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Agree! Would be nice to start a leg up after this consolidation period.
Waiting patiently for the vote date and more merger news.
-Best of luck to all
Just a quick clarification.
There is no class action suit active or pending. The intent to file suit does not constitute a class action, there are specific qualifications and procedures for that.
These firms are the equivalent of ambulance chasers, spray and pray... all they hope for is a quick out of court settlement without an hour in front of the bench. They shuffle a few papers... cross their fingers...and they definitely are the ankle biters in our society for sure... but, sad reality, is that they do indeed exist.
No need to be concerned with the leaches.
Eagle1, based on comparable companies analysis (provided in the release), the combined company is worth between $805million to $915Million...
Comparable Companies Analyses
TapImmune. Nomura performed a comparable company analysis with respect to TapImmune. Nomura reviewed and compared TapImmune to certain publicly traded companies that, similar to TapImmune, are pre-clinical Phase III stage oncology firms focused on developing treatments for various forms of cancer. Nomura used publicly available information and current and historical financial information for each such comparable company in its analysis. The companies selected were as follows:
• Aduro Biotech
• Immune Genocea
• Advaxis
In each case, these companies were selected on the basis of their financial and operating metrics and characteristics, including products in pre-clinical and clinical trials, risk profile, size and type of operations. Nomura calculated the enterprise values of each comparable company as of the close of market on May 11, 2018 and derived an implied equity valuation of TapImmune based on the mean and median enterprise values of such companies, which valuation assumed that TapImmune had a cash balance of? $5.1 million based on TapImmune’s public filings as of May 11, 2018. This analysis indicated the following approximate implied equity value reference range for TapImmune:
Approximate Implied
Equity Value Reference Range
(in US$ millions)
$65 to $165
Marker . Nomura performed a comparable company analysis with respect to Marker. Nomura reviewed and compared Marker to certain publicly traded companies that, similar to Marker, are Phase I to Phase II stage oncology firms focused on developing treatments for various forms of cancer. Nomura used publicly available information and current and historical financial information for each such comparable company in its analysis. The companies selected were as follows:
• Atara Biotherapeutics
• Iovance Biotherapeutics
• Adaptimmune Therapeutics
• Cellectis
• Ziopharm Oncology
• Bellicum Pharmaceuticals
• Celyad
• Unum Therapeutics
67
TABLE OF CONTENTS
In each case, these companies were selected on the basis of their financial and operating metrics and characteristics, including products in clinical trials, risk profile, size and type of operations. Nomura calculated the enterprise values of each comparable company as of the close of market on May 11, 2018 and derived an implied equity valuation of Marker based on the mean and median enterprise values of such companies. This analysis indicated the following approximate implied equity value reference range for Marker:
Approximate Implied
Equity Value Reference Range
(in US$ millions)
$740 to $815
I would agree on the bounce from here.
We are now under $100million cap.. insane... but we have been here before.
Once date of merger gets finalized, we should move up nicely (more confidence)
-Best of Luck to All
Proxy is worth the read.. still digging
Looks like Peter was being recruited by ViraCyte to be their CEO and TPIV was in very early talks with “Company A” for merger / acquisition.... Oct 2017 was an interesting month for TPIV... Glad Peter joined TPIV and went down the Marker path... should see nice upside from here.
-Best of Luck to All
Your number seems a bit low. Based on comparable companies analysis, the combined company is worth between $805million to $915Million.... TPIV closed at $132Million today... so, “possible” upside of 6X on the low end of the analysis .... Peter negotiated one heck of a deal!
Comparable Companies Analyses
TapImmune. Nomura performed a comparable company analysis with respect to TapImmune. Nomura reviewed and compared TapImmune to certain publicly traded companies that, similar to TapImmune, are pre-clinical Phase III stage oncology firms focused on developing treatments for various forms of cancer. Nomura used publicly available information and current and historical financial information for each such comparable company in its analysis. The companies selected were as follows:
•
Aduro Biotech
?
•
NantKWest
?
•
Immune Design
?
•
Genocea
?
•
Advaxis
?
In each case, these companies were selected on the basis of their financial and operating metrics and characteristics, including products in pre-clinical and clinical trials, risk profile, size and type of operations. Nomura calculated the enterprise values of each comparable company as of the close of market on May 11, 2018 and derived an implied equity valuation of TapImmune based on the mean and median enterprise values of such companies, which valuation assumed that TapImmune had a cash balance of? $5.1 million based on TapImmune’s public filings as of May 11, 2018. This analysis indicated the following approximate implied equity value reference range for TapImmune:
?
Approximate Implied
Equity Value Reference Range
(in US$ millions)
?
?
$65 to $165
?
Marker . Nomura performed a comparable company analysis with respect to Marker. Nomura reviewed and compared Marker to certain publicly traded companies that, similar to Marker, are Phase I to Phase II stage oncology firms focused on developing treatments for various forms of cancer. Nomura used publicly available information and current and historical financial information for each such comparable company in its analysis. The companies selected were as follows:
•
Atara Biotherapeutics
?
•
Iovance Biotherapeutics
?
•
Adaptimmune Therapeutics
?
•
Cellectis
?
•
Ziopharm Oncology
?
•
Bellicum Pharmaceuticals
?
•
Celyad
?
•
Unum Therapeutics
?
?
67
TABLE OF CONTENTS
In each case, these companies were selected on the basis of their financial and operating metrics and characteristics, including products in clinical trials, risk profile, size and type of operations. Nomura calculated the enterprise values of each comparable company as of the close of market on May 11, 2018 and derived an implied equity valuation of Marker based on the mean and median enterprise values of such companies. This analysis indicated the following approximate implied equity value reference range for Marker:
?
Approximate Implied
Equity Value Reference Range
(in US$ millions)
?
?
$740 to $815
?
Phantom....as always, thank you for the DD!
Lots of irons in the fire, and anyone one of them could send this stock sky high!
-Best of Luck to All
Yes, indeed.
I was traveling for the last 2-weeks, limited time to check boards. Glad to see that we based out nicely. Looking forward to the next leg up. We are still way undervalued here.. definitely should see mid 20's by close of merger.
-Best of Luck to All
Eagle1... I completely agree.
Very little chatter about TPIV.. so far...
I always think a key indicator is the amount of trash on these boards...
We are all just sitting back and watching what we all know... this is way undervalued (and has been for such a long time).... should be $25+ or so.
Few more legs up... few more pauses... and we will get there.
-Best of Luck to all
https://seekingalpha.com/article/4178066-kite-killer-tapimmune-marker-merger-challenges-gilead
https://seekingalpha.com/article/3875286-tapimmune-tackles-ovarian-cancer-fast-track-phase-ii-clinical-trials
Up on very heavy volume
then settles down on lighter volume.
Very healthy and confirms bullish sentiment.
Cant go straight up.. pauses are healthy.
-Best of Luck
ridiculously undervalued.
Had a decent run last week. Needed to cool down and base out.
Starting another leg up today. Should see somewhere around mid $20's prior to merger completion. (within 3months)
-Good Luck to All
Should start to climb.
Based out nicely. We are now under $100million cap again... wayyyy too low.
Traders should be out, and we can now take the next leg up.
-Best of Luck to All
Traders gonna trade.
Swing traders moving on... volume is a fraction of Friday. No way to tell how the next few days will go.
Within 3months (by merger closing) we should be in the 20’s
Best of Luck to All
I do firmly believe that we will see +$20 before the merger.
The $20+ target is only $200million market cap... Still undervalued!
There are a lot of irons in the fire on Legacy TPIV alone (not including Marker merger)
You can view 3 trials with this link
https://clinicaltrials.gov/ct2/results?term=tpiv&Search=Search
Most notable (short term)
Phase II Trial at Memorial Sloan Kettering of TPIV200 in Platinum-Resistant Ovarian Cancer
A Phase II study of TPIV200 in ovarian cancer patients
- sponsored by Memorial Sloan Kettering Cancer Center (“MSKCC”)
- collaboration with AstraZeneca
- open-label study is designed to evaluate a combination therapy which includes our TPIV200 T-cell vaccine and AstraZeneca’s checkpoint inhibitor, durvalumab.
An interim analysis is planned in the first half of 2018.
280 Patient Trial: $13.3 million grant made by the DOD to the Mayo Clinic
https://clinicaltrials.gov/ct2/show/NCT03012100?term=mayo+triple+negative
https://seekingalpha.com/article/4178066-kite-killer-tapimmune-marker-merger-challenges-gilead
Tons of links here: https://tapimmune.com/news-events/media-coverage/
Taking KITE head-on: TapImmune, Inc. @ 4th IOBDLI Forum
Phantom has a good break down
https://investorshub.advfn.com/boards/read_msg.aspx?message_id=141405222
Estimate is $18-$25...
Phantom admits that is conservative (I agree)... I firmly believe we can hit that range pre merger. At $18... that is only $200million cap. (Based on existing outstanding)....still way undervalued. People are starting to wake up to the value, but it has taken a long time! We are barely trading above cash now (after closing)
Estimates are that Marker is $600-$800million alone...
I have no idea what Monday brings or even next week, but by the time the merger closes, we should be multiples from Friday’s close. Deal should close within 3months.
Best of Luck to All
$20+ would be a good start... market cap still way too low
+ TPIV pipeline value
++ Marker pipeline value
Go TPIV!
Best of Luck to All!
I could not figure out the knee jerk after the release.
Anyway... even at $7.50 we are still wayyy undervalued... now we are trading just above cash value with zero to negative value given to pipeline... we should be seeing $15+
Going to get real interesting as folks digest this news!
Best of Luck to All
Why the dip? This is positive... just got a nice valuation boost.
I say we turn/ close green when people digest this news!
Go TPIV!!!
Reminder: 6/7 Company Presentation
TapImmune Inc. (TPIV), a clinical-stage immuno-oncology company, today announced that its President and CEO, Peter L. Hoang, will present at the Jefferies 2018 Global Healthcare Conference taking place June 5-8, 2018, in New York City.
Jefferies Global Healthcare Conference 2018
TapImmune Company Presentation
Date: Thursday, June 7, 2018
Time: 3:30 PM ET
Thanks Phantom!
Seems like we should have a steady flow of news and updates since the deal is scheduled to close relatively soon.
Looking forward to finally be above $100million value and much closer to (if not greater than) the $200million value we should be at.
Good Luck to All
Agree healthy pull back.
Settle a bit, then continue on the track to $100million. As financial details regarding merger surface, we should see $200million for TPIV alone (prior to closing date)
Run has Barely started... Market Cap is still below $65million... should be multiples higher...
At a conservative $200million we would need to see $19 with current share count... long way to go.. lots of room to run!
Good Luck to All
So true! Need to hear from both Blu and RKmatters... RK provided a massive amount of info and definitely a subject matter expert...
Just clarifying
Your estimate is Post merger assuming nearly full amount of authorized shared converted.
I believe that we will reach beyond that $26 target prior to merger and the rebalancing of shares.
This run has legs and it is just starting... much delayed... but finally getting going... I wish Blu would make an appearance
Best of Luck to All
JACKSONVILLE, Fla., May 31, 2018 /PRNewswire/ -- TapImmune Inc. (TPIV), a clinical-stage immuno-oncology company, today announced that its President and CEO, Peter L. Hoang, will present at the Jefferies 2018 Global Healthcare Conference taking place June 5-8, 2018, in New York City.
TapImmune Company Presentation
Date: Thursday, June 7, 2018
Time: 3:30 PM ET
Should see $10ish short term... up a little in after hours
Good Luck to All
Nice move today, expecting short term move to at least $100million cap
This move is long overdue!
Best of Luck to All
It’s called a vertical integration. Two companies assets will complement each other.
That is why “the market” is seeing this as positive, because it is.
I would expect to see a subsequent announcement, issuance of replacement shares and renaming of a new company with this complimentary vertical integration. The call yesterday was very encouraging, details limited to already published information (most likely to avoid “gun jumping” concern ahead of deal closing)
As details are provided, we should see appreciation to at least 100million market cap, near term. Results of in-flight studies will determine where we go from there.
TPIV in the News
Another upcoming presentation.
http://www.iofrontiersworld.com/speakers/keith-knutson
Marv,
You have many questions(which you seem to repeat often) which have not been answered by management.
I fully expect you to ask your questions and voice your opinion during the call in a few minutes.
Regards.
Active, not recruiting: The study is ongoing (that is, participants are receiving an intervention or being examined), but potential participants are not currently being recruited or enrolled.
Ignorance is no excuse for repeatedly posting inaccurate information with the intent of deception.
https://clinicaltrials.gov/ct2/help/glossary/recruitment-status
TPIV may start heating up again. Several key catalyst are coming up.
3Q 2017: Publish long-term safety, immune response and survival data from completed Phase 1 clinical study of TPIV 200
3Q 2017: Report interim results from ongoing Phase 2 study of TPIV 200 in combination with AstraZeneca's durvalumab in patients with platinum-resistant ovarian cancer
3Q 2017: Mayo Clinic to initiate 280-patient Phase 2 study of TPIV 200 in women
with advanced triple-negative breast cancer
3Q 2017: On track to complete enrollment in Phase 2 dosing study of TPIV 200 in TNBC
4Q 2017: TPIV 100/110 File amended IND; initate phase 1b/2 HER2/neu + breast cancer study
4Q 2017/1Q 2018- TPIV100/110 Mayo Clinic to initate Phase 1b/2 HER2/nue + DCIS study
Year end 2017: File amended investigational new drug application (IND) for TPIV 110 for treating HER2/neu+ breast cancer.
Additionally:
ACCRU study is now listed as status= "OPEN" (RU011501I)
https://ncctg.mayo.edu/training/registration_loc.html
http://www.accru.org/web_updates/Newsletters/Fall_2016.pdf (see page 5)
This trial is listed under other study id for NCT03012100
https://clinicaltrials.gov/ct2/show/NCT03012100
Responsible Party: Academic and Community Cancer Research United
ClinicalTrials.gov Identifier: NCT03012100 History of Changes
Other Study ID Numbers: RU011501I
NCI-2016-01878 ( Registry Identifier: CTRP (Clinical Trial Reporting Program) )
RU011501I ( Other Identifier: Academic and Community Cancer Research United )
P30CA015083 ( U.S. NIH Grant/Contract )
ACCRU study is now listed as status= "OPEN" (RU011501I)
https://ncctg.mayo.edu/training/registration_loc.html
http://www.accru.org/web_updates/Newsletters/Fall_2016.pdf (see page 5)
This trial is listed under other study id for NCT03012100
https://clinicaltrials.gov/ct2/show/NCT03012100
Responsible Party: Academic and Community Cancer Research United
ClinicalTrials.gov Identifier: NCT03012100 History of Changes
Other Study ID Numbers: RU011501I
NCI-2016-01878 ( Registry Identifier: CTRP (Clinical Trial Reporting Program) )
RU011501I ( Other Identifier: Academic and Community Cancer Research United )
P30CA015083 ( U.S. NIH Grant/Contract )
Thankfully for all impacted, seem like the Phase 2 trials are going well... may this be the beginning of the end for this dreadful disease.
Karyn was the 1st patient to receive treatment
http://www.joanlunden.com/category/35-breast-cancer/item/1045-karyn-staton-s-story
Karyn's interview couple weeks ago for a benefit marathon... I would say sky is looking bright!!!
http://baltimore.cbslocal.com/2017/05/05/9th-annual-maryland-half-marathon-5k-raises-money-to-fight-cancer/
Here is to a brighter tomorrow!!!
Could be very big for TPIV too!
TPIV200 has the same fast track type designation that Durvalumab had... and we have interim data by end of this year for this study. Could receive fast track approval for ovarian cancer for P2 results!
TPIV200/huFR-1 (A Multi-Epitope Anti-Folate Receptor Vaccine) Plus Anti-PD-L1 MEDI4736 (Durvalumab) in Patients With Platinum Resistant Ovarian Cancer
https://clinicaltrials.gov/ct2/show/NCT02764333?term=NCT02764333&rank=1
VIKING SYSTEMS, INC. APPOINTS ANDREW J. ZAPPAS VICE PRESIDENT, US SALES
---Zappas Brings over 30 Years Medical Device Sales Experience---
WESTBOROUGH, MA, November 21, 2011 -- Viking Systems, Inc. (OTC BB:VKNG), a leading worldwide developer, manufacturer and marketer of 3D and 2D visualization solutions for complex minimally invasive surgery, has appointed Andrew J. Zappas to the position of Vice President, U.S. Sales. Reporting to Jed Kennedy, President and CEO, Mr. Zappas will assume direct responsibility for sales of Viking’s 3DHD Vision Systems product line in the United States.
From 1977 to 2006, Mr. Zappas held a variety of sales and sales management positions with medical device manufactures, including Baxter, Inc., Spacelabs Corporation, Cabot Medical, Circon/ACMI, and Gyrus Medical. The majority of this time he was involved with medical capital equipment sales, with emphasis on visualization. From 2006 to 2008, Mr. Zappas was president and CEO of the US operations of Gyrus/ACMI, which represented over half of the company’s global sales.
Gyrus, a minimally invasive surgical device company with annual sales at the time of approximately $350 million, was acquired by Olympus Corporation in 2008 for approximately $2 billion.
Mr. Zappas’ most recent assignment has been as a consultant to Viking Systems regarding the restructuring of its US sales operations. During the past 4 months he was the architect of the changes announced by the Company in its September 22, 2011 press release in this regard. Mr. Zappas continued in his capacity as a consultant until joining the Company as Vice President, U.S. Sales.
Mr. Zappas holds a bachelors degree in business administration from Temple University in Marketing and Finance. After college he entered the United States Air Force where he was a T-38 instructor pilot.
Jed Kennedy, Viking Systems’ President and CEO said “We are extremely pleased to announce the hiring of Andy as a key addition to our management team. Andy’s wide range of experience and his contacts with the medical distribution community will serve us well. We are also mindful that his desire to join Viking after a thorough review as a consultant of both our product roadmap and our sales strategy is an added vote of confidence in the plan that we are executing.”
Mr. Zappas commented, “During my career I have been involved with the introduction of several new medical technologies including surgical vision systems. I have had an opportunity to evaluate Viking’s 3DHD Vision System and present and discuss it with surgeons, distributors and hospital administrators. Based on my previous experience and the reaction I have seen to Viking’s technology, I am very excited to join Viking Systems and help drive market adoption of this cutting edge technology.”
my guess is new sales, post from yahoo
http://messages.finance.yahoo.com/Stocks_%28A_to_Z%29/Stocks_V/threadview?m=te&bn=44188&tid=12679&mid=12679&tof=6&frt=1#12679