PL1...

read this article long ago; a least a earlier version perhaps.

but now, i see the light, we investors do not need any PRs from PPHM, just let all the good results just leak out. or perhaps, leak out to the hightest bidder.

your friendly,
cl.

i know four things for sure...

#1. it is "could NOT care less" not could care less.

#2. you do not understand the need and benefits to a money draining, startup biotech provided by the individulal investor.

#3. the need for PRs.

and #4., you have your head buried up your butt.


CJ: you can pull my membership if you feel the need to but this new guy is a stupid jerk. plus, my posting days are over for awhile anyway.

cl.

Not PPHM, everything is classified; the public biotech that bleeds money and then goes into the “stealth” mode.

It takes both the Institutional and Private Investors to keep a company afloat. Supply and Demand. No demand, then the millions and millions of shares PPHM supplies/floats becomes 10s of millions of shares. More shares = lower PPS. We investors are a Major part of the company. No investors, no money, no company.

Plus, why has PPHM had this nice little run. Leaks? Who benefits the most? Us Long Term Longs? No, those that get the inside information. Public disclosures eliminate the benefits of leaks. If nothing else, PR a latest status review of all on-going operations; a latest summary, if you will. Cause, if it smells fishy, it is. Also, if PPHM does not know why there has been this small run on huge volume, say so. But, do something.

Look, I am glad we are over the PPS of $1.00; I truly am. Nonetheless, a public company has an obligation to its shareholders. The top CEOs in their relative sectors know, live, and protect their shareholders. PPHM is a public company, NOT-NOT a private boys club.

If PPHM’s CEO does not know what to do or how to do it, he should go visit with Art Levinson, John Martin, or Kevin Sharer. They know. If he does not want to talk with his fellow (top) bio CEOs, than how bout BP superstar CEOs like Henry McKinnell, Sid Taurel, or Fred Hassan of Schering. John Kanas of NFB or my CEO, Nick Chabraja, who lives close by.

It is wrong (BS) that “our research will speak for itself”… I guess it will just leak out. No, No, I get it, results will be received by Soothsayers, Mystics, or perhaps Astrologers. Yeah, that’s the ticket. We will receive our PPHM PRs from reading the Stars.

Your friendly,
CL.

PPHM's PR Department...

And exactly what are we paying the PR Department to do?

One release on Meeting Attendance is it?

Even little ole GTCB (i do not own) PRs immediately when their PPS drops. Management did not know why, but they PR'd.

PPHM is going to present multiple results to multiple groups on multiple days and no selling. If PPHM's goal is to stay unknow to The Street, they are doing a fine job.

Whew, I feel much better.

Your ever so friendly,
cl.

Information Leak...?

Look, after the years of holding PPHM, I am thrilled that we are finally on a small run. Our gamble is just starting to pay off, a little anyway.

However, leaks of information are junk. Come on you CA folks, Post a PR for all to see. The Martha's of the world beware.

Your friendly,
cl.

Maybe, just maybe...

We (PPHM) just might be on its merry way.

That said, volume by itself is never a primary key. Earnings, progressive growth Q o Q, future product, future earnings...

PPHM has future; tons of future. Limited earnings but titanic potential (not impending) earnings.

Guess that is why investing in speculative biotechs is gambling; blackjack not slots. Cerebral gambling but gambling nonetheless.

Don't argue, it is gambling. (Any PPS less than $10 without positive earnings.) IBD recommendations start with a PPS of $15.

Nevertheless, in full disclosure, I am long PPHM (for too many years). Plus, it is my second largest holding.

I have never been more keyed up about PPHM’s future. Too bad there is not a “poison” pill in effect.

cl.

dew... two year old stuff is nice but an update on IP is needed here.

plus, prot A is a money maker and is expanding quarter over quarter. RGEN has millions in the bank, shows profit, has additional developments. an atypical biotech.

its pps should/will be $5+ on protein A alone; excluding the IP listed below.

cl.



There are two pending judgments. They are taking Imclone to trial in 06 if they do not get compensation. 114k a drug year for treatment no less.

Under Intel Prop on Co page.


CTLA4-Ig for Autoimmune Disorders
Repligen owns the exclusive rights to an issued U.S. patent that covers the use of CTLA4-Ig for the treatment of various autoimmune diseases including rheumatoid arthritis and multiple sclerosis. This patent will remain in force until 2021 and also covers a method of treating rheumatoid arthritis, multiple sclerosis, lupus and scleroderma with CTLA4-Ig. Additionally, we own the exclusive rights to a European patent with substantially similar claims that will remain in force until 2013.

Bristol-Myers Squibb Corporation announced in September that the FDA Arthritis Advisory Committee unanimously (7-0) recommended approval of Orencia®, Bristol's form of CTLA4-Ig, for the treatment of rheumatoid arthritis. The FDA has informed Bristol that it will complete the review of the CTLA4-Ig filing by the end of 2005. Bristol stated on their third quarter 2005 conference call that pending FDA approval, they are evaluating a range of options for the launch of Orencia® in early 2006.

Bioprocessing Technology
Repligen is the exclusive licensee of The Massachusetts Institute of Technology (MIT) for U.S. Patent No. 4,663,281, which covers certain genetic elements that increase protein production in a mammalian cell. We believe that the cell line which is used to manufacture ImClone's cancer drug Erbitux® was developed by Damon Biotech, a predecessor of Repligen, and uses the technology which is the basis of the patent. Repligen and MIT filed suit against ImClone on May 4, 2004 alleging that ImClone has infringed U.S. Patent No. 4,663,281 in its production of Erbitux®, also known as C225. Unless there is a settlement or a summary judgment, we expect this case will come to trial in 2006.

dr. bio...

been up to my elbows in RGEN for a couple of years, well, it seems that long anyway. (added on their recent lows).

with A alone, i think they are worth a PPS north of $5 by june.

with IMCL and BMY pending, who knows. but, double digits.

my rec, @ 100% sell 1/2. let your free shares ride.

just my ever so humble opinion (JMESHO). plus, if for some reason there is no spike on tuesday, i will add more.

cl.

TTP...

yes, i hold a small positon; 1k. plus, will continue to hold pending results next year.

note: it is one of the few biotechs that i actually did what i promised myself i would do; when it doubles, sell half. well, i sold 1.5k shares 120% so my shares are free at this point in time. it is very easy for me to hold. also, i do feel TTP is a buy @ a buck and change.

now, don't ask about GENR, CTIC, and AXYX though the first two will be fine holding long term.

i am even with PPHM (large, no huge positon), positive with AVN, RGEN, a small negative with OSCI and ALTH. positive with NG (XEC), RMBS, and hold a huge position with INSGE.

cl.

OT OT OT

am listening to the "Cream at Albert Hall". great music but the vocals show the 32 years since their last vist to the hall.

i know Cream was before your time but they are worth a listen. ask one of your uncles about them.

also, Denise by Randy and the Rainbows. they were before my time too but Doo Wop is fine stuff after a day's battle with traffic and H/W & S/W developmemt.

cl.

ms. k...

many, many countries are buying (have bought) tamiflu. it is mostly a pr move to show their governments are proactive and doing something. there are major problems with this approach.

i am surprised at the 0.01 rise in the pps of pphm. that is what i was trying to say about "reading the pr very carefully to understand it".

so, did you (or anyone else) add to their personal pile of pphm today?? me, i am way, way overweight in pphm but will add tomorrow morning if there is not a spike.

ever look at SVA, AOB, or BCRX? i like PANC but it is too rich for my blood today.

take a look at RGEN too.

friendly cl.

terry and open question for all...

what are your bird flu plays? medical, bp, bios, medical supply, health care,...?

am i too early? too late?

thanks.
cl.

PANC...

just getting caught up with this message board. mskatie, i too have been DDing PANC.

looks very expensive to me @ 9 or 10.

anyone on this board hold?

thanks.
cl.

GENR...

glad I added to my position a few weeks ago. just wanted some "trading" shares but guess i will now have to wait and see how this plays out.

oh, who said the CEO lowered his standards. as of the EYET deal, he just INCREASED his standards.

i have spoken.
cl.

GENR...

Hey Dew, it has got to be a leak of some kind; it just does not seem like day traders to me.

Now, it is Up 36%.

Whatever is the cause, I do hope tomorrow is the same.

i have spoken.
cl.

Dew: don't be angry, you made a ton of cash on GENR. Now, others will profit too.

i have spoken.
cl.


The Worst Deal I've Ever Seen
By Charly Travers (TMF Breaker Charly)
August 23, 2005

Yesterday, OSI Pharmaceuticals (Nasdaq: OSIP) announced that it is acquiring Eyetech Pharmaceuticals (Nasdaq: EYET) for a whopping $935 million. The release of this unexpected news caused OSI's stock to plummet by more than 20%. Good job, guys!

There's a reason that OSI's stock took such a hit. This deal, at this price, is lousy. It is quite possibly the worst buyout I've ever seen. I cannot believe that OSI is paying this much for Eyetech.

The skinny on OSI
During yesterday's conference call, Colin Goddard, CEO of OSI Pharmaceuticals, gave some sound strategic justifications for the purchase. He wants to transition OSI into a multiproduct company and move it beyond Tarceva, a cancer drug (and its lone product) that it shares with biotech titan Genentech (NYSE: DNA).

I can buy that argument. I like companies with broad portfolios. Even blockbuster drugs level out eventually, and you'll often see a company become successful with one big product but have trouble coming up with a second act to keep growth in track.

So I understand why OSI wants to bring in some more drugs. We're cool there. But why Eyetech? And why $935 million?

The skinny on Eyetech
Eyetech is bringing its age-related macular degeneration drug Macugen to the table ... and not much else. Macugen is a relatively new drug -- it launched in late 2004. It did $50 million in sales for the second quarter. The drug is doing well thus far, and Eyetech expects net product revenue from the sale of Macugen to come in at just less than $200 million for all of 2005.

But there are two problems here. First, while Macugen has performed well so far, Eyetech shares the proceeds with Pfizer (NYSE: PFE). The profits are split 50/50 in the United States, and in international markets Eyetech will receive a royalty that is less than 20% of sales. So while OSI was touting the total revenue potential of the combined companies, that's a completely misleading metric -- it sweeps the revenue-sharing part of the equation under the rug.

The second problem is that Macugen has done well because it is a first mover. Other competitors are breathing down its neck. They include Lucentis from Genentech and Evizon from Genaera (Nasdaq: GENR), both of which are in phase 3 development. Both of these drugs have looked good so far, and I expect both to be approved. This will put substantial pressure on Macugen, and it could really put a hurt on sales. I doubt that Macugen grows much beyond 2006.

Foolish final thoughts
Considering that Macugen is a huge risk and that the proceeds it does generate are shared with Pfizer, is it really worth almost a billion dollars?

I don't think so. And given the market's reaction yesterday, I'd say that's the consensus view.

I really have no idea what OSI is thinking. OSI has done well with Tarceva, and the drug should drive top-line growth for years to come. The company also has a number of interesting oncology and diabetes drugs in development that could drive future growth.

Although in principle I support OSI's acquisitive mood, there is no reason why it should have strayed from its circle of competence. Instead of bringing in drugs that mesh with its core competency, it's overpaying for a drug outside its therapeutic focus that will soon come under serious competitive pressure. This acquisition seems like a huge blunder.

Charly Travers is the Motley Fool Rule Breakers biotech analyst. Take a free 30-day trial to Rule Breakers by clicking here. Charly does not own shares of any company mentioned in this article. Pfizer is a Motley Fool Inside Value recommendation. The Fool has a strict disclosure policy.

aloha...

first, thanks for answering.

second, did not mean to get you rattled or make you feel challenged; was just curious why BTM and not Garren.

personally, i would read bio news all day if "someone" would pay me very well to do so.

however, as "someone" does not, back to the paying job.

thanks again.

anyone else out there subscribe to a bio or other investment newsletter service???????????????????

thanks in advance to all.
cl.

dan...

can you expand on your reason for switching to BTM.

why not subscribe to both?

why subscribe to either or any at all?

thanks.
cl.

dew... or any board member... 2 questions:

1. (IMCL & BMY)
could the filing delay actually have something to do with patents; ie., RGEN and CTLA4-lg?

2. (GTCB) still a long term buy and hold? at least until european approval? longer? financing?
simply: is GTCB a steal with a PPS of $1.00??

thanks in advance.
cl.

dew...

thank you.

either i missed those days when the messages were initially posted or i really need AXYX to be successful.

thanks for the assist.
cl.

dew...

one quick quesion, i know about GTCB and DNDN (buys), GENR (sell - though i respectfully disagree), so other than reading each message on the board, do the posters to this MB ever post their recommendation list?

thanks in advance.
cl.

Ms. K... (my inaugural post on your board, i think.)

strongly concur. after two years, any CEO should be anxious to discuss his company's future with his peeps.

perhaps entdoc and the boys will have some news for us next week after their expedition to the mother ship.

cl.