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Celgene Corporation Message Board

big_pharma_coming 14 posts  |  Last Activity: Nov 23, 2015 4:42 PM Member since: Oct 4, 2011
  • big_pharma_coming big_pharma_coming Nov 23, 2015 4:42 PM Flag

    I was expecting half of these patients to pass away - they live weeks after failed therapy - here they lived 150 days already and going strong. And that is on the lowest dose. Big news. Expect a deal soon

  • big_pharma_coming big_pharma_coming Nov 23, 2015 4:40 PM Flag

    Amazing really - by January they will have proof they titrated IL-12 - everyone said it couldn't be done. IL-12 is powerful and ZIOP can control and regulate it and turn it on and off in the brain. ZIOP is going a good deal higher - at least a triple by JUNE imo

  • big_pharma_coming big_pharma_coming Nov 22, 2015 8:23 PM Flag

    Read this and then read it two more time....hits the key points. ZIOP is about to change cancer medicine as the world knows it

  • big_pharma_coming big_pharma_coming Nov 22, 2015 8:23 PM Flag

    Who cares about tomorrow's price - I ain't selling...this could be a 50 timer in 3 yrs. You realize this is approvable on Phase 2 results in this unmet medical need Glioma

  • Reply to

    My Take.......

    by hopewillhelpyou Nov 22, 2015 9:08 AM
    big_pharma_coming big_pharma_coming Nov 22, 2015 8:21 PM Flag

    Amazing really able to put IL-12 In brain "Off" Veldimix turned it on. Permeted blood brain barrier....IL-12 regulation in the brain without trial halt even Rosenberg at NCI and JUNO had. Big Biotech and Pharma coming to do a BIG ZIOP deal. Dr Cooper CEO says they are talking to EVERYBODY and EVERYBODY is interested in ZIOP. Nuff said

  • big_pharma_coming big_pharma_coming Nov 18, 2015 12:47 PM Flag

    Just to be clear I only took my original cost of KITE off and still own 2/3 of my KITE position and moving 1/3 to ZIOP before data at SNO, ASH and San Antonio Breast cancer. IL-12 deal coming with Big Pharma/Bio

  • Made a triple so taking my money off KITE table with terrorism etc. Also I find ZIOP really undervalued. I love the KITE CEO - he is why I bought - but Dr Cooper from MD Anderson as ZIOP CEO is in a league of his own. Adding now - see InvestorVillage ZIOP message board for a slide by slide analysis and transcription (the author actually paid for the transcription himself and its POWERFUL) - want to point this one out - I still think AMGN takes out KITE and love it but moving to something at a much lower mkt cap - ZIOP...(HUGE ZIOP CALL BUYING THEY EXPIRE FRIDAY AT THE ASK AS WELL FYI YESTERDAY) -here is only beginning...really read this even if you only like KITE its worth it

    ZIOPHARM Presentation By Dr. Cooper At The Intrexon Investor Day Meeting

    Being a ZIOP bull, I, like other bulls, attentively listened to CEO Dr. Laurance Cooper's presentation at the Intrexon's Investor Day shindig last week...Actually I listened to it a couple of times...Then, I decided to have his presentation transcribed...for two reasons:1) Reading the words allows me to comprehend and appreciate the presentation better, and 2) Since the recording of the webcast is only available for 30 days, I wanted to preserve a verbatim record here for future referencing...and I gotta tell ya, re-listening Dr. Cooper's talk, while simultaneously reading his presentation, gave me a much greater appreciation for what the good Doctor said, and revealed...

    For those new to my blog, I want you folks to understand and appreciate the first important fact: Today, in the most exciting field in cancer research, many consider Dr. Laurence Cooper to be one of the world's foremost authorities on immuno-oncology, ...if not #1, then certainly he is one of the top 3 and ZIOPHARM is extremely fortunate that he is the company's CEO...No other company in the immuno-oncology space can boast of a CEO of similar stature!

  • big_pharma_coming big_pharma_coming Nov 16, 2015 5:43 PM Flag

    This is big for CELG and the large biotechs. I expect CELG back to 120 at ASH In 2/3 weeks. Jackie Fouse investor day that sunday

  • big_pharma_coming big_pharma_coming Oct 16, 2015 12:42 PM Flag

    Almost certainly the deal will be announced before the XON Nov 12 Investor Day

  • big_pharma_coming big_pharma_coming Oct 16, 2015 12:41 PM Flag

    Ridficulous realize Nov 9 you will find out that Veldimex penetrates the blood brain barrier and up and down regulates IL-12 without off target toxicity. That alone Big pharma will pay 25 a share and they own all of the CAR T TCT NK sells of the largest cancer clinic in the world MDAnderson. Rheo Switch alone is worth current market cap. ZIOP is cheap. Merck is paying up to $4 billion for 8 CAR T targets...someone could steal the whole company for $4 billion and a CVR

  • Here's a bonus for the non-due diligence doing shorts....If ZIOP buyout includes a CVR....your responsible for 35 million of those CVRs...Good Luck. Cover for triple the current price and be responsible for a CVR that could be worth another $8 or so

  • big_pharma_coming by big_pharma_coming Oct 6, 2015 11:36 AM Flag

    Recommendations Alert on EXAS

    See the research on

    News Breaks

    October 6, 2015

    09:40 EDT


    Exact Sciences weakness a buying opportunity, says Craig-Hallum

    Craig-Hallum recommends buying Exact Sciences on weakness related to the disappointing outcome from the USPSTF draft recommendation on colon cancer screening. Analyst Bill Bonello continues to believe Cologuard will be standard of care for colon cancer screening and said the Task Force recommendation will not impact Medicare coverage and Medicare alone is a $3.5B opportunity. Bonello rates shares a Buy and lowered his price target to $22 from $30.

    09:22 EDT


    On The Fly: Pre-market Movers

    UP AFTER EARNINGS: PepsiCo (PEP), up 2.6%. ALSO HIGHER: PMC-Sierra (PMCS), up 33.8% after being acquired by Skyworks (SWKS)... Skyworks is up 2.5%... MagneGas (MNGA), up 8.9% after receiving order from a U.S. Army contractor... Exelixis (EXEL), up 5.9% after the phase 3 pivotal trial of cobimetinib met its secondary endpoint... DuPont (DD), up 6.1% after CEO and chair Ellen Kullman retires... Mallinckrodt (MNK), up 3% after providing fiscal 2016 guidance and a business update in a conference call. LOWER: EXACT Sciences (EXAS), down 34.7% after Cologuard included as an alternative screen test under the U.S. Preventive Services Task Force draft guidelines... Illumina (ILMN), down 17.7% after providing third quart er, fourth quarter, and fiscal 2015 guidance... Tesla (TSLA), down 2.5% after Model X forecasts were lowered at Morgan Stanley and the firm cut its price target to $450.

    08:39 EDT


    Exact Sciences to host conference call

    Conference call to discuss the U.S. Preventive Services Task Force release of its draft recommendations regarding colorectal cancer screening will be held on October 6 at 9 am. Webcast Link

    07:44 EDT


    Exact Sciences downgraded to Hold from Buy at Benchmark

    Benchmark analyst Jan Wald downgraded Exact Sciences to Hold after the U.S. Preventative Services Task Force declined to give Cologuard an "A" or "B" rating, describing the test as an Alternative Test. Wald calls the development "bad news" and cut her price target for Exact shares to $11 from $34.

    07:24 EDT


    Exact Sciences should be bought on the open, says Jefferies

    Jefferies analyst Brandon Couillard views the selloff in shares of Exact Sciences following the U.S. Preventive Services Task Force draft recommendation for colorectal cancer screening as overdone. In a departure from its former grade-based rating system, the panel deemed stool DNA testing, which is used by Exact's Cologuard, as a second tier "alternative" test, Couillard tells investors in a research note. While the pathway for private payor reimbursement may now be lower and slower for Cologuard, the initial after-hours selloff appears overdone, the analyst writes. He recommends buying shares of Exact Sciences on the open. "Considerable" short covering, which 27% of float sold short , should offer support for the stock, the analyst argues. He keeps a Buy rating on the Exact with a $35 price target. The stock is down 34%, or $6.25, to $12.28 in pre-market trading.

    07:07 EDT


    Exact Sciences price target lowered to $14 from $25 at Stephens

    Stephens analyst Drew Jones lowered his price target on Exact Sciences to $14 from $25 following the preliminary decision from the U.S. Preventive Services Task Force on colorectal cancer screening. Cologuard was not included as a "recommended" test but instead as an "alternative test" and Jones believes an A/B designation from USPSTF is essential for broad coverage of Exact Sciences' test. The analyst, who keeps an Equal Weight rating on the stock, noted, however, that this preliminary decision will now be followed by a 30-day comment period.

    05:13 EDT


    Cologuard included as alternative screen test under draft USPSTF guidelines

    Exact Sciences issued the following statement following the U.S. Preventive Services Task Force, or USPSTF, draft recommendation statement for colorectal cancer screening. USPSTF included Cologuard in the draft guidelines as an alternative screening test, along with CT colonography. The draft guidelines recommend an "A" rating for colorectal cancer screening starting at age 50 and continuing until age 75. Screening for individuals age 75 through 85 is graded a "C." This approach represents a change from the 2008 recommendations, which assigned specific grades for different tests, including an "I" rating for stool-based DNA. Cologuard is a non-invasive, FDA-approved col orectal cancer screening test that is covered by Medicare. Cologuard specifically and sDNA generally are included in the American Cancer Society and the U.S. Multi-Society Task Force screening guidelines, which include the American Gastroenterological Association, American College of Gastroenterolgy and American Society for Gastrointestinal Endoscopy. Following USPSTF's 30-day public comment period, a final recommendation is expected to be announced in 2016.

  • big_pharma_coming big_pharma_coming Sep 21, 2015 10:09 AM Flag

    You are not exaggerating - this article puts it all together. If you are short ZIOP - cover. If you are long - go longer....Kirk was in EU....rumors multiple companies interested in buying or partnering with ZIOP. Merck Germany, Novartis, Roche, GSK and AZN....who knows but after brain cancer data in Nov this is $20-$25 agree that a ZIOP takeover just went up to $40 minimum a share

  • 3 webcasts in next 2 wks...ADDED...
    Wednesday, September 9, 2015 at Baird's 2015 Healthcare Conference in New York City at 3:45 pm ET

    Wednesday, September 16, 2015 at the 2015 Morgan Stanley Global Healthcare Conference in New York City at 1:40 pm ET

    Thursday, September 17, 2015 at the 2015 Bank of America Merrill Lynch Global Healthcare Conference in London at 8 am ET

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