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Star Scientific, Inc. (CIGX) Message Board

aholmes12345 11 posts  |  Last Activity: Aug 6, 2014 10:31 PM Member since: Jan 29, 2007
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  • Special Update Novavax (NVAX) –Follow-On Offering Creates Buying Opportunity; Proceeds Will Accelerate “Respiratory Vaccine” Timeline

    Last night, NVAX announced a $100 million secondary offering of common stock. The underwriters are JPMorgan and Citibank, two global banks that currently do not cover the stock from a research standpoint. After speaking with management, the use of proceeds is to fund a standalone elderly trial that will accelerate the path to approval for the disruptive/novel combination flu/RSV vaccine.

    On May 12th, the company announced longer-term follow up from last year’s elderly RSV study that provided vaccination protection over 4-6 months (http://finance.yahoo.com/news/one-rsv-f-protein-vaccine-130000136.html). As a result, the company now has a potential “seasonal” vaccine strategy. Prior to this, there was no standalone elderly path to approval. The new path provides the earliest license/commercialization potential for the “respiratory vaccine” – the combination of the flu/RSV program into a single vaccine that, in our view, will be highly differentiated and lead the company into the combined $5 billion market for flu and RSV vaccines. As a reminder, the NVAX F Protein RSV vaccine just completed its fourth clinical trial since last year, and the company is about to meet with the FDA to begin the first RSV trial in pregnant women.

    With the biotech sector beginning to rebound from the sharp pullback, NVAX included, a dilutive offering seemed a bit surprising – as the company has ~$130 million in cash and government funding (and no debt). However, in light of the new data from May 12 – there is a strong likelihood of accelerated development of the crown jewels. The company will, after the deal, be able to fund all major markets – maternal immunization, pediatrics and now the elderly. In addition, incorporating major distribution, market marking and investment research from two of the larger, well-respected banks, in our view, will als

  • aholmes12345 by aholmes12345 Jun 14, 2014 6:05 PM Flag

    I am so tired of hearing about the comparison of these two stocks. Grow up people. ISIS is going to explode. It has the best PIPE in biotech right now. Try and bash all you want. There is no stopping this high flyer now. Look for 37 Monday. Called a short squeeze. Wouldn't be surprised if we go over 40 next week.

  • aholmes12345 by aholmes12345 Jun 5, 2014 11:52 AM Flag

    also add to long-term appeal of the stock.

    With the shares down about 7% based upon the financing, we believe an attractive opportunity exists initiate or add to positions in NVAX. There is mounting evidence of the “respiratory vaccine” as a major biotech commercial success, driven by sound science, a growing clinical database and a focused management team. NVAX is a BUY under 6 with a TARGET PRICE of 13.

  • aholmes12345 by aholmes12345 Jun 4, 2014 6:03 PM Flag

    Didn't they say no raise was on the HORIZON? Or did someone make that up? I can only think that great news will come tomorrow and a stock double at least. Someone knows something, that's why the stock volume has been going crazy. You do the math.....

  • aholmes12345 aholmes12345 Jun 15, 2014 2:13 AM Flag

    Well said. 40 coming by Friday

  • aholmes12345 by aholmes12345 Aug 6, 2014 10:31 PM Flag

    Stock will cross $40 tomorrow and $50 next week. Better cover soon. This will keep going like TSLA!

  • aholmes12345 by aholmes12345 Jul 27, 2014 2:41 AM Flag

    We are going to new highs Monday. All positive stuff. Shorts are trying to SCARE.

  • aholmes12345 by aholmes12345 May 30, 2014 10:30 AM Flag

    This stock can't get going and don't tell me it's made a move since the last drop. It looks like it wants to trace downward back to $3.50. I hope not but getting tired of this B.S. with all this great news. Where are the buyers if this stock is so hot?

  • Reply to

    i sold isis on the opening as advised.

    by commonsenseistheway Jun 16, 2014 1:51 PM
    aholmes12345 aholmes12345 Jun 17, 2014 12:23 AM Flag

    you are right! VICL no bueno!

  • aholmes12345 by aholmes12345 Jun 16, 2014 11:52 AM Flag

    What's it going to take to get back over $5?
    Are we going to be trading right here until the next data comes out months from now?

  • Reply to

    Will QIWI surprise Shorties bears?

    by stockspy1 Aug 6, 2014 4:00 PM
    aholmes12345 aholmes12345 Aug 6, 2014 5:06 PM Flag

    QIWI reports 2Q14 results on Aug 7 (BMO). We look for almost 30% yoy
    growth of revenue to ~RUB2 bn, ~54% EBITDA margin and $0.43 in EPS
    (JPMe is ~5% above both sell-side and buy-side consensus). We see a high
    risk of Qiwi raising its FY14 guidance post the results. Qiwi trades on
    16.5x 2015E P/E vs. payments peer average of ~19x and ~24.5x for
    V/MA. We reiterate our high conviction on the name with an OW rating
    and see the announcement of potential M&A within money remittance
    space as a short-term catalyst that could move our year estimates up.

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