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DEW... what happened to your beloved GTCB
Dew...so can we assume you were long DVAX since
enterprise value was unsustainable low??
OT...Met with a major buy side manager this week...
Biotechs they liked included.....
Biomarin
Osi Pharma
Hologics
Warner-chillicothe.....
disclosure also says that 2 years ago they really liked
DVAX...which has flamed out pretty hard....
so for what its worth.....
there were several other companies they were buying but
they werent biotechs...
HPtaxis...
you now predict no drugs will make it to market....
but a few posts ago,,,you said that efficacy will force
them to sell out at a low level....who would buy the
drugs that would never make it to market..
Please clarify your position...
Is it possible that RPRX and MNTA are about to cross
stock price paths??
Share Price Decline...In my opinion,,,,its all
due to JP's inability to close a partnership deal....
Lets see....
1)European partner for Androxal...
2)Japanese partner for Proellex...
3)Partner for Proellex....
None have come to fruition....He talks but doesnt deliver...
now we are at the mercy of a weak financing environment...
Docbanker,,,,I agree its probably going to mainly be
with existing shareholders at market prices....It will
be dilutive at these prices but it shouldnt be at a
discount..imo...
Y3...I think it is significant in that it probably means
that there is a financing and not a partnership forthcoming..
I would also assume that the financing will be done near
current market levels....(no discount),,,,,,
I think we all need to factor in probably a 20mm share
count (fully diluted) before all is said and done...
needless to say...investors should be prepared for a longer
haul....
IMO
Has anyone spoken with JP recently to take his temperature
with regards to Financing versus partnership??...I believe
earlier this year he was hopeful that data in hand would
bring a share price high enough where he could raise cash
with less share count dilution....obviously that hasnt
happened..
Can someone tell me where the RPRX board is?? I think
I stumbled into the ELN board by mistake...
Dewophile.....have any of your patients been involved
with proellex? and if so...what has been their experience
with the drug....
No it was a direct retort to Thomas's brilliant post
on the repros board....
congrats on mnta..they are progressing nicely....
Ho Hum
Thomas....you said a long time ago you wouldnt be on this
board..thanks for stopping by with yet another intelligent
post...
Another hurdle has been cleared.......
This market is totally stacked against small biotech...
the comment about "all the good news in the world isnt
going to get your stock price up" shows how much in control
the short sellers have against the stocks.....it also
shows how the premiums have been creeping higher in take
outs because BP knows the value is much more than the
public market is giving due to the depressed share prices
driven by the short sellers......The game is rigged.....
And as I have said before...JP needs to do a strong
partnering deal to demonstrate that BP does indeed have
strong interest in Proellex...
Monday.......are we definitely going to get
the interim endo p2b results?....or could it be later on...
Also how critical are these results?
Well the endo phase2b interim is due by end of June...
WHat other trial results are there??....
And we are down to a few months before financing or
partnering is needed....I doubt he will say anything
about that unless he has something firmed up....
Reminder...this is a REPROS board....
so lets take all the other to the biotech values board..
Unrelated...whats with the fascination of Clark's opinion
of RPRX.....I for one, have seen nothing of much value
in his posts..I asked him for an analysis of the existing
data and trial evidence,,and he had no response....
ergo...I dont find anything he has posted of substance...
BTW - When you should really worry about my negative opinion is when I STOP posting.
Gosh, what is it about these boards that bring out all
these pompous people?.....as if somehow this guy probably
knows more than ..oh say...an investment company that has
placed more than 20 million dollars of capital into this
venture..
hmmm...Clark or Efficacy?...Clark or Efficacy....jeez
thats a tough one...
TIme will tell for all involved....
iwfal
..." the next five facts i find I will post as quizzes..."
Dew, is that you??......
Iwfal...no one cares about your five facts that you will
post as quizzes...
Iwfal...
It doesnt take any savvy to say its likely the FDA will
require an additional study...In fact, that is a likely
event..
Why dont you poke holes in the existing trials and data
to date??...that is all evidence that is out there and
presumably you have found faults with the outcomes??..
All this conjecturing about what ifs is just that...
conjecturing...so lets analyze the details at hand and
tell us why (so far) this drug seems unlikely for success..
events...my understanding...
interm phase 2 endo results...by june 30
carc studies...july
29 women blinded biopsy slide study aug...maybe sept
anemia p3 due early q4 to mid q4...
anemia app file 4thq but probably later as need the
200th women on drug in the safety study...
Dew,,,wouldnt dog testing mean waiting for say
10 to 12 years to see dead animals and cancer tumors?
Who's right???...
Dew.....rat and dog
Borg...rat and mouse
Question for the board here...
Do you feel the biopsy results of the 29 women that will
be released in Aug/Sept are an important derisking event?..
Do you think positive results will be a catalyst for the
share price?
Today was good.......a break out of all the tops from the
last several months on large volume....It doesnt get much
better than that....We should have a significant run before
we consolidate.....One could argue that a market cap of
250MM or more is at least as valid as the 100MM to 125MM
we have been trading at for a long time...I think today
was Very important...
Exchange rules and procedures for option strings..
I believe they are presenting...
Well, no options were assigned on the calls.....so the
inexplicable buying of the 10 calls will remain just that....
I am guessing some fund was shut down and had to close out
all open positions or something like that....there was just
no other rationale explanation.......
Also Quantumdot most brokers require you to notify them of
excersising the options on Friday by 5:00 est...the options
expire on Saturday....
Well after hearing Joe speak it sure didnt sound like
any partnership is in the offing near term...besides these
were covered calls and it was only done on a portion of
my shares....
Poor choice of words on my part....the option seemed unlikely
to close in the money and I felt like the premium was worth
the risk of that....So barring some weird deal on excersising
an out of the money option on Monday, i think it paid off..
Not free money but likely to payoff....remember when you
write options, you win roughly 2 out of 3 times....
I would want a partnership for a few reasons.
Obviously, the cash component and no more share dilution..
But more importantly to me would be the confidence that
a BP actually believes in the drug and will help get it
to market....I as a shareholder would rather offload some
of the risk (to protect my ante) even though it would reduce
the final payout to me.....
I agree...I think its time for a partnership...if
BP is as interested as he says it is...he should be able
to get a deal on his terms....if he cant get a deal on
his terms...then they simply arent all that interested..
we will see...
I did sell 100 calls...for .10 cents...I probably should
have sold more the day they were paying .20...
I sold 100 of those calls...seemed like easy money...we will
see on monday if any of my shares were assigned
Y3....Now that got a good laugh out of me!!....
Y3...I didnt see the options activity today...anything'
happen with volume or open interest in the may or june
contracts?
Short interest has dropped from about 4500 down to
3100...So alot of the buying was squaring up the May 10'
by short call writers..the question is why pay anything
to square up when its so far out of money...I thought maybe
they were rolling out but june never picked up in volume..
So I think maybe there is a hedge fund that has to reduce
risk limits or something and they were covering in....
I just dont think its feasible that anyone would excersise
calls that far out of the money....there has been plenty
of shares to buy on the open market...