t be at $0.28 down from $10 at this time last year, because nobody would be selling. The opportunity then is for those who take the time, to understand what their up to. Not easy, but doable. It took us all of 30 minutes to see the potential at the live presentation. And it is huge.
The short-cut thing to study is NRX-101, a fixed dose combination of D-cycloserine and lurasidone. Then study the progress they having with the FDA such as having received Breakthrough Therapy Designation. Their first target is suicide prevention with an oral, taken at home treatment.
This is yet another ‘broken’ SPAC (5-25-21).
A $24 million valuation should have those that take the time to study, drooling afterwards. So study, study, study. We believe it will worth the effort.
Quantum Computing (QUBT)
Okay this for rocket scientists only. However if you focus on what we bolded in the following description, you’ll have the gist of it. This is quantum computing folks, like AI, the stuff billion dollar market valuations are made of.
Quantum Computing Inc., a nanophotonic-based quantum technology company, offers affordable commercial applications. It delivers quantum solutions at speed and accuracy, at room temperatures, with little training, low power, and no unique environmental requirements.
$72 million valuation for quantum computing, what are you kidding me!
That’s like buying NVidia (NVDA) in 1999 at $0.40. Now you might be saying to yourself, “I don’t have 24 years to wait.” But a couple decasdes is really not that long for a potential generational wealth builder. You can always give it to your kids.
Of course this assumes all they claim to be is true, and we haven’t gotten that far yet in reading up on them lol. This isn’t after all our favorite stocks list, it’s out favorite presentations list. But we will get to it and contact management.
