To all on this board: My name is Blu Marlin, I have not posted on this board for many months, but the recent rash of illogical posts warrant my input.
I am still a long holder, and although I am also quite disappointed in the past years developments [price wise] I am compelled to point out that you all seem to be up in arms, in regard to one or two negative posters. Of which you have no credentials of their validity or motive.
Although one has brought up a few compelling points, [share price decline, lack of news on Phase 1 final data, delayed start of Phase 2 her2nue in breast cancer from mayo]
I feel that I must interject here, that you should not rely on posters on this board for [real news] but instead should rely more on the fact that TPIV has progressed significantly over the past year 18 months. And now is a viable company on the NASDAQ.
Low float, very little debt, promising product and cash in the bank.
Although discouraging in the stock price, and some execution of trial timelines. One must remember that the FDA has granted both Orphan status and fast track to one of TPIV's vaccine candidate's, that the DOD has ponied up 17 million, after looking at data.
They have attracted the likes of AZN and Sloane Kettering, and others once again after having vetted the data to this point.
I am also frustrated at the lake of execution, on some fronts, but Cancer is not an easy task, and it is better to go slow, than to move quickly and have problems arise down the road. [Phase 111]
Who's word should be taken anonymous posters, or MAYO [Keith Knutson, Edith Perez], DOD, FDA AZN, Sloane Kettering and others.
Although I am from Canada I am now thinking strongly of attending the Annual meeting, to ask some tough questions, if my schedule permits.
Wilfred Jefferies of UBC was one of the first scientists in the development of TAP, and the science way back in 1991 seemed sound. Since then the company has morphed into what may be a substantial player in the Immunology field.
Do we have the right management in place, who knows, but the science has been vetted by many individuals smarter than us. The Bio-Tech sector is boom or bust but to this point seems to have strong validation.
TPIV has various fronts on which to execute, Merger, Buyout two very real possibilities [if science holds through initial Phase 11]
It is all up to the science at this point, and none of us will know the outcome until too late, bust or boom. I for one will stay put and put my faith in the Mayo, DOD and AZN and others at this point. Whatever the outcome we will be the last to know.
So if you feel that their has not been enough validation to date, than you have the option to sell, but I am going to wait it out and let the science prove out, one way or the other.
If their science is as good as it seems, than it would be plausible that BP and others may be trying to scare or inject doubt into shareholders. Manipulation is just part of investing. If TPIV has the goods, than Roche that markets Herceptin [6/7 Billion per year] and others would have just cause, to make it difficult to execute TPIV's plans.
Remember they have more than one path moving forward, multiple cancers addressed, Infectious Disease and their newly in-house Polystart which may have many significant applications for generating revenue.
All in all, at this point their still seem to be many more positives, than negatives with TPIV at this point in time, the Annual will give lots of insight moving forward.
Either way with all the big investors and lack of liquidity, at this point we are going to be the last to know, and last to get out, unless you deem it in ones best interest to do so at these levels.
I myself still think that the science has merit, and the fundamentals seem to be unchanged to this point [negatively]
I am a buyer at these levels, for me it is more than the money but the fact that the science may drastically change the lives of millions.
Best of luck to all, TPIV will either bust or boom, but even the management will not be able to curtail it's success if the science is sound. If sound they will be bought out and the price tag will be monumental.
BLU [AKA SHAWN]
