Good catch..looks like their largest holding is IMUC..bodes well for longs

This is why it's so important to watch for how may quarters company has cash. cash flow analysis is critical to call out the spike before secondary hits. Nevertheless, no easy way to beat the 'distant cousins'...

I see this an excellent opportunity to load up and/or average down..the drug will be a blockbuster.

Care to elaborate ? sell CLSN and buy IMUC at some point ?

Agree. I added another 5k to my CLSN holdings today. Q1 institutional updates should start rolling in which will give a better picture.

my distant cousin..lol..honestly, the best biotech hedge fund out there...the partner Jay is who's who..

NWBO is a bloated pig with 150m common. Also miserly insider ownership % with far less institutions holding. Looks like they have been busy printing paper

With all the hype, who knows..penny stock traders might get lucky with a quick flip

$40 sounds plausible especially after seeing the recent video on liposome potential on delivering chemos in high dosage regionally with no side effects elsewhere in the body. Revolutionary treatment method indeed.

biomanbaba, what's your target come Jan 2013 ? I am expecting $15 as conservative target with the PIII results out.

Excellent find indeed !! I strongly encourage everyone to listen around 10:15 into the 1 hr long interview.

Very good find ! This thesis will likely to hold true for other cancer drug-resistant tumors. Lipsome platform has indeed very good potential.

I never thought just by encapsulting the cancer drugs, will have such a far reaching benefit and effect in killing tumors,

Lol...biomanbaba...very colorful language for every cheap share, there are idiots waiting to pay more in the market. No wonder, it's called ' buy low and sell high'.

Long and strong...

Agree..the more I looked into his methods of due dilligence, he seems to be a bean counter and doesn't believe much in science. In short not a long term investor.

I should have added....hope he is dead wrong...

CLSN imo is a name to avoid - poster child for a buster balance sheet. Too much risk even if you beleive their IP is valuable as their balance sheet is a wreck and will require all sorts of dillutive events to ever get ThermoDox moved forward.

Personally I don't think it will be around long and have never liked their approach

--- above per Wallstarb, reputed poster in iHub

When you comparewith Verstem (VSTM) debut, IMUC is light years ahead. Just look at the market cap. VSTM is twice the market cap of IMUC which alone warrants $5+ pps for IMUC. If you add the IMUC's pipeline, clinical trail results, no debt and no immediate financing need, IMUC is a $10 stock easily.

Looking at yesterday's price action, I saw big blocks on the bid which tends to support that big players are loading up. Once listed on AMEX, the funds and hedgies will start loading up as well. I would love to see Ayer taking the stake. Look at their positions in THLD and CLSN...they have the best biotech brains out there..literally 'who's who'

Well said !

Actually I am glad there is no 2nd look. The chances for Continue is still high which means the efficacy is not all that great. The full results will vendicate the platform and there are some good takeaways from the Cowen's presentation with reference to blockbuster potential. I am sitting on my 25k tight and high until end of the year. One more reason is to keep the capital gain tax low

Exactly, more so on the peripheral tumors which cannot be reached by RF alone. Literally Theromodox 'baths' the tumor with drug resulting in holistic kill of the tumor cells. This is why PFS as primary end point is important (no secondary tumors should grow). Plus the side-affect of the dox drug circulating thru the blood is minimized or non-existent. I am not quite sure how the HEAT will measure the side effects, though they have been given the green signal as far as safety is concerned by the DMC

Don't get me wrong..I am all for the delivery protocol, otherwise I won't be sitting on 25k shares We have to keep in mind that the PFS & OS comparison is between RF+drug and Theromodox+RF+drug. The drug is there on both arms. I suspect one of the reason we did not get statsig results on the 1st interim look was RF technology has vastly improved stretching out the PFS on RF+drug arm.

Just to be clear, we all know the drug 'dox' works..lol..it's the delivery mechanisam that Celsion owns the patents for that's noval...the good news is such a delivery mechanisam can be effecively used for other drugs which means basically, Celsion's drug delivery platform is scalable, an impressive conclusion for oncology treatments.

Adam F may have to eat crow if Kerx reports positive results. Would be a big blow to his reputation considering the length he has gone to repudite Kerx chances in the media

I expect with no debt and strong efficacy results seen so far, $20 by end of the year. Short term, $5 once they get listed in AMEX. Does anyone where they have applied...Amex or Nasd ?

I chime in 100%...I will hold as long as Ayer Capital has shares..my basis is below $2..also keep in mind that folks who missed out the run would do whatever it takes to get in low..even hedge funds do that..

I think you should consider the fact that the effects of treatment upon PFS and OS are very strongly correlated. Often PFS is a useful surrogate for OS in randomized trials on patients. So if PFS is this strong on PIII, I doubt OS end point will not be met.

Bit surpised you too jumping into this bandwagon of 'sell off'. Did you sell and plan to buy back ?

While such analysis is useful to establish an entry point, the science always preceeds any valuation based buys & sells. If science is strong, street is known to pay top dollar..just look at the early action for DNDN and INHX & other HEP-C stocks..

I had 25k and added 10k more this AM. Plan to build up to 50k total for a long haul until 20+ by end of this year.

1.51 bounce this noon was good. If it closes green with close to average volume, I don't think IMUC will see below 1.50 ever again.....as biomanbaba has been pounding, folks will regret missing the boat for a handful of coins, all IMHO

biomanbaba, you are the man..been pounding on the table for some time like the drums in africa..

What do you think of the chances that impending results in Feb will be positive ? TIA

Thanks. Got your PM and this is exactly what I am hoping for

What about the interim results ? Was it not supposed to be out sometime before the end of this year ?

Very impressive. Now all we need is some insider buys to pop up

Verastem leads the way...if that stays north of $10, IMUC will be $5 soon...too much potential for IMUC to be below the radar for too long...all IMHO

Lol..hope so and I like the analogy

Another winner, IMHO and I loaded up few days back when I saw the Ayer Capital's stake. The CSC based focus for cancer treatment being a new frontier, IMUC is well positioned. The Verastem IPO debut at $10 pretty much validates the promise.

FWIW, I am into IMUC as well. The CSC is new frontier and IMUC has significant & stellar lead based on earlier clinical trials. A nod from Ayer Capital adds to the case.

http://seekingalpha.com/article/324972-verastem-ipo-validates-investor-interest-in-cancer-stem-cell-approach?source=yahoo

biomanbaba, when do you anticipate the results to be out ? TIA

biomanbaba, what's your target assuming the results are positive in Feb ? TIA

P.S: I like the fact Ayer Capital fund is heavily invested..one of my favourite hedge fund..FWIW

Not acknowledging the news especially after such a significant drop in share price (albeit unsubstantiated) wouldn't be worse ? Just IMHO..

You still short ? I see you posting on other boards on what's causing the spike...lol..