Replies to post #114107 on Savvy Trades and Investments

[littlefish]

ADFJF- I’m hopeful after another Q or two they turn on a buyback for regular shareholders given the prices paid to take the insider shares off the books. Since they recently announced the second phase of the big pharma project, I’m guessing near term they’ll want a bit of liquidity. As long as the CEO is being accurate projecting a lot of opportunity over the 3-5 year horizon, this should find its way angain eventually. That investing thesis/line of thinking does rely on CEO outlook which is always a risk and I don’t have any knowledge to be able to channel check something like that. I have a few old shares and a few new ones recently acquired but haven’t been too crazy building a position.

Good luck, all IMO.

[wadegarret]

GERN($4.40) strong buy

Wadegarret portfolio has been loading lately. There is only one other company(Brystol Myers) in the entire world that has a drug for low risk MDS, and GERN has the better drug that treats 4 times as many patients. I looked at the Q1 10Q for Brystol Myers, and their drug Reblozy to treat low risk MDS, did $364M, so a pace of $1.2B/year. In the ADCOM on March 14, at least a dozen doctors from around the world, many who were Hematologists, said GERNs drug was badly needed. I believe GERN will get bought out within 6 months for around $10.