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Only institutions can take us to $17-20
For starters. We can't get there on retail.
EBS, you're dead on.
Lots of die-hard longs in PPHM, (I'm first-in-line) who will surrender their shares only from their cold, dead hands.
Why? Because we know what's coming. The stock is going to have to split to generate more shares.
Good luck,
Joe
Right, Tek; Roth called it 4 months before
Your point:
Roth called $5 May, 2012
PPHM hit $5.50 September, 2012
My prediction:
Roth calls $7 June 3, 2013
PPHM hits $7.85 September - October, 2013
All the pieces are there.
Best of luck
GLTAL
Joe
Right on, Bio; PPHM=watching paint dry until...
BOOM. I say we'll hit Roth's target soon at $7 with partner in place. Probably end of summer.
Happens ALL the time in biotech. Anyone seen MNKD lately? The stock was, it seems, $1.88 a few months ago. It's not that now...
PPHM will soon enough follow. All the pieces are coming together.
Best,
Joe
And it certainly wouldn't have helped if they had downgraded it to $1
The pieces are falling into place. The data are finalized. Bavi works and has a unique mechanism of action that a very bright British scientist figured out over the course of 25 years.
You pays your money and you makes your choice.
Good luck,
Joe
Roth ups Peregrine price target to $7
Check this:
Stone, you need a wider bay window
We sat at $1.31 for MONTHS. Do you not remember those DRY, Sahara Desert months of nothingness?
The stock now sits at $1.82.
Good news continues to flow. Perspective, man, perspective!
Good luck
Joe
Holding nice 13% gain - Be patient
It's the SLOW steady gains that are best.
For those of you waiting for the stock to hit $17 pps today, please take a deep breath.
We'll get there, but not the way you think nor want.
Best,
Joe
Easier from $5-10, then from $1-2
Remember that. And we're almost at $2 right now.
Roth putting us at $7 makes a LOT of people here some good money.
Patience!
Best,
Joe
1 million shares, baby, in ONE minute
GLTAL (the patient ones!)
Pre-market hanging tough at 1.84/11.84%/413K
Haven't seen this in a while
Best,
Joe
Up 13% with 315K traded premarket at 1.86
PPHM = TOP GUN
GLTAL, boys
Joe
"We're going vertical, Mav"
TdAmeritrade showing up 10% premarket with 279 K traded at 8:46 am
GLTAL
Joe
Bio, Mabs do not enter cells = safety
The article gets one point VERY wrong.
Just a mathematical note (for accuracy)
The HR improvement from 27% to 34% refers to less events in time as a 26% improvement (divide 7 by 27), but the HR itself dropped 10% (from 0.730 to 0.662) Great result for all.
Best,
Joe
Mojo, the poster HR improvement is awesome
From your nice handout, (with edits of Bavi's numbers in place to make things clear):
Patience, patience, patience
"The stock market is a marvelous mechanism for transferring wealth from impatient people to patient people."
- Warren Buffet
EC clearly a buy at these prices
Oil is about as cyclical as you get; give this puppy 6 months - it'll be $65 pps by Christmas
GLTAL
Over-enthusiastic posters make me nervous, too.
No need for all this over-hype. Bavi has plenty of merit! Let the story play itself out. If you have confidence in the PS platform, and are convinced that BP will have to have it as part of their armamentarium, then just RELAX.
No need to turn this into the YMB rah, rah section.
Bavi has the scientific underpinnings, great veterans running the show (Garnick), and lots of inflection points coming up.
Good things coming to those who have patience. Not to say there won't be bumps in the road (e.g. bear attacks) but we'll get there.
Best,
Joe
CP, I agree. Recapture of Sept. potential
Great summary, sunstar EOM
Thanks, too, CJ - Great stuff on Garnick
Rituxan, Avastin, and so many others at DNA/Genentech/Roche - ALL APPROVED and all billion dollar sellers with Garnick at the helm.
Garnick has thrown his weight and reputation behind Bavi.
Look out!
Here are my thoughts, EBS
The protein binding that everts PS gets pretty darn complicated in a hurry.
However, I'll give it a try:
My thoughts originally came from the Phosphatidylserine Asymmetry Presentation. It's from the NYAS link.
http://www.nyas.org/publications/EBriefings/Detail.aspx?cid=8f6e304e-f219-4238-b555-bd2e4212f94a
(I need more time to find Ari Helenius' and Ucker's actual papers.)
PS eversion can be effectuated through a variety of mechanisms:
1. Viruses (Ari Helenius, ETH Hönggerberg, Switzerland)
EBS, give me a sec, I'm on another computer
and don't have my bookmarks of links on this one. I'll get to you in a sec.
As an aside, here's an interesting study on tumor hypoxia that reveals its incredible complexity (unlike Vinmantoo's sloganeering)
http://www.biomedcentral.com/1471-2407/11/331
Some highlights:
GJH, exactly. PS is everted with HYPOXIA
Late eversion of PS, making Bavi, a late arrival," doesn't fit with its clinical efficacy.
If this were true, you wouldn't have cancer-resistent Bavi mice after injecting them with GLIOMA cells. Bavi actually gave the mice studied IMMUNITY to cancer!
Thorpe couldn't give them cancer after they got radiation and Bavi. The T-cells that were induced ate the cancer.
Abe, Bavi is NOT Avastin
Saying that Bavi arrives "late on the scene" with anti-angiogenesis activity (due to late eversion of PS) is patently incorrect.
May I refer you to Dr. Thorpe's outstanding New York Academy of Sciences May 1, 2012 presentation?
insert-text-here
Congrats, EYEBUY and PGG, SA comments were GREAT
My favorite:
Chris Lacoursiere's article - FULL SUPPORT
I'm working on more comments for the article over at SA, but it's clear most of the participants just haven't looked at the science, or worse, aren't even interested.
I mean, Thorpes's New York Academy of Sciences (nyas.org) Phosphatidylserine Presentation in May of 2012 is just KILLER.
I encourage every investor in PPHM to read it thoroughly. The science can get a bit technical, but it's truly engrossing.
And the more you read, the more excited you'll become, and the more you'll look for dry powder.
Best,
Joe
Biopharm, immunotherapy IS the future of oncology
You're right. Ignore clueless shorts. Bavi has the potential to split BIG TIME.
It is the BROAD BASE PLATFORM of Bavi that so few outside this board "get."
Chemotherapy has fried the immune system for so long, it can actually cause a cancer as it tries to cure one (loss of immuno- surveillance).
That's why when you see TV commericals for immuno-suppresant drugs for rheumatoid arthitis or psoriasis (like Enbrel, Humira), they always have to mention the risk of LYMPHOMA.
Look, Garnick sums it up perfectly:
I guess "instant gratification takes too long"
Puh-leez. Look at the big picture. We've got great news coming. ASCO approaches.
Don't let dumb fluctuations bother you. Who cares.
If you've done your DD, delayed gratification is sweeter.
I guess the "smartphone-now-instant-response-to-my-post mentality" was going to transfer sooner or later to investing.
Hang tough,
Joe
Chenzo, we sat at $1.34 for MONTHS
Try to look at the big picture. Citibank (which has soared incredibly over the past year by the way), sees immunotherapy, specifically Mabs, as a $35 BILLION market in the near future. Bigger than statins (Lipitor!).
Now who has the most exciting Mab out there right now? Yeah, that's right, the one in your portfolio, and it starts with a "P" and ends with an "M."
AAPL was once $10 pps. Last year it hit $700 (although it has since retraced obviously).
Let the story play itself out. "Forget" about Bavi for a little while. Then return. Soon enough, you'll be pleasantly shocked.
Best,
Joe
Avastin versus Bavi Showdown
First-line is HUGE in my opinion. The results don't have to be killer, but they do have to slay the dragon i.e. Avastin
Garnick set up the title fight perfectly. Avastin + Carbo + Pac (2006) versus Bavi + Carbo + Pac (with Control being Carbo + Pac).
Bring it. If Bavi's percent treatment change (% difference in MOS between treatment and control arms) can beat Avastin's 2006 NSCLC 19.4 percent treatment change, then it's the new SOC.
The market will understand this, because if Bavi beats a multi-billion dollar drug at its own game, then Bavi is a multi-billion dollar drug.
Thanks, CJ, as always, for the hard data in your posts.
Best,
Joe
Sunstar, Bavi CRs in Breast Ca..."but it's a placebo!"
Hope everyone sees how absurd the attacks have become.
Bavi potentiates many other chemotherapeutics and does well by itself.
My prediction is that with great first-line, this stock goes nuclear.
Best,
Joe
Chenzo, yes the retail investor does count
Sure, we're small fish. But the hard-core PPHM'ers (maybe 100 of us) are just the obvious ones. Many thousands more own shares. If MM's, hedgies, and other big players can shake 5k shares out of 5,000 retailers, that's 25 million shares, which ain't too shabby.
At $10 pps, that $250 million dollars. At $40 pps, that's a BILLION dollars.
Not too bad for a few small fish, huh?
FDA probably saw some first-line data
(it being open-labeled) in addition to poring over the reconstituted second-line.
Why is that important? Well, it tells you that most likely the front line data are good. And if first-line comes in with excellent MOS, expect a MUCH harder pop than yesterday. A partner would be a given for Bavi second-line. Bang, another hard pop.
Poorly informed investors, shorts, and MM plays are common in all biotechs, especially PPHM. Look, most biotech stocks do decay in price. Shorting makes a lot of sense to hard-core traders. (Not my cup of tea, but some love it).
Most biotech stocks are under heavy gravitational pull. They go down a heck of lot more than they go up. That's where patience and science come in.
We can beat the shorts, the MMs, and the weak hands, by hanging tough and following the studies and inflection points carefully .
Frankly, I was personally shocked at Dew Diligence's poor attempt to pass off a simple Google search as "evidence" that there are "many" NSCLC drugs out there better than Bavi. Not one of his cited studies came anymore close to Bavi's MOS. More fundamentally, Bavi is NOT just a lung cancer drug. I mean, it's astounding how many people still think Bavi is JUST for NSCLC.
They never study the platform. Traders and dumb investors just follow the green shoots. Heck, we've all been there. And we also know that the fastest way to lose money in the market is to chase green shoots.
Patience pays BIG in the market, which is why most people lose money in the market.
All in my opinion, of course.
Best,
Joe
Stone, I agree with that chart pattern
I've been saying for months that PPHM has already done a 10-14 bagger, (last July - September, 2012) and IMHO, it's setting up to do so again.
Great first-line and a strong partner for Bavi, and this stock can be $15 in a heartbeat.
Best,
Joe
Hilarious and accurate CP
I, too, also hope that PPHM investors are not fooled, connived, conned, or outfoxed by the flaming idiots out there paid to sow FUD on PPHM. Their track record is abysmal.
I also find it VERY VERY unusual that so much spleen and bile have been spilled on what was, two days ago, essentially a penny stock.
Why the animus? Why the spleen? Why the bile? Why are we #1 on IHUB with posting? WTF is going on? WHISKEY TANGO FOXTROT!
GLTAL and thanks for the post,
Joe
FDA link to BLA
Link at bottom of this page
http://www.fda.gov/BiologicsBloodVaccines/DevelopmentApprovalProcess/BiologicsLicenseApplicationsBLAProcess/
Garnick's (BLA) - Biologic License Application
from About.com/industry/Pharma:
Paul, the old trading maxim is still true...
Never, ever is it wrong to take profits off the table.
DewDiligence, can we take that to the bank, too?
Funny how the NSCLC second-line data has been validated by the FDA, something you stated was impossible, and yet you still feel compelled to stick your beak on the Board, today.
Fascinating.
Your quote:
I replied in #msg-88103003. Regards, Dew