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Pernix Therapeutics Holdings, Inc. Message Board

beavertail_splash 1096 posts  |  Last Activity: Apr 27, 2016 10:16 AM Member since: Apr 13, 2007
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  • beavertail_splash by beavertail_splash Mar 9, 2016 6:02 AM Flag

    "Geron and J&J began treating patients last September in an open-label study with two imetelstat dosage arms.(IMbark) Success here probably wouldn't be enough to file an application, but it could do wonders for Geron's stock, and soon. In the second half of the year, then again in 2017, J&J is expected to check in on how things are going. If at least one of the dosage arms shows acceptable levels of safety and efficacy, J&J probably will probably take the drug through phase 3 and into commercial stages, triggering some hefty milestone payments for Geron."
    I beg to differ with his comment 'Success here probably wouldn't be enough to file an application' as this would place IMET in the BAT(best available therapy) status category resulting in an expedited FDA approval designation. It's all Janssen needs for a quick approval. Also noteworthy wrt Imerge, it has already moved beyond phase II of its II/III phase part as indicated by the govt trial registry, noting things must be moving along well.
    Apart from that I thought that Cory's article was one of the better ones coming out of the Motley Fool and summed up with clarity the potential here. He also mentioned "However, if data thrown off from the IMbark or IMerge trials boosts the stock, I'm worried the company will get ahead of itself and raise equity to acquire another candidate. (Hear that Chippy...no one wants another shelf exercised purchase)
    Instead, what I'd like to see is for Geron to stay patient, let the J&J collaboration play out, and then increase its pipeline with positive cash flows, not equity. The temptation to raise equity will be hard to resist if the price spikes. However, remaining prudent will allow shareholders a larger slice of profits and increase the stock price over the long run." If only our CEO could deliver such forward looking guidance. Hmmmm.......SIGH
    Cory for Prez maybe?

  • beavertail_splash by beavertail_splash Feb 6, 2016 9:47 AM Flag

    to rocky squirrel, from one rodent to another had you followed "Sdrawkcabeman, Irishtrader52, Earfool, Biopearl, Tazmatic and a few others that have what it takes to write an informed or at least, interesting to read post." and based your investment DD on that, buying into GERN's chipmunk's pension plan would have ruined your financial portfolio as it has mine. Nothing Chippy has delivered, even the Jansson deal (which barely got a SP boost) has moved this SP up to where it should be based on Imet's development and market potential. The Mayo under T-fairy was great in developing the drug in it's early stages, Janssen's 2 new world trials for establishing IMET's viability and eventual expedited approval could never have been done in house by GERN. This being said, although the Chipper did get the deal down, which I give him credit for and should be adequately compensated for when the time comes, he has deliberately sandbagged ever since and has caused undue selling pressure by ;
    #1. his publicly stated acquisition intentions all through 2015 and the Fidelity shelf registration last Sept. which really killed the SP.
    #2. his delayed booking the $35mil by a year
    #3. he has yet to promote the drug within safe harbor guidelines for market valuation potentials supporting investment DD
    #4. he has not yet PR'd EU ODD designation for IMET ( a reportable event)
    #5. he needs to clarify the milestone payment requirement payments for the new Janssen trials rather than this board trying to decipher the terms of that rather lengthy collaborative contract with them. The market hates uncertainty and this guessing has added to it.
    #6. he needs to stop going from racing car management analogies to sticking to the knitting as referencing what he is doing with the large sum of money I have entrusted him with and stopped feeding my shares to the sharks.

  • beavertail_splash beavertail_splash Mar 4, 2016 4:51 AM Flag

    "Maintenance imetelstat failed to improve PFS in advanced NSCLC patients responding to first-line therapy. There was a trend toward a improvement in median PFS and OS in patients with short TL. Short TL as a predictive biomarker" if these were the (non-significant) trial results why would GERN want to be revisiting solid tumor trials again? They failed with earlier paclitaxel combo breast cancer trials(2012) as with earlier lung cancer trials; " The Company also announced that it is continuing its randomized Phase 2 study of imetelstat in advanced non-small cell lung cancer (NSCLC). However, although a separate interim analysis of the NSCLC study suggested a modest trend of efficacy in favor of the imetelstat arm, the pre-specified success criteria in this trial are unlikely to be met, and, as a consequence, it is doubtful that Geron will take imetelstat forward into Phase 3 development for NSCLC."
    Bringing up failed trial data Anne does not help SP.

  • Reply to

    Chippy's Compensation

    by blackmarango Apr 16, 2016 8:20 AM
    beavertail_splash beavertail_splash Apr 16, 2016 8:39 AM Flag

    he`s part of the wider cancer plaguing this nation
    average US CEO compensation was 30x that of average employee`s in 1988
    today that`s grown to 300x that of average employee. This when real wages have only increased by .025 in the same time frame. Wholesale theft of Mainstreet by management enabled by State Street and delivered to you by Wall street.

  • beavertail_splash beavertail_splash Mar 26, 2016 11:29 PM Flag

    looks like Ho Cheng's argument is a floater left over from the first time his interpretation on telomerase inhibitors got flushed down the toilet 13 tears ago..

  • off the island. Irish is good at that kinda stuff. She never held very high regards for our used car salesman always praising T Fairy never dah chipmunk.

  • Reply to

    JNJ Chronicles (Imetelstat and Telomeres)

    by lws2000 Apr 1, 2016 5:42 AM
    beavertail_splash beavertail_splash Apr 1, 2016 6:13 AM Flag

    Gern needs to decouple from the Wall Street trading arm's grip. To da moon, Alice!

  • beavertail_splash beavertail_splash Feb 29, 2016 9:38 AM Flag

    their strategy this spring is to have every disgruntled long sell so Chippy wont be proxy voted off the island. As it stands very few long term investors are left standing.

  • Reply to

    Chippy's Compensation

    by blackmarango Apr 16, 2016 8:20 AM
    beavertail_splash beavertail_splash Apr 17, 2016 9:48 AM Flag

    I havent even opened mine up....thats how despondent GERN has made me become

  • Reply to

    TRUMP says: SELL EVERTHING (Geron & JNJ finished)

    by lws2000 Apr 2, 2016 9:13 PM
    beavertail_splash beavertail_splash Apr 3, 2016 1:20 AM Flag

    self fulfilling prophecy; if Trump becomes president we will experience a nuclear winter.

  • Reply to

    As a shareholder

    by beavertail_splash Feb 6, 2016 9:47 AM
    beavertail_splash beavertail_splash Feb 6, 2016 9:49 AM Flag

    "Fiduciary obligations exist to ensure that those who manage other people’s money act responsibly in the interests of investors, rather than serving their own interests. The nature of the fiduciary relationship means that a fiduciary is expected to be loyal to the person to whom he or she owes the duty. In particular, fiduciaries should not put their personal interests before the duty, should avoid conflicts to the extent possible (and, if they cannot be avoided, conflicts should be minimized, disclosed and carefully managed to prevent any breaches of loyalty obligations), should ensure that their fiduciary duty does not conflict with other legal duties or their own interests, and should not profit unreasonably from their fiduciary position.
    Fiduciary duties are generally seen as requiring a higher standard of performance than those that are generally imposed in contracts."
    ....has this CEO met with his fiduciary responsibility? Don't tell me or splash your vote all over this board just vote on the next proxy.

  • Reply to

    Many of you ask: Why is the share price so low?

    by pmmethetruth Apr 22, 2016 10:06 AM
    beavertail_splash beavertail_splash Apr 22, 2016 11:48 AM Flag

    the only duck quacking is Joko and he works for Affleck. Do you honestly believe 1-2 years more to seriously decide if GERN's a winner or not? WRT to all three on going current trials two of which are phase 2(IMBark NCT02426086 & MF NCT01731951) and one well into phase 3 (Emerge, NCT02598661) not mention all the 6 years of data already collected on IMET me thinks our capricious CEO is bagging our timelines for some other nefarious cause.

  • Reply to

    IMET ♥ Inter-Parish Marriage Enrichment Team

    by spewage Apr 9, 2016 2:32 PM
    beavertail_splash beavertail_splash Apr 10, 2016 5:13 AM Flag

    was this set up to reduce interbreeding in small rural parish communities?

  • Reply to

    Motley Fool's take down article

    by beavertail_splash Feb 8, 2016 4:11 AM
    beavertail_splash beavertail_splash Feb 8, 2016 4:20 AM Flag

    HMMMMMMMMMMMMM at half the value of Proteolix, GERN;s current market cap at $452 could be bought out at 2x current value by Janssen making it closer to $5.72. Almost dead on with Chippy's option's price of $5.80

  • Reply to

    Fire Chippy Part 2

    by blackmarango Feb 1, 2016 9:46 AM
    beavertail_splash beavertail_splash Feb 1, 2016 10:18 AM Flag

    BM as to the "secret" clause you were referring to in the collaborative agreement, wonder if Janssen wants some biotech they can't buy for legal reasons for him to buy out before they buyout GERN.(remember some discussion on this topic before)

  • Reply to

    Anyone notice the close Friday

    by fc4364 Jan 31, 2016 11:07 AM
    beavertail_splash beavertail_splash Feb 1, 2016 1:20 AM Flag

    it was a stupid thing to damage SP as he did as acting CEO with his acquisition pipe dream wish.

  • beavertail_splash by beavertail_splash Feb 1, 2016 12:36 PM Flag

    looks like a welcomed buyout price for GERN. How can these exec guys predict the market and stall a year to reach their goal?

  • Reply to

    2015 Positive Achievements?

    by blackmarango Feb 11, 2016 11:08 AM
    beavertail_splash beavertail_splash Feb 21, 2016 10:22 AM Flag

    thumbs mean nothing on this manipulated stock board. i`m pretty sure Joko`s responsible for at least 10 aliases on only one hand..
    Irish had as many as 100`s a few years ago,. Where have all those thumbs gone? SP is down by $3 since Jan 2014 and Dec 2013

  • beavertail_splash beavertail_splash Feb 23, 2016 11:59 PM Flag

    Gern's compensation committee awarded themselves a 3% package increase this year and yet shareholders took a 4% hit o their share price today following an investor's presentation; 50% off the 52 week high. Something is wrong with this picture. Curious critters want to know why?

  • beavertail_splash by beavertail_splash Mar 10, 2016 5:01 AM Flag

    possible indicator signal of gap to the direction of the trade

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