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Sarepta Therapeutics, Inc. Message Board

bf109gee 86 posts  |  Last Activity: Jul 25, 2014 10:31 AM Member since: Jan 28, 2014
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  • bf109gee by bf109gee Jul 25, 2014 10:31 AM Flag

    I recall the adage that "when you make someone think, they love you. But when you make them REALLY think, they hate you." As tempting as it is to bash CG for alleged crimes against humanity...there's a different perspective available here. Perhaps we should praise him? Lots of people told Marconi to drop his radio experiments, or asked Oppenheimer to leave New Mexico. What if.... one of the conditions set at hiring centered on bringing other exon trials up to speed by the start of July? Or, perhaps, that CG wanted that FDA filing to go concurrent with 144 wk data and the document was simply not ready? As much as we want to paint this as a urination match among egos, there may be a very blunt reason behind this termination: the guy could not pull the freight, and the BOD agreed to jettison him and move on.

    I'm just a wee little investor in all of this, and my reaction to this is mild interest and a big yawn. (I have the same reaction in the check-out line when I spot a National Enquirer headline involving movie stars and cellulite.)

    The science is solid. We may have lanced a few corporals, but our general still wants to take the hill. There is an inevitability to all of this, exclusive of minor players.

    Sentiment: Strong Buy

  • Reply to

    No insider sales that i can see in this drop

    by bergycb Jul 19, 2014 10:12 AM
    bf109gee bf109gee Jul 21, 2014 10:56 AM Flag

    Condolences. If it were only a partnership, the window may have remained open. But now that it's a fully executed merger, you are justified in de-listing her. Do you know if any spin-offs are planned?

  • Reply to

    No insider sales that i can see in this drop

    by bergycb Jul 19, 2014 10:12 AM
    bf109gee bf109gee Jul 21, 2014 10:30 AM Flag

    Dude, as your retirement advisor, I'd suggest rekindling the relationship with the ex.

    Sentiment: Strong Buy

  • Reply to

    JMO

    by simp08801 Jul 15, 2014 12:51 PM
    bf109gee bf109gee Jul 15, 2014 1:58 PM Flag

    Wouldn't a partnership involving some market (geographical or pharmaceutical) help offload some of these attendant risks -- and allow plans for independent growth to continue unfettered? And if you can, I'd welcome your views of the calculus behind anything "reasonable."

  • Reply to

    Did that FOOL, USA GARY, jump out a window?

    by spiritofbudrolfs Jul 14, 2014 12:16 PM
    bf109gee bf109gee Jul 14, 2014 2:16 PM Flag

    I used to think that "investor" and "parent" were two jobs that did not require prerequisites. Not true. You need to be a human being to be a parent.

  • I can imagine how aghast the twins' mom must be that some ascribe the recent stock performance to her innocuous comments.

    Here's my counsel: you're completely innocent, so don't even think about going there. Your one and only focus is the health of your boys, and the fact that you traveled for hours to help open the company's new facility speaks volumes about what you think about Sarepta and eteplirsen. Monsters and maelstroms always circulate around this drug, but we can all look forward to the day -- oh, let's say 30 or 40 years from now -- when your boys can look back on this experience and laugh about the day that mom sneezed and detonated the bomb. At that point, you will call for a toast -- and everyone will raise a 12-oz. paper cup of water.

    I've been in this since AVII days, and I can number a dozen occasions when rugs got pulled out without notice. I can also cite an equal number of positive outcomes that ALSO appeared without notice. (Definitely NOT an investment for the faint of heart.) These fluctuations are what they are -- a criminal disservice to every DMD family, and the onerous byproducts of everything from FDA ineptitude to market-maker mischief. But these days of merriment are quickly coming to a close.

    If there's anything good to come from all of this, it's that we -- today -- are one day closer to the certainty of AA and widespread availability of our miracle drug. Let's recall Churchill's comments after England repulsed a strong attack: "Away we dash over the currents that may swirl around us, but the tide bears us forward on its broad, resistless flood....Now this is not the end. It is not even the beginning of the end. But it is, perhaps, the end of the beginning."

    All is good -- or at least it will be, soon. We're heading for the endgame, and the outcome is inexorable.

    Sentiment: Strong Buy

  • I've said all along that our boys are rock stars. Little did I know how apt the comparison might be -- what with the equivalent of paparazzi now hounding our boys and their families. If the stakes for all DMD boys were not so high, I would counsel our boys to stage a "sit in" at their next 6MWT and not budge an inch, hoping their collective immobility would be reported as an eloquent protest against the unfair scrutiny they endure.

    I'm mad at the FDA for dallying and creating this environment. I am aghast at posters who value their concern for their paltry investments above compassion for these boys. There will be an accounting, either in this world for the next, and it is coming right quick. But not nearly as quick as the approval for this drug that will allow DMD boys to just be kids -- and thumb their noses at the charlatans and empty souls with literally nothing invested in the welfare of families who sustain themselves on hope. Shame on those people.

  • Reply to

    There are no stupid questions Part I

    by winterlion7722 Jul 2, 2014 12:20 PM
    bf109gee bf109gee Jul 2, 2014 4:00 PM Flag

    Thank you, John Adams: "Facts are stubborn things; and whatever may be our wishes, our inclinations, or the dictates of our passion, they cannot alter the state of facts and evidence."

    (But still, you have to admire the handiwork when you can grab an errant fact or two and spin a lovely yarn.)

    Sentiment: Strong Buy

  • Reply to

    There are no stupid questions Part I

    by winterlion7722 Jul 2, 2014 12:20 PM
    bf109gee bf109gee Jul 2, 2014 3:03 PM Flag

    Do my eyes deceive -- or has the other team made late substitutions in pressing their attack? Flinging "turd" around will only carry you so far, and these new bench players are adept at stringing together sparking descriptions and feigning uncertainty while they pose questions aimed at educating their audience. Thank you, Tred, for calling it what it is: gibberish. But the parallel to the World Cup may truly be at work here. Late substitutions enter the game before the final whistle in their attempt to alter the outcome at the 11th hours. The encouraging part about that is what we already know: this match is getting close to its final whistle.

    Sentiment: Strong Buy

  • Reply to

    d bag yankee fan

    by chrisdiemler Jul 1, 2014 10:33 PM
    bf109gee bf109gee Jul 1, 2014 11:57 PM Flag

    Hi Chris. I know that I speak for many on this board when I tell you two things: We recognize what your son and family have confronted in fighting DMD, and we are extremely proud to be investors in a company with a drug that holds tremendous promise for finally solving the riddle of this disease. Under the cloak of anonymity, posters here pursue all sorts of agendas, and in the end the best they can do is frighten you into believing that "humanity and compassion" may have disappeared from the planet.

    Don't believe it. There are many investors who are in this because of the chance to participate in something truly remarkable. Yes, the pursuit of financial gain is a shared objective. But if there are two companies that are vying for my attention, I will always opt for the firm that promises to improve our lives. In this case, Sarepta has clearly identified an avenue that is cause for hope. There are no answers to why your son has DMD, but there soon may be an answer for what we can do about it. Some of the data and perspectives shared on this board can help point you toward a broader understanding of what eteplirsen is achieving. And the distractions of the monsters (for they are truly that) can easily be ignored.

    Please know there are many here who see your son and all DMD kids as the true motivators of what we are trying to do. Let's solve this disease, and get your son back to being a kid. And when that happens, the monsters will pack up their meager belongings and disappear, quickly to be forgotten. All the best to you and God bless.

    Sentiment: Strong Buy

  • Reply to

    Silence

    by value_investor_12 Jun 30, 2014 11:35 AM
    bf109gee bf109gee Jun 30, 2014 2:34 PM Flag

    Totally agree. It's almost as though they are smugly watching the pps decline through benign neglect. There's no reason NOT to announce (for example) any PPMD $$ -- unless we are coiling a spring and can't be bothered by distractions. Am I pumping? No -- just sitting on a ton of shares, confident that this thing will pop sometime. And would not be surprised to see it happen in the short term. (And when it explodes, I hope the collateral damage includes all these fine people who post under multiple aliases. It's the least we could do for them....)

    Sentiment: Strong Buy

  • Reply to

    Today does depict long term outcome here

    by simp08801 Jun 24, 2014 3:49 PM
    bf109gee bf109gee Jun 25, 2014 3:06 PM Flag

    Haha, this is getting hysterical. Our boys have been basking in the glow of an isotope that hits its half-life at precisely 121 weeks? C'mon, guys, you can do better than this. This is providing a real education about the mindset needed to short a stock.

    Sentiment: Strong Buy

  • Reply to

    Today does depict long term outcome here

    by simp08801 Jun 24, 2014 3:49 PM
    bf109gee bf109gee Jun 25, 2014 2:10 PM Flag

    Totally agree. And play the conspiracy theory further: when you don't show, you absolutely know the stock will take a hit. Whom does that situation benefit, buyer or seller? There are plenty of tassle-toed counselors advising CG, and it's not their first rodeo. I wish many of the cortex-challenged posters here would follow the same adage that could be at work here, i.e. "silence is golden."

    Sentiment: Strong Buy

  • I still laugh when I recall how my heart dropped when we crashed 15% the DAY BEFORE we released 48 week data. I questioned my due diligence and lamented how other investors "who were obviously smarter than I" were bailing from a stock that was clearly headed for the pink sheets.

    And I stayed in, and scored a 200% gain. (And here we are, screaming about VRTX, which is up "only" 42%.)

    With all the venom and hidden agendas to be found on this board, there's actually a fair amount of people who are square on what we're doing here. We've been up against a FDA "guilty" of criminal stupidity, and we're finally about to get the green light. And while others can parse data points (breathlessly asking whether there will be outliers on 6MWD) or hurl insults and injury at our CEO (who is about to spin flax into gold), there's another group of people who fervently believe that WE have a drug that will be the answer to the prayers of countless DMD families.

    Someone earlier noted how this stock is what "gambling" is all about. It's certainly that. But my parallel is found in faith. Rather than debating about who is right, I'd rather focus on the good -- and live my life in a way that ANY deity would welcome. I'm not suggesting that etep is next to godliness, but I am solid and steadfast in my belief that it works and will achieve amazing things. And does the fact that OMG WE'RE DOWN 46 CENTS!!!! worry me at all? Not a bit. When you're solid on the science, everything will soon fall properly into place.

    Sentiment: Strong Buy

  • Reply to

    Srpt canceled JMP presentation

    by simp08801 Jun 23, 2014 3:22 PM
    bf109gee bf109gee Jun 23, 2014 5:08 PM Flag

    Small and inconsequential aside, I recognize, but JMP has a $54 PT and outfperform rating on us. If you spurn the party invitation of a best friend, you do it for a good reason.....

    Sentiment: Strong Buy

  • Reply to

    Srpt canceled JMP presentation

    by simp08801 Jun 23, 2014 3:22 PM
    bf109gee bf109gee Jun 23, 2014 4:03 PM Flag

    That's actually not so far-fetched, Gary. Can't be in two places at once.

    Sentiment: Strong Buy

  • Reply to

    Srpt canceled JMP presentation

    by simp08801 Jun 23, 2014 3:22 PM
    bf109gee bf109gee Jun 23, 2014 3:52 PM Flag

    Interesting that this news would be shared by someone undergoing the special procedure known as Board Villification (TM). JMP is one of the bigger venues, correct? I will plug this into my Conspiracy Theory (TM) software and run a few algorithms...but I still adhere to my initial reaction to the news: we're in a de facto quiet period, duration unspecified, probably shorter term vs. longer term. It's either that or CG is unwilling to antagonize that cretin with the ad hominem posts...

    Sentiment: Strong Buy

  • Reply to

    Facts the FDA needs to understand

    by usagary1 Jun 23, 2014 10:23 AM
    bf109gee bf109gee Jun 23, 2014 12:10 PM Flag

    Thank you, Gary.

    Hope Marge reads this part: "therapeutic outcomes clearly depended on severity of the disease at the time the treatment started." Not too much of a leap to conclude that FDA intransigence allowed a subset of dmd boys to slip off the precipice. The moral of the story can be summarized in eight letters: ETEP ASAP.

    Sentiment: Strong Buy

  • Reply to

    Sarepta's Marburg trial is going nicely

    by usagary1 Jun 18, 2014 7:36 AM
    bf109gee bf109gee Jun 19, 2014 11:53 AM Flag

    Wrapping concern for your pittance of an investment with the mantle of young boys fighting a dreadful disease. You have truly reached bottom as a human being, and you should wear THAT mantle with a smarmy smile of satisfaction. You earned it.

  • bf109gee bf109gee Jun 18, 2014 9:52 AM Flag

    The language on that prospectus should be priceless. "Yes, we're toxic, and yes, GSK ran away as fast as their feet could carry them, but PF is strongly in our court."

    Good luck with all that. Me, I'll continue to bet the science, not the bs.

    Sentiment: Strong Buy

SRPT
20.33+0.43(+2.16%)Jul 29 4:00 PMEDT

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