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Retail cannot move the needle much. However expect additional BUY ratings upon any whiff of positive results especially from Chromtech etc. Institutions / HF buys should ramp up by Q2 this year. They usually are ahead by 1 Quarter.
Dr. Kim promised some partnership news in couple of months; so timing wise it will be perfect. These low prices won't be there for too long, IMHO
APPAon the move this AM.
I think a significant growth in revenues will come from insurance reimbursement as relatively it is less expensive for the provider for this noninvasive procedure than a surgery. Drugs apart from safety profile, do not make the kind of dent HIFU has proven to to in PC patients. If Hospitals can afford CAT or MRI machines, they sure can afford HIFU which is lot less expensive than CAT or MRIs.
CLDX PT raised to $13 from $10 at Oppenheimer.
CLDX PT raised to $13 from $10 at Oppenheimer.
Just the overall market..hang on to your shares and average down when you can. This is a $15 stock near term.
What did I tell ya ? if you can wait until FDA approval, it will be lot more
FWIW, TSRX is my largest at the moment as well and a long term investment.
Seeing slow drift last few days on low volume. Not concerned
I expect March CC to add significant boost to the PPS. There may be a bit of profit taking post-cc but long term trend should be intact. If you are a long term investor, this is it.
Of course with any biotech, risks are always there but CLDX is definitely not a one trick pony
Well said, also do not trust any one-trick pony how good P3 data may be. Today's news for AFFY is pretty bad. Feel sorry for its longs come Monday AM.
Karin, thx for the offer. Unfortunately I have a full time job that will impede. I am giving it another year before becoming full time on biotech investing. Time would have cut short if not for the CL_N fiasco ..lol
Regardless I will continue to share any info as soon as I get to know.
There is a March CC by the Company when they will disclose next steps towards the approval of their leading drug. They had extensive discussions last December with FDA for a possible AA filing. I am expecting low teens run-up into that event.
EDAP - A good candidate for 10x bagger this year. This news makes it more closer to getting their FDA PMA for US market approved. With this low float, we will see a good action going into mid this year when 180 days for PMA process expires (EDAP filed early this year).
$DVAX - i think it will be approved with post approval restrictions. If it were to be CRL, I would have expected by Friday close.
Yeah..saw that this AM. Enjoy the ride. Up nicely today.
P.S: Hope you added..see u @ $10 post approval.
Savy investors pay little attention to SA article. They all know very well that SA forum is a pump & dump or bashing purposes only. No legit investor will even read those BS articles.
Piper Jafferey is not stupid to come up with a buy rating recently.
Agree..all these are noises..including run up to 84 cents recently.
The Chromtech results are the event driver which largely will validate both the vaccine and the DNA platform. Then the institutional investors will start taking notice, you betcha. There will be flurry of interest with potential partner negotiations news that Dr. Kim has several times mentioned happening next few months.
FWIW, I have loaded up more today.
Great opportunity to add. Did u see the miniscule volume ? From date of submissino of PMA, FDA can take anywhere upto 180 days to respond. I see this at $10 come few months from now. Look at the size of US market !
APPA...bought a boatload @.76 All these 13G's are positive. Thanks to $heff for that info..
The best I can hope is management saying other than just about safety but not able to figure out what it could be. If they choose to do a CC along with a PR, it would be considered a positive. Also any data they might share on the ASCO.
I am currently neutral as far as the interim analysis is concerned at this point - kind of a 'non-event'.
I still think though the YE results will surprise many (on the positive side).
Interesting to see Ayer capital has taken a stake recently
This is guy is too conservative. Based on eventual market share and being a potential takeover candidate, I would vvalue TSRX at minimum $20 a share end of 2013
lol. one hour at a time
$DARA nice finish could see $1.20 tomorrow
$APPA All these warrants are apparently fetching interest to the HF who bought a boat load. While their participation is positive to the stock, warrants are not always the good thing. Watching APPA for now
Awesome news ! Strong AH action today. I see TSRX in double digits soon.
Agree..the institutions paid $25+ and they were oversubscribed ! SRPT is unlikely to go any lower than low 20's. A likely scenario is FDA may ask SRPT to do a controlled but short trial (aka expanded PI) in line with their new paradigm shift of supporting pathways for innovative drugs. Eteplirsen definitely qualifies in that regard.
Expect more analysts upgrade. Great timing considering BIO CEO conference is coming up on 14th
I agree. There is a very good chance that we have a blockbuster in ICT-107 in our hands. The ex-CEO Dr. Manish Singh promoted aggressively knowing the potential and would have continued to do a better job had he not been kicked out. The new CEO is lot subdued but I expect him to present at ASCO this year as interim results should be out by then.
To be candid, I am not buying into this theory of predicting based on when the interim results will be read. Being randomized (2 to 1), double-blinded controlled study there is no way of knowing who is getting pulsed with ICT-107 peptides vs those who are not.
As everyone is getting SOC (chemo etc), there will be no physical indications related specifically to ICT-107 for any clue either. So at best 32 events (deaths) when they occur (any time now) interim analysis will kick in and I would suspect they would do autopsy to rule out safety issues. However from autopsy they might at best know trial duration of each of 32 patients and whether these autopsy reports can tell who got what is highly speculative. I would think they need to be able to know the later info to ascertain with any confidence the vaccine is working or not on many of those who are still alive.
THere is not sufficient information posted anywhere on what exactly they plan to do on the interim other than it's for safety. I really doubt they can even call out the futility of the trail at this point.
FYI, I am long and plan to add more as PI results are really impressive. And if at least 1/3 of patients (out of 102) are still alive towards end of this year, the odds of success is high.
'The longer the better' thesis cannot be always trusted as placebo could very well turn out to extend the PFS timeline. I think the immediate '+ve' outcome one can expect to get out of interim is non-futility of the trial. I think saftey issues can be ruled out as otherwise they would have been reported by now.
With strong finish above $28.5 on Friday, I think the breakout has already happened. We should see low 30's by end of next week.
OT: Thanks everyone for response to my Schedule D question. Somewhere I heard that if you declare yourself to be a trader as profession, you don't have to report every detail. Wish it was that simple..lol
Lol..not trying to avoid taxes but hey, it was worth a short to know how others do
OT: Need bit of a help here. Recently I started to be an active trader and I would like to know how to handle pile of BUY/SELL transactions when it comes to tax filings next year. I heard electronic filing is not allowed (if you exceed certain criteria); so short of cutting the trees any way to avoid 100's of hard copies when it comes to Schedule D entries ? Thanks
Yes Saw that. Can we say closer to $7 prior to results release ?
One of the opportunites companies like IMUC do not pay attention to, is to enlist well-known houses to cover their stock. CEOs should move their a*sses and tell the story. That's what Dr. Singh did superbly and they booted him for reason I still don't understand. Let's see what this new kid in the block has to offer.
Regardless, I will wait for another week or two to see who all filed 13F for 4Q212 and either added new or retained positions in IMUC. Hopefully the results won't be out by then
Ok. I understand your thesis now. Good strategy. I think RPTP will jump nicely upon approval. Good luck to you
Yep. The problem with AF, he is always behaind the curve only to bash a company. He does not realize that unlike Institutions who have full time staff working to do all sort of DD and have plenty of resources, retail investors like us don't. By the time when we find that an institution has loaded up, it's invariably late.
No doubt, there is always some element of risk, but to wait until PII results come out end of this year for buying is ridiculous. Why loose a 10 point jump when we know science is solid and the company is not scam ?
Sorry, your math is wrong. Option premium which is above the strike price : 2.80 is your sunk 'cost' As you have paid to get these options, you cannot say, you got the stock at half the price. How do you account for $2.80 ?
I am not even talking about time value which will shrink as you approach the opex date.