Replies to post #232570 on Avid Bioservices Inc (CDMO)

[biopharm]

Piper Jaffray's Charles Duncan recently initiated coverage at Peregrine. You may want to watch this video which showcases Charles Duncan talking about DNDN and what went right.. and more importantly what went wrong with DNDN.

Sorry if posting this is of no interest to some... but Piper Jaffray's Charles Duncan is probably one of the more legit analyst that have brought Peregrine further into the spotlight.

Bottom line is DNDN... went from about $2-3.. to $20 in a couple days or so... then took 1 year to go from $20 to $40 ..etc

Peregrine is much more aligned with its pipeline to show (at least) similar pps movement... and Peregrine management does have the advantage of past decisions made by companies such as DNDN.

If you have the time... its a 1 hour video and Charles Duncans has the first 11 min's ... introducing the Dendreon Story: You may have read Deep Capture... but this gives the view directly from Charles Duncan and the DNDN panelists:

Moderator: Charles Duncan (with JMP Securities at the time)

Panelists:

Reiner Laus MD - Bavarian Nordic
David Sable MD - Special Situations Life Sciences Fund
James Gulley MD PhD - National Cancer Institute
Susan Slovin MD - Memorial Sloan-Kettering Cancer Center
..
..

A post that should be of interest, since Piper Jaffray is just around the corner and remember, DNDN never had 1% of what Peregrine has and was never, ever invited to speak to an elite crew of 16 life science companies to speak.

Charles Duncan .... has been around the block of biotech and Peregrine is quietly moving in.

[biopharm]

Piper Jaffray's Charles Duncan recently initiated coverage at Peregrine. You may want to watch this video which showcases Charles Duncan talking..

Well, it certainly looks like some are going to look quite foolish by dropping coverage of Peregrine Pharmaceuticals, one of the very biggest emerging biotechs. I did say emerging.... and if one has followed the puzzle pieces you would have already known it has emerged already.

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Analyst Information

Charles Duncan, PhD
Sr. Research Analyst
Charles Duncan, PhD

Charles Duncan, Ph.D., joined Piper Jaffray in 2012 as a managing director and senior research analyst focused on small- and mid-cap emerging growth biotechnology companies. Duncan brings more than 20 years of sell-side experience during which he has covered a broad range of biopharma companies, most recently serving as an analyst at JMP Securities since 2002. Previously, Duncan covered the sector at Dresdner Kleinwort Wasserstein, Vector Healthcare Group - Prudential Securities, Tucker Anthony Cleary Gull and Chatfield Dean & Co. Duncan has been recognized by industry sources, including the Financial Times and StarMine Analyst Awards, as being among the best analysts for his fundamental and timely analysis. Duncan began his career as a manager of clinical development at Global Drug Development, Inc., a pharmaceutical development consulting firm, and he also launched InfusionVision Medical, a venture-backed start-up medical device company. He is a graduate of the University of Wisconsin-Madison and holds a doctorate in pharmaceutical sciences with a concentration in neuropharmacology from the University of Colorado.

Associates:
Sarah Weber
Research Analyst
Universe Coverage:

Healthcare: Emerging BioPharma

ACAD ACADIA Pharmaceuticals Inc.
AIMT Aimmune Therapeutics, Inc.
ADHD Alcobra Ltd
ARGS Argos Therapeutics, Inc.
AXON Axovant Sciences Ltd.
BCRX BioCryst Pharmaceuticals, Inc.
CARA Cara Therapeutics Inc.
CPRX Catalyst Pharmaceuticals, Inc.
CLCD CoLucid Pharmaceuticals, Inc.
CORT Corcept Therapeutics Inc.
CTIC CTI BioPharma Corp.
CYTK Cytokinetics, Incorporated
GERN Geron Corporation
HALO Halozyme Therapeutics, Inc.
INO Inovio Pharmaceuticals, Inc.
ITCI Intra-Cellular Therapies, Inc.
NANO FP Nanobiotix SA
NBIX Neurocrine Biosciences Inc.
NWRN SW Newron Pharmaceuticals
RETA Reata Pharmaceuticals, Inc.
SGMO Sangamo BioSciences, Inc.
SPHS Sophiris Bio, Inc.
VBLT Vascular Biogenics Ltd.
VTVT vTv Therapeutics, Inc.
ZYNE Zynerba Pharmaceuticals, Inc.

http://www.piperjaffray.com/2col.aspx?id=7&analystid=1275&title=Analyst%20Information%20for%20Charles%20Duncan,%20PhD