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In one of the responses to the link you mentioned...Somebody named William responded:
.... Stimuvax is at least twelve months post the full enrollment date whenever that is.
It is released that up to the First look there will not be any statements from Merck other than to state that full enrollment had occurred and that $4M milestone was due to ONTY.
Your speculation is taken on board. because if were anything else you would be in possession of insider information.
........
worth going through the chain of posts!
regards
- DI.
I see lot of non GNVC related stuff on this board.
IO.. can you keep discussions related to the stock and science behind it whether be it pro or con...
Thanks for your efforts
regards
dndn_investor
Arena: compliant trial patients lost more weight
http://www.reuters.com/article/marketsNews/idINN0437738120090606?rpc=44
Final results are due in September... Might worth following this stock..
I think they would like to buy back low .... make sense if it reaches there. I followed Joe's last post and he can double his shares if buys lower as he seemed to have sold at high prices.
If it is a very volatile stock with huge up and down swings every day then it is difficult to catch it low but last few days it is going down quite steadily.
I did not sell and hoping for long term appreciation.
Rain..
Thanks for all your DD. great stuff.
Where do you live in Cal? I live in bay area.
regards
dndn
ok thanks.
Somebody on yahoo mentioned:
"There's little doubt this stock will be cancelled. It happens in 98% of all Chapter 11 reorganizations.
From now until then, it's buy low, hopefully below 0.10, and sell high, above 0.15, but this is not a long term holding. Even when there is news, this is only a short term trade...."
What is your opinion cow boy...?
Alright.. when they remerge from bankruptcy... what will happen to our common stocks. Will they get wiped off. That is a major concern for me. Any thoughts ?
Appreciate your advice on Sangamo Biotech.
Sangamo biotech seem to be working on turning on/off the expression of gene and are in couple of phase 2 tirals and own 100 percent of IP. The key point is they are not only able to turn on/off but also modify a gene.
They are partnering with Dow Agro in Agri Business and have a partnership with Sigma Aldrish as well.
Thanks in advance.
Any views on Ohad Hammer's biotech analysis. I found his articles very objective and detailed, weighing in both pros and cons in greater detail.
http://www.hammerstockblog.com/
If you had a chance to read his blog, I would like to know what do you think about his analysis.
What do you think of this stock now Varok ?
Did Apple and Google traded on pinksheets ever?
If you search for 360 otc on cvs pharmacy site: you will find it:
http://www.cvs.com/CVSApp/cvs/gateway/search?page=1&Query=360&ActiveCat=65
Have a good trip!
Are outstanding shares just 10M ? or is it old info ?
regards
Thanks, What does it mean to REX shareholders in the long run?
regards
Not to open the pandora box...But
DNDN should have done it long ago.....
There requires a political shrewdness in CEO, I believe, to
have a successful company in addition to successful science.
regards
There is a 'provenge' group on yahoo groups. You can send an email there as well.
Dew, Will the recent changes changed your mind regarding investment in DNDN?
regards
UBS moves to close hedge fund as Q1 net profit falls
http://yahoo.reuters.com/news/articlehybrid.aspx?type=comktNews&storyID=2007-05-03T051412Z_01_L0...
4760_RTRIDST_0_UBS-RESULTS-URGENT.XML&WTmodLoc=HybArt-C2-NextArticle-2
ZURICH, May 3 (Reuters) - Swiss bank UBS (UBSN.VX: Quote, Profile , Research) said it took steps toward closing its hedge fund arm after first-quarter net profit at declined from a year earlier, falling short of expectations.
Net profit was 3.275 billion Swiss francs ($2.71 billion), below the 3.40 billion franc average forecast in a Reuters poll, and comparing with 3.50 billion francs in the first quarter of 2006.
Net new money in wealth management was 44.8 billion francs, well ahead of forecasts. Analysts had expected to see 31.8 billion francs in net new money.
UBS provides additional information on its web site:
http://www.ubs.com/1/e/investors/topics.html
...But How about CDER....?
IDMI - Is the following True on Junovan...
..the phase 3 study on which the FDA application is based mainly on is controversial. It was published in JCO in 2005, and the data was re-run by IDM. The original authors at Cornell made multiple arms (4) and none of which were significant -- but if 2 of the arms were bundled, it became significant for Junovan.
The major thing is that the oncological committee of the FDA is very conservative -- the bundled groups of Junovan had two different chemo regiments in them (with and without ifosfamide). This usually is not looked at favorably and most of the time the FDA will require an additional study.
So, objectively--- I really think they will give an approvable letter with an additional phase 3 study design.
Let them start with couple of them successfully....
Yes,...I also happened to post this on DORB board. Looks like there are variety of ways of scamming.
thanks
Assunto: Cipan will launch a takeover to DOR BioPharma, Inc.
Enviada por:
Nome: José Escarigo
Data: 4/24/2007 3:55:18 PM
e-mail: escarigo@clix.pt
Respostas: Nenhuma
Questão:
Lisbon- Today a source from Cipan said that Cipan will launch a hostile takeover bid to DOR BioPharma, Inc.
Cipan, will notifie friday the Portuguese National Securities Market Commission (CNMV) that it was willing to waive the condition of a 75% minimum acceptance level to which its public offer for the acquisition of DOR BioPharma, Inc shares was subject, taking into consideration that the response received will be sufficient to develop the business project pursued through the takeover bid.
Cipan will launch a takeover bid for DOR BioPharma, Inc with the payment of $2.40 USD for each of the that responded to the tender offer, this initial offer could reach the limit of price of $2.55 USD for each share of the company.
About Cipan :
An understanding of the market, an embracing of ethical practices and the creation of novel technologies characterize the foundation of the Atral-Cipan Group.
The attributes have allowed the Group to develop distinct technological competencies with the creation of companies specializing in the production of raw materials for the pharmaceutical industry (Cipan) and finished pharmaceutical products (Atral), as well as the transfer of sophisticated chemical and pharmaceutical technologies (Prinmon).
Head Office/Factory:
P.O.Box 60
2601-906 CASTANHEIRA DO RIBATEJO
PORTUGAL
Phone: (+351) 263856800 - Fax: (+351) 263855020
email: adm@cipan.pt
Found the above info on yahoo message board....
'greekboy66' , Why there is low volume for this stock....?
Wall, Haven't heard from you since almost a week.... Holding your breath!
ARWR: I have invested in Arrowhead Research for longterm and interested in knowing if it is a good investment. If not what are the major hurdles they need to overcome.
Appreciate responses and thanks in advance.
Thanks dendreonrich for the link.
I also had stock options under water as they were given during the tech boom. Now they are worthless for me as no repricing is done.
However Due mentioned other imp factors influencing exercise decision.
Thanks all.
Thanks. Somehow I was under the impression that.
Employees exercise options to own at that pre-determined strike price to sell it at higher price in future when stock appreciates BUT delay exercising it if they don't see of potential appreciation in near future.
Dew, Does it mean the insiders are not confident? or Am I missing something.
Do Soro's fund still include GTCB? I remember reading about Soro's fund buying GTCB during last year or so.
Can somebody help me understand why the institutions sold in the last qrtr: From Yahoo board:
Net Shares (Sold) : (8,705,860)
Appreciate your help and thanks in advance.
Crou.. I feel the reason they want to wait is they are expective positive results. If they are looking for negative review, they would have entertained negotiations before May 9 itself. My .02 cents!
Cramer says... Dendreon is a classic case and it is one in several thousand something like that....
Another good perspective on recent DNDN and short trading from Yahoo board...
Dr. Gold's stock sale on April 4th guarantees only one thing: There will be no major news for 30 days. If he knew anything was coming in this time, he would have not been able to sell. So, without news to chew on, I start to speculate about past events......
On March 28, 2007, Ashcoff was quoted by CNNMoney as follows:
""I don't think this vaccine gets approved ever," said Jonathan Aschoff, analyst for Brean, Murray, Carret & Co., who rates the company a "sell." Aschoff projects that the stock price will be "cut in half" following a negative vote from FDA analysts."
I have always been surprised by the emphatic "ever" in Ashcoff's quote. Very few analysts would ever say anything so unconditional..So, aside from wanting to support the short position, why did he do this?
Two explanations come to mind. The first is that he recognized the mistake in the question posed by the FDA, and recognized that no true scientist would vote yes to the question, as phrased. Based on this, he rendered an opinion of great insight, which I completely missed in the documents. Almost everyone else also missed this subtle point, and DNDN's shares rose going into the meeting. Only Ashcoff missed one thing in his calculation, and overlooked that Dr. Mule and the FDA representatives would correct the problem. He was wrong in the end, but only because he did not see quite far enough. (As a chess player, this happens occasionally. A long combination is calculated, only to have it fail because of a failure to look one move deeper.) If this is what happened, Ashcoff is smart, just not quite smart enough.
The second is that his own nefarious character did him in. Ashcoff has a past record of seeking inside information. Perhaps he had contact with one of the opponents of the approval (guess who I have in mind, who already had a conflict) and this person or persons tipped Ashcoff to this subtle point. (I do not want to be too conspiratorial, but no explanation has been given as to how the wrong standard for the Committee was posed in the first place.) Ashcoff, armed with an inside opinion, which gave a rational reason to guarantee denial, then went with his unconditional statement. This would also support why the short position increased so much during the weeks before the AC meeting. Having inside info as to the wording of the briefing document before it went public, enabled the shorts to sell into the meeting with complete confidence. Whatever the reason, driving the price below $4 before the AC makes no sense, unless someone thought they had a sure thing.
If the second scenario is true, or even partly true, we are now witnessing one of the most ironic pieces of justice ever seen in the history of investments.
Perhaps some day the real truth will emerge, but until then this is all just speculation. JMHO in internet speak.
J
P.S. I agree with the posts that at $18/share, we are just at the price DNDN should have been without short manipulation before the AC decision. Any price below $50/share before FDA approval is not a short squeeze, but just a reflection of DNDN going to its natural price based on fundamentals. After approval, $75/share is easily justified on fundamentals. JMHO
OT: For Wall regarding RPRX.
Hi, I have heard good things about RPRX and have also seen this stock in your profile. I will appreciate if you share the potential of this company and a rough time line.
Thanks in advance.
I love the article! That guy talks sensibly....
EPCT: Wall and others .. Are you aware of this.
Is it another oncology play based on the DNDN fever or a viable technology. Appreciate your take on this stock.
thanks in advance
What were there two votes wall?