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Bill & Melinda Gates Foundation
They have designated research grants for cancer researches. They have investment arms specifically investing in for small cap companies for life science. We should all go there and make noise.
Any one?
Thank you youssef. As a matter of fact, I just wanted to call people's attention to your message. Because I believed it is a material evidence to support my claim that, investing in Leo, you won't be disappointed.
Since I used to invested in CELG when it was $0.10, and due to my belief of Leo, I barely read CTIX message board. When I see an interesting one, I call it out. That's all.
BigK, do you believe this message is relevant? And how?
Dear TOB and slci, would you please prepare a Wikipedia page for Kevetrin? Both compounds are new to the World, both of you are great researchers on those compounds, and, both of you are heavy investors.
Let the World know our babie!
TOB=Teacher of Biotech; slcimmuno=scientific logistics
monkeyplay revealed this discovery a few years back.
by Leo's private email to me, it is this weekend
of 2016.
bye bye bye!!!
if you are speechless, we called it a holiday. Of course shorties would call it a sad day.
last time I checked money does fall out of the sky, half way to the moon of the KBP.
I feel a little weird having to explain myself again but Ctix would not be were they are today without the capital faucet that Leo pulled out of his own pocket so generously, Asprie continuously poured in as risky investments but worthy adhering on Wall St. traditions, and,
all the individual investors trying to board on the launch pad of the giant rocket --- Ctix, while watching it is counting down from 10, 9, 8, ... 3 (to be continued). We are small part the resources providing them the financial means to move this company forward. In a hypothetical scenario, investors could pull the plug on CTIX at any moment and CTIX would still move on. Do you really think our Genius CEO has to spend billions of his own personal money to fund this operation?
Obviously not. Wall St. and big pharmacies would.
No,BigK's evaluation is certainly on conservative side.
When there is only 3 indications for B, my estimation is for B alone, $10 Billions is a reasonable market cap if CTIX decides to operate on license fees and loyalties; 14 billions is the buyout price. Now we have 6 indications and 2 of them could be declared orphan status. So the buyout price for B alone should be close to 30billions.
Exactly. Everyone of those people thinks he/she is smarter than every one else. The only thing I can say about those people is, practicing his own stupidity to a level of arrogance.
Thanks much, BigK.
BigK,do you have any idea why there is no B phase III discussion?
TIA.
I am a firm believer of this company with no problems whatsoever.
But I just needed some more rational to convince my friends why now is a good time to buy more.
Dear Leo, I have to say I am disappointed about today's news release.
On one hand, common sense told me that Aspire won't sign the $30million deal, if they are not comfortable with CTIX pipeline developments so far. So I would like to assume BKP are all good.
On the other hand, I had the feeling that you were almost intentionally avoid to discuss B phase III development, in last couple of news releases.
What is it? Please let us know ASAP. Because in the past, every time Aspire signed up the similar deals, news about significant pipeline developments followed, and pps followed up too. But this time, since your reluctance to discuss the B phase III, I am hesitated to add shares here.
You could very well be EXTREMELY EXCITED and entitled to be so. I wanted to be EXTREMELY EXCITED with you and all CTIX people altogether, but I couldn't. When I cannot be happy with you, I felt so bad. So please help me.
You are absolutely right. Not many people understand the mechanisms about how 'making market' works.
Dr. J, long time no see. Always interested in your opinions.
In my view, Leo is busy on adding values of the pipeline of late, while still working with the contractor to produce the 'additional data' and trying to polish it to the best.
Because the requested data is 'additional', I'll like to take an intelligent guess the naming/designation FDA is going to reward is also 'additional'. Further more, because it is 'additional', meaning unconventional, it would be critically important as how to present it to make a strike. In this front, I'll fully trust Dr. Menon's experience as a inventor of two blockbuster drugs on the market.
Secondly, since Leo is so eager telling the World what could be 'additional' value for B, it is most likely that he has some potential business partners in mind already, and they might even already in communications. So my another intelligent guess would be, Leo has some targeted audience in his mind, beside current stock investors.
What do you say?
Sorry I forgot to mention that, after
<<A few months later after Leo spent that 5 millions dollars, which he didn't really have it, I called Leo a business genius, and CTIX a sure-will-be business wonder.
>>
I changed my strategy. CTIX was no longer a stock for trading in my book ever since. I doubled down when it was $2.12, and kept adding. Consequently, I published CTIX future stock prices for foreseeable milestones, which are all copied by BigK. If you agree that BigK is a board genius, why not me? Hum....
I am the first one called Leo a genius, publicly.
Sorry I had revealed the secret to the whole World, causing somebodies NoTimeToRetire.
You see, before Leo bought out B+P assets, I was always telling people buying it bellow $1.7 and dumping at least half when it hit $3. On Yahoo stock board, at least.
A few months later after Leo spent that 5 millions dollars, which he didn't really have it, I called Leo a business genius, and CTIX a sure-will-be business wonder.
I am waiting for somebody else to call me a genius in coming years, because I had discovered and revealed that secret.
As for Leo himself, he only said that the action CTIX bought out Polymedix assets are a 'genius move'. With that being said, I can really care less whether you are NoTimeToRetire or NoTimeToSleep.
Ha, BigK infringed my $30/share invention (invented from the air of cause)
You are given a life time opportunity in investing, you are pondering, measuring, comparing..., all good.
But please, don't preach how this company should be ran. I have some time today and I'll like to exchange my view about why it's so.
From what I have seen so far, we have a pair of rare commodities in CTIX, one rare commodity is for material B+K (+P?), and the other is for unique combination of business savvy and mutual shareholder loyalty.
Once I saw the Cox interview with Dr. Menon and Mr. Enrlich, I posted here and on YAHOO stock board, saying that CTIX is for really big things. My typical take away from the interview was that the sciences for B+K are so promising, the scientists are so confident sincerely, that MONEY IS NOT EVERYTHING FOR CTIX. A half year later in SF conference, Dr. Menon told Karen EXACTLY THE SAME. BTW, I am reviewing this with you here is because I wanted to tell you that I sometimes know how to read drug developers' minds since I personally know a few drug PI (Primary Investigator).
Yes I believed money is not everything for CTIX in their ultimate goals But CTIX needs money to move forward every steps. Now here comes Mr. Enrlich's business savvy. For past every "probably Leo telegraph too much", a new company development came after. Some time a new talent was hired using stocks. Some time a drug for trial is put in order using stocks. None of those "telegraph too much" is used for a new car, a new house, etc. Most of those "telegraph too much" actually happened in later time. And I am sure you cannot conclude that those yet to happen won't become reality in future.
It is because of MONEY IS NOT EVERYTHING FOR CTIX, we are going to see a life time money making opportunity by investing in CTIX. You can trust me on this. Most of early investors shall be handsomely rewarded. Some like BioHedge, noretreat, BigK might be worth of hundreds of millions in 5 to 10 years.
Of cause I am not very happy with K progresses in DF. Let's be patient.
All of you would be very very disappointed if you are expecting anything from the meeting in Copenhagen to impact stock price. I'm saying this based on my decades' experience investing in biotechs, with 90% confidence.
It is fine if you just need some talking topics to nurture your love toward CTIX while waiting for news from those time consuming drug developments, conducted by those workaholics in CTIX.
For me, I have planned my retirement life based on CTIX $30/share;
expect it to reach $100/share with 90% confidence; and expect it to reach $300~500/share with 55% confidence.
And it is no longer the first thing for my to do, to check CTIX stock performance and news once I sit down in front of computers.
NORETREAT, I guessed here is why you have to argue. But notice, Karin has never said that Leo's time line was specified in the SF meeting, with shareholders.
To Mr. Enrlich and Dr. Menon
When you are further exploring Kevetrin potentials, please envision one of the future Kevetrin usages that, one day doctors would prescribe Kevetrin for their patients even only for cancer prevention purpose.
Allow me to digitize my estimations for CTIX pipeline. I see CTIX share price at $100 if only Brilacidin pans out. I have a confidence level of 90% for B. I see CTIX share price at $300 if only ‘Kevetrin for cure’ pans out. I have a confidence level of 60% for ‘K for cure’. I see CTIX share price at $500 if only ‘Kevetrin for cancer prevention’ pans out. I have a confidence level of 50% for ‘K for prevention’.
Yes I actually believe the market for ‘K for prevention’ is the largest and most profitable one. Of course I can foresee the difficulty for ‘K for prevention’ medical protocols. It’ll have to first establish a numerical relationship between the likelihood of cancer occurrence and the amount of inactive p53 in individual body or organs. This would involve many very large human sampling tests. Nevertheless, I believe the ‘K for prevention’ medical protocol would be the most beneficial to mankind.
Best Regards,
A monkey retired from stock trading since he found CTIX.
No big deal expected from SF meeting. You are exactly right. If Leo has a partnership deal, he doesn't have to wait.
Leo said that he would update the shareholders at the meeting, mostly only because he believed the data/progresses he planned to update shareholders are the same as he would present to potential partners, those institutions/big pharmaceutical companies.
So, I don't expect lot more new buyers after the meeting, unless we have partnership announcements. If he already has deals in pocket before that meeting, why would he waist time on that meeting?
On the other hand, this meeting is a golden opportunity for us long term investors, if all of Dr. Jerry's questions gets answered.
All in all, I expected Leo has to strike deals within next 3 months. Otherwise CTIX pipeline developments are going to be stalled. Once the deals announced for B, watch out CTIX sp establishing a new base at around $12 shortly. And 2015 and 2016 would be very good years for us anyway. If only 50% efficacy show in K trials, watch out explosive years of 2016, 2017, 2018, 2019....
Plus any positive P development could add bonus to stock price at least $15 per share.
So I would say CTIX is a long term buy and hold. SF meeting or not, none of those is a tradeable event. If you don't have enough core holding, sell other stocks to buy in.
Believe me, this is a life time opportunity. And you have only one life.
Leo's priority #1 is partnership. We needed money to progress.
I don't believe the Monday PR would stir up stock price much, if any.
This meeting give us an opportunity to communicate with CTIX team and understand Leo's near term plan which he might not want to tell the public, that is golden to long term investors.
I don't believe Leo has an offer of partnership already. This is very hard to accomplish. We all need to be patient.
BioH, I disagreed with you assessments on CTIX and the market in general.
First, I do not expect anything new from the Monday meeting, especially to readers of this forum.
Second, the market in general is healthy. The recent fluctuations actually reflected the undercurrent that the large institutions are moving money out from large caps to small caps and, to biotech index and stocks.
Nevertheless, I expected to see SPY to 2300 at least once, before the end of 2015.
Please don't teach Leo and Menon what to do. We all know they are the best. And there is no reason so far for us to not believe they are doing their best to develop/promote CTIX pipeline.
Citizen journalism to promote our pipeline is all good. It is badly needed at this moment, I would say. We have to recognize that CTIX has very limited resources, doing the most brilliant things nevertheless.
Enthusiastic suggestions are all welcomed and enjoyable. I am just afraid that it becomes over zealous that Leo feels obligated to do something stepping away his original plans.
Let's do our portion to promote the pipeline, especially B.
FYI, this is not short covering in my experience. Normally, when MM sensed a short covering showing up, the bid/ask spread would be at least 1% of the stock price for those sp bellow $30. Because MM understand shorties are the most loyal buyers when time is right, much more loyal than Noretreat.
For CTIX, if the b/a spread is more that 4c, I'll say it could be either short covering or the MM see order unbalance largely tilting to buying. This is the second time I checked b/a this morning. The b/s is just 1~2c apart.
So next time don't complain MM's 100 share b/a in either direction, all he wants is trading actions.
As a matter of fact, I hoped we have many more Mr. Ben Shallow stay with us.
You are absolutely correct. That is why I wanted to remind the CTIX family members that releasing this set of data, Leo showed us to what extend he'll do to protect shareholders' interests. Specifically, I believed the FDA desired forms of bottom line data is not ready to release. And it is up to the outsourcing data crunching company to finalize it. Otherwise, I trusted Leo would release it as he promised last year.
F1ash, you are correct. Even though I believed CTIX team is very, very smart, I still think you should email your finding to Leo please. Just in case.
As I keep saying that the most important thing hook me up to CTIX is Leo's loyalty to shareholders, aside its science. When talking about market potential, I don't think they would ever misguide us. But sometime those genius do make mistakes on numbers.
F1ash, please email your finding to Leo.
Thanks for the reply. I am grateful that you would consider the biography.
Making money is not the only important things to do in our life. I sensed you have the same belief.
If we have only Kevetrin in pipeline, I would agree that CTIX were a zero or Empire building investment. With Brilacidin trials progressed, it alone ought to be an investment of one mansion or multiple mansions. Together, CTIX investment is now a golden investment, either one mansion or Empire building. So when you contemplating the biography, you know you won't be empty handed.
When/if Kevetrin is commercialized, there must be somebody to write about it. I considered your answer is one of my best NewYear presents.
BigK, I have a humble request for you-a biography of CTIX.
Please consider two books about CTIX. First when two indications of Brilacidin are commercialized, I believe you are the right person to write a book about it. I see that should be 2 years away at most. If/when K is commercialized, I believe many people/scientists would want to write a biography on CTIX. Still I believe you are THE best person to do the job, an opportunity to leave your name with Leo/CTIX in history. That, I see probably would be 5 years away. Doing the books would be a big job. Collecting data, documants, photos should be started now.
Would you please so kindly give me an answer whether or not you'll be interested in doing that?
When CELG was $0.18~0.22, CEO did exactly what Leo did in his email.
Leo's email showed his loyalty to shareholders, again.
Brilacidin data indicated it is going to be a slam dunk now. Still, it is not so much soothing when I saw Leo's showing of loyalty. In business world, the loyalty is THE MOST important character you want to trust your money with.
I can tolerate a slightly less perfect B data. But I won't tolerate slightly less loyalty of the CTIX team.
Leo's email is a must.
How should we...1
Here is some valuation reference. MEDX was found in 1987. Until it was bought out in 2009, it never had made money. Public recording showed it had market cap of $1 billion in 2009. BMY spent $2.1 billions bought it out. It looked to me MEDX cancer drug had very limited indications, pretty bad side effects, low efficacy of 20% at most.
Wednesday, July 22, 2009 11:04 am EDT
Bristol-Myers Squibb Company (NYSE:BMY) and Medarex, Inc. (NASDAQ:MEDX) announced today that the companies have signed a definitive merger agreement providing for the acquisition of Medarex by Bristol-Myers Squibb, for $16.00 per share in cash. The transaction, with an aggregate purchase price of approximately $2.4 billion, has been unanimously approved by the boards of directors of both companies. Medarex’s projected $300 million in net cash and marketable securities at closing would be an asset acquired by Bristol-Myers Squibb resulting in an implied purchase price of approximately $2.1 billion.
"With its productive and proven antibody discovery capabilities, ability to generate interesting therapeutic programs and unique set of pre-clinical and clinical assets in development, Medarex represents what we’re looking for in terms of our String of Pearls strategy. This acquisition is another important step in our BioPharma transformation."
I'm really worried Leo paid too little to himself and Dr. Menon.
Not to mention he didn't pay those scientists from Polymedic at all. Does that indicate that Leo foresees some going concern? Or he has no financing deals in sight near term?
A 21 Century star is emerging, and ur a part of it.
The stock is not good for trading.
We might be in a 'quiet period'.
I have seen many 'quiet period'. I once invested in a biotech company in its 'quiet period', prior to announcement of material agreements between companies, irregardless FDA ruling. When announcing, both companies explained that the 'quiet period' was agreed upon by companies when the negotiation was on going.
Another one of the best!