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For those who still have doubts on the TDOX therapy, I strongly recommend reading Dr. Poon's recent presentation end of September at ESMO. We have two distinct advantages over RFA alone in HEAT trial. Tumors > than 5 cm has very poor response rate with RFA while TDOX can very effectively deliver its toxic payload upto 7 cm size. Secondly the RFA cannot touch tumors outside of its ablation zone but the dox drug once released by TDOX can cover those outliers.
The slides by Dr Poon are very telling on how effective TDOX delivery is...unless something really got screwed up on the trial sites, honestly I cannot imagine how TDOX can fail.. JMHO..
I would not agree more. It's confirmed that management is in quiet period. I expect a very good news in early to mid November if not sooner. There may be some indication on potential partnership as well
IMHO, it was a perfect storm today..the optionmaster note earlier this AM killed the momentum with their 'bearish' note based on some (likely) hedge fund trade against their long position. Second, the BSDM's PR added to some kind of misconception with their high sales of their ablation system. In fact their own PR says it's lot more effective if used in addition to chemo etc..and that's where the power of CLSN's TDOX comes in...
FWIW, I added more today..today's pps move was indeed a gift..
agree, if only Dr. Singh was not booted out. Looks like we have to wait until the next CC to get the trials status.
It's common practice for hedge funds to de-risk their portfolio. very likely someone is protecting their long term position in CLSN.
The article is a proxy trick to pump ONCS garbage. The author cleverly has combined with CLSN to get free publicity when more people are searching for any news on Clsn. I won't be surprised if you start to see more of these 'write-ups'.
Question for option gurus : If one needs to protect the current profits (pps: ~ $6), what put options you would recommend ? I am leaning towards Jan 13, 5's...but they are pricey
FWIW, among others, one of the reasons I am optimistic of postive HEAT results is HCC lesions greater than 5 cm has proven to be poor canidates for RFA treatments. However the HEAT trial includes patients who have lesions upto 7 cm..which is good for TDOX as the drug will kill this missed areas as well (> 5 and < 7 cm). Hopefully we have enough patients to fall in this bracket to make additional significant difference on the overall trail outcome..
FDA approval is unlikely to happen by Apr13 anyway..however the calls will be deep in the money and they will trend much closer to the PPS movement.
We may never know why they pushed out Manish in the first place. Usually there is an institutinoal support if such action is positive. We should be able to find out the net purchases or sells once the 3Q institutional holdings comes out.
I wonder CLSN will open a la 'SRPT' upon successful HEAT results !! $20 to $25 is what I am expecting
Pre-market action in SRPT is unbelievable...huge gapper
If the upcoming conferences showcases the management's confidence in the trail progress, we should be back above 3 in no time. Also clarity around new CEO hunt would help. Agree, any dip is an opportunity at this point.
bioman, what's your timeline on IMUC ? If I understand, there is no short term catalysts until PII results (interim ?) are out early 2013 ? TIA
FWIW, I am adding more at these levels..building a nice 50k portfolio..wish we had reasonable options similar to CLSN far out to 14.
I predicated we will cross 6 last Monday.didn't say it will hold..tommorrow is that day !
Lol...did I say next Monday ?... You bet
Where do u see the offering ? Thx
We cross 6 on Monday. Mark this post
Good move on Max's part as early he exercises, the longer time period he can use for Capital Gains purposes. The tax date starts when he exercises the options.
I doubt it's odaat..they used to maintain a blog website and I don't see any recent posts let alone any reference to Pfizer. Well, I would be happy to be wrong
All,
I won't be surprised if Adam F comes out of the woodwork to write another piece on CLSN from the market cap vs success probability crap model. Obviously he never studied the CLSN science and he will keep saying KERX did not succeed and so will CLSN follow the suit. When Pfizer steps in, he will be gone nary a 'tweet'..lol
LOL..I can stand up to all three for the promise CLSN brings to the table..
5 definitely is a major milestone FYi, I am waiting to see the q3 report of Sec filings for the funds..I am pretty sure many of them would have added or increased their positions even before the stock hit the $5 mark..
Does not have much relevance for biotechs especially. By nature of industry, biotechs tend to have high risk/rewards and takes longer time to incubate. Funds take positions early on as usually a positive P3 is too late. They also have ways to own the stocks such as thru pipes, private placements etc...if you look at CLSN, some of the well known funds are already in...
Not sure why some folks are obsessed with $5 mark..the pps will gradually move up..it's basing very nicely for next leg up as 4.90's earlier did not cascade down with stop loss etc...actually it triggered more insiders to buy..lol
Can someone confirm that the fact DMC is giving an unanimous recommendation to complete based on 701 patients, does this mean they have seen the data ? If so, it does sound very positive.
So what puts would you recommend ?
Yeah like the sticky bomb they used on the Saving Private Ryan movie
Other than another big vote of confidence on manufacturing abilities I don't see any other correlation
Having fun, huh ? lol..
Agree...it's for several of the insiders as well ! I see a strong jump by few dollars once the DMC report is out this week. Mgmt will be a releasing a PR and the level of confidence will continue to be high...
Dew,
I wonder why sell side analysts don't show up in such CC to ask some tough questions. Almost it seems that the so called questions are from some paid pumpers.
Amen, i loaded 50k shares recently. how can u go wrong especially with bioman around ? !
that would be a billion dollar company..wow 1
I will be careful with PPHM..biotech values board has posts from very knowledgable posters about numbers not jiving on the control arm...and that initial trial failed actually. Look at Targcept TRGT..very promising results initially and now it's languishing..
Not sure what the interim committee who are expected to review the results are going to report. The PR today says, it will be safety. Are they not going to share any updates on efficacy as well which is more important, IMHO ?
Yep..if the results anywhere close to what we expect, this will be $10 in no short time...big pharma will be lining up to partner.
So when can we expect the PII results ? TIA
I heard Adam F will not be there on thurs; so probably no coverage from him. Regardless it would be interesting to see what the company has to say.
Hey, Bioman, FWIW, bought 50k today as the story is compelling; so joined the club. WHere do I get the PHase I results ? TIA
bioman, agree 100% this is why I said, CLSN is MDVN in making..