just a little smug
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.
Well, perhaps it'll concern their funding moving forward. With Sarissa, this is an issue that has few palatable answers...
Internet in Canada is faster and cheaper. Only Estonians pay more. And most EU countries have faster speeds.
And now an announcement, just before ASCO. Hmmmmm, this is starting to get interesting....
I traded this one a lot between .4 and .7 but the final plunge was relentless. During that time, if I remember correctly, they missed a quarterly report and quietly increased their os. But most of my shares by that time were free. I did end up in the red overall but not by much, and I had to hold through the sub-penny era. sold all @ .03ish.
Still watching though.
I had 30,000 shrs. @ about .45 and they ran over .70 more than once. Despite following the path down, like a lot of these small caps, the os changed with no fanfare or real announcement.They also went through a bunch of acquisitions. That will always make investors (like me) nervous. It becomes an issue of streamlining and cost metrics for the entire operation. I think the jury is still out on that front.
Why? low mkt. cap.(1.9KK @ 70.8 KK shares) hasn't run in the black until the latest Q. (6 figure profit). This isn't a biotech.
It seems they're off to the races but if they slip into the red next time, they'll be back under a penny.
There was 25 times the normal volume today when I checked @ 1PM, and .41 is still a 400+% rise over two days.
I expected a down day and sold about a third to buy back today or Mon. With this action, I bought some back at just a slightly lower pps. Monday looms for me, and after today's performance, I'm 50.1% confident that it'll be a great day!
For months, the price was very volatile. I got in @ .3 then spent a lot of time trading bet. .4 & .7+. If it weren't for that, I'd be pulling my hair out at these prices. They were late for for a financial report at one point, and briefly gained that dreaded extra letter on their ticker-symbol, fell quickly, then inexorably til it was near a penny.
This co. was at .70 w/in the last 18 mos.. Their financials get better with every report. And when you compare companies in this sector with a similar balance sheet, it seems that TEWI should be over a dollar at least.
Paid advert not withstanding, the fact that we are trading @ 25 times the ave. daily volume and still holding that 4-5 bag gain yesterday is a very solid indicator. The reference to Monday is a valid one IMHO. Though a little less likely, it could go south then too...
12KK shrs. traded already and holding well. Doesn't look like .03 to me...
They raised 23KK in Oct. to help fund the new ICT-121 trial and the increased burn from the expanded ICT-107 trial (though they probably had enough on hand to complete PII). Soon ICT-140. All the trials should have a similar burn, considering the technology, and noting a smaller, cheaper cohort for PI. If this trial has results as good as PI, things will become easier for the next two candidates.
I would say, as it stands now, they're flush for a while - maybe forever, if it all works out in the next few mos. -GLTA
At the risk of getting spattered with a little bile, I'm still nervous about the size of the PI trial. The science, immune response, animal testing, everything is positive. It's just that the arithmetic from PI isn't enough for a slam dunk.
There's no doubt that there will be a run-up in moving towards interim results, and I'm hoping to add some free shares to go along with the at-risk ones but I'm undecided as to how many I'll keep going into those results.
GLTA
DITTO!
Active trading used to be much easier but the game has changed in the last 5+ years. My time-frame has become a year (or more) as well. And with biotechs, I take a little more comfort in the fact that science rarely lies (although CEO's do). With all those months, one can also gain free shares with timing trials and news releases. IMUC has been great for this.
It's a lot more time-consuming to make $ these days though - at least for me.
log in through the IMUC website
The "why" is only for the voyeuristic at this point. I'm sure it wouldn't/doesn't really figure into $2.78/sh. -MO
I'm not sure they'll be so quick to replace Singh. The show is on autopilot 'til PII completes. Why compensate (richly) someone for the next 6+ mos.? They have enough cash and an outstanding pps. All thanks to Mister Manish, BTW.
What am I missing?
I made the mistake of visiting the YMB this AM (it's like Mogadishu over there!), and I don't understand the hype over NWBO vs IMUC. Their finances aside, to me their technique seems similar to IMUC's yet much less refined(?) and targeted. Maybe it was intended but IMUC's last presentation seemed to speak directly to this, and convincingly for me (stressing the immune, system etc.). BTW, these issues were not touched on in the wide-ranging SA article this morning.
Thoughts?
Not at the moment. I'll find out...
I have a good friend who has also been stricken. He's in a trial at Duke (fairly close by to Balt.) they're using a drug approved only for childhood brain cancer. He was resected over 2 years ago and is doing well (the actual tumor resection has it's effects, as you know). As of 6ish mos. ago he was cancer free, I haven't ventured to ask about that lately...
Did anyone note the "enrollment" slide from yesterday's presentation? It seemed that most enrollment was completed by May. If about 100 in control, we are closing in on 4mos.. Considering the "incident" (survivability) curve, Year-end interim results are not so far-fetched.
I tried to put that as delicately as I could....
still no slides...
I think you can still listen to it. I think. Go to IMUC website under "presentations" etc. If not, I might've recorded it :)
I couldn't see the slides though...
Excellent presentation by Yu, with robust Q & A.
I know I keep banging this drum but he restated the correlation of antigen response to survivability. He pointed to the great AR in ICT-107 and, with the reworked vaccine in PII, the response is even better...really good sign IMHO
$18 is a curious number. A successful PII would put IMUC well into the 20's (INHX is a good expl.), whereas, good interim results should push this between $8 - $12.
Though I've never personally seen it happen, I've gotta think that good PII results would be enough for approval. Regardless of any side-effects, if there are people still alive @ the EO PII (above 3-5% of them) it would make no sense to withhold this treatment to anyone, pending completion of PIII.
I think the interim results in the 1st Q of 2013 can be the most critical in the life of this co.. If the results hint at efficacy, and there are no safety issues, it's off to the races. Further, if the good results continue, the trial has a good chance at being stopped due to the aggressiveness of GBM and the ave. life expectancy of those inflicted.
On the other hand, well, they at least have enough $ to finish PII...
GLTA
Unfortunately, since there are only 16ppl. from PI, the results cannot clear "statistically significant" bar. Intriguing? Yes. Enough to make me take a significant risk? Also yes. But the #'s are within the range of randomness. Also, in a PI safety trial, patients can be cherry-picked for better efficacy results. There's no evidence that that was done here (for one, the ave. age in PI was very close to the norm) still...
I sorta thought it could drift down to 2.5 - 2.6's anyway - just not this soon. The published article, new CEO, and EOE might give a temporary bump til interim results. JMHO
Nice Klimt.
Yeah, I'd been biding my time to sink a little extra before EOE. The problem is, I started on fri., in the 2.8's. Should be a good enough ave. though. EOE is coming up.
Gonna pay attention after hours/pre-market.
Once I saw the 2.20's, I put my buy order in @2.28. Still only a partial fill.
There's an outside chance they choose a board member, maybe Singhvi. He's got experience. Especially if there was some internal dust-up.
I'd love to be a fly on the wall in that boardroom.
10Q this month?
Um....reasoning?
What a POS is DNDN. It costs a trillion dollars to make a single dose that barely, if at all, increases the prognosis over SOC.
The price/dose is where IMUC shines. No matter what happens in PII, their process has huge value that, I think, is too easily overlooked. ANY co. that attacks cancer this way will employ it. In a way, it's like owning a cancer stem cell ETF.
Also the news about antigen levels (about a month ago) gives me measure of confidence greater that the PI results, which I discount more than most it seems.
Seems like the standard 50% drop on good news...unbelievable.
I used to buy and sell this stock between .45 & .60 to .70. I never imagined a neg % gain in this column. C'mon .015!
Interesting action on what is usually a notoriously low-volume day (pre Fourth).
Are these big buys?
Hard to say for sure but I think so. This will cost them more money in the meantime but will create more value if the results are good. They also might be aiming some of these subjects for the other part of the PII trial.
This all speeds everything up significantly. Another advantage in being so flush with cash...
You couldn't hope for better results than PI. Except, of course, those results are not statistically significant.
Since the 32 events threshold remains the same, the interim news will come faster, by a lot. Certainly by EOY if not much sooner
You can make the same healthcare analogies to any country in the 1st world, secular or not. After all we are the worst by a factor of 2+ over 2nd place.
As for effect of OCare, as long as there is private-provider involvement, every Dr.'s office will have to hire extra employees to deal with this splintered system. Over-simply, this is what mmrf addresses...