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Genomic Health Inc. Message Board

ajdoughboy 52 posts  |  Last Activity: Jan 7, 2015 6:08 PM Member since: Mar 25, 2007
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  • ajdoughboy by ajdoughboy Jan 7, 2015 6:08 PM Flag

    Pity the poor saps who bid pps up 22% after hrs...Kras "news" is repeat of old news, and prostate data mix together many little kibbles and bits of no apparent statistical significance to form a positive sounding pr blurb. Show me some real data and I'll consider getting interested...AJ

  • They announced that quarterly loss was greater than expected because enrolment in PIII was going faster than expected, price dropped, so i bought more. Now they announce that they wisely want to build up their cash at a nice high pps to prepare for marketing their compound, and price plummets again. I love the foolish short term traders...please let me buy more at 10-15% discount from peak...AJ

  • If you read the press release, they gave a best estimate of when they'd fully enroll PIII, and budgeted accordingly...they ended up finishing enrolling EARLY...hence increased expenses. That could also explain why they didn;t hit the mark on the BARDA grant revenues too...which would you rather see them focus on...finishing up a pivotal clin trial or starting a speculative early phase BARDA study? I hope short-term investors panic tomorrow at the miss and give me the chance to buy more cheap...AJ

  • Reply to

    the risk

    by speicherscott Feb 25, 2014 7:18 PM
    ajdoughboy ajdoughboy Feb 25, 2014 8:18 PM Flag

    Sorry, don't agree. I can't find much on DMRJ, but strongly suspect they do lots of these types of loans, so spread risk out over many pies. 11% interest doesn't hurt either....and if IMSc hits a big one, DMRJ makes out great. I suspect many of the bitter posters lost a big portion of portfolio they shouldn't have gambled here. I've got very small amt at risk, due to shaky finances of IMSC. I certainly hope not many shorts...you've gotta be nuts to short a thinly traded $0.75 stock.

    GL...AJ

  • ajdoughboy by ajdoughboy Feb 25, 2014 5:10 PM Flag

    Companies trying to bring new technology to the publicly traded marketplace have two primary means of financing. 1) borrow, as IMSC is doing, and have a shaky bottom line that carries an "ongoing concern" warning until/if they hit it big, or 2) issues new shares ad nauseum, thereby incurring the wrath of short-sighted shareholders

    Pick your poison..in either case, the TSA approval comes and leads to a large increase in sales, in which case pps goes to $2-3 and all longs are happy, or TSA approval doesn't come or is delayed big-time, in which case the pps goes to $0.2-0.3...High Risk-High Reward...the best and worst of our capitalist system...AJ

  • ajdoughboy ajdoughboy Jan 30, 2014 1:20 PM Flag

    The proposed incentives sound like they're directed towards the trucking companies that purchase the new vehicles, not the developer of the engines...similar to incentives offered for ev and hybrid cars a few years ago...but, being the main supplier of th engines, WPRT would benefit indirectly...AJ

  • ajdoughboy ajdoughboy Jan 30, 2014 12:39 PM Flag

    You do realize of course how silly you sound...one reason oil and gas are doing so well is that they receive heavy R&D subsidies from our govt. Obama is proposing cutting those unnecessary tax dollars spent on these higly prosperous cos and using the money to advance the next generation in fuel...natural gas.

    Mildly bemused...Aj

  • Before I get bashed, I've been long and got clobbered like all other longs. In reviewing the Phase 1 data, there were two distinct populations...one set that died at roughly the time expected from a placebo, and a second (7/1^) that lives on for 5+ years, in general. If the pattern follows, the survivors of Phase 2 should do much better w/ ICT107 treatment over the next 2-3 years than placebo. Unfortunately, that means that you'll be sitting on dead $ for that time if you stick around. I'm waiting for a bit of a recovery, then time to move on and just watch this study...AJ

  • First of all, nothing new about the company...it's a spinoff of IR, and has been referred to in CPST presentations under the IR label for years. Secondly, the Russia deal is with a series of VCs that hope to sign up small/mid-sized businesses for their product offering...nothing publicly stated about contract terms, or how the "deal" could play out in reality. Russia is the Wild West for businesses, and a paper deal has a long way to go to become a microturbine reality.. Happy hunting...AJ

  • From quarterly press release: "Following the anticipated conclusion of the ICT-107 phase II trial this year, and the time required to analyze the data, we expect to announce top-line results in the fourth quarter of 2013 or first quarter of 2014."

    The longer he anticipates, the higher likelihood the results will be favorable...AJ

  • Before bashers pipe up, I'm long...and quite concerned about lack of any mention of the prostate assay rollout in the earnings press release...AJ

  • ajdoughboy by ajdoughboy Jul 29, 2013 8:28 AM Flag

    I'm new to this board and in early DD. Can anyone provide documented info about why MD Anderson is no longer treating patients with SL-401 for BPCDN?

  • ajdoughboy ajdoughboy May 12, 2013 1:01 PM Flag

    Actually the Smith article makes no such point...it simply states that treatment preps were done at two different sites. The key is to have the procedures done to GMP and meeting the same specs at both sites...if that was done, then there is no issue...AJ

  • Reply to

    18 months median survival for control group

    by filosofer989 May 11, 2013 7:41 AM
    ajdoughboy ajdoughboy May 12, 2013 12:51 PM Flag

    Ummm...I supposed you really don't understand what a Median is? It means that 1/2 of the set are below this value and 1/2 are above.

    mildly bemused...AJ

  • ajdoughboy by ajdoughboy May 1, 2013 6:44 PM Flag

    Perhaps Mr Spiros should do some research on other "miracle cures" that desperate cancer patients have used while detouring around FDA over the years...let's start with Laetrile and DMSO..

    From Spiros column:.

    "Several months ago I wrote an article about Northwest Biotherapeutics (NWBO), its therapeutic GBM brain cancer vaccine DCVax-L, and its battles with the FDA and regulatory agencies in Europe, slamming the whole clinical trial process and hoping NWBio could pull through. I explained why former Congressman Ron Paul's Compassionate Freedom of Choice Act of 2012 (column 3) allowing dying patients to try out whatever drugs they wanted whether approved or not, would never pass, and indeed it has not even gotten close. Such freeing legislation is too much of a threat to the FDA's iron grip on the medical industry, and Big Pharma's control over a grossly outsized portion of market share. With the FDA keeping smaller companies at bay with wildly expensive regulations, Big Pharma's place is assured at the top."

  • Reply to

    Roth Presentation

    by danman159 Mar 18, 2013 6:06 PM
    ajdoughboy ajdoughboy Mar 19, 2013 7:58 PM Flag

    Actually, the company does get feedback on SAEs, of which death definitely would qualify, and they get this feedback asap from the site...what blinding means is that they don't know if the death or other SAE is from the treated group or the control.

  • Reply to

    Funding--killer dilution coming up

    by rjothvas Dec 27, 2011 4:24 PM
    ajdoughboy ajdoughboy Dec 27, 2011 8:56 PM Flag

    How does it feel to keep losing and losing and denying it the whole way down to 0.28? I would have bailed once I read some facts that were troubling...but why let facts get in the way?

    You also forgot to mention another fact...that I added the AJ id after being shut out of this board by pumpers like you who blocked the other id...

    mildly bemused...RJ and AJ

  • Reply to

    Funding--killer dilution coming up

    by rjothvas Dec 27, 2011 4:24 PM
    ajdoughboy ajdoughboy Dec 27, 2011 8:51 PM Flag

    So does this mean you are denying the facts I wrote about? Are you capable of reading? If so, check out the annual report posted on the CVM website to verify for yourself.

  • Reply to

    Teva phar Adam Cramer

    by williamjamesmollet Jul 23, 2011 6:20 AM
    ajdoughboy ajdoughboy Jul 23, 2011 11:24 AM Flag

    You may be right...and that would explain why, unlike 95% of all deals with small biotechs, including most of the other TEVA deals, TEVA didn't pony up for a plug nickel payment to CVM up front. They get varying amounts of rights to 4 countries and their only cost is to run PIII in those countries, at the pace of their choosing, which doesn't appear to be particularly urgent.

    Multikine is built on a house of cards, well worth the zero shekels put forth by TEVA in milestone money...AJ

  • Reply to

    No HLA Markers Listed within P-3

    by clone14me Jan 4, 2011 12:35 AM
    ajdoughboy ajdoughboy Jan 5, 2011 8:47 AM Flag

    bit of a typo there...I meant to indicate that my portfolio is well above end of 2009 levels...the idea being that basing investing on facts tempered with opinion beats emotional responses over the long run...RJ

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