of what an anonymous poster typed
That post has nothing to do with my position or my stance on ARWR. What I meant was Hp reply to my message on what ARWR (DPC/ARC520/521, bal of pipeline) worth on the open market. Like I stated, ARWR is worth more dead than alive. Plus I don't follow the ProBoard. Have enough problems following this one lol
? I think you are smarter than that.
I am, and so our YOU. Even if they run out of CASH, which they won't, and the river doesn't rise, but as HP wrote, ARWR is richer dead than alive. Hope you know what I mean. I am not going anywhere, unless they have a SAFETY ISSUE.
Thanks Hp. So with your figures, the Safety profile, KD, and duration of KD to this point., WHY would anyone worry about the outcome, to this point. Just because CA hasn't made a official statement doesn't make it less valuable. All just my 2 cents. Again, not a Science Guy, just like to talk in common sense words. To me this is potential GOLD MIHE, if it isn't all ready @ $5 an change. Luck to all LONGS, and have a wonderful next 6 months.
Just for fun/giggles:
If there was a auction held at ARWR next week, and BP could bid on these, what do you think the bids would be on the following, based on 60M shares.:
I know in the past you have done a breakdown on what you thought these items would effect the SP going forward. Just your current thoughts on the above. We all know the current SP doesn't reflect the real value of the above, or what's' more the balance of the pipeline..
Remember the words "So more data will create leverage" .I feel he has until March 2017 to create that leverage. The more leverage, the higher the SP. Would you want to settle for a quarter on the dollar now, or get 2.50 on the dollar later. Jim stated a 20 bagger. I think a 3 to 4(or more) bagger in 6 months(that is 20/35pershare), then the rest later will be gravy. Like I always stated, ARWR will never see 10, but when it moves it will be over 15/18 in a heart beat. Then 35/45 soon after. Either you believe in the Science/ARWR or you don't. If not, sell and move to the next big thing. Like Alfred E. Newman stated "What me Worried" My answer to that is ;"NO"
It was posted on the ProBoard by Derekiz (meeting notes)
Note - was not word for word, but a summary. Also it is easy to pick apart any statements, and bend some words, to fit your thinking, Either you're short, or a iong at the boiling point. In either case, do what you think is best, for you and yours.
CA related that he believes that ARWR will be able to silence all aspects of the HBV genome. He related that because of our extensive experience he believes we have the most potent sequences to suppress the HBV genome. “I believe these sequences are by far the best on God’s green earth.”
He said that if he sees good data and functional cures with ARC 520/521 he would be more than willing to possibly build their own sales force in Western Europe and the U.S. Says they would not have a problem obtaining funds to do this with functional cures.
CA said that Merck, Gilead, and J&J were interested in HBV and if ARWR shows full cures he would expect to be pursued by companies like these.
The next question was about a relationship with Roche because of the proximity of their research facility with ours. It was a direct question but he became cagey about a relationship and said he couldn’t comment on vendor relationships.
As for our new facility we need that because we have outgrown our current facility. No bench space or ability to expand. Said he wouldn’t have pushed it off if he felt that they wouldn’t have the capital going forward to afford it. There are enough potential milestones coming up to obtain capital to pay for it. CA said obtaining capital, partnerships, and collaborations are “All on his shoulders going forward”.
Found a summary by a 2nd party who was at the meeting, as follows:
CA feels Arrowheads plate is full with the programs they have now and with the cash to move them forward. New programs will have to wait until ARWR has funds, the space, and the bodies to move them forward.
Only very recently have they decided to actively pursue partnerships/collaborations. Part of that reasoning is that he feels the programs are mature enough and the data robust enough to attract a collaboration. CA feels that his preferred mode of obtaining additional funds is through a DPC being used to test delivery of other pharma’s payloads especially to liver targets. He would like to create those types of deals which he feels are less dilutive.
Will they partner on their current indications HBV and AAT? It’s possible but he thinks that that could be quite dilutive at this juncture. As more positive data comes in coming months then their negotiating position could improve. He feels that at this juncture no one would step up and pay the company what the technology is worth. So more data will create leverage.
Audience participants reminded him multiple times that we are operating under time restraints at the same time we are expanding our plant and personnel. He is completely aware of that and said that his and top managements only job going forward is to obtain partners/ collaborators and the funds needed to move the programs forward. But he did say that he would not rule out funding from capital markets either if need be but it’s his least favorable choice. CA is very aware that macro economic problems have influenced the markets and that he has to take them into consideration when raising funds and that the suppression of stock prices does not help.
Big ? for you. How many shares to you think this board has in long shares???
Dig ? for you. I was wondering, what if ARWR succeeds in what they are doing, and can produce hard evidence, that they have found that 520/521 will produce FC (Functional or Full Cure), and then will decide, not to partner and go it alone. They publish their results to the Medical Community, and then make a secondary to raise the CASH needed to P3 or get the FDA to fast track them. The price would be x amount for x amount of shares. That way they can stay independent and have the CASH to do what they want with the rest of the pipeline. Last year or before, ARWR stated that they were looking into distribution of the drug, once it was approved. I don't know which would be better, 1 dilution or 2. partnership. 3. Sell the 520/521 for x amount of cash, and royalties. Just my 2 cents.
Note I am sure the Market and Institutions would be all over the secondary, if they can prove the Science, and even if the secondary was at a higher price than current SP. I know that is a lot of "IF"
Note 2 - What I am thinking is the secondary price could be a lot higher than the current price, once the information is presented. I am thinking a lot higher. So thinking a secondary would be lower, might be wrong. I am sure Henry won't agree, and many others probably won't either.
Henry - It look like you should invest in CD;s. You want to win big, but want NO RISK. That's not possible today. All investors in order to hit a small stock that will turn into a success, has to gamble. Name me one stock today, that you could invest in, that does not carry RISK? You're just upset because CA won't publish the information that meet your opinions. Either you believe what CA has stated, or you don't. By you posting your negative thoughts all day long, is not going to change my mind, but sounds like you believe in what you write, so if I could suggest, sell and wait for the press release, and see if you made the correct choice. Just my 2 cents.
That's False Henry. What is good for shareholders, is damn good for management. So, THEY CARE. It's their money also on the line. They just don't seem to get as emotional as investors do, and if they do, they don't show it.
I got a reply in one day, but it was about jobs. I am sure, they know, whatever they send back in a message, goes directly to YMB..lol
Per Google, that is about 400K per year for those 5 positions. Wonder if they will tell them, the jobs will only be part time probably till Dec 2016..
Note - Sounds to me, like they are getting ready for the new building. Just my 2 cents.
Regulatory Affairs Manager
Synthetic Organic Chemist
Analytical Development Chemist
Process Research and Development Chemist
Delivery Chemistry Director / Senior Director
One day we're going to wake up and it'll be official. How all this is not creating more investor enthusiasm for ARWR I have no idea. Less
When that day happens, you will see 15/25M in Volume. Everyone will be buying, Inst, Shorts, traders.JMO
They will sell and the funds will end up making the bulk of the profits. That is just the way it
Dig - Not me. I am in here to Win it, and if the opposite happens, so be it. Gone to far/long on this one, to not stay to see how the ending come out. Will love to see the credits after the show. Just want to know who was involved in the production. Sometimes in LIFE, you just have to go for the GOLD, and not worry along the way. Just sit back, and enjoy the future. Happy trails to all LONGS.
Did you ever consider Henry, that there might be TOP LEVEL meetings, and negotiations going on, based on that information, so it is not avail to investors, market, or the general public. Dang, where is Holdencf hammer.. If you cant wait until tomorrow, next week, next month, or end of the year, you know what you can do, and do it QUICK.
You have to have faith Henry, which you just don't have. Sell Monday, pleassssssssssssse