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It's a unique delivery platform and it can be applied to multitude of cancer indications. Imagine a smart bomb delivery to tumors with no impact to vital organs such as heart. The potential for such innovative treatment especially in emerging markets such as China is huge.
You bet. You are looking at a $20 to $25 stock at a minimum upon positive results due in Jan.
The author of that article has made a very astute observation and it makes sense. We know (& mgmnt has reiterated several times), that they strongly expect PFS for RFA alone to be 12 months based on historical study. The longer it takes to trigger 380 events, it is better for TDOX as the only reason for the delay is TDOX is working well. If you divide evenly the pts who are receiving RFA alone vs RFA+TDOX to 350 each and if the first 350 events are due to RFA pts (< = 12 months), we had to wait for another 30 events before unbinding the trial. This wait has been significant which strongly supports the hypothesis of events triggered for TDOX pts is longer than for RFA pts.
Interesting...
Came across a 2012 youtube clip that shows a talk show regarding healthcare opportunities in emerging markets like China and India. Jay Venkatesan whose Ayer Capital had invested in CLSN, talks about liver cancer Rx opportunity ...he comments that such opportunites are enomrous due to growing number of such incidents.
If HEAT results turn out to be successful, this indirectly confirms CLSN's CEO's comments about $1 billion market potential.
watch?v=QwXtb-d1x04
Paste the prefix youtube url to watch the show
I think we will see bit more stabilization at 1.10 to 1.25 first before the next jump. This is a long term hold (at least for a year), IMHO..any additional confirmatory news on their ongoing research/trials will ignite the stock quickly and I am not sure on the timing..may need to do more research.
While the runup is expected and truly deserved considering the enormous potential of the TDOX platform, I think some of the funds might choose to exit in December and that will be last opportunity to buy 'relatively' low before the results are out in Jan.
Any pps < $10 is low (prior to results), of course..lol
Closed at 6-6-6, bad omen perhaps ? For shorts, I mean..lol
Yep..sounds very positive..FWIW, I have added CUR more recently as I am seeing strength last few days...
Big 48k Block went at ask (buy)..wow.
LOL..that goes to show any half-truth is dangerous..! FWIW, buys today are outpacing sells very nicely (> 100k difference). I won't be surprised if we touch or go over 7 today.
Good take. Agree
bulletin board bovines, indeed..ROFALMAO
While I don't want to rain on the parade, one has to be careful not to set stop losses at least before end of the year. Shorts must be planning to take advantage of the rapid raise knowing that 'newbies' will have stop losses and are sitting on sizable short term profits. Also with tax hike expected next year few funds might choose to lock in. Just playing devil's advocate.
CUR will continue to trend up..expecting to break 1.15 shortly.
Yeah..I thought it was 9..guess I need to put on my glasses..lol
Today is a real break out to new highs, no doubt..
We already have 300k more on the buy volume side than sells and 52-week high busted. With another 1 hr to go, the volume is awesome..
CAN WE SAY SHORTS SQUEEZE..!!!!!
$NAVB Sounds like insider trading being so close to PDUFA date unless the sales were part of a planned company program.
Don't get me wrong. I was a big investor in INO when Ayer Capital bought a stake last year. I do believe in their science and am aware the company is solid with strong R&D focus. Many of their path breaking ideas have blockbuster potential and we will soon the day, the street realizes it as well.
I am watching the pps closely but likely I will be taking a position. FWIW, the other company I am currently following and have a small position is CUR (could it be next SRPT ?).
Does their selling not beg an obvious question ? Why ?
Such guys are disgrace to serious biotech investin community. With no background, they depend on sproadic information and lazy to do the homework..best served to ignore.
The target he is referring to is based on short term chart analysis which we will likely to reach prior to Jan results; probably sooner if the broader markets hold.
2013 will be a pivotal year for CUR for sure. I am seeing slow & steady accumulation below 1 now..EOY funds portfolio will be interesting.
Thanks for clarifying.. I would be in no hurry to sell my 300 Jan 14 4 calls then
Yep..forgot to subtract the strike price. Thanks
As I undersand (I may be wrong), once the pps goes deep ITM, the option value closer to expiration, will losse the time value and the intrensic value approaches the pps. For example, if pps is $30 come Jan 2014, the 14' 4 calls will have value of $30 then. So playing such leaps is a nice proxy to owning the commons with relatively less capital
FWIW, Vanguard Group bought sizable position in CUR end of 3Q per their 13F filing.
Listening today to MT's presentation on Lazard's conference, at around 04:14 timing mark, he reiterated the blockbuster potential of the platform. Additionally several key points worth mentioning:
1. Market potential : top of the charts for any oncology treatment
2. Blockbuster potential (can't help repeat )
3. Relatively safer & easy pathway for FDA approval due to SPA/505(b) etc
4. China - First to submit with no reference approval required
5. HCC cases: 750k worldwide growing 5% every year. By 2020, it will be #1 cancer surpassing lung cancer
Lastly, MT, mentioned dose dependent PFS increase as much by a factor of 6 !
I bet the conference attendees must be excited as h*ll
Amen
Another strong anectodal evidence that TDOX will work with significant results...
http://www.nytimes.com/2011/08/12/business/heated-chemotherapy-bath-may-be-only-hope-for-some-cancer-patients.html?pagewanted=all&_r=1&
One randomized trial done more than a decade ago involving 105 patients in the Netherlands did show a striking benefit. The median survival of those getting surgery and Hipec, plus intravenous chemotherapy, was 22.3 months, almost double the 12.6 months for those getting only the intravenous chemotherapy.
Per Whale Wisdom, more Funds have added CLSN end of 3Q.
MORGAN STANLEY
128,343
$ 698,000
new
NOMURA HOLDINGS INC
67,400
$ 363,750
new
NORTHERN TRUST CORP
43,448
$ 236,000
addition
OXFORD ASSET MANAGEMENT
631,332
$ 3,422,000
new
PERCEPTIVE ADVISORS LLC(PUT)
700,000
$ 3,808,000
new
This is why it's always good for companies to get SPA (Special Protocol assessment) with FDA..obviously DVAX did not weigh in from all angles of safety albeit it's no different (worse) than the one already availanble for treatment.
Very likely DVAX will get CRL on Feb 24th..I got killed today with my 5k shares but not selling yet..the vaccine has promise and it will take longer to get approved.
I was about to echo the same..yep..not bad at all. There is a good chance FDA would approve with post-approval study results to be provided. Someone on the panel actually was leaning towards benefits vs risks and that former outweighs
We will open above 5
Awesome find ! Another 11k direct insider buy at 5.20 !
No resumption time mentioned. It could be late in the evening (usually 4:30 PM EST or so).
Looks like DVAX is halted ?
I am..all of 5K shares..will average down if it slips
Your note should read 'autoimmune safety is better or higher. NOT less)...just compare the %'s.