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Sorrento Therapeutics, Inc. Message Board

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  • Reply to

    SRNE

    by a_sky_pilot Aug 4, 2015 12:24 AM

    Thanks Paris for the fill in the blanks. What about the deal for the pain killer? If I understand the concept they inject a very high potent plant derived formula into the nerve area and it seems to kill the pain part of the nerve but still allows patients to have feel of touch all the while trying to wean or lessen the need for opiates. On that, how close is that to making money on the Vet side in ball park months, then when you look forward to human use. Can it be used now in quantity as an experimental drug in the worst cases of terminal cancer but will be years to get the human form fully approved? I assume at some point, it could be used for all chronic pain and would be recommended if it had far less side effects and not addictive than opiates.

    Sentiment: Buy

  • Reply to

    SRNE

    by a_sky_pilot Aug 4, 2015 12:24 AM

    Regeneron's huge income derives significantly from human antibodies (made by a mouse).

    SRNE's deal from yesterday was for antibodies 'biosimilar' ( layperson--think generic-equivalent) to some top 5 or top 10 drugs (i.e. $billion+ sales).

    Laws for getting biosimilars approved skips years of Phase II and III after safety and biosimilarity are proven--(which is probably why PSS paid $1.3 billion for Cynilvoq.)

    SRNE, after yesterday's news, has 4 new drugs potentially marketable very soon (given the biosimilar process--months not decades)--a fact thus far hidden in plain view.

    all imho

    Sentiment: Strong Buy

  • Their new presentation posted in June is now gone "awaiting update". Isn't Q2 due out soon? Maybe they can give a good update as I think a lot of good things are happening but it would be nice if they spelled all of this out in an easy to understand presentation and Edgar Mgt Update. Like this deal today, it sounds like very good news, but hard to say $ wise and how long til it starts to pay which is the same with many of their ventures. I am surprised the stock did not do better today

    I would think Seeking Alpha who has done several article by multiple authors on SRNE will soon have an update with all that is ongoing.

    What's the call tomorrow? I am hoping for steady upward movement and not these roller coaster days.

    Sentiment: Strong Buy

  • Reply to

    BIG NEWS TODAY

    by a_sky_pilot Aug 3, 2015 10:10 AM

    Wonder if these biosimilar antibodies could be "generic-equivalents" for Erbitux, Herceptin, or the like. Could be another Cynilvoq-type move, with virtual-PhaseIII potential.

    Sentiment: Strong Buy

  • Reply to

    BIG NEWS TODAY

    by a_sky_pilot Aug 3, 2015 10:10 AM
    arc0702@verizon.net arc0702 Aug 3, 2015 11:25 AM Flag

    yes I c it - they obliterated NK

  • I do not understand Yahoo's logic, but there is big news today for SRNE, and I pasted the news release and Yahoo deletes? What's up with that, other boards do not do that. Stockhouse is the easiest to use but does not have many SRNE followers there yet, Maybe another board would be better for discussion, one who does not delete public info FOUND ON YAHOO SEARCHES. They probably will delete this.

    Anyway SRNE announced selling 4 licenses today to a very large Chinese company with worldwide distibutors and why the stock is probably up and should continue up as I think it is a big $ deal. The link below is the company that bought the licenses.

    https://www.mabtech.com/distributors

    Sentiment: Strong Buy

  • Reply to

    SRNE Price Target Upped by Brean Capital

    by blond_bomber19 Aug 1, 2015 1:10 PM

    It's warrented and in my view too conservative if they are using a 12 month time horizon. They should be given the same valuation as NK..

    Sentiment: Strong Buy

  • Sorrento price target raised to $26 from $17 at Brean Capital. Feels like the $18.75 low is in the rear view mirror and upwards from here. MLV & Co. (the co-manager of the NK IPO) has a price target on SRNE of $33.

    Sentiment: Buy

  • Own both and don!t forget about ZIOP. I can see NK buying out ZIOP down the road but these things take time. ZIOP is my largest holding @ just got in NK Friday. I buy these companies for long term investments. g/l tony

  • Is it just me, but doesn't this all seem to setting up for Celgene to replace abraxane with the newer better version provide by SRNE?

    Sentiment: Strong Buy

  • Reply to

    All did well but the retail buyers

    by a_sky_pilot Jul 31, 2015 5:42 PM

    SRNE has a chart that looks pretty good, especially since Dec. when Dr. Pat bought in (as did I), so perhaps the upward trend looks more appealing to recent investors. SRNE has the largest fully human antibody library which is highly valuable in the next generation of treatments, and non opioid pain management that could be standard treatment for terminally ill patients. SRNE also in JV with NK working on small molecule therapies for cancer. any news on these will surely drive the price up a bit
    NK has a downward trend but perhaps not many know the vision of Dr. Pat or the success he is having in the fight against cancer. the pipeline is amazing and the safety and efficacy data are very impressive. when PRs start to come out from NK it will be HUGE.
    bottom line is both stocks will make u money in time.
    question is, if u invest the same amount in both companies now, which will be of greater value in 1-2-3 years?
    be patient and and see u at ++100s

  • Like many of you I own both. The pre IPO talk was NK would be hot and most including me thought it would open hot and move up, that turned out wrong and still wrong and those first NK at $37 are now seeing paper losses approaching 20%, if you sold SRNE at $23-$24+, you are not hurting as bad but I am wondering if NK will still keep dropping and if SRNE will keep inching up. I like up days like today, instead of big price swings both ways and ended the day up big as that draws the day trader and the shorters. Here is the final #'s for the IPO, what is the market cap of NK approx. 70mm times $30?

    NantKwest Announces Closing of Initial Public Offering and Full Exercise of Underwriters ’ Option to Purchase Additional Shares

    2015-07-31 16:05 ET - News Release

    CULVER CITY, Calif. -- (Business Wire)

    NantKwest, Inc. (formerly Conkwest, Inc.) (Nasdaq: NK), a clinical-stage immunotherapy company focused on harnessing the power of the innate immune system by using the natural killer cell to treat cancer, infectious diseases and inflammatory diseases, announced today the closing of its initial public offering of 9,531,200 shares of common stock at a price to the public of $25.00 per share, which included 1,243,200 shares sold pursuant to the exercise in full by the underwriters of the offering of their option to purchase additional shares. NantKwest estimates the net proceeds from the offering were approximately $222.5 million after deducting the underwriting discounts and commissions and other offering expenses. Concurrently with the initial public offering, NantKwest also sold 680,000 shares of its common stock in a separate private placement to Celgene Corporation, an existing stockholder, at the initial public offering price, for additional proceeds of $17.0 million.

    Sentiment: Buy

  • try immuno-oncologynewsdotcom /tag /neukoplast/
    NK - a cell line platform using Neukoplast (NK-92) re-ingineering Natural Killer cells to express specific tumor receptors and enhance binding capacity to thereapeutic antibodies. this is where Sorrento Therapeutics (SRNE) comes in. SRNE has the largest fully human antibody library G-MAB. Not only did NK buy Cynviloq from SRNE they are working closely together to advance their pipelines. theres lots more info out there if u have the time to find it.

    Sentiment: Strong Buy

  • Reply to

    why is this stock tanking?

    by jasonhpi Jul 28, 2015 2:11 PM

    NK should have absolutely no impact on SRNE's value. Whatever partnerships SRNE has with Dr. Soon, they are exactly the same whether Soon is holding them in his own privately-held company or if Soon's company is publicly traded.

  • I think one has to be a bit cautious about NK. It appears to be a financial holding company set up to control Dr. Soon's many ventures. But, beyond his collaboration with Sorrento, there isn't a lot known about what else he has in his pipeline. That said, it would seem to make more sense to just own Sorrento, since that seems to be most of what Soon has in the works.

    Look at at it this way: if Dr Soon was entitled to 100% of all SRNE's future revenues (which off course he is not) then he would have a 100% claim on a company whose's market cap is around $800M. NK's market cap is almost 3X that amount, so unless Soon has some other monster drugs under that NK umbrella, it would seem like NK is way overvalued

  • tiny float young pharma

  • i own both as well, sold some SRNE to get in NK too but im holding and adding to both as much as i can. as u know these companies are closely tied together and both in time will be at a much higher price.

  • I own both stocks, I moved some SRNE into NK at the open thinking it would have a good first day and only the bankers made money. I ended up selling half of my NK shares yesterday early and buying back SRNE shares early for under $19 so for the day that turned out well for the day but now can SRNE gain some of the recent losses back?. They doubled or more their current assets when NK went public so the book value is up by a large amount and don't Q2 $#'s come out next week. Will they look good with all that has gone on recently?

    Sentiment: Buy

  • Reply to

    NK closed $31.50

    by arc0702 Jul 30, 2015 4:37 PM

    highly doubt teens, i hope so though cause im buying every dip. Dr. Pat in D.C. yesterday tryin to revamp the outdated health care system. do your research on that too. be patient and see u at ++100s

    Sentiment: Strong Buy

  • I went on the NK board and one said "be patient, they will bring it to the TEENS". ha!

    This is what Wall St. duz - I feel bad for all those who bot high at $37 and they brot it way down.

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