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.
I guess useless to argue because I can't prove it and neither can you. I also guess that posting here, either positively or negatively, is a type of therapy for us all while we wait and wait and wait. I would prefer the Bahamas or a spa or fishing for swordfish off Baja, CA. But what do I get? Silence from PPHM and a foot of potential snow coming our way in the upper Northeast. On Thanksgiving no less.
Yes, I really love his job. The best man today. Imo.
Same impression for me. Eom.
...hoping that Q&A session will be more interesting and less boring for me....
I think SK has said just that. Lol. I really think I have heard about Loof!
its great but rats aren't humans...
Can you explain me this new (for me) situation?
TIA.
I really love all your rants, golfho. Everytime is a great reading for me. Totally agree with you.
George Clooney! Are you? :)
I'm from Trentino, near Lake Garda, a two hour drive from Milan. I like the Como area, although I don't like Milan (Rome is much better).
Yes, I think that PPHM could fulfill many desires of all of us, even if today doesn't seem THAT day. :)
THAT day we (longs of IHUB board) could find together in a beautiful place, somewhere in the world! It would be a nice ending!
I just looked at the weather forecast, and next Sunday here in northern Italy provide snow. O-H-M-Y-G-O-D! I spoke too quickly of the spring! LOL! Always the same story, always my biggest flaw, I run too fast with imagination, even with my PPHM investment.
With my imagination I'm already at that day when we'll all be rich and free from cancer!
Ok, after about 12 years here maybe I should have learned my lesson! I think that this sentence will become my mantra (can I say "mantra" in english??)!
"Patience-the gift of being able to see past the emotion." (Rodney Williams)
Little OT: Yeah, I saw on television that you've had a long winter. I've a friend who lives in Connecticut and he also told me this.
I hope that the summer will bring us a lot of sun on PPHM island! Today is the first spring day, theoretically henceforth the Sunrise(s) are expected to become even better! :)
We aren't able to stay red... :) I hope! :)
Maybe PL is still in bed, so no liquidity. LOL.
Jokes aside, I did the same thought myself. I hope that in ten minutes there will be a good opening. Lately I'm a little 'anxious, too many conspiracy theories, too much talk about scenarios unclear.
I look forward to the science take its course, and that everything will become clearer. Obviously it will take some time, so I hope that in the meantime, everything stays the same in the best way possible without a hitch or unpleasant surprises.
ok guys... I had a week end off, now I return and I find an hypothetical Actavis deal!
Can someone explain me the argumentations about this deal? It's only for the green date in PPHM home page?
Hope there's more facts than usual, otherwise will be the same disappointing monday. (disappointing only for ihub board expectation, of course, not for PPHM in general... for me the only one was black monday). I hope that SK can be less paranoid than us ("US" = "me too" - sometime I'm paranoid with PPHM, but story like the australian trip and the green date are too much paranoid also for me). LOL
I think (and I hope) that a deal can be imminent, but I've all the time and I'm waiting for a REAL press release that state this deal.
Sorry for this post, I'm not polemic with nobody, but I've a not really good week end and a not really good monday morning!
Great post! eom
Bungler for President!! 100% agree with you. Eom.
Looking the chart? For a stock like PPHM? Really? Wait until the BIG news, and after look at the chart and tell me what do you see.
Imo.
I would love it to be PPHM. How many other companies in California have experimental cancer drugs. A pill?
How J&J and Dr. Lebowitz homed in on the California prospect and recruited its maker, Pharmacyclics Inc., reflects a shift in how big drug companies find new medicines.
For the pphm fireworks? LOL!
Long morning today in Europe until the US Market open. I'm like a kid the day before Xmas! :)
Some are still receiving therapy means that some are still alive. I'm not a science man, but for me it's a great info.
Imo.
No trouble sleeping. European time! :)
Yep, CP was moderatly ironic, but in the end 5$ is a "easy" target in my opinion. Maybe not today, but after yesterday movement nothing is impossible. I think by end of march we can stay near 5$.
Only my opinion, and lately I'm not an reliable oracle! :)
well, I've to admit that past days I was skeptical about this great and fast movement in share price, before the quarter CC. Compliments to you CP, very good catch! :)
Now I think it's all under a new perspective (for me, of course). Maybe Friday will be truly a epical moment for us longs, maybe the big hands that bought this days have to disclose something before friday opening, maybe today after close.
I don't know, but yesterday movement on no news has impressed me. I was ready for news by mid march, but now it's more than probably that news comes next few days.
Well, it's strange to read a lot of new posters in this board, but maybe it's a sign that times are changing... :) And after 11 years finally my pphm stake is green! ;D (yes, I've removed from my mind the fast green in early september 2012).
Can't wait for the open today, and more for the open tomorrow. I'm so curious to know what will happen here in this board! Board Madness are coming? :)
Quiet before quiet, I think (today).
Not only february 19th... "the staff" now is focused on march 15th...
No comment. ..
LOL!!!!! eom
Golf stick enrolment? :) Too much sports now in Peregrine world! :)
There is however something else that troubles me and that unless an error occurred should at least raise questions.
How can they have 66 Milj$ dollar in cash end JAN 2014? They reported 44 Milj$ and raised 22 Milj$ (rounded) and that is indeed 66 Milj$
Now they do burn 7-12 Milj$ per quarter so there is about 2x9 (averaged) 18 Milj$ missing here. Avid can not be the source of that cash because that would stand for an extrapolated yearly profit of 36Milj$ and a turn-over of about 72Milj$ given they Avid claims about 50% margin.
So I am wondering where that cash came from and if the ATM has been used to help mask some other income?
Strange day here in Europe without board messages. :) like a sunday! Good MLK to all american longs!
I love your posts! This one it's one of my favourites. :) eom
Fully agree with you! 100%! eom
it's frustrating only from the point of view of the SP. Ok, we are all here to make a profit, I'm the first to admit that, otherwise I'd still be here after 10 + years.
However, if you leave out of view for a moment the SP and look at the situation in general, I think it was a lot more frustrating in September 2012 and in the past in general... Today there are good prospects (financial situation and FTD on all), and although we are still at $ 1.55 is not a problem (for me), because when the price will go up, it will do quickly.
I'm convinced like you that we need a partner, but for this I think we need to wait, it's not simple and it's not a deal that you can sign in one night.
I repeat: also for me, after 10 + years, there have been periods of strong frustration, but honestly it seems to me that things are moving in the right direction and the SP will follow this movement as a result.
Then, of course, nobody can predict the future, least of all me! But from my point of view, this period is much less frustrating than others!
imo
Great summary Semper!
I love many parts, that (for me) demonstrate how the FTD is an indirect validation of a third party (FDA) that Bavi works. (or at least to date shows that works).
Such status is often given to agents that show promise in treating serious, life-threatening medical conditions for which no other drug either exists or works as well.
Fast Track addresses a broad range of serious diseases. Determining whether a disease is serious is a matter of judgment, but generally is based on whether the drug will have an impact on such factors as survival, day-to-day functioning, or the likelihood that the disease, if left untreated, will progress from a less severe condition to a more serious one.
a fast track drug must show some advantage over available treatment, such as:
*Showing superior effectiveness
*Avoiding serious side effects of an available treatment
*Improving the diagnosis of a serious disease where early diagnosis results in an improved outcome
*Decreasing a clinically significant toxicity of an accepted treatment
*Eligibility for FDA Accelerated Approval, i.e., approval on an effect on a surrogate, or substitute endpoint reasonably likely to predict clinical benefit
In addition, most drugs that are eligible for Fast Track designation are likely to be considered appropriate to receive a Priority Review.
The frequency of communication assures that questions and issues are resolved quickly, often leading to earlier drug approval and access by patients.
These days I thank God to be on the long side of the story. All this talk about "gap ", " filling" , "short " and similar, I don't find them interesting and bore me a little . ' But I realize that they too are part of the game, a game different from mine and of others who have been here for 10+ years and loke me are here "for all or nothing".
In my perspective I don't care much if today we're going up or down, if the gain of last Monday will be lost completely or else ... In my perspective I just know that the FTD has been a pleasant surprise, I wasn't expecting at all , a sign that perhaps SK and RG are working in the right direction ( although many times I'd have to say about some of their choices, especially SK and PL). Maybe today share price going up or down, I don't care ... but I do know that sooner or later all this will pay off, and the speeches of "gap" , "short ", " interests " and similar can be just a vague memory .
I don't want to criticize anyone , I just want to say that I think now we (longs) are going to get into the game, and I don't think it will take two or more years, as many say, but within a few months the overall scenario will be much clearer.
I agree with CP with the idea that March will be a hot month for us. I hope not to get burned! :) LOL
imho
After 1 year delay, finally here we're!! Thanks PPHM and happy new year to all longs!! Enjoy it!!
Well written, CP.
I agree with everything you have written. Obviously the last few months / years have not been easy , ironically was much easier 8-10 years ago. Now the expectations of us longs have increased, I think , and with the first good results on the table ( Bavi PII / PIII, Avid....) , it's normal that there's impatience. As you say, you should always keep in mind the philosophy of the great Warren (just the way of thinking, of course, I'm aware that he would NEVER invested in pphm like me) and have patience.
One thing not clear to me. The PP. I know that pre split , if I remember correctly , it was $ 11. It's correct? My question is the following : after split , remained at $ 11 or $ 55 now ?
Maybe I missed some steps, but at the time of the split , someone had posted the question on the forum here that the poison pill would have been $ 11 even after the split.
Honestly I never understood what the truth was , and equally honestly admit that I had never interested much.
Does anyone know clarify this issue once and for all?
Thanks in advance.
For all we know all attendants had to sign a non-disclosure before being allowed to attend!
Sounds like the same old stuff to me.
In my opinion, only SK can make this affirmation. Are you, Steve? Or your source is SK? ;p
I don't want to provoke, but lately this forum seems to be a forum of the KGB. Some say, someone doesn't say, someone spends $ 50K for a trip to Sydney then..., someone ....
I sincerely hope that SK and co. publish some PR, possibly something positive for us shareholders, at least we will all have something concrete on which to base our discussions.
only for fun and only my opinion.
It's my same scare. I think this is a race and we've to start NOW. Nobody is waiting for us, we're not the only ones in the world.