Register for free to join our community of investors and share your ideas. You will also get access to streaming quotes, interactive charts, trades, portfolio, live options flow and more tools.
Register for free to join our community of investors and share your ideas. You will also get access to streaming quotes, interactive charts, trades, portfolio, live options flow and more tools.
Will Peregrine have a little news for us tomorrow? It seems that such releases are common on CC days. A little raw meat does keep us natives from displaying too much frustration on the call in lines.
Paul
If this is a "buy on the rumor, sell on the news" upsurge, what is the rumor or the news?
Paul
I worked for a company that was bought out twice. A year or so before the first buyout, the company started all these new hot projects, kind of like biosimilars and ISTs all over the place. Looking back, it was clear they were planning to sell the company and wanted to tart it up to net the best price.
I'm not sure Peregrine is doing the same; it looks more like management believes it can go all the way with Bavi on their own or take it so close to the finish line that they can net huge profits from those "undeserved" stock options. I am betting they will succeed. If they do, I will enjoy a cushier retirement than the one I am already enjoying - southern california weather and four close by golf courses.
Paul
Interesting how the article notes the important role interferon plays in the SOC. If Bavi could replace it, I'd expect Bavi to enjoy a long life treating Hep-C.
Paul
Another IST, very cool! The interest in Bavi for NSCLC is very encouraging. This indication alone would make us long a lot of money and help a lot of people.
Paul
Our day will come. I hope.
Paul
"Retargeting adenoviral vectors to improve gene transfer into tumors"
An abstract of a new article I noticed in the Peregrine site under the latest anti-ps publications. I guess it has been there for some time. Anybody have access to the full article?
Paul
One more reassuring thought. Over the last few years there have been more than a few drops in share price that were never validated by some kind of meaningful negative news. They told me nothing about Peregrine's actual condition or prospects. They also told ME to buy more. We'll soon see if we longs are reading these tea leaves correctly, or not.
Paul
If you have confidence in Peregrine's future, this looks like it might be a good time to buy more. I could be wrong, but I don't think so.
Paul
I have no problem with the two armed approach. I'm not concerned at the cost. I like Bavi's chances; that's why I'm here. If the synergy we have seen with the SOC shows up in two or more of the current trials, IMHO Peregrine will have multiple suitors. Those of us who have built up our positions over the last few years will make a lot of money, pardon my greed.
Paul
I just love the way Bavi always works in partnership with an existing part of the SOC. This simbiotic relationship should give Bavi a chance for heavy usage once approved, giving our future buyer assurance of a big return on their investment.
Paul
I am frustrated by the necessarily slow process of turning Peregrine from an obscure research oriented company to a multi-billion dollar contributor to the fights against cancer and viral diseases. However, I can affort to wait a few more months for the clinical trials to work this miraculous transformation.
Paul
Until Peregrine proves its worth in the clinical trials or inks some big deals, it will remain a buying opportunity. So, buy.
Paul
I just scanned through Avid's website. I found it very impressive, particularly their biosimilars section.
I know it makes money and saves Peregrine money, but I hope it eventually becomes much more lucrative.
Paul
Well said, Geo. Let's see if Bavi can become part of the SOC for the killer cancers. If so, our very long waits and over-weighting in PPHM stock will bear fruit. OK, a whole orchard full of fruit!
Paul
Peregrine management must have incredible confidence in Bavi. If they didn't, they would limit the Bavi trials to those most likely to succeed. Instead, they are throwing Bavi at everything. In my view this is a very daring approach. This is the home run approach that we longs have dreamed of.
Paul
I wish Oncolytic well with their study, but the reported results don't actually look that good in what is a very small group of patients. I hope the Bavi study has much better results.
Paul
I scanned through it, and I didn't see anything strikingly new. It is good to see that the patent protections for the anti-PS platform is continuing to grow.
Paul
While my PPHM story has been going on for what seems like forever, I have more reason to be hopeful now that at any time in the past. As Bill Shakespeare said, "All's well that ends well."
Paul
If I were a PPHM Lover, I would probably choose to focus on the numerous attractive qualities of my inamorata, instead of obsessing over her flaws. But that's me.
Paul
It seems that after recent price collapses, there have been solid bounce backs. It seems that after each recent piece of goods news, however modest, the price moves up double digit percentages. This stock doesn't seem as weak as it has been for the last few years. I hope we are about to see the long awaited emergence of Peregrine.
Paul
Well said, Geo.
Isn't increasing institutional ownership considered a good thing?
Paul
I characterized golfho's assessment and cogent and realistic, not a slam dunk for Peregrine's success. The continued reference to long dead issues of no consequence has no value as due diligence, it seems to serve some other less worthy purpose. I am bored by it, and I have to wonder what motivates such a waste of pixels. I just want to point this out that no newbie be distracted by it.
Paul
I wonder why anyone would bring up ancient history and unfounded allegations regarding Peregrine management just after golfho presented a cogent and realistic assessment of Peregrine's chances to become a billion dollar company. Why divert attention from the real world prospects of the company with such assertions?
Paul
Thanks, golfho for spelling out your risk assessment.
I play three days a week, and I still can only break 80 a few times a year. I only wish my putting was as aggressive as my investment in PPHM.
Paul
Thanks, Golfho for your detailed review of Peregrine's status. I only have two questions - how did you arrive at the 10 to 1 odds against success and why did you drop it from 20 to 1.
Thanks again for posting on what's really important about Peregrine. This a very welcome change from the usual topics posted here.
Paul
I frequently wonder why there is so little focus on the pivotal trials currently running: Cotara trials, HepC trials, breast cancer trials, liver cancer trials, pancreatic trials, lung cancer trials.
Not to mention the defense department contract, Avid business prospects, R84 via Affitech testing in Russia. For every one post on these crucial areas there is about ten on inconsequential matters.
I know share price is what it's all about, but all the above will determine where the share price is going. The day to day trading of those who know little to nothing about Peregrine should not trouble long investors.
IMHO,
Paul
If Bavi becomes part of the standard of care for Hepc or any of the major cancers, longs will be amply rewarded despite :
Avids revenue,
Government contract continuation or termination,
Reasonable dilution,
Employee options,
Who is an employee,
Who is a contractor,
or What day of of the week quarterly ccs are held.
All IMNSHO,
Paul
The bottom. I'm hoping we will see it before midyear, because as Dr. Shan said in the December cc:
The front-line trial is open-label and we look forward to sharing interim data potentially as early as the middle of next year.
If this NSCLC trial produces the kind of results we have reason to expect, I hope Peregrine will have at long last turned the corner. At which point bottoms can return to being of anatomical interest only.
Pau
I wonder when the bottom is more than where the bottom is. When will Peregrine demonstrate that it is worth the kind of money a new cancer therapy is worth - see Avastin. At that point there will be no more bottom as we know it.
Paul
Our little PPHM sure does seem to be the plaything of day traders. Up she goes, down she goes. I live for the day when we can leave this environment behind us.
Paul
Thank you, cj. It is getting to be a pretty big number, isn't it?
Paul
Cjgaddy or geocappy, in the past did one of you post the number of patients who have been treated with Bavi? I ask because I wonder what that number will be when the current trials have treated all of their patients. My guess would be around two hundred patients. Am I too high or too low? The larger the number, the more likely the safety profile will be bolstered.
Thanks,
Paul
Up, up, and away! I wonder why.
Paul
One could also think that having picked Garovoy's brain to set up the ISTs, it's only prudent to avoid spending unnecessary money for his services until once again they are required. As they say, why buy the cow when all you want is the milk.
Paul
Please continue to post what you hear. Everyone, or almost everyone, on this board realizes that anything someone "hears" must be taken with a certain amount of caution.
Thanks,
Paul
It seems to me that Bavi is like that little ball in the roulette wheel. It spins around and around. It pops into one slot and then pops out and continues rolling around the wheel. Will it land in the NSCLC slot, the HepC slot, the Defence Threat Reduction slot, the liver cancer slot, the pancreas cancer slot, ALL Of The Above, or None of the Above? The suspence isn't killing me, but it sure is exciting to watch.
Paul
Thanks for the update. I can't wait for results from the NSCLC trials. It seems the clinicians are very eager to get their hands on Bavi.
Paul
It's actually not over yet. Buck up chum.
Paul