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Celgene Corp. (CELG) Message Board

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  • NVLX INSIDERS AWARDING THEMSELVES MILLIONS OF DOLLARS OF FREE NVLX BETWEEN 5/01/13 & 4/30/14:

    KENNETH L. WAGGONER AWARDED 10,000,000 NVLX SHARES WORTH $3,230,000

    PATRICIA GRUDEN AWARDED 11,500,000 NVLX SHARES WORTH $3,324,000

    GERALD W. CRABTREE AWARDED 12,540,000 NVLX SHARES WORTH $3,555,795

    TIMOTHY MATULA AWARDED 14,500,000 NVLX SHARES WORTH $3,612,000

    MORTGAGE YOUR HOUSE TO SHORT NVLX BEFORE THE FBI KICKS IN THEIR DOOR & SHUTS THIS MONEY LAUNDERING SCAM DOWN!!!

    Sentiment: Strong Sell

  • A great biotech.

  • Would like to see a break above $89.76. Technical 75% chance up at foxchart website.

  • Reply to

    19 REASONS TO SHORT THE NVLX CRIMINAL ENTERPRISE

    by joe.robof Aug 5, 2014 3:08 PM

    Keep This Message On Top.

    Sentiment: Strong Sell

  • Deutsche Bank BIO- CELG- *IMS suggests 3Q Otezla sales at ~$13M +180% from Q2


    Celgene Alert - IMS suggests 3Q Otezla sales at ~$13M
    08 August 2014 (1 page/ 122 kb)



    Celgene {Ticker: CELG.OQ, Closing Price: 85.22 USD, Target Price: 115.00 USD, Recommendation: Buy}

    Weekly IMS scripts indicate Otezla sales of ~$13M for 3Q using the calculated capture rate (113%). This represents ~180% growth from 2Q’14 number ($4.6M). Total Scripts were flat w/w (739 vs. 736) while the new scripts were down 4% w/w (475 vs. 497). Scripts for July are ~3700 which is slightly below the number of scripts written in the entire 2Q (~3968). Celgene mentioned on their 2Q14 call that July monthly sales would meet or beat the entire 2Q (~$5M). Please ask for our Otezla calculator.
    ◾We use script based calculations and note that IMS indicated 2Q sales at ~$5.2M vs. $4.6M actual. This gives a capture rate of 113% for 2Q.
    ◾Using this capture rate and Gross to net of 30%, we arrive at $13M sales for 2Q. We model ~4% weekly script growth every week for the rest of the Q. At 100% capture rate we see 3Q’14 sales at $15M.
    ◾We model higher gross to net in this market as such discounts are normal in these channels. Our survey indicated a 25-30% discount for Anti-TNFs vs. their WAC price.
    ◾Caveats: Capture rate and gross to net are key variables in these calculations. Our capture rates are based on early trends. We also note that IMS does not capture inventory which in the launch phase could provide upside.

  • From Page 55 Of The NVLX 10-K Dated 8/04/14, All Figures Are For Just 1 Year Between 5/01/13 & 4/30/14:

    KENNETH L. WAGGONER AWARDED 10,000,000 NVLX SHARES WORTH $3,230,000

    PATRICIA GRUDEN AWARDED 11,500,000 NVLX SHARES WORTH $3,324,000

    GERALD W. CRABTREE AWARDED 12,540,000 NVLX SHARES WORTH $3,555,795

    TIMOTHY MATULA AWARDED 14,500,00 NVLX SHARES WORTH $3,612,000

    Sentiment: Strong Sell

  • Reply to

    CELG News and information

    by hedgecutter10 Aug 7, 2014 12:30 PM

    Totally agree. with you for the next double.

  • Reply to

    CELG News and information

    by hedgecutter10 Aug 7, 2014 12:30 PM

    Celgenes combination of ABRAXANE® plus gemcitabine was approved by the FDA on September 6 2013, as first-line treatment for advanced, metastatic pancreatic cancer and replaced the gemcitabine/TARCEVA® combination as the “gold standard” for the treatment of the disease. Dr. Von Hoff has also been involved with the pancreatic treatments:

    Gemcitabine (Gemzar) with Eli Lily, FDA approved 1996
    MM-398 + 5-(the letter)F(the letter)U and leucovorin with Merrimack Pharmaceuticals, FDA submission in 2014

    Von Hoff's next endeavor, Cell-in-a-Box(R)/ifosamide with Nuvilex (NVLX), will be compared "head-to-head" with the best available therapy (currently Abraxane(R) plus gemcitabine) for advanced, inoperable pancreatic cancer. A Phase 2b trial is scheduled to start in early 2015 in Australia using CNS (Clinical Network Services). Dr. Matthias Löhr, one of Europe's leading oncologists/gastroenterologists with extensive experience in treating pancreatic cancer and the principal investigator for the previous successful Phase 1/2 trials using the Cell-in-a-Box(R)/ifosfamide combination in pancreatic cancer, has agreed to oversee the Phase 2b trial in Australia. Orphan Drug status is sought in the U.S., the EU and Australia.

  • Reply to

    CELG News and information

    by hedgecutter10 Aug 7, 2014 12:30 PM

    Rob has been recommending the stock for 15 yrs since 39 cents - 8 3/8s divided by 24 for 1 total splits...its no scam its hard work, lots of due diligence, attending CELG presentations at healthcare conferences, attending annual shareholders meetings, getting to know CELG execs and board members and reading every analyst report....Go to investorvillage CELG board and you will see my posts for yrs - and see that I am approaching 100,000 visitor recommendations on my CELG posts - this is by far the most recommeations of any IV poster....The stock has risen over 200 times (20,000%) since I first recommended and it just tripled in the last couple of yrs....its going to double from here. Do your own due diligence - by far Investorvillage CELG board is the place to get the most CELG information - a recent yahoo poster who went there posted that recently.....BTY I posted CELG post #8 on this yahoo finance board in 1998 and also posted post 100,000 back when they were numbered....we moved to IV because of better posting ability (bigger posts allowed, links allowed, colors and text highlighting/bolding/fonts, pictures/slides/charts postable, etc) Go there everyday if you are a CELG investor - really.

  • Either go directly to the Celgene website or get information from your brokerage site. Dont waste your time with joe/rob, they will probably wind up in jail for their scam attempts.

  • Why dont you just get off this board. Your posts are bogus and have nothing to do with CELG. I hope no one makes the mistake of buying nvlx.

  • Rob Cos' detailed list of incredible near term Celgene upcoming milestones/ catalysts - A MUST READ!!!

    Also with Dr Fouse fully in charge of hem/onc now - I suspect Celgene accelerates some of these dates - I expect 3 to 4 Phase 3's including partner programs to start before yr end. There is no biotech with this many near term catalysts....Round out your CELG position in August....many catalysts are coming

    Celgene Upcoming Milestones
    Event Timing - Milestone

    Aug 10-13 – Update on Celgene partner Epizyme (EPZM) EPZ-6438 for the treatment of EZH2-positive tumor types,also layout their exciting therapeutic target landscape for B-cell related malignancies - at the ASH Meeting on Lymphoma Biology in Colorado Springs

    Sept – Many healthcare conferences – RBC sees these as catalysts with CELG management as positive as it has been being able to give incremental updates

    H2:14 Obtain broad EU reimbursement for Imnovid (pomalidomide) – Reimbursement is country by country – by H2 we should have all major countries with pricing approval

    September 23, 2014 -Otezla approval (PDUFA) date for psoriasis

    Sept – Oct - Publication of Data from the 166-patient Phase II trial of GED-0301 in Crohn’s Disease (Celgene has said publication of data may even come before the oral presentation)

    October 21, 2014 – Oral Presentation of Data from the 166-patient Phase II induction trial of GED-0301 in Crohn’s Disease (Celgene clearly excited about this data & says people will understand why they bought this when they see it…ISI says this could be a $5 billion drug).

    November 14 – 19, 2014 – Important Otezla Palace-1 2 year data at ACR’s 2014 Annual Meeting in Boston, Massachusetts. Celgene is excited about this data on Q2 call – efficacy improves with time vs biologics where it declines

    H2:14 Phase II sotatercept (ACE-011) data in MDS H2:14 – Accelron (XLRN) drug

    H2:14 Phase II data on ACE-536 in MDS and b

    Sentiment: Strong Buy

  • Reply to

    Anyone else get the email from UA?

    by kristakarpouzesncc Jul 31, 2014 11:56 AM

    great site, just signed up

  • We think stock goes higher for five reasons; nearterm oral Crohn's data could impress

    Our view: Price target to $100 now - our ongoing positive thesis is: 1)

    upcoming Crohn's data will increase Street confidence in $1B opportunity,

    2) eventual settlement with ACT in 2015, 3) second inning of pipeline

    thesis, 4) company keeps buying back more stock, 5) will bullish new 2020

    long-term guidance start becoming a topic of conversation?

    Key points:

    We think the stock will generally grind higher because Phase II Crohn's

    data in October will probably look much better than Humira, plus it's in

    oral form - we review data and competitors inside. We've repeatedly said

    that we think settlement with ACT is likely in 2015, which opens up P/E

    expansion. We expect front-line EU myeloma approval to finally occur in

    spring 2015 as pipeline visibility also increases, an area that hasn't gotten

    much attention yet.

    1. We reviewed data on current Crohn's drugs and new CELG GED-0301 literature and prior studies (see summary thoughts inside). We

    predict Phase II data at UEG conf (Oct 21) will show much better results

    vs. current drugs (TNFs), which have modest 22-48% "remission" and

    35-55% "response". Key is current drugs show responses halve every

    3-6 mos, lacking durability. Mgmt is bullish and we think much higher

    responses, dose response, and biomarker activity support overall

    totality of promising first oral drug. Bull case is rational target, high

    efficacy over 4 weeks, good safety; bear case is single-country/site,

    open-label study, CDAI endpoint needs placebo control.

    2. Based on commentary by CELG and separate RBC notes on ACT

    meetings, we expect rational market behavior, and we think

    Markman results could lead to settlement in 2015 making it much

    more "ownable" for generalists with overhang removed.

    3. We see 23+ partnered pipeline assets and are most positive on Phase I/II MOR202 anti-CD38 antibody for myeloma with data starting in

    2015, and others such as XLRN, AGIO, EPZM, CNCE, etc gaining more

    investor appreciation in 2015.

    4. CELG continues buying back stock: purchased $475M in Q2 and

    $2.1B YTD with $3.9B left, which seems likely to continue over time,

    particularly on pullbacks and because of obvious accretion to EPS.

    5. Commentary on Q2 call seems to imply mgmt looking at drivers

    post-2017 to talk about soon: "...clarity over the next couple of

    quarters will give you and us the ability to really articulate more clearly

    what is the incredible opportunity for us that we see, say, in 2020...".

    Recent AMGN ASPIRE (and Phase III pending ABBV Elo) all clearly show

    duration of Rev/dex way longer than anyone imagined...this grows

    duration by ~25-50% and is the "key" to why Revlimid guidance looks

    reasonable over long run

  • Soligenix is a small biotech company, with huge potential. They're creating a drug to fight Crohn's disease . Releasing phase two clinical trial results in the first half of this year. The board is filled with Celg executive, with a billionaire and Govt. backing.
    The next CELG! This is a $2.00 that will be $25 in six months

    Sentiment: Strong Buy

  • 1-No available cash on hand
    2-No experience in Bio Med
    3-The CEO has no experience running a Bio Med
    4-The Chief Science Officer has not been heard from in months
    5-The CFO is retired
    6-No reporting on insider trading
    7-Always late reporting 10-k/10-q
    8-Recent shady deal with LPC
    9-Alleged involvement in too many hot topic areas
    10-History of paid stock promotion
    11-No institutional investment ever
    12-No ability to raise money
    13-Changing business model every few years
    14-Once claimed they had a natural cancer cure
    15-Not one penny spent on research
    16-Promise of Phase 3 clinical trial is now a Pre Clinical study
    17-History of not paying bills instead they settle debt with stock payments
    18-Recent bogus PRs grounds for SEC fraud indictment
    19-Most Recent 10-K Proves NLVX Just A Vehicle For Insiders Making Millions Selling Shares

    Sentiment: Strong Sell

  • Amgen (AMGN, Buy) announced positive data from its Phase 3 ASPIRE study in relapsed multiple myeloma, in which Kyprolis with Revlimid and low-dose dexamethasone (KRd) led to a much longer progression free survival (PFS) than Rd alone. Given the shifting landscape of first-line MM treatment, we see the real value of ASPIRE being a proxy for the efficacy of a Kd-Pomalyst regimen for relapsed MM and the potential for KRd to extend duration in the first-line.​

    Kyprolis-Containing Regimen Shows PFS Benefit. Amgen announced results from a Phase 3 trial that showed Kyprolis in combination with Revlimid and low-dose dexamethasone (KRd) led to a longer progression free survival (PFS) than Revlimid and low-dose dexamethasone (Rd) alone (26.3 months v. 17.6 months; hazard ratio: 0.690, 95% confidence interval [CI]: 0.570, 0.834, p

  • See investor village celg board for Bernstein comments - they think initial settlement discussions have started - could happen at any time imo and I think before most think - conservative est is Q4/Q1 imo

CELG
92.57+3.11(+3.48%)Sep 16 4:15 PMEDT

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