>>One of the most important suggestions Tony gave was to guide people to MEDI's conference call. If you go there, you will find that FluMist's weaknesses mentioned(in MEDI's own words) are FluInsure's strengths. Talk about letting your competition prove your case.<<
This was the part that could have been verbatim from Biotech Monthly's 11/18 Alert.
Oh knock it off. You make me sound like a geezer.
I heard from a friend at a big hedge fund the shorties were getting their clocks cleaned over here so I though I'd stop in and see the fun.
I couldn't resist chiming in for old time's sake. It took me about 45 minutes to find the log in for my Yahoo account. I was worried they punted it since it has been forever since I posted anywhere.
Keep up the good work...
Ooh, same thing, this time with a "strong buy" rating.
Folks, this is news we've known for over a year. The new information is the data from the 9901 trial concluded in 2001 is even more clearly supportive of the mid-2004 BLA filing, there is a trend toward an astonishing survival benefit, an the FDA has said they'll appriove teh drug if the 9902B trial (to be completed in about six months) is positive.
<<The extra cash only improves their bargaining power with a potential partner for Provenge. >>>
The market doesn't agree, tanking the stock. The big dilution suggests that Dendreon was dealing from weakness.
The first statement is correct. Some of the decline in the stock is because Wall Street is one dimensional, selling first because they don't take a second to comprehend ancillary impacts like the one at the top of this post.
The significant portion of the initial decline is arbitrage, which causes selling pressure on Dendreon shares.
The remainder is people selling because, since the price is going down, it must mean the news is bad...
What a racket they have... Run the stops to load
up. Flash big numbers on the ask to scare away bids
but pull them before anyone can hit
Remind me again why we need these sharks in an
electronic marketplace where computers can competently do
all the trade matching cheaper and with complete
I offed those shares a long time ago... Put them
into another "learning experience" before I adopted
purely technical trading for 75% of my portfolio. Now I
only dabble in long term stuff -- mostly biotech like
ALLP and TGEN -- and keep the bulk of my portfolio
Been pretty successful thus
Good luck with this company. As long as the ex-TERA
Seattle morons aren't running the show you should be
Who knows, maybe global warming has the opposite
effect in hell and they will actually make a retail sale
of an MTA!
I saw the Cray/Tera purchase/merger and just
about split a gut laughing. Especially funny was the
spin that TERA was buying Cray and that TERA was going
to "add its expertise to make cray a better
company." Whew... still get the giggles about
To think I sat there at the Red Chip review
conference 2-3 years back and watched them lie to the entire
crowd that the 32-processor MTA would be shipped in "a
week or two".
Worst part was I bought
I assume that they adopted Cray management except
for some token positions for TERA people.
kept a few shares for quite some time as a lark,
hoping that if they went Chapter 11 I could somehow use
them as leverage to get one of those swoopy MTA
I had plans to use it as a compost container in the
back yard... unless they dropped it on the loading
dock between there and here in which case it would
have become outdoor abstract art!
Wow, this dog-ass company (and I can say that
with some experience having lost a fair amount of
money in it) actually showed up on one of my bullish
technical stock screens.
As a point of curiosity,
did the lying morons (I have the recording to prove
that, too -- at least the lying part. The moron part is
opinion) ever get their MTA pipe-dream to work?
did they drop the latest version of that swoopy blue
box off the loading dock again?
Hmmm. We had
some fun a while back with the top ten things the
swoopy blue box was good for. Wonder if I can dig that
his siblings) (message
Congratulations to all those who have stuck it out understanding
that biotechs are a long term investment where
earnings matter little -- only consistent scientific
advances, excellent partnerships, and cash burn make a
difference in the long term.
Who knows how long this
recent boon in the share price will last. I took a tiny
bit off the table (my basis was like $3) to cover my
costs and now all the rest of my shares are free. It
matter little to me know where the price goes as long as
the fundamentals stay sound because I can never have
Congrats to the gang at TGEN as well
for executing very well. It is gratifying to hear on
one hand biotech analysts telling people the
preferred model is "X" and knowing that is exactly the
model you people have put together.
(P.S. Anyone else remember the darker days at $15/16
Thank god someone translated the press release.
Good, easy to understand intro paragraph and the first
five paragraphs give those not-so-bright Wall Street
traders a clue as to how huge a breakthrough this
There is a biotech company theory I've heard
espoused called the partner of choice. Another biotech I'm
in made a real point of this as they consolidated
Frankly, if I hadn't been
exposed to it, I'd have dumped TGEN when they made such a
point of building infrastructure before having much
By having a system to replicate
AAVs in quantity, they becaome a partner of choice for
those doing AAV research. AMGN loses out in this regard
and TGEN looks great to this researcher, who is
obviously committed to find a solution to the disease,
because they can get this thing to market faster because
they already have the production issue solved and
You have to remember these academic researchers are
not it in for stock options, they are in it because
they wasnt to solve nasty diseases and "make the world
a better place." As such, they'll go with who can
get them there fastest.
thought TGEN could get them there faster.
Last time we say movement like this was during
the Seattle Times profile.
I suspect this will
be a bit more lasting, however. Biotech is creeping
back into people's minds as a good place to get in on
the "next" internet.
Like I said way back
when, nice to be a shareholder in a company doing
research into some really nasty diseases like CF,
HIV/AIDS, cancer, and now hemophilia.
Also nice to
have been able to average down periodically over the
last year so that I'm above water at this price level.
I always tell people that TGEN is one of the most
undervalued biotech stocks I know.
They did things a
bit backwards according to the conventional wisdom by
developing a production system before they even get to late
stage trials, but that just means they'll be more
attractive to analysts and institutions as their products
get into P3 trials.
Proud to own shares in a
company that might have a cure for CF...
P.S. The poster who noted we can probably expect news
soon is right. Stock always seems to run up into a
release. Only major complaint against the company -- a bit
leaky in that regard. Also, the AAV release may have
helped. Nice to see some proactive PR recently.
... but it looks like the morning dip was driven
by the market makers to handle that big block
We're likely to be wildly volatile today as daytraders
see the volume spike and figure out which way they
want to run the stock...
Personally, I'd prefer
they run it long <grin>.
As I'm sure most here are aware, BNBN is a
drastically undervalued e-commerce play. Technically, the
stock is putting in some important supports.
Fundamentally, the Christmas shopping season should spur
revenues and perhaps earnings -- possibly making the
investment community at large finally recognize BNBN's true
Here's what we said, in part, on September 7th when we
made BNBN one of our Special Prospects:
been watching BNBN for some time. It was also among
the stocks on Mr. Blodget�s list. Technically, the
stock appears to have formed a base of support and this
level looks like a relatively safe entry point � or at
least as safe as an internet stock can be.
is, and will likely always be, second fiddle to
Amazon.com. However, their web site is very good. Their
network of used booksellers for the purpose of obtaining
out-of-print books is far superior to that of Amazon. This, in
combination with the Christmas effect, leads us to name this
a Special Prospect for your further due
Since we profiled the stock on our Daily Prospect List
at http://www.NymbleInvestor.com it is up over 5%,
or over 125% on an annualized basis.
Prospect Update on our September 7th Daily Prospect List,
we noted a Canadian market research company picked
the BNBN site as the best online bookstore and placed
Amazon.com (NASDAQ:AMZN) a distant fourth. They detailed the
ease of ordering and ease of browsing the site as the
most important positive differences between BNBN and
We expect BNBN to be one of the few technology
stocks to emerge from the coming fall correction
Thanks. That makes sense.
Any idea if the ASND deal coincided with an increase in reported short interest?