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Roger that! I thought CTIX did a good job swimming against the current today.
I was checking on a reference from an earlier post about Sally Tomlinson's assessment of CTIX. This line puzzled me, at the risk of admitting my ignorance I thought I would ask for help.
"CTIX is a stock for opportunistic investors to track. A fundamental investor, however, has to note that CTIX has weaker fundamentals than peers. PE ratio is over 100 compared to peer group’s 33.8."
Does CTIX have an "E" to use in this equation?
All I know is when my wife starts talking about the Gap with her friends ,I should listen because it will probable cost me money if I don't.
Wow! So glad to read that last post. Either way we win. I like these kinds of debates. I leave you today with this final thought about MY posts on this board. Its like I tell my beautiful wife.
"Honey I am always right! I thought I was wrong once but I was simply mistaken"
Have to be careful though, the image I get with that analogy is physical harm and I am not saying that at all. I just find some people get so intrenched in their ideas that they cannot accept the fact that they may be wrong. All humans make mistakes. I just realize I am human.
I did, and thanks, but I believe some people may think I am talking about them and reply to my earlier posts before they see the entire line of thinking. Some people just like to jump to conclusions and cannot see why they may be wrong. Worst part about people like that is outsiders may read their opinions and pass then on to others who may then think they are facts, but are indeed still just opinions.
I like the Carly Simon song from 1972!
Prurisol is a dark horse that may shine in the sun when we pull her out of the barn. We might be able to ride her to market once we stuff our pockets with the money from selling some of the honey our B's produce. Then we can buy Momma a new pair of shoes. I prefer no to sell the B's, just some of their honey. I certainly do not want to sell the farm, at least not until we get those results back from the test well we had dug by the old K corral. Because, if we strike oil. Well, Katy bar the door.
I like metaphors they make me smile!
Go CTIX
These studies support the development of Kevetrin in
breast carcinoma indications, particularly in cases where tumors have become resistant to standard chemotherapy.
On the other hand
» Kevetrin was studied in two experiments alone and in combination with 5-FU against the HT-29 cell line of colon cancer. Kevetrin alone demonstrated average tumor growth delay of 43% compared to controls. 5-FU alone showed an average tumor growth delay of 20%. The combination of Kevetrin and 5-FU resulted in an average tumor growth delay of 97%. -
http://cellceutix.com/kevetrin/#sthash.Qqu3P5EZ.lF9V1iPO.dpuf
Now what do I do? I have presented both sides of an argument. Should I ignore one side and chose the one that I like? I could say things that start with declarative statements like, "We should not expect Kevetrin to used as a Single Agent". See how I used "We" at the beginning to imply that everyone agrees with me. If I say it often enough, my opinion will become a fact will it not?
I myself prefer to to listen to the advise of posters who do not imply their opinion is a fact. You see I have no idea of any posters actual qualifications. I hold the opinion that most scientists tend to avoid announcing the results before performing the tests. I think it has something to do with the scientific principal.
It is impossible to prove something to be true (this dips deeply into philosophy, but Truth is an ever-elusive principle.) One can create a theory with an overwhelming amount of support, but one valid piece of contrary evidence can strike it down. As such, science and scientific theories are an ever-evolving as new ideas and technologies allow us to create and test hypotheses in new and exciting ways.
http://www.uic.edu/classes/bios/bios100/labs/scimethod.htm
I am not an expert or a scientist so, as always, this is just my opinion, as I see it at this particular moment, and I reserve the right to change my mind later if someone can make a logical argument that helps me to see why I am wrong.
NICE recommended paclitaxel should be available for the treatment of advanced breast cancer after the failure of anthracyclic chemotherapy, but that its first-line use should be limited to clinical trials.
So am I correct that CTIX chose to compare Kevetrin to a drug which is recommended to be used only after Chemo not with Chemo? Did they chose poorly?
Guess I'll let the scientists do their science thing before I make my final decision.
Thanks anyway.
http://en.wikipedia.org/wiki/Paclitaxel
Kevetrin is effective in mouse models of human lung cancer
33% to 100% tumor growth delay compared to paclitaxel
(22 mg/kg IV x 4 doses
Treatment with Paclitaxel Alone Rather than Combination with Paclitaxel and Cisplatin May be Selective for Cisplatin-resistant Ovarian Carcinoma
Conclusion: These results suggest that treatment with taxol alone may be superior to combination of taxol with cisplatin in patients with cisplatin-resistant ovarian carcinoma.
I read this as Kevetrin performed better than than paclitaxel and paclitaxel may be better alone than in combination on certain types of cancers.
Is it alright if I wait for the results before I rule out Kevetrin's ability to work alone?
http://jjco.oxfordjournals.org/content/30/10/446.short
Picture from CTIX website.
By SAR, the lead candidate Prurisol is selected. Prurisol in human xenograft model. The top row animals show a clean coat with no evidence of psoriasis, essentially showing that Prurisol cured the psoriasis in the mice. The bottom row shows the untreated control animals. - See more at: http://cellceutix.com/prurisol/#sthash.NCsR0iPc.LoWv9TWW.dpuf
How often do you here the word cure used?
You sir are rationally exuberant! Count me in.
Ya, you really have to be careful though, because as BK and others have pointed out, the numbers can get pretty nutty pretty quickly and even though you are not exaggerating, it can make you sound like you are being irrationally exuberant. What an awesome problem to have. Hope the science continues to progress.
I think all you left off is the beginning where you state that you are heavily invested in another company and are about to try and convince us we should join you.
When Biohedge speaks I Iisten with both ears! Or is it, when he types I watch with both eyes? I get confused.
No matter.
Go CTIX
Not on my end, Vanguard and yahoo both said 2.73 but several posts from yesterday had the other closing quote.
What are the answers to the last three questions Karen posed in her explanation of the possible discrepancy? Maybe that will answer the riddle?
And that my friends is how you look at the facts and offer a logical hypothesis. Bet she will not need to repeat it every couple of days in the hopes of generating some kind of argument.
Here is my opinion of the facts as I see them,
The market cap for CTIX is ~300 million. This is solely based on a relatively small pool of investors optimism about CTIX's potential future income. Those investors have to temper their optimism by keeping in mind CTIX's relatively thin capital position. What happens the moment that CTIX announces that they have signed a licensing deal for ten to twenty percent of their entire market cap? Would that not remove a risk and change the valuation metric significantly? What happens if one of their products works better than, say ice chips, and gets fast tracked? Wouldn't we then have to start valuing the company based on "likely" future short term incomes and also the likelyhood that the sucess of their other products will be science based and not capital (or lack there of) based. I do not, and would not, want to be short or even out of position when and if these things happen. . Sure you could always jump back in and ride the rest of the wave. At least you could tell yourself you can. It seems to be the consensus here that your pride will prevent you from paying twice what once owned a stock for, even if it is likely to go up much further.
Thats how I see thing this fine morning, but as always you need to consider the source!
It definitely seems to be suffering for middle child syndrome. Seems like a good problem to have. So many things looking good that you don't have time to focus on all of them. Sometimes the middle child suprises you the most.
Thanks for the advice. I am so glad I found this board. I don't spend as much time researching as I should. I am trying to work on that. A wise man once told me, "The lord gave you two ears and only one mouth so you should listen twice as much as you speak." I have been listening to the posters on here for a while before posting, but then I realized "hey" I have ten fingers and only two eyes so it is ok to post. Lol.
I imagine if someone who is good at TA were to break down my trading patterns up until recently they would have a pretty good laugh. Notice a stock with a big runup, buy some, wait for the pullback to cause doubt, sell for small loss, repeat. Stupidity: doing the same thing over and over again and expecting a different result! Of my last four investments three are up 50% and one went down 50% and the one I passed on would be a four bagger (they make electric cars). By the way, those of you who like to short, consider biotechs with only one product in the pipeline. If they get any bad trial results they get hammered and they have an upside which is somewhat knowable. That just doesn't seem to be the case here. If B stumbles P could take it's place if both of those stumble K could still hit a monster homerun. And if all of those stumble there is still several others which have been mentioned that could step up.
Here is what I think I know. If there is a PR or news release of some kind, or expectation of such soon, that is what will most likely cause the price to change for that day. In the absence of news, daily price changes are based more on feelings and moods as well as the macro economy. Seems to me that is where TA could be most help.
Since it is a little slow here today I thought I might throw out the reasons why I think this stock could be a life changer and the things I worry about.
Worries:
Most of my Roth has been in a Health Care mutual fund which has returns of (3 year 28% 1 year31% ) that seems great, but on the macro front maybe smart money says "health care stocks are overvalued and time to look elsewhere for undervalued stocks."
Ctix is kind of a two man operation (I know they are working on that) but do either of them skydive or ride motorcycles? Hope not, at least till board is in place.
Will they be able to secure enough money to get the pipeline flowing?
I have seen The Wolf of Wallstreet.
Biggest worry ( if it sounds too good to be true...)
Reasons I am here anyway:
I know some Dellionaires, and the saying goes "its probably not true" not "its always not true" the trick is knowing the difference.
B could be an absolute game changer, and in reading the report to the President it did not sound to me like those experts even know it exists. It seems like relatively few people know about this company and even people who are posting professionally say things like Ctix will be focusing most of their funds on K in the near future.
I have had cancer and have young friends battling it now and if K ends up working as advertised; Just wow. I don't care if its in combo or as a single agent.
Add to that P and this is kind of like betting on the "win, place, or show" you can win in more than 1 way.
On the macro front if I was driving by and saw an estate sale sign and there was a dusty 68 Shelby Fastback in the garage for sale. I would buy it for a few thousand dollars (2 thousand 3 thousand 4 thousand would not make any difference) even though the collector market is down a little right now, because once its at an auction the people with big money will understand what it is and pay up for it.
Those are my thoughts anyway! And sorry for the double post earlier I have seen others do it and now I know it is because sometimes it looks like the upload did not complete even though it has.
Yahoo shows $2.73
If an awesome wine went on sale I might call my friends and tell them they should buy some while it is on sale, but if the price went up 40% I would be much less likely to call them, why is the inverse true for stocks? Human nature I guess.
I find TA to be fascinating even though I must admit I don't completely understand it. I was interested when you said your trading account was up 30% last month so I checked how much you would have been up if you had bought CTIX and gone on vacation last month. I think you would be up around 40%. My thought is not that TA is not valid but rather it is like an episode of myth busters I recently watched. Two cars went through rush hour traffic. One changed lanes everytime it looked like the other was moving faster and the other chose one lane and stayed there. They both arrived around the same time but the people in the car that was changing lanes were much more stressed because they came close to several accidents and got honked at by the people they had to cutoff to change lanes. (IE trying to use message boards to get people to slow down and let you back in). Not that you do that I haven't seen that at all. Please don't stop posting the analysis I really do enjoy trying to understand it. Go CTIX
Thanks for posting that. It shows that it is popping up on radar but most know nothing about B. They think it is still only an underfunded cancer play.
Excellent post. Leo definitely saw something that others did not see. B could be a game changer for antibiotics and Ctix.
Pretty sure that is related to the K patent rights case which was settled at that time.
Interesting, minutes after you sent the email the stock started to rebound! Coincidence? Maybe Leo should interview some of the guys writing the report for the BOD. At least then one of them might know the solution may be at hand with our little CTIX.
I found this report and had not seen it linked here before. My apologies if someone already posted it. I believe it explains Leo's PR.
REPORT TO THE PRESIDENT ON
COMBATING ANTIBIOTIC RESISTANCE
http://www.whitehouse.gov/sites/default/files/microsites/ostp/PCAST/pcast_carb_report_sept2014.pdf
Wow thanks, thats why I am so glad I found this board. The only thing I would add is that the share price will not effect the amount of money available from Aspire only the amount of dilution that results. Provided I understand the agreement correctly they have agreed to purchase a dollar figure amount based on a near term average so the higher the share price the less dilution that occurs.
This is my first post here but I have been checking new posts every few hours for the past month. I am glad I found this site. I can't help but feel like I am so much more informed than I was before. Other than needing a board of directors (what if Leo had an emergency of some kind who would fill his shoes?), one of the biggest hurdles to overcome is generating enough money to keep the pipeline moving. Where do most of you really believe the money will come from? Partnering? BOM? Dilution? Cash on hand? And how much would be enough?