did the career thing long enough.
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Dew..
I realize MLV has an agenda, but they need to be right more often than not, right? what do you think of George Zavoico's track records, opinions, ratings, etc.?
i love the news, but it's a preclinical 'model'.
PI, PII, PIII will take years and years and millions.... let's get to the point where somebody partners up or buys out soon!!!
not so sure....
if we had value like that today, i suspect there would have been a deal of some kind by now. folks with bags of money don't seem to be convinced.
so
what are the chances that the BOD knows they're in a rough spot and is considering waiving the PP and selling for something like $5-8/share so they don't have to withstand the de-list/reverse split crap again while there's no guarantee they can make this thing fly anyhow?
on the other hand, do any potential buyers think the patent portfolio is worth $900 million?
i'm sure some folks here would be totally *issed off, but i would think everyone else would be thrilled...
i know i'd be ecstatic.
CAIrish...
i know you're new around here...
let me let you in on a little secret....
PPHM stated many times, just as unequivocally as Obama said "if you like your insurance, you can keep it", that they wanted and expected to have a partner on board before the P3 SO THEY COULD BE IN SYNCH FROM THE START and thereby improve chances of success and strengthen recruitment efforts by being legitimized....NOT TO MENTION to cost...
now that they haven't, apparently, been able to make a deal, they're fine to go it alone. While they're BROKE relative to the expenses they'll face if they ever get started.
so now they need to keep giving away shares for pocket change, with the share price at a fraction of what it was when they officially said they wouldn't use the ATM 'at these prices".
i call BS on that.
we can't believe a word they say anymore. maybe that's why they stopped talking.
i'm still not selling yet, but there isn't much logic right now for why i'm still holding.
at least celldex got some publicity. and, by the way, they got their price target doubled.
but not a peep out of tustin while we twist in the wind. they're going to wait for as long as it takes for the academic community to tell wall street there's value here while we 1) dilute, 2) probably lay off the rest of the Cotara staff, 3) have many discussions, and 4) continue with our plan for 2014 to dilute and discuss.
sure would like to know who's dumping millions of shares since 1.40.
"next downgrade"??????
we're at 1.22! how many more downgrades can the be??????
swg tdr.... Amen.
this BOD appears to go out of their way to not make any attempts at all to demonstrate that shareholder equity matters to them in the least.
why?
could it be that executive pay has exploded while the split-adjusted share price has gone from $40 to $1.20 and they still have enough atm shelf to keep it going for a couple more years?
they don't NEED cheap options to be set for life anymore.
there's a BIG difference between a quiet period because nothing confidential is happening, and a legal "Quiet Period" because some confidential IS happening.
we're in a prolonged quiet period, it seems.
virtually every other public company takes defensive actions out of concern for the interests of shareholders...retail or otherwise.
for those here who suggest that all big pharmas are trying to drive pphm under because they don't want anyone to discover a cure for cancer...well, that's just ridiculous.
if they're so worried about PPHM having a cure, buy us. they'll make their money back a million times beyond the poison pill.
people need to face the facts that nobody believes PPHM is on the verge of being worth 300 million, let alone 300 billion.
get me to 2 or 3 bucks somehow already!!!!!!!!!!
the Cotara grew mold, and had to be discarded, apparently.
this gets more unbelievable every day. no apparent shareholder value gets delivered, dilution continues unabated, nothing gets to market, no changes are made to the Board, institutions stay away in droves...
hellloooooo tustin....
one of these days, one of the fiduciary duty lawsuits will stick if this slide doesn't stop shortly.
we're back to a market cap of who-gives-a-crap.
sub $200 million market cap...right where it was umpteen years ago.
Earth-shattering technology, still worthless under this Board.
Will they ever bring value to us?
1.36.
somebody's holding us down.
probably Roche, and BMY, and Celgene, and Merck, and Pfizer, and Gilead, and the Chinese, and the Tea Party, and Nancy Pelosi, and Putin.
For cryin' out loud, the pipedreams are out of control.
don't now why this action is surprising anybody. there hasn't been a reason for this stock to go anywhere but down for the last 6 months. frankly, i'm amazed that it's hung around the 1.30s this long; lack of partnering news could easily have this under 1.10 at any time over anticipated dilution.
here we are, about to enter phase I trials, while 15-20 years of research has generated no deals worth mentioning.
how about a positive surprise, Tustin?
tustin discussion points at ASM point to lengthy timeline for financial success. wall street seems to have heard it loud and clear while ihub posters largely missed it.
Dew...
any comments on the content Brekken's PPHM ASM presentation last week?
while they're apparently having to backtrack to an extent with earlier stage trials, do you see any increased potential for their IP value down the road?
finally had time to read the truncated transcript.
the science seems to be solid, and it's logical that it could be a massive breakthrough in time.
i guess i'll just figure we're 2 more years away from monetization and be content with the recent stretch of dead money that will be followed by another 20-30% dilution over the 2 years, minus whatever Avid adds, which could be decent given the halozyme/roche relationship.
it'll be tough to keep being patient, but i'll try no to bitch too much.
if they had BTD on 1 (nevermind TWO) indications, they'd be getting a loan instead of using the ATM.
and the pps would be going up since somebody would know.
for the thousandth time...
only a significant financial commitment to PPHM by a mainstream organization can move the pps up and allow it to be sustained. it his highly doubtful, imo, that anything peregrine does by itself will be able to do that.
rrdog's comments about 'time' are under-appreciated, rather significantly, by many here. the ATM/loan/financing discussion is largely irrelevant without it.
6 of my 7 biotechs were crushed yesterday, and are getting crushed today....basically by double the amount nasdaq is down...
but why is pphm such a piece of crap compared to all of them????????????
if they're trolling for partners with a booth, that would indicate that there are no serious negotiations happening.
if we get news tomorrow, somebody big broke the law today.
very happy about the move in this very, very, very rigged market.
who wants to explain the 'coincidence' of this move with this volume without news, without just saying it was overdue? did everybody just discover the stock at 10am today?
somebody either decided stop 'holding it down', or decided to run it, or somebody has inside info. in any case, it seems to me that corruption is at work....and we all know it will never be investigated. whoever is behind it knows it, too.
i'm just glad i'm on the right side of the fix this time (if it holds, and if they're not done yet).
why should there be something before asm?
rome... that wasn't very nice.
i've been holding, mostly, for 12 years. every day i look at this board, and every day, blabbers here insist the big story is coming in a few days, or next week, or certainly the week after. then they say we have the biggest and most valuable discovery since oxygen, but the top oncologists and BP researchers have never heard of it.
whaddya think, rome, is bavi the holy grail? are we about to go to moon? will we get an Abbie/Roche/BMY partnership PR'd at 8am tommorrow, or with Amgen just buy us outright on Tuesday for 6 billion?
where was our big PR from europe? did i miss it? what was it again? curing liver or breast?
the question remains, however...
did pphm's management irreparably damage their credibility with BPs by banging the drum before data was verified? what will it now take for for BPs to believe what pphm says about efficacy?
had HTWR for a few years...did very well...bailed out just in time a couple of months ago and stuck it all in SSH... HTWR may be falling behind THOR again now after having been a darling for a while because they're running into a delay in an important trial.
HTWR and THOR have heart pumps in the market with revenue streams, but they both have a history of clotting issues. Given the poor health of the patients who get their devices, their products are not bad options, but the market is falling in love with SSH since their technology does not call for any contact with blood, and therefore there is no clot/stroke threat. surgery for SSH pumps is also much less invasive.
HTWR remains a very real takeover target the lower it slips, particularly if SSH stumbles.
SSH has just about doubled in the past few months, and there's speculation that it could be a 2-7 or 8-bagger over the next 1-5 years. analysts and writers have discovered it recently...it's under a microscope and could get another leg up up very quickly as folks jump in on optimistic press...but a big revenue stream remains in the future..
no argument from me on your comment...I don't necessarily disagree, but what gets admitted into court evidence shouldn't be taken lightly. somebody intimated by those comments that partnership may indeed have been at hand.
just wanted your 2 cents in light of the fact that you've made no secret of your positive-leaning interest in abbv along with your worse-than-negative feelings about pphm. doesn't dispel some folks' concerns of an agenda on your part...
i do appreciate your knowledge/research on the whole, and i hope you're not too-well connected.
so they admitted they knew the data was flawed on 9/20 and didn't immediately issue a PR to that effect.... that is, indeed, not good.
cheynew's options...anybody else? who bought on 9/20 and 21?
how about this...from pphm board, posted by cheynew...
Wednesday, September 25, 2013 12:51:41 AM
Re: InternetForumUser post# 142162
Post # of 142174
FYI, Abbvie was identified in the Amended Complaint as the BP PPHM had reached a partnership agreement with prior to the data blowup.
can't release news if you don't have any.
still dead money.
only catalyst that will move price is partnership.
what is so hard about that to understand?
geo..
1. it's never good to be down
2. it's worse to be down on lousy volume because nobody cares about the stock
ain't going up worth talking about without a partnership.
just pisses me off to no end that, based on the trading pattern today before the dilution announcement, some traders knew it was coming and took profits.
nice job again, SEC, in ignoring it.
indexes
i was healthy when i bought in.
i'll probably be one of their patients soon.
ok, so the the lawsuit continues...but now some other so-called catalyst will take us to the moon NEXT week.
more at the bid than offered at the ask ALL DAY, and the price can't go up.
leave it to PPHM to re-write the rules.