IDRA $0.70 - FWIW, just started a small position. At this price it seems worth a shot.

Re PLX: My post from Friday: #msg-84101227

Did wind up starting a small position at the end of the day, wish I would have bought more, not going to chase it now.

DVAX: Deeply underwater & just hoping for a bit of a run-up so I can get out alive. Can't see FDA approval.

Whow, Just Whow..

Yeah, your spelling.

OT:

Patrick, re DVAX: (Having trouble with Twitter, so resuming here.)

I agree with you 100% that there appears to be nothing in the ADCOM briefing docs that would suggest an upcoming FDA non-approval. However, the same was said about the ADCOM meeting itself with the resultant surprise.

IMO it was one of the worst calls since Roseanne was picked to sing the national anthem, but it happened, there it is. I realize that it’s just a non-binding recommendation but it puts the FDA in a pickle, and I think they’re going to wind up with a compromise "deal" on Heplisav approval: a restricted label and various post-marketing requirements.

That would certainly put a lid on the PPS, so I'm simply hoping for a bit of the usual pre-PDUFA run-up to to get out alive before the decision.

Any idea what Pfizer is planning on doing with all that Nestlé and Zoetis money?

Orphan diseases/drugs looking attractive: I'm taking another look at PLX, perhaps on their shopping list.

everyone just got royally scrued.

It's the market, what's nu?

If we all start down that road, we might myth the point of this board.

FWIW, I posted this on another board in response to the quote:

Re DVAX:

Just when I thought I thought I had a handle on the Great Java Crisis, I see in the morning paper that all computer users should run screaming to uninstall Universal Plug and Play.

Any idea what's going on with this? TIA.

Just when I thought I thought I had a handle on the Java crisis, I see in the morning paper that there's a warning about Universal Plug and Play.

What's going on with this? TIA.

I was tempted to go there in my comment, but didn't want to sound too highfalutin.

Show-off.

DIDO to that Investor

He's agreeing with a previous post. This one literally made me laugh out loud.

To show agreement with another poster:
DIDO to that Investor


This one literally made me laugh out loud.

DVAX: I'm expecting the usual PDUFA date run-up to begin this week or next, the date is Feb. 24.

IMHO there's a very low chance of approval, poor risk/reward, absolutely will not hold through, but it could run from the low $3's to around $4 in the next month.

Best of luck to all.

OT: My wife works at our city's largest hospital. She says that the most repeated and fastest growing healthcare mantra is Leroy Hood's Four P's: Predictive, Preventive, Personalized, and Participatory.

My family is currently in the midst of a medical situation and we’re finding that the heaviest resistance is still with the last P.

LOL. Absolutely not.

That is what my Krystle ball says.

Have yet to consult my Mandy triangle, Brianna rectangle, and Jolene square.

The CEO of Medtronic, Omar Ishrak, is at the World Economic Forum in Davos, Switzerland. He always makes a point about how healthcare models vary around the world.

He says that the U.K. has an excellent model for economic assessment, India places high value on accountability to patients, etc. But no healthcare system in the world is perfect.

That includes us. If both parties would stop name-calling and demonizing, maybe we could get something done.

Great, first-hand farm blog (you don't see many of those!)

Opinion: My family farm isn't under "corporate control"

http://eatocracy.cnn.com/2013/01/17/opinion-my-family-farm-isnt-under-corporate-control/

From the blog:

X and Z in favor as companies name new drugs

http://www.reuters.com/article/2013/01/25/us-pharmaceuticals-names-idUSBRE90O0HI20130125

Bio_pete, Re DVAX: Yes, we both agree on not holding through the PDUFA date, the risk/reward doesn't justify it.

I know that you're fully aware of this, but as a side-note for biotech investors: adjuvant isn’t a dirty word!

It’s just a substance —usually aluminum salts, one of the most common elements in nature, or it can be merely oil and water—that’s added to the vaccine to increase the body’s immune response to the vaccine. They’ve been in vaccines for over 70 years, including tetanus, hepatitis, diphtheria and many others.

The FDA does take a very close look at any new ones. With DVAX, they didn't say that HEPLISAV is unsafe, just that they’d like a larger safety study performed, especially in various ethnic groups.

The GSK swine flu is an adjuvanted vaccine but there's not yet enough data or evidence to suggest a causal link to possible problems and further investigation is needed.

musthavemusic, Re DVAX: I follow it closely and have a large position.

Certainly a risky play, but IMHO there's at least a 60/40 chance (some folks say higher, some lower) of a restricted label approval on Feb. 24. I'm guessing a decent run-up (around $4) and maybe a small pop (because of the label) upon approval.

I'm counting on the run-up, will definitely not hold through approval, but I think it's a good play anywhere around $3.

Best of luck.

You sound a bit doughtful

Solution: lay off the bread.

Inovio Pharmaceuticals, Inc. (NYSEAMEX:INO) is working on a Universal Flu Vaccine:

http://www.usnews.com/news/articles/2012/01/13/universal-flu-vaccine-could-be-available-by-2013

Small bio, very speculative, but the company that actually accomplishes this will make $$$$.

That was the most viscous raid I have seen

Hope you remained liquid.

Except for my wife, none of my family or friends or business associates know this because they'd all think I was nuts: but it works for me!

FWIW, Re 401K, here's my ultra-radical solution that I would not recommend for most folks. I'm a lifelong risk-taker and comfortable with that.

About 4 years ago, when I turned 60, I cashed-in every single retirement and mutual fund account that I had (if nothing else, it simplified my paperwork, it was annoying keeping track of everything.) Paid the penalties on some, paid the tax on all.

Took the money, bought a bit of real estate (my background), researched like a demon (that's the key!), bought a few stocks that were risky but looked great. Within one year I made back the penalties and taxes and currently I'm showing approximately double the ROI compared to keeping all the plans, funds, etc.

I have never looked back and don't plan on it, but as I said, it is most definitely not for everyone!

Vin & P.- I'd certainly like to hear Dew's take on this, but IMHO P. is on the right track: I'm not sure that at this time the market is paying much attention to MNTA news, good or bad.

L.A. in 1980:



I'd still bet that any baseball game played in Beijing this week would have not only fulfilled the cries of "Kill the umpire" but also all 18 players.

Bernanke calls growth in India and China "the biggest anti-poverty program in history." LOL, never looked at it that way but I have to agree.

http://www.fordschool.umich.edu/streaming/bernanke/index.php

May I respectfully suggest to the mods that all the outdated stickies be replaced with ones more current. Some, but not all, possible replacements:

1. Of course, the 11/14/12 Advisory Committee Transcripts:
http://www.fda.gov/advisorycommittees/committeesmeetingmaterials/bloodvaccinesandotherbiologics/vaccinesandrelatedbiologicalproductsadvisorycommittee/ucm288695.htm

2. A Forbes story about the ADCOMM decision:
http://www.forbes.com/sites/ycharts/2012/11/25/dynavax-little-stock-with-a-big-story-plunge-a-buy-opportunity/

3. This Seeking Alpha article and the many comments:
http://seekingalpha.com/article/1012961-dynavax-crashes-on-unexpected-panel-vote

4. The transcript of the 1/7/13 CEO presentation at the J.P. Morgan Healthcare Conference:
http://jpmorgan.metameetings.com/webcasts/healthcare13/directlink.php?ticker=DVAX

4. J.P. Morgan initiates coverage and William Blair analyst comments:
http://www.benzinga.com/analyst-ratings/analyst-color/13/01/3208906/update-j-p-morgan-initiates-coverage-on-dynavax-technolo
http://seekingalpha.com/article/1109311-william-blair-analysts-are-gaining-comfort-ahead-of-dynavax-s-heplisav-pdufa