News Focus
News Focus
Followers 140
Posts 11663
Boards Moderated 0
Alias Born 03/15/2011

Re: None

Thursday, 02/23/2012 4:52:52 AM

Thursday, February 23, 2012 4:52:52 AM

Post# of 347009
Well some remarks :

RRDog:

My criticism is that sometimes the end game takes longer than planned...

I think Management is already in over-time according their own agenda. Your above statement is not only top on but you could without hesitation apply it to Peregrine as a fact I think. I prefer being in over-time then the over-time still to be coming. Many on this board are not without any experience and probably see the signs of an end game.

HDG:

The way I see it, is that Mgmt is in it for both the science, and the money. Capitalism has proven its self to raise a lot of boats. If theirs rises, ours rises. Mgmt. seems to have steered the boat through a lot of storms and shoals for a long time now. They made mistakes, but who hasn't? We're still afloat, and looking good.

I couldn't agree more at the extend that I could have written that quote myself.

JakeDM1:

dilution is not an issue when you can print more shares.

Yes, provided THEY keep THEIR OWN amount of shares up at no extra cost and proportional to the dilution. After WH number based post we think it is clear that SK takes the biggest beating of us all if that pss is eventually not going up. I think that in such case, if there is some dark plan which i don't believe in, SK and the others would ask other bonuses, salaries etc rather then more stock options. And that goes for all employees in stock option plans too.

Cheynew:

I personally liked last year's plan where the options vested when milestones were met. No milestones, no options. How about a milestone for FDA approval for PHIII Cotara, partner for anything, etc.

I support you on this. People need to do something to get rewarded, an incentive.

Geo:

...all I know is it is harder to go to $20 from $1 than $5...

This is certainly true but the 1$ to 5$ vs 5$ to 25$ example was more challenging to answer. Not sure if I could answer that myself because it could be drastically different for news driven small caps versus balance sheet/dividend driven BPs.

Cheynew:

Don't forget, King has been "in talks" for YEARS. Surely they have discussed value during that time!

Maybe that soup isn't going to be eaten as hot as it was served! Who on this board would not agree that putting a value on Peregrine in Q4 2010 versus putting a value on Peregrine in Q4 2011 is a completely different business! Whatever he may have been discussing the value of PPHM changes with ever valuable Patent grant and with every step in the clinical trials. But Peregrine tapped into digital imaging (now officially on the Pipeline sheet) and we are talking about a role in the interferon replacement market and immunocology. The value of companies like Peregrine is mainly "potential value" and ownership and control of such value and the underlying IP. Now let that be exactly what SK and friends have been keeping for us! So No, I don't think they know the real potential value of the company on a Quarterly updated basis but would need to consult a specialized company with mojo/RRDog alike people that can rationalize it. They will probably only do that if there is a need to know, that is for acquisitions or opening credit lines but not for partnering or going it alone. Such reports cost money!

freethemice:

The incidence of renal cell cancer in the US is double that of liver cancer. If it is shown that Bavi works well with sorafenib then using them together for advanced renal cell cancer might make sense.

My words to cheynew aren't cold yet and two post further I find yours about renal cancer potential! That was exactly the illustration I needed. If a company makes a generic 'platform based' drug such as Bavi (and Cotara for solid tumors) then the potential comes crawling out of all corners! Put a price on that ? If you do it to early we the share holders get less then what our shares are really worth because the potential is largely undiscovered. Do it to late and you have the complaining, impatience, some dilution, cow-boy stories but in the end high value for your shares unless the science fails.
Volume:
Day Range:
Bid:
Ask:
Last Trade Time:
Total Trades:
  • 1D
  • 1M
  • 3M
  • 6M
  • 1Y
  • 5Y