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.
Just being a devil's advocate for a moment...while I have no doubt on the TDOX science on the fundemental level (just ask those Duke geek researchers), I am curious on why no big pharma has shown any interest so far.
THLD is a great example..Merck paid 1/2 billion to partner on TH-302. Market cap usually jumps upon a partnership, and F-R rule is just harping on this as a proxy. Obviously the rule cares squat about science leaving that to big pharma to figure it out.
I see what you mean. An additional month or two for full data analysis to be out would be a good thing especially tumor size stratification data on the efficacy.
Feb 8 calls are cheaper than apr 8th. Why go that far ? I am pretty positive results will be out before Feb expiration.
Exactly. I just also wish management has enlisted top notch analysts for coverage. The 2 cents bozos like Bean Brains are clearly nucense.
To be candid, I was always bit concerned on not enough institutional support for CLSN. Such a support would have decimated 'Bean Brian's stupid downgrade yesterday. However imho, things will change once the results are out followed by a partnership deal. If the results are great (as i expect them to be), hopefully there is a US partner as well. Didn't MT say, they are willing to go alone if needed for US market ? Hope they don't have to.
If management discloses top survival trend as part of the HEAT results, it will be truely an icing on the cake and shut the f***k up all the naysayers including AF and the twitter bears.
biomanbaba, you are da man..a toast to your fiery support. I am 100% certain on Heat success. I can almost see $20 coming in couple of days.
Anectodal evidence of how powerful the LTSL technology is, can be ascertained from this paper below
http://www.aacrmeetingabstracts.org/cgi/content/abstract/2004/1/149
BTW, Gopal Anyarambhatla is Executive Director, Product development at Celsion..
Well said..one other component I always struggle is long term vs short term from tax perspective. I have a long position from mid 2011 on CLSN..while it's comforting that i can sell anytime with minimal CG tax, it's not always this easy.
20k for a 20 point jump being a 400K profit and Uncle Sam will come knocking on the door...lol
Great post. for all the confidence shown by the management, i am inclined to believe the results will be +ve. Also if CFO has reiterated data release by end of Jan, they must have very good idea on the time the last few steps would take (DMC meeting / review etc). GLTA
lol..distant memories but how true
You are the man Piper apparently woke up today..
Agree. Likely shorts covering. Hoping for the best.
Block Trades
A single block trade is calculated as a trade that is greater than or equal to 10,000 shares. The block trades screener gauges institutional sentiment for stocks. The net cash flow is calculated as the composite dollar value of buy side block trades minus the dollar value of sell side block trades. The bought/sold ratio reflects the volume of block shares that were traded on the buy side relative to the volume of block shares that were traded on the sell side. Figures are updated every 5 minutes between 9:30AM and 4:00PM EST.
Block Trades
Bought/Sold Ratio
Net Cash Flow
21
12.24
$4.05M
TIME
TRADE
PRICE
VOLUME
Jan 17, 2013 03:59 PM
SOLD
$7.26
36700
Jan 17, 2013 03:58 PM
SOLD
$7.26
10000
Jan 17, 2013 01:05 PM
BOUGHT
$7.50
20000
Jan 17, 2013 12:55 PM
BOUGHT
$7.50
150000
Jan 17, 2013 12:50 PM
BOUGHT
$7.53
17566
Jan 17, 2013 12:22 PM
BOUGHT
$7.40
12186
Jan 17, 2013 10:50 AM
BOUGHT
$7.69
12600
Jan 17, 2013 10:48 AM
BOUGHT
$7.65
10505
Jan 17, 2013 10:41 AM
BOUGHT
$7.77
70000
Jan 17, 2013 10:39 AM
BOUGHT
$7.65
18600
Jan 17, 2013 10:38 AM
BOUGHT
$7.61
17000
Jan 17, 2013 10:25 AM
BOUGHT
$7.65
10100
Jan 17, 2013 10:12 AM
BOUGHT
$7.72
20000
Jan 17, 2013 10:10 AM
BOUGHT
$7.69
12837
Jan 17, 2013 10:08 AM
BOUGHT
$7.70
10300
That's not my name either anyway good luck
Thanks for the recap. 2013 will be the year for INO. If i may ask, what's your prediction EOY ?
Major breakout..twice the average volume..
Very funny..lol..holy how ? question indeed for the wise
Exactly..expecting to cross $1 soon...$30 billion market ? How cow
awesome news ! thanks for posting it..INO will rock in no time..
$10 by eoy 2013
Your comment tangentially means only one thing - insider leaks of bad news. I doubt that was the case for CLSN.
fWIW, Just got a call ( he left a VM) from Jeff Church Sr VP investor Relations to my earlier enquiry on any update on timeline for the results. He confirmed they still stand by earlier guidance on the results to be out this month. While he cannot be more specific he feels this is adequate at this time.
Did I hear a hint of excitement in the voice ? Lol
Thanks ! Great news and vote of confidence indeed...expect good news to come throughout this year..
Do you have a link ? TIA
LOl..I did have a buy stop though at 6.02 but it never hit..since the actual news date was uncertain other than sometime this month, I was not sure there will be a bear raid on CLSN (unlike stocks that have PDUFA date). Also last few days, big blocks were on bid getting filled; which tends me to believe 'someone knows something' and that 'something' is going to be good.
Hanging on to my 40k commons and 300 jan 2014 3.5/4 calls
I am not a big fan of MF but a rare and great article from MF
http://www.fool.com/investing/general/2013/01/16/3-make-or-break-moments-for-celsion-in.aspx
All for the HCC patients' sake..screw the shorts
If the trial is recruiting patients, you should be able to do so. I would recommend checking on the trial status thru Clinical Trials Gov website. Good luck
http://clinicaltrials.gov
Exactly..the 45k block I saw in the morning is a tell-tale sign of somone loading up. $500k investoment ! Hard to believe shorts would be covering yet as the pps is dormant today..but the day is just started
Someone loaded up (45k block) at around $9.35 this AM. hmmm...
$10 is more of a psychological mark prior to the results. That's all.
The fact that management confirmed and that too promptly half way thru this month, on the January timeline bodes well, IMHO. So I am not expecting any process delay at minimum. Data collection and tablulation is rather complex task considering their trial centers are all over the world.
Bullish Calls link on CLSN. Can we expect to go over $10 today ?
http://seekingalpha.com/article/1114311-top-bullish-stocks-on-tuesday-dell-barrick-and-celsion-and-with-unusual-call-activities?source=yahoo
My bad..lol..$10 it is..by end of 2013
We will be over $1 soon, IMHO..action is pretty strong
Exactly. Feel sorry for his minions
That's exactly my take as well.
HOw come then he never presented bull side view ? Letting a shortie FM ride on his coat tail is not exactly not being blind, again, IMHO. One thing is to be totally objective but in pretext of saving poor investors, ignoring several positives on CLSN is a poor judgement on his part. For example,
1. His rule cannot apply --> TDOX is a platform not a new drug
2. Going to P3 without P2 under FDA SPA is perfectly ok
3. Insiders purchases
4. Duke research showing LTSL is far superior in concentrated and quicker payload delivery
Granted there are some risks (nothing is guarranteed) but not able provide a balanced view is his fallacy.
AF is totally clueless on CLSN. He is looking blindly (no pun intended) at macro indicators such as low institution holding, no P2 etc. He conveniently forgetting that FDA would not have approved P3 especially under SPA, if they did not see the criticality of the HEAT trial to numerous poor HCC patients. SPA removes all risk related to not having P2.
As regards institutions, they don't want to gamble untill they see the results. I bet they would be salivating on the $75 shelf registeration once the results are announced & they are positive.
Institutions will be lifting the stock pps from $20(upon release of results) to upwards of $30 more so than retail investors, IMHO
Today I am a new investor with a long term 1 year plus minimum horizon. Bought 50k at an average of 0.634.
Wow..a 45k bid from WCHV !!! Someone wants CLSN bad today..lol
A term sheet is a bullet-point document outlining the material terms and conditions of a business agreement potentially between Celsion and a big pharma (Lilly ? ). MT on the last CC referred to such a kick-off in earnest will be next step upon release of PIII results. Some high level details (if not all due to confidentiality) may be released to public via a PR.
Good strategy..you won't be disappointed. I am going to wait until the detals of term sheets are PR'd (MT has said they were 'top of the charts' from prospective big pharma). Once we get that news (next milestone), we will be in $30.
$15+ is low, IMHO..expecting $20+ with the whole platform validated..we have to keep in mind that it's the delivery platform that's getting tested. Sum of parts (RFA and DOX) will prove to be better than the parts themselves..much better..IMHO