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Vical Incorporated Message Board

  • rc248 rc248 Apr 5, 2013 10:56 AM Flag

    Where in the world is John ?!

    Just asking!

    Sentiment: Strong Buy

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    • I'm still in Vical long & strong. I have contributed most of what I have to share. As I said many days ago, the Vijay presence at the major BIO conference on the immunotherapy topic, following all the other investment company conference engagements, combined with the huge institutional ownership, tells me smart money has recognized that Vical is a though leader in the transformation from big pharma to biotech. We would likely have been validated in this premise on Mad Money with Jim Cramer, who has spent two weeks on this driver of wealth, but for the putz factor of Adam F. on his staff at the Street.

      I have high hopes that Vical will get something cooking on breakthrough drug status for Herpes and have an announcement of a trial that can lead to approval following phase one. Imagine the impact that will have! This in addition to the approval of A-7. The slide show on Investor Village makes the point I have countless times (current treatments don't work) meaning A-7's safety profile makes it a far better option merely matching Chemo, which I think is likely.

      The market for September $7.50 calls at .70 says buyers with the money to wager believe Vical will be at $8.20 before the baseball season is over, just to break even. No one buys options to break even, so the mere fact you can sell an option like this tells me much about the underlying strength of the Vical IP, as it has NO earnings and needs about $150 million of additional market cap just to get even with all the research and development spending that has already been done.

      • 1 Reply to johnodod
      • Thanks John. Good to hear from you. This point jumped out: "Vical is a thought leader in the transformation from big pharma to biotech." Bringing new Board member Morrow this year looks like a very solid move with his extensive and recent Amgen and big pharma Sr. Exec experience. Three big reasons I've remained long and strong are 1) belief in the game changing potential of Vical's Naked DNA immunotherapy and infectious disease science, 2) the smart, enduring collaborations and partner deal structures with private and public sector organizations, and 3) the relative ease of scaling drug manufacturing and out patient delivery for global markets. Signing off until we break out above $5.

        Sentiment: Buy

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