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Needs a positive vote. Too easy. $40 stock IMO
June 30th - conference call: waiting on final exacerbations
3 weeks later, exactly, the stock pops.
August 7th: financial status and gevo. schedule.
(I imagine we hear final exacerbations have/have not occurred here)
The June 30th conference call says it would take about 6 weeks for Servier to process, compile, check, and forward data to Xoma.
Let's assume that June 21 (the pop) was the approximate date of final exacerbations. That leaves us with Sept. 1.
Side note, trial might have been set up to end near a period where this indication shows statistical latency (summer). So bank on it for good data (ie: meeting the primary endpoint), but not approval - later.
Fun note, Xoma will speak at the Behcet's conference in Paris on September 17th to the 20th. Odd timing, don't you think?
Meanwhile, Baker Bros have only added.
In all, be in Xoma before Sept. 1. Xoma should have data in their hot little hands around then. And it will be positive.
It seems that they saved data today, quite pointedly, for ASCO. The shorts selling their covers exacerbated the sector fall. Then, once retail realized today was a non-event, they dropped what the bots had picked up. MM's win again.
I was a fool. Bought at 3.55. I'll average down and buy the low big to establish a core position - long. I was really encouraged by what I heard today - unlike the science-challenged retail.
Call me crazy, sarcoma is awesome and all, but I like the low bar that Avastin sets for GBM. The uptake should be greater with Aldo., giving us a higher partial response rate and maybe A complete response. I believe Avastin was 48.9% partial, 0% complete. So yeah, like I said, low bar. (Side effects, even if proven to be better marginally, should still be better as Avastin is a horrible drug.)
I'm a little nervous about the plaintiff situation, but if all goes according to plan, the shorts covering on the 13th will make for an epic pre-ASCO rally. The suit is baseless anyway.
Can anyone confirm if the Bakers were at the Harvard Club today? TLR-tech. in dermatological proof-of-concept's seem to be their muse. I wouldn't be surprised if we see some SC-13's drop in our favor on the morning of the 14th - maybe even prior.
I'm done now. I'm excited.
It's a whole new bio market out there folks. Hit those lows and be careful about re-buying high. The game has changed to benefit the shorts and MM's. I know we'll likely see a 30% sell-off after the pop at ASCO - even if we are primed to replace Doxo. as SOC. Time is an enemy.
GL
Any idea on what earnings will look like?
Clinicaltrials and our AAN abstract list different primary endpoints.
Key because one we failed (ambiguously) and the other we passed.
CAN I GET A P-VAULE?!!?
im going to have to trade a lot to make up for this stupidity. i pray it was stupidity. i mean who cancels their atm, issues options, doubles staff, and deliberately misleads investors? no one. that would be outright suicide.
Dystel recipient posted :/
Simultaneously with Dr. V's speech on novel MS which is Wednesday.
Hopefully I'm wrong. I'd like it to be tomorrow :)
We will see a bear raid though.
LOL oh IDRA ... my losing stock that never reported bad data, locked in the dark abyss of my portfolio like a shamed $6 red headed satanist step child.
I'd be happy with $1+
Long 1000
I deliberately put off buying MACK because of its price. Well, I'm in now: results delayed due to prolonged patient survival!
Here's to a great two quarters¦
Data leaks - you'll KNOW when you see it. There's typically NO benefit in good data on a "leaky" chart. Just a sell off. (Actually, I was kinda worried about that with CYTK. Fortunately, this market helped me fill my order today. Still wondering if it's too high.)
This is very much a build up to data. We had a BIG end to last week, three-day up on Monday, and the market helped the MM out today collecting all those loose shares.
We'll see how it goes. I think 2.50 is ground zero now. Anything before data price movement-wise is BS manipulation. IBB bounced hard today. We are still trending up in the price channel. Right shoulder could've been prettier, but who cares - it's still textbook H&S to date.
Hold your shares, sit on your hands, watch your stops. No reason why this baby can't kiss $4 on good data.
I picked up on that too. We are supposed to inhibit the c dif and ameliorate the patient's condition, giving time for the antibiotics. Not "cure" it.
Whole other market :)
SYN mention in Bloomberg front page on C Dif
http://www.bloomberg.com/news/2014-04-13/deadly-bowel-infection-draws-drugmakers-seeking-cures.html
Such as dead board for such a catalyst coming. I have a limit order set on this bad boy that I'm looking forward to cancelling because it's push THAT hard to AAN!
I'm expecting a minimum $2 bump on positive data, here.
What say y'all?
As most do.
Though SYN has proven resilient, remarkably, there's a lot of volatility between now and then, so have dry power to buy the dips.
Data will be good. Just make sure you're in position to benefit. Don't IDRA yourself!
I think the flux of liquidity, notably on Thursday, and being green on Friday will attract swings. Not the best medicine, but we'll take buyers in this market.
High open interest on calls for May and June and 31,600 shares purchased AH today.
Something's brewing.
I totally understand.
Kinda the risk of getting in early, I suppose. I'll fill more after the summer doldrums and be happy about my patience when this is a $5.
Though true, we're setting the bar low for blasting through resistance levels. With an event coming up, and positive options activity (once again, this will be fine.
Be glad you're not in OXGN like me. That stock is dead. It's chart even looks flatlined. Like IDRA, announced positive data (had a nice bump) now it sits, like a bump on a log, with an event coming - NO OPTIONS ACTIVITY.
IDRA will be fine. I refi my shares as needed, but I come back because this company's management hasn't given me a reason not to yet.
http://www.j3sg.com/Reports/Stock-Insider/Generate-Institution-Portfolio.php?institutionid=4698&DV=yes
A hedge fund run by an honors grad from Harvard that specializes in biotechs. They've recently gone in on the likes of ICPT, CHTP, LJPC, IDRA and others.
I follow their investments and have augmented a decent holdings for a 24 year old building a Roth.
With my eyes on the horizon, I'm looking at AVNR, DSCO and others.
I'll do my DD on the patent and get back here.
Baker Bros increased their investment here. I wouldn't worry too much.
How long has it been since submission?
It's ok, man. We have until the 3Q. Baker Bros increased their position, and the Ph. II is for safety and tolerability. Guaranty you, if we were killing babies, we'd know by now. At least, Julian Baker would.
Ph. II comes out, this will shoot to $5 and fall to $3, normalize ~$3.5 and you'll see actual accumulation after that leading to the remainder of Ph. II.
In a long way of saying it, you're expecting a return on investment that will likely not be realized until ... this time next year.
It's been real.
See this time next fellas, when this thing is at a level for me to sell.
I thought JNJ's release on a Saturday was interesting. The flare up of these abstract/presentation notices is telling. JNJ's drug showed efficacy, but, from what I understand, is like shooting a BB gun at one bird and being excited you hit it. IDRA's drug is like shooting a shotgun at a covey. They (JNJ) want their price up while they can. Insider buying is always a good sign.
The earnestness to report by JNJ on Saturday will leave me dismayed if we don't hear something from IDRA in ... 8 hours or so.
JNJ showed 86% efficacy in their trial with their drug. We have to beat that. I think we did.
It's a very professional way of saying: We think we have a cure for BCell leukemia/MW.
My take away:
In contrast, IMO-8400 treatment had no effects on control SU-DHL-6 cells in vitro or in vivo. Our studies show that IMO-8400 inhibits oncogenic MYD88 L265P-mediated cell survival and provides a novel approach for treatment of patients with this mutation. A Phase 1/2 trial of IMO-8400 in patients with WM is now open for enrollment.
$JNJ blocks one interleukin. $IDRA IMO-8400 blocks TLR's responsible for the production & modulation of all interleukin.
$IDRA Per 10-K, "IMO-8400 ... results of inducing cell death in tumor cells harboring the MYD88 L265P oncogenic mutation." WaldenstromsDLBCL
$IDRA 90% of WM patients carry the MYD88 L265P oncogenic mutation
$IDRA Between the lines: Upped dosage, expanded cohorts, Julian Baker on BoD, insider buying, and new cancer platform. Data gon be gooooood!
Thanks for the clarification on BB/Julian
SEC site lists three entities that have sold (when I said "insiders" I did so in error) reported the 10th and the 14th.
I'm not freaking out. Just trying to understand.
If I'm interpreting the SEC filings correctly, we've had: a dilution (conversion of preferred stock to common shares) and insider selling to the tune of 4.4M shares.
Please tell me I'm wrong.
17:10:30 Buy for 2,386,693 shares on the Trade tab (weird how AH trading moves or doesn't move the price). Is this typical MM manipulation or a really good thing to see?
Was that a sentence? No offense. I'm new to the lingo and need to be talked to. You are expecting a halt wuth news soon?
Outsider's opinion: My money is tied up in IDRA currently, but I'm watching IPCI enviously. I played ICPT, CHTP, NWBO, LJPC and I like this chart a lot. I don't think it's ICPT-esque but good for a pop of 2-3 dollars as soon as Monday.
Hopefully it will wait for IDRA to put out some damn data so I can come in :)
Anyway, not sure if y'all care. But I know I'd appreciate an outsider opinion.
I need to do some DD on this puppy!
Oh my sweet "creator" today was the longest bear raid ever
I'm retarded. I see what you're talking about now. Holy shit, that's awesome!
Needs to be at least 7 weeks to be traded on as sych
It's just because I think we'll kiss $5 again if we don't get news soon. So, I'm willing it to be.
Almost certain we get a PR in the PM
No way to tell if it'll be a good or bad review. I vote no; let the market take it's natural course.
TA
*yawn*
I could argue that I wish I had more shares.
Broke out of bull pennant today.
Closed over $6.
Nearly 2000 7.5 calls for March today.
A lot of green coming our way.