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No idea, did not get into specifics, it was very high level
Investor Relations
This isnt true. They are just waiting on FDA approval for NIH trial
White House Agrees to FDA’s Guidelines for Vetting Covid-19 Vaccines
The decision means the FDA has the Trump administration’s support for a rigorous vaccine review that is unlikely to yield an authorization before Election Day
https://www.wsj.com/articles/white-house-agrees-to-fdas-guidelines-for-vetting-covid-19-vaccines-11602011953
file:///C:/Users/19735/Desktop/HGEN%20Initiation%20Report%20ROTH%20Capital%202020.09.30%20(1).pdf
Yes, agreed. JP Morgan may be in quiet period since they ran the offering and cannot provide coverage as of yet.
tscot this probably why: https://finance.yahoo.com/news/kiniksa-announces-positive-data-phase-120000798.html
This can be more interesting for us then you may think. Speaking with IR last week, the hold up on the BET trial seems to just be the NAID waiting for the go ahead from the FDA to start the trial - however FDA was very backed up. Vir has been waiting sometime to get this phase III trial started so maybe the FDA is finally getting the ball rolling on Covid therapeutic trials again... BET trial could be next
rstar you are probably better off not responding to him. He's just trying to stir up a reaction. All the regulars here know your consistency in posting credible information
Yes, more interview's are needed. The results are clear from the Tucker interview Friday. I just emailed madmoney@cnbc.com with a great deal of diligence. I suggest everyone do the same!
yes, I emailed the Roth analyst for the report. The firms covering small caps will usually respond
Yes it is. Im jtrader
yes hes going nuts today. 3 or 4 posts in a row.
From my discussion with IR today, it seems the Mexico site is to get a more culturally diverse patient set. Also it seems as if NIH is ready to go with BET, but they have to wait for the go ahead from the FDA who is insanely overwhelmed with the amount of trials they have. Naturally politics are at play here some of the bigger names get first licks...
They stressed that it is extremely validating that Lenz was chosen for the BET trial. Over hundreds of drugs were screened for this trial and they were one the few selected... Something to keep in mind
Management has spoken to 36 sell side analysts over the past month.. so defiantly a lot of interest from that end as well.
He just blocked me as well. Would like to see the return of this family office he works for
Anyone follow this guy on twitter? He's really beating into Humanigen now has been for a while.. Claims Brazil trial site will take a while to set up even though they are already dosing patients there. I assume he means Mexico, but the slip up just shows how sloppy his diligence is.
https://twitter.com/princetongb
Kinda of a contrarian take here... but I dont really know what to make of this. Did phase 3 enrollment slow up is that why they had to expand to Mexico? We've already known about Brazil for months why announce it again? How long will it take them to get the trial up and running in Mexico? Why no mention of BET?
Still expecting top line data in Q4 though. Meeting with FDA sounded promising.
Yes, probably always best to start with conservative estimate. They can always modify
yes, reading through it now
"Our $25/share price target is derived from a risk-adjusted net present
value analysis of the utility of GM-CSF-neutralizing antibody lenzilumab in
suppressing cytokine release syndrome (CRS) in COVID-19, CAR-T, and
graft-versus-host disease (GvHD). We consider revenues from (1) COVID-19
in the U.S. (2021 launch, $1.2 billion sales in 2021, 75% POS), (2) CAR-T in
the U.S. and Europe (2022 Launch, $400 million peak sales, 45% POS), and
(3) GvHD in the U.S. and Europe (2023 Launch, $350 million peak sales, 45%
POS)."
Humanigen twitter account
Anyone here have access to the report? Or know the analyst covering? I might try emailing him for his report
Regeneron results out
Nice Gap Up. Hopefully it can hold this time
Catalent homepage
— Archimedes (@AlphaTrader00) September 25, 2020
"Catalent partnering with multiple customers on COVID-related vaccines & therapies - [incl] Johnson&Johnson, AstraZeneca, Moderna, & Humanigen"
Serious company!$JNJ - $380.9B$AZN - $146.1B$MRNA - $25.7B$CTLT - $13.3B$HGEN - $0.5Bhttps://t.co/MXtiQaMkjW pic.twitter.com/3EDSu6F0UU
Every.Single.Day
This isnt correct. Management said on the last call that data should be expected about a month after trial completion. No point in trying to mislead us here, I can see the other board you spend most of your time posting on... GL!
General Question about options and volume
Should we expect volume to increase once options open up? Could bring in more speculators as well as delta hedging. Just more interest in the name if we generate any sort of flow.
The way I see it unless we can get some decent volume this may keep getting manipulated like this until we have some catalysts, which will hopefully be soon.
The Nasdaq is down 3% what do you expect?
anyone have a link to the presentation later? It not on their website
Can someone fill me in on the presentation - just got out of a meeting
I just ignored him. Stocktwits can get toxic real quick if you feed the trolls
I asked IR about if they had plans to scale up media coverage and saked about CNBC, Bloomberg, etc.. Here was the response:
I really appreciate your continual support in the stock. Yes, we were actually talking today about ways to better our media attention. There is no question that the company is deserving of additional media pick up.
Obviously, CNBC or Bloomberg might be a bit of a tall order this soon, but if any of our trials prove successful, you would think that it would gain enough traction for exposure to those types of financial networks.
Either way, we intend to focus more attention on media, so hopefully the marketplace recognizes those efforts as we move forward.
Its on Stocktwits, I had the page made Friday morning. I've posted quite a bit of diligence there to get everyone up to speed.
Interesting that's a big conference. Scott Gottlieb will be presenting there as well
Good idea. I also emailed madmoney@cnbc.com last night with some of my diligence.
I dont think Gilead can make anymore purchases. Pretty sure they spent the majority of thier cash position on the IMMU deal
Anyone have a good idea of institutional ownership?
Schwab is showing me 25% , Yahoo finance says a little over 1% ... one of the 2 is way off here
Unless I am interpreting this wrong. What reason would they have not to purchase the additional shares if they are getting them cheaper then the market price? Its free money
So now that we are on the NASDAQ. Does anyone think we can be added to the Russell 2000?