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Acacia Research Corporation (ACTG)

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6.43+0.18 (+2.88%)
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    Peter Cohen
    Stephan Walter / Seeking Alpha
    Today, 9:39 AM

    R2 Solutions - Samsung settled ? I think YES.
    6/11/2021 23 Stipulation of Dismissal
    5/11/2021 22 ORDER granting 21 Joint MOTION to Stay Joint Notice of Resolution and Motion to Stay filed by R2 Solutions LLC. It is hereby ORDERED that all deadlines in Civil Action No. 4:21-cv-00089-ALM are stayed for forty-five (45) days. Signed by District Judge Amos L. Mazzant, III on 5/11/2021. (daj, ) (Entered: 05/11/2021)
    5/10/2021 21 Joint MOTION to Stay Joint Notice of Resolution and Motion to Stay by R2 Solutions LLC. (Attachments: # 1 Text of Proposed Order)(Nelson, Edward) (Entered: 05/10/2021)
    5/10/2021 20 Plaintiff's ANSWER to 14 Answer to Complaint, Counterclaim by R2 Solutions LLC.(Nelson, Edward) (Entered: 05/10/2021)
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    Malin Corporation plcViamet's successor, Mycovia, reports Positive Topline Results from Phase 3 VIOLET Studies of Oteseconazole in Patients with RVVC�����Primary and secondary efficacy endpoints met�����Drug was safe and well-tolerated�����NDA submission and US launch planned for 2021�Dublin-Ireland, 9 December 2020: Malin Corporation plc. (Euronext Growth Dublin:MLC) (Malin), a company investing in highly innovative life sciences companies, is pleased to note that Mycovia Pharmaceuticals (Mycovia), a company in which Malin's investee company, Viamet Pharmaceuticals (Viamet), has a significant economic interest, has announced positive topline results from its two pivotal Phase 3 VIOLET clinical trials for oteseconazole, its drug candidate for treating patients with recurrent vulvovaginal candidiasis (RVVC).Topline data shows that Mycovia's pivotal Phase 3 VIOLET studies' primary and secondary efficacy endpoints successfully met statistical significance through Week 48. Mycovia also announced that it expects to have topline data from its third Phase 3 trial, an ultraVIOLET clinical trial evaluating the clinical effectiveness of oteseconazole compared to fluconazole, by year end. Data from all three clinical studies will be submitted as part of Mycovia's planned NDA submission in the first half of 2021 with an expected US launch in 2021. RVVC, commonly known as chronic yeast infection, is a debilitating infectious condition that affects nearly 138 million women worldwide each year and is defined as three or more episodes in a year."We are delighted with the Phase 3 data announced by Mycovia today. These data present the promise of a safe and effective therapy for women suffering from this chronic infection where there is currently no FDA approved therapy,"�said Darragh Lyons, Malin Chief Executive Officer. "We look forward to the final Phase 3 data and submission of a NDA over the coming months which will hopefully trigger the initiation of economic returns to Viamet shareholders, including Malin." �Malin owns approximately 15% of Viamet and carried its investment in Viamet at an estimated fair value of #$%$80.1 million at 30 June 2020 under International Private Equity and Venture Capital Valuation guidelines.
  • t
    That is what is fun about this stock. You have to be inventive. You have to see how all the other bios are doing. You have to know Neil Woodford. BTW, before we call him disgraced, it might be smart to think what would have happened had been allowed to continue. Now, several of his bios are on fire. The man must have known what he was doing. I am just trying to be realistic here. Apparently, he saw something. Going 'Up Round The Bend" Creedence C R and a guitar lead that blew your mind, You have to plug in the pieces, read the Conferences, read between the lines, DO YOUR HOMEWORK, and pray that you don't forget something. By the time you are finished, your mind is lit up with possible SPAC's for future consideration. You have a working knowledge of Pharma's, public and private company's and many posters willing to do the digging for a bone. It is fun. Worth the ride for playing the game. I can't forget, Frustrating, but worth it. Sit back, enjoy, and check on your other stocks. Have a good evening. From San Angelo, if you are as hot as we are, drink lots of WATER, stay cool, be careful in that sun. That's all folks.
  • t
    Awe! Trending. The amount of people checking out a stock compared to others. ACTG in 5th spot as I write. Could be a good or a bad thing depending on what's happening now. Looks like a positive this morning even though the volume is anemic. What's that song by Kenny Rogers. Don't Count Your Money Till The Dealings Done!.. Only problem, we have a slow dealer.
  • P
    Peter Cohen
    Viamet / Mycovia / Malin Corporation

    June 01, 2021

    Mycovia Pharmaceuticals Submits New Drug Application to the U.S. FDA for Oteseconazole for the Treatment of Recurrent Vulvovaginal Candidiasis
    - NDA supported by positive data from VIOLET and ultraVIOLET Phase 3 clinical trials evaluating oteseconazole in more than 870 women in 11 countries -
    - Oteseconazole’s Qualified Infectious Disease Product and Fast-Track designations allow for six-month priority review by FDA following its acceptance of the NDA -

    DURHAM, N.C.--(BUSINESS WIRE)--Mycovia Pharmaceuticals, Inc. (“Mycovia”), an emerging biopharmaceutical company dedicated to recognizing and empowering those living with unmet medical needs by developing novel therapies, today announced it has submitted its New Drug Application (NDA) for oteseconazole, an oral antifungal product for the treatment of recurrent vulvovaginal candidiasis (RVVC). Also known as chronic yeast infection, RVVC is a debilitating infectious condition defined by as three or more episodes per year. Although RVVC affects nearly 138 million women worldwide each year and 6 million women in the U.S. alone, there are currently no FDA-approved treatments.

    “ “We believe, if approved, oteseconazole will provide an important treatment option for healthcare professionals and their patients. “

    We are thrilled to take this pivotal step in our journey to bring oteseconazole to millions of women suffering from RVVC,” said Patrick Jordan, CEO of Mycovia Pharmaceuticals and Partner at NovaQuest Capital Management, which formed Mycovia in 2018. “If approved, oteseconazole will be the first FDA-approved therapy for the treatment of this disease. We are proud to be at the forefront of a growing movement in healthcare to focus on undertreated conditions like RVVC, which can negatively impact so many aspects of a woman’s life physically, emotionally and financially.”

    Oteseconazole was designed to be highly selective for its pathogenic target, with fewer side effects and improved efficacy over current treatment options, including fluconazole, the current standard of care for vulvovaginal candidiasis (VVC). Oteseconazole’s clinical development plan was comprised of three trials – two global VIOLET studies and one U.S.-focused ultraVIOLET study, including more than 870 patients at 232 sites across 11 countries. Both VIOLET studies met their primary and key secondary endpoints. Additionally, results from ultraVIOLET demonstrated oteseconazole’s effectiveness in treating acute episodes of VVC and reinforced its efficacy and safety profile in treating RVVC as compared to fluconazole. Combined Phase 3 data showed that oteseconazole protected more than 90% of participants from having a recurrence for nearly a year.

    RVVC is an area of tremendous unmet need for which there is currently no FDA-approved treatment. Research shows that fluconazole, the standard of care for VVC, is more than 90% effective in treating an acute episode of VVC1, but in studies of patients with RVVC, greater than 50% of RVVC women experience a recurrence following maintenance therapy discontinuation2,” said Thorsten Degenhardt, PhD, Chief Operating Officer of Mycovia. “We believe, if approved, oteseconazole will provide an important treatment option for healthcare professionals and their patients.”
    Given oteseconazole’s Qualified Infectious Disease Product (QIDP) and Fast-Track designations, Mycovia anticipates a six-month review following the FDA’s acceptance of the NDA. With this timeline and pending full FDA approval, Mycovia is preparing for a U.S. launch of oteseconazole in early 2022.
  • t
    A little bit of frustration with the silence. Investors like to be informed. Can it cause doubt? I would say so for the unseasoned. Come on ACACIA, just a few Green Days!!!!!!!!!!!!!
  • A
    Acacia goes up $1+ a share in past few days.
    With 50 M shares that is a $50 million value increase on news of patent settlement.
    So will settlment with Cisco be close to $50M?
  • R
    Holding my 13120 shares of this very undervalued stock- in a market which is in a frenzy- makes me very secure with this position.
  • P
    Peter Cohen
    First Encouraging Trading Day In A Long X . Suggestion go to Twitter type in $ACTG and up top hit Latest you will appreciate content you 👀
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    Sensyne Health PLC

    01 June 2021

    MagnifEye Production Contract with the UK's Department of Health & Social Care

    Oxford, U.K. 01 June 2021: Sensyne Health plc (LSE: SENS) ("Sensyne" or the "Company" or the "Group"), the Clinical AI technology company, today announces it has signed a production contract with the UK's Department of Health & Social Care (DHSC) to use Sensyne's MagnifEye AI technology for reading COVID-19 lateral flow diagnostic tests as part of the UK government's asymptomatic testing programme.

    The scope of this contract with DHSC is for a phased national roll-out over a three-month period in care homes, GP practices and selected private sector organisations with large workforces. Revenues will be shared with Excalibur Health Systems under the terms of the exclusive agreement between the two companies.

    Lord (Paul) Drayson PhD, CEO of Sensyne Health, said:

    "This is a significant commercial milestone in Sensyne's development and underlines the potential of our world-class expertise in clinical AI applied to diagnostic testing. We are delighted to be working with the Department of Health & Social Care to support the UK's national COVID testing programme, which is making a huge impact in helping the nation to recover from the pandemic."

  • P
    Peter Cohen
    Post from Stephan Walter on Seeking Alpha

    From Stockwits :

    6/6/21, 10:16 AM
    $ACTG Do they owe us some money ? We are in the process to find out.

    Workday Inc.
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    HP Inc.
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    Samsung Electronics America
    Charles Schwab
    TP Link Tech
  • A
    The intrigue of this company is that it is impossible to evaluate it on an EPS basis since it is an asset play and many of the assets have yet to be revealed and/or evaluated. Those that have been flushed out have some assignable value attached to them but, with Starboard the behind the scenes Champion, lots of value has yet to surface.

    Starboard's street cred is high enough that I'm assuming they know how to best play their interest in ACTG....so I'm happy to hold and not be terribly concerned about EPS estimates....as long as the cooks are in the kitchen stirring the pot and doing all they can to maximize the company's ultimate value.
  • P
    Peter Cohen
    My Dear Friends Even Thou We Sit Here With A Dormant Currency A Poster Child For Steve Leutholds Grey List Unloved & Under followed . The underlying value of Securities they own continue to do well . I keep 👀 on ILMN , IMCR , NVTA , GNOM , PACB & BNGO as proxies for both public and non public equities Acacia maintains a beneficial interest in pleased to say all of the above listed have both A beta and showing some nice alpha . Acacia on the other hand appears to be both neutered and detached from the realities of today’s market . Wishing all of you a very pleasant Memorial Day Weekend and anticipating A 🎈 Payment at some point this year . PS Patent & IP Biz Is Robust and continues to be Valued @ Zero 💩
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    Peter Cohen
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    Peter Cohen
    Sensyne Health plc update
    As of 12/31 Acacia owned 15.2 million shares which translated to a 23.3 million $ position . There was a subsequent filing in which they sold some shares bringing holding down to 14 and low change not sure of current ownership status

    Sensyne Health and Phesi Enter Joint Commercial Development Collaboration with a Leading Pharmaceutical Company                       Fri, May 21, 2021,                                                                  Sensyne Health plc (LSE: SENS) ("Sensyne" or the "Company" or the "Group"), the Clinical AI company today announces that, together with its U.S. based strategic partner Phesi Inc. ("Phesi"), the two companies have entered a joint commercial clinical development collaboration in an undisclosed disease area with a leading pharmaceutical company that is an existing client of Phesi.
    The collaboration marks the first time that Sensyne and Phesi have entered a joint commercial collaboration with a pharmaceutical client since they entered into a strategic alliance in January 2021. The development work to be undertaken involves the analysis of anonymized and de-identified real world patient data available to Sensyne with Phesi’s clinical trial data in order to optimise the design of a clinical trial program for the client.
    No financial terms have been disclosed for this collaboration.

    About Sensyne – Phesi Strategic Alliance
    Under the terms of the strategic alliance agreement, Sensyne and Phesi agreed to collaborate on an exclusive basis to offer synthetic clinical trial arms and clinical decision support tools combining clinical trial data with real world patient data. Phesi’s clients include many of the world’s leading pharmaceutical and biotechnology companies.
    Lord (Paul) Drayson PhD, CEO of Sensyne Health, said: "I’m delighted to announce our first pharmaceutical collaboration with Phesi which demonstrates the benefits of combining our expertise in clinical trials, real world patient data and AI-driven analytics."
    Dr. Gen Li, Founder and President of Phesi Inc., said: "I am looking forward to seeing our first collaboration with Sensyne come to fruition. Integrated predictive analytics is set to play a vital role in optimizing clinical development, and our work together will enable more life sciences organizations to become data-driven. Unlocking the power of data through this approach is crucial to meeting unmet medical needs around the world."

    In reference to above security SENS.L Symbol on Yahoo Finance share price has appreciated from about 112.50 to 156.50 today A 39% Increase
  • P
    Peter Cohen
    Acacia Research Group ($ACTG) May 18, 2021 Patent Litigation Update

    First, Acacia Research Group ($ACTG) is my largest small cap position at the moment. It was nice to be back on the conference call asking patent related questions yesterday morning. I inquired about the floor on materiality that would trigger an 8K being filed because the company has a number of settlements so far in Q2. The company passed on answering my question, which is perfectly fine. Saying very little when you are involved in complicated patent litigation or ongoing licensing discussions is always my preferred strategy. Much has been written about their biotech positions acquired from the Woodford liquidation. Nothing has been written about their patent business.
    1) Acacia has their first trial under new management scheduled for jury selection on July 12, 2021 in the Eastern District of Texas with Cisco in their Orange/France telecom portfolio. A reasonably good Markman Opinion was issued on January 7, 2021. Inter Partes Reviews were denied in March 2021. Cisco has filed a round of ex partes reexaminations in April 2021 pending review decisions. Estimating patent damages a plaintiff will ask for ahead of trial is very difficult. The damages number is normally released in opening statements or in the first few days of the plaintiff’s trial presentation.
    Their second Monarch Networking portfolio with a patent acquired from Siemens had a Markman hearing and order issued on February 4, 2021 construing the four terms to their plain and ordinary meaning. A Unified Patents filed Inter Partes Review was filed October 1, 2020 and an institution decision is due by June 3, 2021. A jury trial is scheduled for November 15, 2021.

    2) Their Unification Technologies (Fio Semiconductor) portfolio had a Markman hearing March 5, 2021 with an order issued on March 12, 2021 construing the disputed terms. A scheduling order was entered with a jury trial scheduled for June 13, 2022 in the Western District of Texas in front of HJ Albright. Joint Motions to Dismiss (Settlements) were filed on April 27 & 28th with defendants HP and Dell. The remaining defendant is the largest one in Micron. Inter Partes Reviews were filed by Micron on December 22, 2020. Decisions on institution are due by the middle of July 2021.

    3) The important development that I am tracking and the reason for my conference call questions are pending settlements with Samsung, which indicates the parties have negotiated a global settlement/license across all of their portfolios. Notice of Settlements and litigation stays have been filed/entered on the court dockets in the R2 Solutions LLC (Yahoo/Excalibur) & Stingray IP Solutions (L3Harris) portfolios. I think the value of the deal could be borderline material especially if it included the Newracom portfolio, which includes 212 US patent assets plus their foreign counterparts. I am hoping the deal can be closed shortly and included in the Q2 2021 results disclosed in early to mid August 2021.

    The R2 Solutions (Yahoo) is in the early stages with the following defendants remaining:
    • Target
    • Walmart
    • Deezer SA
    • Workday, Inc
    • Fidelity Brokerage Services
    • Charles Schwab
    • JPMorgan Chase
    The Stingray IP Solutions (L3Harris) is also in early stage litigation with:
    • Signify NV
    • TP-Link Technologies
    There are a few one off small portfolios that are in various stages of litigation that I am working through. I believe the Newracom to be the most valuable portfolio Acacia has acquired to date and look forward to litigation cases filed and u
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    Peter Cohen
    New Woodford venture expects to triple investor cash in three years

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    Peter Cohen

    Not sure what ☝️ Is about if anyone can shine a light and provide insight would be greatly appreciated . Thank You !
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    Source: WCM Partners document

    Oxford Nanopore: DNA sequencing technology start-up making up 43% of portfolio. Projected three-year internal rate of return (IRR) 45.1%;

    Viomet: anti-fungal biotech firm. 18% of portfolio, projected one-year IRR 158.3%;

    Immunocore: biotech firm specialising in cancer and infectious diseases tech. 12% portfolio weight, projected three-year IRR 29%;

    Adaptix: medical tech firm specialising in portable 3D X-Ray imaging. 8% portfolio, projected three-year IRR 69.6%;

    Target Company A: biotech firm specialising in analysing protein interactions. 7% portfolio weight, projected three-year IRR 24.5%;

    AMO Pharma: biotech firm focused on clinical stage assets that treat rare central nervous system diseases. 6% portfolio weight, projected three-year IRR 124%;

    Induction Healthcare: AIM-listed digital healthcare tech firm. 1.5% of portfolio, three-year IRR 66.1%;

    Novabiotics: designs treatments for difficult-to-treat designs. Portfolio weight 0.2%, projected three-year IRR 149.1%.
  • t
    What we need is some transparency to interest investors. However, I know that a certain amount of discretion should be used to keep adversaries at bay. The business, by nature, shuts out the ability to do diligence or research. As Oilman and Peter say, "show me the money". It becomes difficult to be on top of the game without a hint of progression.
    The short positions are not a problem at this level. They also probably having a problem gaging what will happen next. I do get the feeling that something big is in the works. The who, how, and when is the mystery. I personally have decided to keep adding shares down low and hope something happens within a reasonable time. There aren't many other stocks out there for me to invest in presently in my opinion. I guess, patience, and more patience. I don't worry much about book value as long as Starboard is in place. Good evening from West Texas.