This stock should be $15 on MDA-Merck-NCI deals. Next deal we will get $5+ and also another $5 we should have gotten on the NCI-Rosenberg deal
Saw this from "polo_grill" a long term accurate poster on IV with ties to institutions - he says institutions say approvals this week worth $10-$20 on price per share...Added
EU Approval - Major Event not just a normal milestone. PPS will move much higher.
As the market and Street absorbs this news look for a major move in PPS. Those who recall REV approval know the drill. Starts out slowly in the PM and moves much higher as the day move on as buyers and shorts do what they do best. Buy more, and buy to cover.
I particularly like the low key nature of the announcement for a long awaited event. Just spoke to a tute who has follow the EU approval saga for over 5 years. Worth 10-20 points PPS in their opinion. looking forward to a great day. We have some short interest trapped. Most tutes can NOT touch the PM by their own trading rules. Summit should buy and add to what will be an increasing PPS. Other drugs also doing well, team working hard, and metrics make this a cheap price in the 120's.
Good luck longs.
Adding heavy...Crohns data in NEJM will be +$5
US and EU front line approval adds $4 billion in sales at 90%+margins Adds $10+ in short order
Yes Revlimid has no pricing competion - sell GILD and buy CELG...Two great Motley fool articles on CELG this weekend. ADD before NEJM publishes Crohns data and EU approval in US and EU
What is amazing is RJ Kirk has again CLEARLY ARTICULATED deal and data is coming and just like Q3 call there are some who have not done enough due diligence and doubt this great investor and great mind....he has come through for investors time and time again with Clinical Data, Scios, New River, etc and now has come through for ZIOP investors and this he is telling you is ONLY THE BEGINNING. I pity the fools who are not paying attention. ZIOP is headed to the teens soon and 20s by summer. GET IN NOW
Its a lie no volume near that - and with breast cancer data that just came out this will be loser
This is the moron that told us to short CELG at $40 presplit so $20 in todays term to $112...Good call. The only better contra indicator for a certain CELG run to new highs than this dumb shlt is
when ortigia60 show up...
Griffin you can be sure is getting this from RJ Kirk...this is as close to direct words out of RJ's mouth as you can get....Maybe for other companies yes - but for XON and ZIOP Chrystyna of Griffin is RJ's right hand person and you can be sure the facts are getting to Keith. Trust that this report is from a direct line from RJ., It also closely resembles what RJ said publicly on the Q3 call last week. A deal is clearly coming and I say it triples ZIOP
CELG will take AGIO out early next yr - will hit $100 by yr end and CELG takes out for $140 in 2015. Amazing this company has 3 drugs with data ALL WORKING in 2 mutations and they could go to 10 mutations in 50 inidications.
CELG owns 50% by mid-2015 they will own 100% of AGIO - it fits like a glove.
Thanks for posting JP Morgan and Jeffries and JMP are good biotech analysis firms - this stock is clearly undervalued
Wrong this is the way to go - EU has antipsychotic problem also - they will approval - its the ex-CHMP approvers who recommended this. GREAT NEWS
EPS growth at a 60% discount of one of the best run companies with the best pipelines in biotech - deeply undervalued. Buy CELG and put in draw for 3 yrs - triple coming.
CELG is deeply undervalued - they have the upper hand in patent case - and now Aspire ensures duration increases - Up to $32 INCREMENTAL price appreciation not in $115 target. Love this comment:
"From our model with duration increases similar to Aspire in the US ONLY AND pipeline, we think that the co could potentially be worth $128-$174/share.--Reiterate Buy and $115 TP. We believe that Celgene has one of the most transformational internal & external pipelines in biotech"
I think this will push CELG and AMGN to all time highs....Celgene run will be over multiple days...grab some trading shares - really
Ortigia60 is an amazing contr-indicator - he has been telling you to sell since the 50s - dissappeared on the triple - then suddenly posted like a madman again when we sunk with biotechs and told you to short in the 140s...now in the 170 area he is gone again. Amazing.
Disagree - insiders of course need to sell some for financial planning purposes - dont want your job and AL net worth in one company - just prudent and done with a 10b5-1 plan - its fine - and they still own huge amounts...they deserve every penny.
This is a 60 dollar stock in 12 to 18 months and I am adding and liking the dip