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Compugen Ltd. (CGEN) Message Board

  • suejenseth suejenseth Aug 1, 2012 10:43 AM Flag

    not sure

    What will get us back on track. I expect that the call will be upbeat.

    If cgen managment were reading this I would ask them to give us some clarity as to what happened with baize, why the delay of payment.

    It might be nice to have California Mary on the phone discribing plans and why she came to cgen.

    Maybe some info on Merck Serano, time frames and perhaps how the deal came about.

    Obviously some updates on pipeline also perhaps some update on some of the deals previously signed (bioline, discoverx and fibrosis.)

    As all of us I would like to know when we might see some commercial deal (where we receive cash) but I don't think we are going to hear that. It will happen when it happens.

    On a personal note I am very tempted to purchase more stock here but I own quite a bit already. I am sure we will be successful in the not to distant future, but things happen with any stock. I just hope I will be cursing myself out for not buying more here.

    Peace

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    • Important point, patworth. Mary and John have assembled a small team from not only Takeda but also other local Big Pharma companies.

      Here's the link to tomorrow's 10 a.m. conference call:

      http://www.media-server.com/m/p/qh33w3jd

      sbh

    • In the analysis we all put forth on this board, I think it is also prudent to be patient for results from the addition of Mary and the move into the South San Francisco area. As a resident of San Diego (a bit biotech hub) I have seen businesses here move themselves into a physical proximity which seems to precede critical alliances. I think there is more to this move than the average investor knows at this moment. It is a complex strategy which I observe in my local area and which I have benefitted from in the past. I have seen spin off companies emerge as well as new companies which are combinations of management and scientists from next door neighbors. The dynamic company communications are often affected by threads which form from the social and scientific networking only born from casual conversation. As it is often said, "its not what you know, but who you know" and even in the age of internet communication, you still form some close alliances from borrowing a cup of sugar from your neighbor.

    • Hi SJS,

      Some speculation about points/questions in your post:

      1) I would be surprised if, at the least, a question (by an investor) isn’t asked about the Baize delay. Remember this though: Baize already has $8 million invested in CGEN (not to mention options). It is highly unlikely that Baize would want to jeopardize this investment because of non-payment of the agreed upon additional funds. I’m hoping that Compugen will provide some “color” on the progress of mAb development during the call. I know the company continues to be very optimistic about this area.

      2) I would be very surprised if Mary Haak-Frendscho did not play a significant role in the upcoming conference call. She is known in the U.S and Europe, and she has contacts. I’m sure Compugen wants her to be a significant spokesman for the company.

      3) I would be very surprised if we did not hear about the company’s progress in “differentiating” therapeutic proteins. Because the topic caused the stock price to plunge, I can’t imagine the company would avoid mention of it. I am hopeful that progress has been made in this area. Let’s see…

      4) I think you’re right: the first commercial deal will happen when it happens. Perhaps the company will give us some sense of where current discussions with Big Pharma stand. Positive statements on this front would be most reassuring.

      5) I suspect there will be a lot of cursing on this Board for not buying more at these levels in the not-so-distant future. Remember, Alza followed the same roller coaster-like path, and I’m sure Martin Gerstel had a huge dry cleaning bill because of all of the rotten tomatoes tossed his way. But ultimately the company was a smashing success. Let’s see what happens with Compugen…

      sbh

    • It's always a bit interesting during some days of trading when little chunks sell higher to push the day gain up over 5%. It appears as though someone with information is willing to accumulate with some knowledge that news will come out making the 10-20 cents worth it.

      • 1 Reply to patworth123
      • Easy enough to see why someone of the caliber of Mary would join the team.
        First and foremost-She has examined the science,sees the potential,wants to be part of the exciting times ahead.I see this as quite a confirmation of what we have in development.
        Secondly,and I suppose that I'm showing my other side now,no doubt an appealing options plan was presented as part of the enticement.

 
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