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.
FBG:
Despite my criticism of ADXS, i gotta say...
NOW is the time to load up on cheap shares!
All it will take is any one of several positive results
waiting in the wings and the PPS will soar!..
as it has in the past, repeatedly.
Hi Bourbon:
Well, we are apt to need the mfg facility if we actually get EU approval some day.
And we need some capacity to power the clinical trials.
It should be noted that there's a trend for more and more clinical trials suffering shortages of enlistees.
What i don't understand is why we aren't selling mfg services to other bios to help pay for that premature and expensive facility.
RE the push to "do a deal"....There's the sad example of CEMP that offended the FDA, had their FDA approval turned down after a rather large and successful ph 3 clinical trial, and watched as their PPS plummeted.
Shareholders were screaming. "Just do a deal or sell already!!".
So they hastily merged with another similarly weak, ill managed and ill positioned company...And the results are ugly at best.
ADXS needs smart, creative and adroit management now!
Not sell the company FBG, just bring un competent management and BOD members.
If the company is sold in this sorry condition we'll be badly hurt.
I think the prices for a sale the board here is proposing are unrealistic wishful thinking.
Another excellent post Paulie.
Every paper like this one makes PACB a more valuable and important company.
Trumpets please.....
We stand poised to rewrite the human genome!...And more!
Think i'll pick up a few more shares.
Thanks Hovacre;
How long have they been "in process " for EU filing, much less talking about it?
The PH 3 trial is small, not pivotal probably, not going to show results for a long time and not decisive in terms of giving us wide approval for one of our major constructs.
Aduro is a parasite....But at least they have been doing something.
We own a cyclical commodity.
Not much to do but hunker down and wait for it to come around again....People gotta eat.
With our potential for growth;
i'd just hate to suffer a buyout this early.
Looks that way to me too Johnny.
"Cemp should hire a great CEO and spend the 75 mil to get oral approved, instead they cede control to a flaming pile of crap."
Over the years i'd done the same, selling CLNE and buying more WPRT, much to my subsequent dismay.
This little ,,fractional, reversal of fortune hints that all may not be lost.
I speak from leagues under water, which should explain the faint bubbling sound.
I'd much rather be down 20% and own a fast growing company than own a small piece of huge sluggardly, stalled out qualcom.
Exel..I deeply and sincerely hope you are right!!!
But, have we even finished submitting for EU approval yet?
Where's the partnership?
Folks here have been wishing and speculating about that and like so many other hopeful postings...We've seen very little in fact.
Hi Dawson:
Kite is much younger , has turned in some very impressive cure rates, and continues to move ahead briskly.
We were once in a similar position and have done diddle since.
I disagree, still, Pre and Larson.
The company has failed to execute!
Have they even filed for EU approval yet?
The long promised decisive PH 3 trial?
Waiting for someone with deep pockets to fund our clinical trials hasn't worked, as anticipated.
It might be ok were it NOT for our fast aging IP, the time value of money and the rapid progress of other companies in the field.....
All of which continue to degrade ADXS's worth!
We simply must push through a large, pivotal, FDA approved, PH 3 clinical trial for one of our best proven constructs..
We're marching briskly towards near worthless otherwise.
Can we PLEASE finally replace management and the BOD with some smart, aggressive, experienced staff !?!?!?
They keep extending it, but as time passes the strength of their position diminishes and their offering price becomes more absurd.
I remain angry at our admin and BOD for even considering the lousy deal.
I can't imagine how they could have accepted it without under-the-table remuneration.... their obligation to the stockholders forgotten if not betrayed.
They keep extending it, but as time passes the strength of their position diminishes and their offering price becomes more absurd.
I remain angry at our admin and BOD for even considering the lousy deal.
I can't imagine how they could have accepted it without under-the-table remuneration.... their obligation to the stockholders forgotten if not betrayed.
Thanks again Paulie:
When Craig Ventner used his radical shotgun and computer method to strut away with the human genome prize, leaving the massive and enormously costly government project in the dust,
it was pretty damn impressive.
That method still dominates the field and delivers the cheapest results and was the haste that laid waste to the competition.
Given some luck, we'll be able to capitalize on the erroneous consequences of that haste.
Um...please!
Paulie brings us good stuff and an intelligent perspective.
The SA writer is a trader who thinks short term
but his observations, save the usual modicum of hype,
are more or less why we're here.
I profoundly hope you are very right Kettleman.
I've ridden this puppy down for a rather long time.
Given our history, i'm grateful for crumbs at this point.
It's pretty academic Mastiffs...literally.
Until we can present a large, pivotal, well designed , double blind,FDA sanctioned, phase 3 study on something like cervical cancer...
We are going no-where. Anything else is wishful thinking...
And i don't see that study in progress.
More stubborn than comfortable DW.
I bought in at $14 long ago and it's been an uncomfortable ride down.
I was, and still am to some degree, uncertain as to WPRT's survival.
Unless a whole lot of oil producers go down and the PPB soars, our niche remains pretty small. If someone comes up with a cheap, light and superior battery with great capacity, we are outa business.
Still, i'm gonna stick around and pout till i get my money back! grin
Good bet Richard, but it's not over yet.
I sold a bit on that peak at $4, and now it's settled back down so i put in a limit order to buy it back at $3.
Our big advantage in being able to identify onco-checkpoints first, is largely gone as the technology advances. But i presume that we've made significant advances ourselves and have been developing our discoverys for some time, giving us the first comer's advantage.
Initially i'd anticipated big pharma lining up outside our doors, clamoring for leads, given their own inability to produce original discoveries...But no pie. So we're going forward ourselves.
What a farce!
We should be seeing a much higher valuation and Qualms should be offering a 30% premium on top of that.
As stockholders in a fast growing company, we would be much better off if the offer was withdrawn.
Down almost 10% and the first 5 tons of salmon sold!
I'm buying more.
Oh Mr Masters...Gene editing has been around for years. We already eat the products every day.
But recently it has become easier, quicker and more accurate.
OTOH, there is still a lot of public resistance and it's not entirely unjustifiable.
Most of those folks didn't do well in biology.
Not the best of signs Masters, but as you say, not definitive. In the short run, CLVS was a mistake. But i i didn't buy it for the short run.
Hi Masters:
As more specificity is required to make sequencing useful, the more we come to the front.
If for nothing else than doing the long reads to order the short sequences against.
I hope...
Uh OH!!!
Wrong assessment for once Jack.
Looks like a respectable report after all.
The Q and CC are about as expected...Nothing immediately flashy and the market is pouting about that and pres/tweet..so , down 19%
This is a long term bet as it has always been.
Now that it's down makes this the wrong time to sell, of course.
NVDA and NVTA both are juicy prospects.
GLTA indeed.
The market wasn't at all fond of the merger announcement. Down 22%.
Why we didn't ally with a company with some major marketing/sales establishment resources is beyond me.
The possible advantage is getting rid ( at considerable cost) of management but we get an unknown set instead.
Melinta seems to come with considerable built in liability and a poor long term prospect.
Hope they are bringing a whole lot of cash to the deal.
Good posts; thanks Midas.
And the best to you too good Sir.
I sort of feel obliged to work to balance the surges of boosterism and rampant short-mouth pronouncements from time to time.
It doesn't work, but i feel a little better sometimes.
As for objective thinking, there's a shortage on the boards all too often.
And between us we darn near own this board..grin.
Masters:
Good article, very, um, illuminating!
As understanding of genomes advances, PACB's accuracy's apt to become increasingly critical.
RE TA...I can't tell TA from astrology.
Wry grin
As Terry said, Easy,
HER2 is a tricky target because it's used in other critical parts of the body.
He notes that with a vaccine like ours, the primed immune system is ready to keep attacking long after the tumor is gone.
Thanks for the illuminating history Terry.
That's appreciated.
I'm still charmed by the science of our constructs,
and haven't sold a single share.
That's been an expensive set of decisions thus far.
I'm not completely without hope for ADXS but am pretty discouraged.
I think that if we can get EU marketing approval
and much better management, then there's hope for the company.
Thanks for the updates Thoro;
Ions has done quite nicely for me over the long run,
and with their promisingly fat pipeline
i'm sure to let it ride.
Somehow my reputation as" Miss Sweetness and Light"
seems to be eroding around here.
This was by far my largest investment years ago and i kept adding on the dips, never sold any.
I stupidly ignored the lack of good quality management and loved the science.
Needless to say, it's no longer my largest position, by far.
Good luck to us all!
"I did congratulating their partner Aratana."
Disgustingly belatedly!
This is our oldest construct and nearly our oldest "deal".
It was supposed to be the set up for our osteosarcoma trials in kids.