Register for free to join our community of investors and share your ideas. You will also get access to streaming quotes, interactive charts, trades, portfolio, live options flow and more tools.
Register for free to join our community of investors and share your ideas. You will also get access to streaming quotes, interactive charts, trades, portfolio, live options flow and more tools.
Can you link something on that?
Gonna search it now...not doubting you, but need confirmation.
Over a year ago???
The info at clinicaltrials.gov and verified by Ziopharm in February of 2016 has the study start date in June of 2016, that's 11 months ago....and they've only dosed 11 patients, one of whom died but the PR doesn't say when. And we don't know when the first patient was dosed, the PR doesn't say that either....so maybe the first patient was dosed 7 months ago, in the absence of information all one can do is speculate.
But the trial is meeting its primary objective of safety, so that at least is positive. As for survival rates, the collection of data will help determine to what extent Veledimex is responsible and what if any impact Ads-RTS-hIL-12 is having.....
You can't draw cause and effect conclusions from such thin data....although clearly that is what is happening with a lot of people, and maybe that was the intent of the PR.
Like those ads that say: In a recent government survey 9 out of 10 doctors reccommend....
Those type of statements get the attention of the trailer park crowd, but intelligent people ask questions.
1- How recent? Last year, 5 years ago? 10?
2- What government? The Grand Dutchee of Fenwick?
3) Doctors of what? Divinity?
News is only about 6 patients enrolled 6.2 months of longer.....
The full study is supposed to ultimately have an estimated 48 patients according to clincaltrials.gov.....so they're not even 25% there. Citing a median figure is pretty fuzzy as anyone who knows anything about statistics can attest:
http://www.avoidthebag.com/2016/05/ziopharm-news-long-on-hope-vague-on-data.html
Institutions dumping ZIOP....
Used to be over 50% ownership last year, now less than 43%...
http://www.nasdaq.com/symbol/ziop/institutional-holdings
Blog posting about HMPR at Avoid The Bag, ATB
If anyone is still checking this thread:
http://www.avoidthebag.com/2016/05/hampton-roads-bankshares-hmpr-great.html
Global-X Lithium ETF (LIT nyse) updated holdings as of 05/05 2016
Lithium Americas is one of only 3 total Jrs.....check it out:
http://www.avoidthebag.com/2016/05/lithium-americas-lacto-lacdf-added-to.html
Why did the University of TX sell out?
http://www.avoidthebag.com/2016/05/why-did-univ-of-texas-investment.html
New blog posting about Deak and LAC
http://www.avoidthebag.com/2016/05/david-deak-lacs-new-cto-working-at-tesla.html
Thanks for the advice yezhua....
Check the disclaimer at the bottom....its all good. I explain the reasons why my opinion changes, and I've never hit been lucky enough to sell the exact tops.
You'll love my latest blog entry, its about how Big Players prey on the little guys and the games they employ.
http://www.avoidthebag.com/2016/05/why-buying-low-and-selling-high-is-so.html
Hey yezhua....
Ouchie....I guess I've been told
Its all good, there's actually some merit to what you say....not 100%, but some.
What are the "real" reasons for my posting negative commentary about NMX's PPS?
You think I'm patting myself on the back? Well, there is some validity to that. I blogged on NMX back in April of 2015 on SA, so that is certainly one aspect. Usually when people start talking up a stock its AFTER its already gained 500% or more, so yeah I do feel pretty good about sharing my bullish opinion at 15 cents.
http://seekingalpha.com/instablog/15663412-joe_retail/3902216-lithium-americas-and-nemaska-charts-and-insider-buying-have-me-bullish
I don't want to run the PPS down so I can get back in. Stocks are a zero sum game, someone has the shares I sold and I have $$$ and I like $$$ better than shares.
And part of the reason is because I've started my own blog dedicated to trying to help retail investors make $$$ and to avoid holding the bag, hence the name, www.avoidthebag.com
All stocks are risky....I just happen to be of the view that retailers are too often lured into buying stocks that are high instead of doing what the smart money crowd does, selling high and buying low.
Here's my latest post if you want to read it:
http://www.avoidthebag.com/2016/05/the-lure-of-clean-energy-eguana.html
If you're long and strong on NMX that's 100% kewl with me and I hope you make $$$ with it.
As far as I'm aware its just the TSX and OTC....
The Toronto Exchange is referred to alternately as the TSX and TMX....it used to be TSE, (Toronto Stock Exchange). I don't believe they trade in Europe at all, either in London or Frankford.
The .CA indicator means it trades in Canada, but as I noted....we have 2 main exchanges, the TSX big board and Venture which is close to the OTCBB in the US. We also have the NXE in Canada which I would never touch myself, for companies unable to comply.
Has Nemaska Jumped The Shark?
Check avoidthebag.com
Stock Promotion - How much is too much? (Nemaska Lithium)
lacdf vs lac.to
LAC is traded on the main TSX exchange, not the riskier Venture.
As to whether to trade on the Canadian or US OTC market, I think it depends on your time horizon. If you're concerned that you might want to sell in the near to medium term then the TSX (LAC) offers much better liquidity, but if you're going in for the long haul then I don't think it matters.
New blog posting about LAC/LACDF on avoidthebag.com
http://www.avoidthebag.com/2016/04/lithium-americas-cup-and-handle-forming.html
Seeking Alpha on LAC from today....
Lithium Americas - Chart Showing Consolidation, Buying Opportunity
My last blog post on NMKEF....
Been blogging on SeekingAlpha about Nemaska for just over a year now...this will be my last post on it though:
Nemaska
SeekingAlpha post on Zecotek for anyone interested:
http://seekingalpha.com/instablog/15663412-joe_retail/4868128-zecotek-photonics-anatomy-pump-dump
Didn't know this forum was here...
Been posting on stockhouse (ledrog) and wrote a couple blog posts about Nemaska on my SeekingAlpha blog starting last April when it was trading at 16 cents.
The overall Lithium space in my view is something of a no brainer, and I put my chips on two...Nemaska and Lithium Americas. Back last year I figured LAC was the better of the two but boy did that turn out wrong...although both are doing well now, overall the past 12 months NMX is up way more....400% and holding steading around this 67-70 cent area.
I think we're going to see more jumps going forward:
Here's the second blog post I did on Nemaska in January of this year...it has a link in it to the April blog on LAC and NMX.
http://seekingalpha.com/instablog/15663412-joe_retail/4678206-lithium-next-must-sector
I'm Canadian donc les actions ce que j'achete c sur les échanges Canadien.
Seeking Alpha article....
instablog/15663412-joe_retail/4865294-facts-support-bullish-stance-ziopharm
Fish where the waters are cloudy....
And these are definitely cloudy waters....terminated but continuing, weird weird weird.
I wasn't invested here back in 2012 when the PPS fell from $5+ to around 75 cents before recovering, but I see the possibility for a similar dynamic here...Investors were rocked by the PR, the PPS collapsed, but after trading AH down around 32 (or so) cents, the following day the PPS held up and even climbed back above 40 cents for a time.
Cloudy waters...no doubt investors were scared off by the seeming failure of the trial, yet somehow there were enough buyers stepping in to prevent the PPS from eroding further than what it did AH on the day of the news.
Curioser and curiouser...
Nice and quiet here I see.....
Kewl....When there's lots of posts with everyone super excited its usually time to bail.
Ironically....
I recently took out a small position in TBIO....that one imo is due for a pump like ZIOP had last year.
By the end of 2020?
How many shares will they need to sell to survive that long? Get ready for a big RS before then. And then if they fail again like they have before....ouchie. Already in their 2nd decade with an accumlated deficit in excess of 400 million and growing.
New blog post on SeekingAlpha....
http://seekingalpha.com/instablog/15663412-joe_retail/4733876-ziopharms-rise-fall-pumpers-gone
Yesterday I was really expecting a + Move....
Today? With Chinese markets tanking and oil sliding again...it looks like its gonna be a bad day for the markets.
I see this as HUGE...
Forget PRs and corporate slide presentations...having this article reviewed by academic peers, and published....in my view this is a massive validation of the science.
I put my opinions on ZIOP out there back in March.....
Its a hyped up bubble, was then and still is now....In their 2nd decade as a public company and still nothing in phase III. A MC of one or two hundred million imo is reasonable on the off chance they might come up with something, but if they fail again even that will be grossly overvalued.
It had a nice run up after the firms underwriting their dilution all put out bullish buy recos. And the shares they gave to Anderson for the partnership deal helped drum up buyers too. Now they've sold enough shares to bagholders to keep the lights on and the pay checks printing through to the end of 2017, maybe a bit longer. I expect to see more dilution in mid to late 2017, maybe even a reverse split depending on how many of the freebee options get added to the pile.
What I like about Leong....
Checked back, and its good to see that he was touting ESPR's potential back in 2014, before it went from $15 to $120.....obviously things didn't work out there, but it speaks to the potential for this type of therapy to catch fire.
And if RVX's ph III trial does achieve its end point....the sky could be the limit here.
Looks to me like ZIOP is dead for a while....
They raised enough cash in 2015 to get them through for another couple years....then I think it could get pumped again. A fair MC imo is somewhere between 100 and 200 million, on the off chance they might develop something, but if they fail again then even that is inflated.
I've seen this pattern before....
A stock climbs, gets hit with some bad news....plummets, but then quickly rebounds and then finds a base of support. After that the stock trades basically sideways with some volatility of course, tax loss selling often drops it as a year closes out and then it climbs after the sellers wash and get back in early in the new year.
I've bought in here based on my opinion that PPHM is going to climb back up to the levels it was at before it was hammered by those 3rd party issues on its mid stage trial. Maybe not $5+, but I think $3.50 - $4 is more than attainable before retracing.
Why does short interest keep climbing? (LINK)
Why Does ZIOP Short Interest Keep Climbing?
Just bought in today....
Love the chart, light volume, and the lack of promotional outfits pumping it.
The biggest barrier with RVXCF....
The way I see things the US OTCBB listing is a big negative, there's hardly any trading on the US side. 3 month average volume isn't even 30K per day...many days its under 10K, and some days it doesn't trade at all.
RVX.TO on the tsx by contrast has much higher volume, but still at just 150K or thereabouts, its hardly eye popping. With volume that low anyone with any liquidity concerns is likely to stay away.
I'm bullish as aitch ee double hockey sticks, and in my opinion the best time to be buying speculative issues is when volume is light....if/when volumes improve I believe the PPS will by much higher, but the risk is that the anticipated higher volume trading doesn't come.
I was here in March when the PPS was $13/$14....
And yes, the pumping shills told everyone to ignore me....and no doubt some pour souls did, and watched ZIOP tank under $10 for big losses.
Don't like what I have to say? Put me on iggy then, no skin for me. And if you're one of the P&D crowd then you can argue till your blue for all I care. Check the MOBI board back in the fall when it was $10+....I got the same treatment there.
No problem....before it was 'never below 10'....
See ya soon Sell in May and go away, unless its a company with growing revenues and/or a dividend. Not the case here, I believe Execs just got a big pay raise to reward themselves for selling more shares at a nicely inflated price.
Just google "hot stock pick email"
You'll get hundreds....chop shop pumpers are everywhere.
Classic double top reversal....
I might never have heard of ZIOP if it hadn't been for the email I got from an outfit called stockreversals...I'm sure lots of people know the drill, they tout themselves as "dedicated professionals helping investors find winning stocks"...or some other drivel like that. They talk up lots of stocks, and of course some of them hit. Then they use that as leverage to tout a stock like ZIOP.
I sign up for lots of these emails, not for investing ideas, but to know what to avoid. Then when stockreversals was pumping MOBI in the fall at $8+ I decided, why not buy puts and make some bank from the pumping dumping scalper outfits ideas.
It worked great on MOBI, made enough to pay for a Carribean winter holiday, and I think I'll make even more on the ZIOP puts I bought when it was trading over $13 in early March.
This stock has a history of Huge Moves
Too techie for my luddite brain, something to do with instant message translation...read the PR it describes the tech.
Obviously some were excited....
But more were willing to dump their shares on the news...the premarket stuff that goes on, and AH trading too...imo a lot of the time that's just MMM intended to get retail investors all excited and greedy so there will be lots of buyers for the shares being dumped.
How did that premarket bump work out....
I don't rely on pre or after market trading...in my view its too prone to manipulation to trigger retail greed or fear depending on whether the smart money is dumping or buying.
I'm a contrarian, so if you point up at the sky and tell me to look at something, I'll inspect my shoes.