Moby,

you lost me at Nazi

Moby,

I will use your own words to prove you are not a shareholder. From your previous post:

You wrote:

What's even more remarkable is that people who own shares in Peregrine would be so receptive to the idea of getting absolutely nothing in terms of at least some incremental shareholder value out of any of these "successful" phase II's that are wrapping up.

You would think a "share holder" would use the words we or us when griping huh?

Instead, the shareholders have endured millions of shares in dilution to fund those trials and the accompanying deterioration in the stock price.

again, "the shareholders" not we or us?


So there is some proof that if really did own shares that you would identify with the people who actually do and not refer to them in the third person. Not to mention that whenever there is anything positive about PPHM you are the first to spin it in a negative way.

I will let the real shareholders make their own assesment of you, but I think most already have. :)

I agree we all want to see an appreciation in the stock price but Garnick has just started working on this. Give him a little bit of time.

And regardless of his title he is here at PPHM and we will see what he can do in 2010. So yes we need to watch and see what he can do. If he cant move this through the FDA then nobody can.

I am still not convinced you are a shareholder, however I am convinced you are here for "other reasons"

Realist,

What you are seeing in this new study is Dr. Garnicks influence. He knows what it will take to get this drug through the FDA. In your zeal for the negative you fail to recognize this.

US and European PII's are the only way to get through the FDA anyway, so this trial has to be done here.

Things will move fast now with Garnick calling the shots. Just watch.

Funny you bring up Arthur Levinson, just sayin'

KU

You worked for Genentech correct? If so did you work with Dr Garnick? What is your take on him wether you worked with him or just knew of him.

TIA

Moby,

You are all fired up today, I wonder why? Was it because PPHM actually posted a green day today?

Moby, why do you still own shares if you dont believe in the company?

I am sure you will not have an answer to that question. If you really didnt believe then you would sell and move on. Something else is keeping you here, what pray tell is that?

Jess and Golfho,

I rarely post what I hear. I just stated that I have confirmed several things in the past that what BOT has stated was indeed the same things I heard.

I did know about Garnick and if you re-read my cryptic posts you will see that I was offering a crumb here and there.

Jessme,

Because I heard some of the same things, and I have a good source. Not IR.

Jgal,


Good questions to BOT, but I will tell you this, I have independently verified several things that BOT has "heard" and they have been accurate.

However to be fair, I hear things at my company from the highest level only to find out later that things got pushed out a year because of the time it takes to write new code and implement etc. And I work for a tech company so timelines at PPHM and at any other company are always in flux.

And no I dont know BOT and have never had any contact with him, just in case that is your next question.

Comments like that Jakedog make us wonder if you guys are not all sitting in the same room.

I noticed on Schwab there is a notation of HTB for PPHM, this is the description they offer:

Note: Hard-to-Borrow (HTB) Indicator

Stocks that may be difficult to borrow for shorting purposes will have a "Hard to Borrow" indicator next to the tabs at the top of the Trading Window as shown below. If the stock you wish to short has this indicator, consider that it may be difficult to fill your order.


Looks like we are seeing some shorting going on possibly? When does the next short report get posted?

Very good, and probably quite accurate.

Dude, really?!?

Cheynew,

Really disgruntled "share holders?" like:

Realist
Moby
Jake
Jessme

I would have to disagree, I think possibly one of them hold some shares, the rest are just here to annoy.

Oh and Realist, I spoke to Dr. Garnick at the ASM and I am quite confident based on my conversation that he believes that Bavi will be a commercial sucess. And I do have more trust in a Dr who has brough 17 drugs to market then a faceless board poster like yourself with an axe to grind because his brother forgot your kids birthday.

Happy Thanksgiving!

Realist,

Yes plural, Cotara and Bavi = 2 therefore the use of the word "candidates" indicating more than one.

Moby,

Dr. Garnick likes Bavi, I know I asked him. So who are we to trust a DR. that has taken 17 drugs from birth to market or you? What are your qualifications?

Also gleaned from my conversation was that the big drug companies dont see PPHM as a threat, when PPHM gets close enough with Bavi they will come in. Odds are not good for any drug to make it, and big pharma plays the odds. Better for them to pay more for a sure thing than to bet on the come. So move those trials along!

Jessme,

As always thanks for your tireless contribution.

Jess that second quote was not made by me yet you make it look like I said that. This is very inaccurate, is that your intention?

no wonder Ricardo went off on you this weekend.

I wonder if the removal of the D will make any difference tomorrow? I also wonder if we start to see some news next week too?

I have not heard anything lately, how about you BOT?

Thnx

Jess,

They CAN'T fund every indication at once. They had to pick the best horses to ride. Other indications will come around later, that you can be sure of.

What would your reaction be to a pipe to fund 5 new phase I studies right now?

Thankfully you keep talking so everyone can see your motives here.

Jessme , I didnt post about SARS, so focus please.

I posted about a new Ebola like virus:

http://www.washingtontimes.com/news/2009/nov/06/rare-virus-poses-new-threat-to-troops/

New Ebola Like Virus - Envelope virus? Bavi to the rescue

http://www.washingtontimes.com/news/2009/nov/06/rare-virus-poses-new-threat-to-troops/

If you dont understand the cliche then you should hardly be commenting on it.

Then agan, that is just how you seem to roll isnt it?

Hello kettle, this is the pot

Paul, I am suprised at one thing regarding the R/S and that is they didnt PR something that would or could support the split. They just let it happen, maybe they had it in their posckt if needed. In retrospect I am thinking that may have been a good idea, that means if they were holding something to support the PPS if necessary they can get it out there now that we are looking stronger and possibly really push the PPS upwards.

Seems we are trading at the same relative volume levels before the R/S. That tells me nobody is rushing to sell or buy.

JMO

Sure is quiet after posting a good day, and 3 days in the green.

Wook,

I believe many were sold on and around 9/2/09

AGain, just speculation but no idea of how many.

Wook,

The answer is yes they have been selling, but nobody knows how much so far. Jake brings it up every day though so he would probably know best.

Threes:

I think they are reaching much higher for the vacant BOD slot. See my other post. Maybe not that high, but who knows.

I would rather see Arthur Levinson on the BOD, I think he has a lot more free time since he left the Google BOD days ago. Well Dr Garnick, can you put in a good word for us?

I may be dreaming, but am I really?

Oh I almost forgot, here is a link Jesse:

http://en.wikipedia.org/wiki/Arthur_D._Levinson

Dr Thorpe was not there.

WH,

I was there too, I am sure we were standing next to each other. I was in the hat, the fedora mostly talking with and listening to Dr Garnick. I was impressed as well.

My gut says that PPHM is on the right track. All seemed quite upbeat except the BOD, they just sit there.

Moby,

Even though they have these shares "available" they would still require a vote if they tried to use over 20% of them anyway. Or it may be more than 20% of the current outstanding, one of the two.

So if they de-authorzed or retired all of the shares what is stopping them from getting more authorized if and when they need them?

You see how the voting works, look at the results from the meeting.

I was at the meeting today and the following are some observations:

I was there along with a paltry 35 or so other shareholder and no secrity guards armed or otherwise.

Lots of PPHM employees even the new ones were there. And if you wanted they were taking people on a tour of Avid after the meeting.

TYP stated his case or proposal and sounded cynical and sarchastic at best. I was embarrased for him at how un-professional he came off. While I think his intentions were good, his actions were misguided. That and a little polish could have helped his cause. But that was just my observation.

Apparently Avid has 2 un-named customers one in Europe and one in Austrailia that do business with Avid. I gues they have not wanted this disclosed yet for whatever reason.

Dr. Garnick was impressive and gave a history biotech of which he helped write himself. biotech has only been around since 1982 and only 75 drugs on the market to date, it is still in iits infance (my words). He sees Bavi as a similar drug to Rhituxan, as far as how it targets and works.

After the meeting all of the board and officers were there for Q&A. I stuck with Dr. Garnick. I asked him why he chose PPHM when he could work anywhere, at which he pointed out first he didnt have to work, he chooses to work. He liked PPHM because he liked the people and it remined him a lot of what Genentech was like when he started there. he also likes taking drugs from start up to market. Brandodn was beside me taking copious notes so expect a better run down of the meeting from him.

Realist,

What you meant was "dip below'

Break below would mean it kept going, nice try though. Too bad you are all figured out. But please stick around, I think things are about to get very interesting around here sooooon.

Interesting developement............

http://online.wsj.com/article/SB125603405226896225.html?mod=WSJ_hpp_MIDDLENexttoWhatsNewsThird

Moby,

How large is your "comsiderable" investment in PPHM these days?