I believe Cowen & Co think they could hit peak of 500MM
other analysts are more in the 200 to 250MM range

DVAX...SGEN...and now CORT approval....

RPRX losses have been covered several times over,,,,finally..
still a lot more upside on DVAX and CORT....the SGEN story
is getting better as well but is a 2013 or later event....

I am going to score this as 0 for 4.....JMP scorecard that is...
http://www.investorvillage.com/smbd.asp?mb=568&mn=632&pt=msg&mid=8388748

MNTA.....Congrats to the board....Glad to see the share price
is starting to reflect your opinions on the company and stock price

Jonathan Aschoff has to be at a level way above that......

Re MNTA....this board has everything figured out but the share
price action...and thats why I still cant get on board MNTA
as a good investment...for now I stay with DVAX...CORT..SGEN..
and IMGN...

WEDBUSH reiterates OUTPERFORM on DYNAVAX and $8.00 price target...
Serious institutional buying lately....check the 13g filings...

COWEN srarts DYNAVAX with an OUTPERFORM rating...
also check out the 13g filing by Federated Investors, IMO
one of the shrewdest biotech investors out there....that
is a serious position they have taken..

MNTA ..if it appears that teva wont be getting generic lovenox
through any time soon, why do you guys think share price is
acting so weak??.....any thoughts??

MNTA...im spite of what appears to be sound reasoning by the board regarding MNTA's chance of success...the stock price action continues in a very weak pattern...I am tempted to purchase here
but the market's actual pricing of MNTA doesnt appear to coincide
at all with the board's reasoning..

MNTA.....Does the board think this is a good spot to buy?...
I have been watching the mnta thought process on this board
and wonder if this is a good entry point....I am currently long
DVAX and CORT (both heavy positions) and SGEN and IMGN (medium positions)..the only thing holding me back from MNTA has been
the relatively poor trading pattern.....it just feels like the
shorts are in firm control...of course that can change in a heartbeat.....

I will freely admit that RPRX turned out to be a disaster for
me..I finally exited around 4.50...it was a big loss....
right now I have SGEN...CORT...IMGN....DVAX....hopefully one
or more will return those lost RPRX dollars....

Dew
Didnt you recommend PFE as your top pick to a non-profit
organization a few years ago??...how did that turn out?

Great Sleuthing......Its amazing how you guys are more on top of this than the
analysts say at Wedbush.....the same guys who have MNTA buy rated...and RPRX
buy rated as well....you guys should be highly paid analysts.....but you do it for
free on a message board....roflmao

Agreed, but not all PR's are full of devious obfuscations.....and isnt it all too easy
to make assertions as if they are fact instead of mere opinion......

HPT...As usual you come to extremely negative opinions with no basis
in fact.....fear mongering at its worst.....you should be ashamed of yourself

RE MNTA share price drop,,,,Thomas,,,arent the biotech indexes about the same
now as they were back in November?....

Dynavax stock price is heating up....If the FDA lifts the clinical hold....
and there are a myriad of scenarios surrounding that,,,the stock should have
material upside,,,,,in any event , the market cap is so low relative to their
drug discovery platform,,,,it remains one of THE best risk/reward stocks that
I have seen......

Anyone else following this company??........

P.s......Does anyone think the GSK deal in december augers for a potential
larger deal on the Hep B drug which would be a direct competitor against
GSK's engerix??

The Fda requested additional info which DVAX has allegedly provided
and the FDa is expected to respond to the information
maybe by June 30...

Anyone following DVAX??....Stock is moving higher on speculation
FDA may lift clinical hold on Hepsilav.....Mkt cap is ridiculously low
given their cash position...funded partnerships.. and pipeline...
I think it has a far superior risk/reward profile than many of the
stocks bandied about here.....

Doesnt WEDBUSH have a buy on RPRX as well as MNTA??

Your message has been loud and clear for a long time....

Are we talking about horses (whoas) or woes??....

I suggest you call and tell them YOUR assertion that they are selling because they now realize its a scam and report back to us what they say...

And THAT is what makes a market!!

why didnt they sell the whole position out since they realized its a scam??

geez...I think I am going to live like 15 years longer in that case!!
Drinking benefit per glass is additiive isnt it??

I whole-heartedly agree...

If that doesnt speak volumes about how rigged the game can be...

Dew,,,,I love some of your posts,,,,,but that makes NO sense.....sorry....

Cubist (CBST),,,,does anyone follow this company or have any thoughts regarding
their current situation with Teva challenge?.....Shares are looking attractive here,
buyout rumors not withstanding....

I think you have reached new heights of self-grandeur......since we get to be
the judge..thats my verdict

Yes Dew That is entirely similar to Celg's pr burying sales data at the end
of a pr.....You are really finding some parallels that should be of warning
to all RPRX investors...Great catch....Good job...

No they wont say they are frauds,,,just ignorant dupes......Maybe they need
to hire some of these board frequenters for advice...

Sounds very familiar to the incredible stock grants to the officers of MNTA....
except MNtA guys sell theirs on a regular basis...I feel for the common
stock holders,,,,their day of reckoning is coming,..,,,,

Dew....to add to jmkobers comments.....What would the events have to be
for you to say that RPRX is not a scam....partnership announcement??..
nda app?.......FDA approval?....sale of company?.....sales and revenues??...

What would it take for you to say you were wrong...

ThomasS...you finally had two salient points....

the jist was a guy named biotech jim says that he hasnt read any of the related
material with regard to RPRX but he did do a little study in college on
progestins and he feels there is something fishy but he did recently get a crash
course in cardiac issues if you want to talk about that as well......

I really couldnt believe whats his name posted it here because it was
just so ludicrous....but hey whatever....

The post was so ridiculous that I would imagine that the author requested
deletion to avoid furthur embarassment....

Moderator..what happened to this mornings post from DEW about biotech Jims
view of repros.....