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Keryx Biopharmaceuticals Inc. Message Board

mgm2020 28 posts  |  Last Activity: Sep 23, 2016 11:26 AM Member since: Mar 3, 2010
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  • and the release of data that could propel this company up to a much higher level of valuation? When the data confirms the company's preclinical research(just like IMO-8400 did with WM) then not only will that transform the company's future and lead to a much higher valuation, but it will also make it much more likely that 2125 will have similar actions and value across a broad range of cancers and checkpoint inhibitors. Many companies would be interested and would pay a very high premium for the future potential value of 2125-----and then there is 3GAtha would be part o the whole package.....

    Sentiment: Strong Buy

  • Reply to

    Its a waste land

    by oilup12345 Sep 2, 2016 10:19 AM
    mgm2020 mgm2020 Sep 7, 2016 10:10 PM Flag

    I think he had way too much exposure to the radiation. Nothing but babbling gibberish and self-serving garbage. I don't even think he can vote because I doubt he is even an American citizen.

    Sentiment: Strong Buy

  • getting out of the bag. Like I said a few weeks ago---imagine what one---or more Rabobank-like deals would do for this company and the stock.

    Sentiment: Strong Buy

  • Reply to

    SEEKING ALPHA

    by ss1106cr Aug 22, 2016 12:25 PM
    mgm2020 mgm2020 Aug 22, 2016 5:53 PM Flag

    TROV has what no other company does---and what no other company ever will have thanks to it's ironclad IP. If any company wants to have the same precision, sensitivity, ease of use, and actionable mutation platform----they will have to BUY the company. And someone will----for BIG bucks.

    Sentiment: Strong Buy

  • Reply to

    2 Trade halts in 2 days

    by luciferwantsyou2 Aug 16, 2016 11:30 AM
    mgm2020 mgm2020 Aug 16, 2016 1:08 PM Flag

    Please don't clutter the board with facetious comments like this. I believe that major partnerships will be unveiled with a few big pharma companies that include TROVERA as the preferred method of testing for patients being treated with their anti-cancer products for specific mutations. I also think the company will be bought out within 24 months, most likely by Illumina or Fisher Scientific for at least $20/share---but could be considerably higher given the very low MC of the company and the robust growth ahead.

    Sentiment: Strong Buy

  • mgm2020 mgm2020 Aug 13, 2016 12:36 PM Flag

    I guess you think the same thing about Milano, the Bakers, and everyone else who feels positively about Idera?

    Sentiment: Strong Buy

  • URINE is one of the biggest advantages due to it's simplicity in obtaining a sufficient sample and greater amount of time accumulating in the bladder for better ctDNA detection AND quantification. It is also much easier to repeat on a regular basis. No need to keep finding suitable veins to continue drawing blood from and no need for a trip to the dr, clinic, or home visit. and now it has been conclusively shown that it has the ACCURACY and SENSITIVITY to outdiagnose and outdetect invasive tissue biopsy---which are inconclusive with many of the mutations that oncologists need to diagnose in order to guarantee proper treatment and best possible outcome. It also has ironclad and long-term patent protection, which is potentially worth billions and would greatly expand the scope of an acquiring company's testing capabilities and revenue generation. Still way undervalued.

    Sentiment: Strong Buy

  • IDRA is doing exactly what it has done for the past few years. It rises leading into anticipated trial results(going back to the psoriasis 8400 trial) and then sells off and swoons until the next cycle begins. This is the beginning of the next cycle. If you were enough of a visionary and optimist to buy at or near the lows---congratulations. But many investors, and even speculators prefer to see some life in a stock before placing their bets, and that is exactly what we have seen here in the last few weeks. Now hovering near the $2.00 mark, the stock is only about 30 cents below the bottom of the last cycle in 2015. The 2125 trial is one of the most important trials because it is on a different compound than 8400 which the company had been concentrating on. 2125 has a MUCH larger patient population that could be treated with it, as it may enhance and amplify the effect of many of the most promising anti-cancer checkpoint inhibitors like Keytruda, Yervoy, Optivo, and even Imbruvica. THAT is quite a list of potential combination drugs. The stock is likely to rise back through the $2's and the $3's and be right back up to where it was when the 8400 WM results were released, and the 2125 data will most likely be presented on at least a big a national stage. Trust me----the company knows how the trial is going, and when Milano stated that they are "looking forward to presenting the translational data later this year at a large national immunotherapy conference", he knows what they have and he MEANS IT. There hasn't been much to be positive on over the last few months with Idera other than the potential, but that is about to change-----and soon.

    Sentiment: Strong Buy

  • This is the time to add or buy in. The company made it a point a few times during the CC to say that they were sitting on not just one, but a FEW very large deals that they expect within the next 12-18 months. Both Hunt and Valcke stated that at different times during the call. We all saw what the Rabobank deal did for the company n the stock price. Can you imagine what 2, or 3 deals tat size will do to the stock? And with the acquisitions made and the new partnerships Vasco has expanded their appeal by offering hardware and software encompassing nearly every category of security/identity protection and verification from e-sign to digipass, to multi-factor authentication, and now to biometrics. The stock will be over $30 again within 12-18 months------and the likelihood that the company will be bought is increasing.

    Sentiment: Strong Buy

  • mgm2020 mgm2020 Jul 30, 2016 11:47 AM Flag

    Personally----I think you're both the dummies. And I hope you really are under surveillance, especially with all of the nonsense you've posted under all of your other screen names. But nearly all of what you post seems to be just utter nonsense.

    Sentiment: Strong Buy

  • Seems that no one really knows how to get to the old MB----and very few people are posting on the new one because it is so cumbersome. Oh well---these 2 can just keep posting even though no one is reading their posts. I would encourage everyone to take a good look at TROV. Collaborating with Univ of Michigan and USC Norris cancer center on algorithms for the use of their cancer mutation urine test that is now covered by insurance for over 160 million people. They also just had another article published in a prestigious peer-reviewed medical journal again showing that the accuracy of their urine/blood tests is as good or better than anything else available. It even detected cancer/mutations in 12 people that were negative with a TISSUE BIOPSY! No that is a head turner!

    Sentiment: Strong Buy

  • confirmation that TROVERA is going to be widely adopted and eventually become the industry standard for many cancers and mutational testing. And with 12 cases of T790 detected with TROVERA that were NOT detected with tissue biopsy----that is what will turn the heads of many oncologists and get them to change their practice protocols. Here is a key clip from Mark Erlander, CSO of TROV,
    "This study is important because approximately 60% of NSCLC patients receiving TKI therapy develop resistance through the acquisition of the EGFR T790M mutation. The ability to use noninvasive biopsy methods is important to not only identify the resistance mutation, but also to longitudinally monitor the response to therapy," noted Dr. Mark Erlander, Chief Scientific Officer at Trovagene. "Trovera is the only liquid biopsy test that can detect the mutation from both urine and blood samples, offering healthcare providers and patients with noninvasive diagnostic options to obtain information about the cancer and better personalize treatment."

    VERY IMPRESSIVE.

    Sentiment: Strong Buy

  • the MC for ACAD is still way too low for PDP alone. The results for ADP will be even better and more convincing than PDP thanks to the better general health of patients with ADP(or agitation). These patients are more likely in the earlier stages of Alzheimers and are going in and out of episodes, and will be generally younger than the Parkinson's patient population. An acquiring company would be wise to make their offer BEFORE these trial results come out, as that will more than double the value of the stock, and ACAD as a whole.

    Sentiment: Strong Buy

  • I believe, will be a breakout to the upside. I believe that this dip today is setting up a major move higher. The partnerships with Univ of Michigan and USC Norris continue to demonstrate the interest in Trovera and the progress that will be coming, especially when the "formula" is determined for detection and monitoring of the expending list of cancers and mutations that are actionable with Trovera. And the Maxim formula expects MD's to average 4 tests per patient. USC calls this technology ground breaking and in direct competition with the current standard of care. Trovera will change the way that many cancers and mutational status and load are monitored and this is how paradigm shifts occur in medicine. Look at how the shift in cancer treatment has moved away from traditional chemo to "immunotherapy", and how the "type" or location of cancer is not as critical as the mutational status and genetic makeup of the cancer----which Trovera is able to detect better than anything else available. LOAD UP-----I still predict double digits by year end.

    Sentiment: Strong Buy

  • especially with the USC collaboration to come up with an algorithm to determine when Trovera can and should be used. Many doctors using Trovera will determine this on their own, but this study will garner a lot of attention among oncologists, and most likely be published in a high profile journal. There are many oncologists who want to be on the "cutting edge", as USC put it, with new technology, and the data available so far indicates that the accuracy and precision of TROVERA is the same or better than the current "standard of care", and trovera has a very high likelihood of being used side-by-side with, or replacing blood draw and/or biopsy for many cancers and mutation variations. Double digits by year end.

    Sentiment: Strong Buy

  • Reply to

    If you look 1 month chart.

    by oilup12345 Jul 14, 2016 9:56 AM
    mgm2020 mgm2020 Jul 14, 2016 1:14 PM Flag

    This same pattern has occurred multiple times with IDRA. This time the stock dropped down below it's previous lows, though, due to the sentiment shift in biotech and small caps. Positive trial results already in the vault with 8400 and WM with higher dosages and greater effectiveness on the way, but 2125 is where it's at right now, and with Yervoy AND Keytruda combinations in trial the results should be very impressive when we get the first release of data in a few months. When you already have a good result with Keytruda, an immunotherapy-based treatment(and yet only a 40% 3 year survival rate, yet it is considered a breakthrough drug), if you can boost that response by 30, 40, 50% or more with 2125----you have a bona-fide headed-for-commercialization and/or possible buyout game-changer. Last year the stock rallied 50% in August then slipped down and really picked up leading into ASH.

    Sentiment: Strong Buy

  • mgm2020 mgm2020 Jul 9, 2016 11:56 AM Flag

    They are not shorts. They are both "traders" and occasional longs that like to be confrontational and sarcastic. And when good news comes out they can never seem to accept it for what it is----a POSITIVE. This recommendation is backed up with what appears to be solid and logical research which comes up with their "fair market value" which is $12/share. That will be quite low as the use and adoption of Trovera picks up, and the company becomes a more likely buyout candidate.

    Sentiment: Strong Buy

  • mgm2020 mgm2020 Jul 8, 2016 2:37 PM Flag

    This is an extremely valuable technology with very strong and extensive patent protection. But just like with any new technology, be it hybrid or electric cars, alternative energy, new medical treatments-drugs-or surgeries, or new clinical tests-----it has to be broadly accepted, and this technology will be thanks to it's benefits and cost savings. It WILL eventually become the standard of care for all of the cancers and mutations it eventually will be able to detect and monitor, and that is an ever expanding list.

    Sentiment: Strong Buy

  • mgm2020 mgm2020 Jul 8, 2016 1:48 PM Flag

    Well, the stock DID reach nearly $14 last year before it fell. 3 years is an eternity in the market to most people and recommendations are forgotten. I am not sure if they discontinued coverage also for a while. But, they have either initiated or restated their BUY rec and provided justification for their $12 target, which you may or may not have seen. You have to take what you can get with the market, and I will take positive publicity, a $12 target, and a BUY rec on TROV right now-----won't you?

    Sentiment: Strong Buy

  • mgm2020 mgm2020 Jul 8, 2016 1:44 PM Flag

    I think that the analysts that cover the stock may have a little more information at their disposal than we do, and have access to company executives for private meetings. Last year ALL of the covering firms were pegging the market cap for TROV at between $300 and $400 million---and that was with NO insurance coverage yet. Now the stock has a market cap of less than half of that and has advanced tremendously with ALL of it's initiatives and met every single goal it set. That tells me that the stock is extremely undervalued.

    Sentiment: Strong Buy

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