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Edwards Lifesciences Corp. Message Board

biotechbeagle 26 posts  |  Last Activity: May 22, 2015 1:00 PM Member since: Feb 11, 2004
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  • Reply to

    Opinion on Cardica

    by gene_ramirez_vox May 19, 2015 1:36 PM
    biotechbeagle biotechbeagle May 22, 2015 1:00 PM Flag

    This stock is down on low liquidy small time individual investors like you and Vulcanfire needing to collect your coins. If you look at the institutional funding it actually has increased. Caliber has equaled Broadfin at 8.4M each abd Primecap 6M did not sell a share. Sabby added 717K, UBS added 347K and Longwood also added 347K. So stock goes down on days with low liquidity. Once FDA cleared more large buyers will step in and your penny drops on low volume wont matter.

  • Reply to

    Achillion Vs ENTA?

    by biotechbeagle May 19, 2015 2:05 PM
    biotechbeagle biotechbeagle May 22, 2015 12:51 PM Flag

    Outstanding shares is part of the Market Cap math equation. I posted before the Jansen news and now the market cap has been knocked down to a Billion. However, I feel Enta should be valued greater than ACHN. Adam Feuerstein made a great point, ACHN is ENTA just few years behind. So why should they be valued greater than ENTA? They shouldn't and I think that's while value funds recently loaded up on ENTA. I am long ENTA!

  • Reply to

    Opinion on Cardica

    by gene_ramirez_vox May 19, 2015 1:36 PM
    biotechbeagle biotechbeagle May 20, 2015 6:52 PM Flag

    So the recall was due to the blue cartridge and thicker tissue. Whites does not have problems, that's why they submitted the vascular indication with the white. In the EU they are selling the modified Ver 3 microcutter 30 with the white cartridge. The V4 microcutter will have the desired performance characteristics with both the white and blue. They will submit the Blue 510k with the V4 cutter. In addition, Broadfin has had a (3) major positive moves - fired VP, took recall opportunity to resubmit white for expanded vascular label and cut the non essential personnel to save cash. I'd say they are now laser focused, being more careful (with better BOD advice) in their major moves and not over promissing and under-delivering.

  • biotechbeagle by biotechbeagle May 19, 2015 2:05 PM Flag

    Can anyone explain to me why Achillion is valued at $1.26B vs Enta at $752M? ENTA wins on revenue and argue it wins on pipeline. Doesn't make sense to me.

  • Abstracts shared at Digestive disease week in DC this week must be creating the positive move. McClain value management took a position in Enta this qtr with 424, 328 shares. Krensalvage asset management just about equaled it with 424, 016 shares also a new position.

  • As everyone knows the Baker Brothers seem to have the hot hand in biotech. PCYC was their number 1 holding when it was sold to ABBV and GEVA was #2 when sold to ALXN. They must be feeling good about IMGN 853 in establishing a new large position prior to ASCO!

  • Reply to

    Dan sold more stock

    by bioimmunomabman May 12, 2015 4:40 PM
    biotechbeagle biotechbeagle May 13, 2015 8:44 AM Flag

    The options are expiring and he needs to exercise them, however, agree why is he immediately disposing of them for a $2.00 gain and paying the short term gain tax consequence versus holding for a year especially if he feels it will go higher? We've learned, every time Day sells their is some bad news around the corner. I should have taken his lead before the earnings call. Thought it would be a great earnings call with the monetization however had never thought we'd have 289 pulled back and sanofi handing a phase 2 candidate back to us. Maybe he's not feeling that great about 853. CLVS has a breakthrough designation for their ovarian candidate. IMGN is going to need that kind of data at ASCO to get investors on board to be excited about their ADC platform.

  • Signaling ENTA has bottomed and the trend has reversed. Looks like $40 is on the way.

  • Reply to

    Do you think enanta is a buyout candidate?

    by aboutdamoney247 May 7, 2015 11:05 PM
    biotechbeagle biotechbeagle May 11, 2015 1:00 PM Flag

    FMR stepping up their stake. Now a 5.3% shareholder!

  • Reply to

    Conference call......

    by mojo3176 May 9, 2015 3:09 AM
    biotechbeagle biotechbeagle May 10, 2015 10:14 AM Flag

    Take private won't happen unless a capital company like Bain Or Carlyle would exit the fund holders with a profit. as long as Broadfin is the major holder they only profit by the share price increasing. Expanded indication will be very helpful. This was an interesting call. No questions on Japan. Wedbush didn't attend after giving them a $1.75 target. UBS question on insider buying and Newells response. Sounds like insiders can because of a lock out window meaning something may be around the corner. He did say if they execute on current plan there would be significant value. Also kotler placed three bod members. Surprised he's not plugged in on skill sets of new personnel and the PSI at different articulations. And the Gen 4 vs modified Gen 3. Also no one asked about meeting nasdaq requirements. Does't really add up for me. Not sure what all this means. Vulcanfire, please don't respond with your moronic thoughts!

  • Reply to

    Do you think enanta is a buyout candidate?

    by aboutdamoney247 May 7, 2015 11:05 PM
    biotechbeagle biotechbeagle May 9, 2015 9:15 AM Flag

    Eventually since they are an R&D company and not a commercial sales and marketing organization. Won't happen until they select a cyclophyllin inhibitor and Nash candidate that demonstrates strong clinical data. This will clearly be an ABBV acquisition eventually. At that time they can fetch similar buyout to GEVA.

  • Reply to

    I'm out

    by goducks542 May 8, 2015 1:26 PM
    biotechbeagle biotechbeagle May 9, 2015 9:07 AM Flag

    If they were that excited about 853 we'd see more insider buying. Instead we see Dan Junius selling. Every time he sells bad news follows. I can understand his options are expiring and need to be exercised not to lose. However, if he thought the stock was going to go up, he'd hold it for a year and a day not to suffer the short term tax consequences. I've learned with this stock, when Dan sells you should too.

  • Reply to

    VASC 510K submitted

    by getitdone111 Apr 23, 2015 3:00 PM
    biotechbeagle biotechbeagle Apr 26, 2015 12:08 PM Flag

    Wonder why they didn't have a press release on this? Saving up for Earnings call? Need some fireworks to get this over a buck by June 8.

  • Reply to

    IMGN could be "The House Of Pain" for shorts.

    by boeblingenbud Apr 21, 2015 8:00 PM
    biotechbeagle biotechbeagle Apr 22, 2015 7:09 PM Flag

    Not sure why Dan Junius is selling options with a $5.74 strike right before earnings call. What does that mean? Also holding call on Friday to keep off the radar going into weekend is questionable. Thoughts?

  • Reply to

    With valuation so low.....

    by mojo3176 Apr 18, 2015 10:39 AM
    biotechbeagle biotechbeagle Apr 19, 2015 9:24 AM Flag

    Mojo, CRDC is not going out of business. They have 2 years of cash. Valuation is low because investors have lost patience and confidence in CRDC. Broadfin has confidence that there is greater value here and so does new BOD. They have until June 8 to get the stock up to $1.00 before being delisted. They will need to file the 510k for the white and get the OK from Japan to sell the microcutter. I'm sure the company doesn't want to split any revenues, but I think they can really use a big name development and marketing partner. Somebody lost patience this week with 1.8M share block sale. Good news someone was willing to buy it. This is definitely crunch time for CRDC with June as the compelling event.

  • biotechbeagle biotechbeagle Apr 19, 2015 9:02 AM Flag

    Let's not forget Merck paid $3.85 Billion for Idenix which did not have a drug on the market. Merck also had to out bid a competitive offer never disclosed. One ABT 493 moves into phase 3, EDP 239 in phase 2 and the cyclophillin inhibiter or NASH move into the clinic the valuation of ENTA will be significantly higher. This should at least rival what MRK paid for IDNX.

  • biotechbeagle biotechbeagle Apr 17, 2015 7:36 PM Flag

    ABBV has to look for opportunities to fill the big void humIra will leave behind after going generic. When ENTA files an NDA for a their Nash candidate and moves it into the clinic that will be very interesting event. Also at this time the new hepc combo should be in phase 3. If Abbv licenses the Nash drug, then one can be assured Abbv will eventually buy them. When it's anyone's guess. Most acquirers want fully de risked assets. ENTA is cash rich with a potentially exciting pipeline.

  • Reply to

    DB starts coverage with $42 target

    by veryverypatient Apr 6, 2015 11:16 AM
    biotechbeagle biotechbeagle Apr 7, 2015 12:24 PM Flag

    With concerns surrounding investments in HCV at all time highs, Enanta's shares have declined by 33% so far this year. The analysts add, however, that the company "is uniquely positioned to benefit from a potential big windfall of annual HCV sales."

    Abbvie estimates, of about 27% exclusive share among contracted lives so far, suggests that the 1Q US consensus of about $212M could be conservative. The analysts expect demand to be about $315M in the first quarter.

    "Similarly, the increased access could lead to a beat on 2015 US Viekira consensus of ~$2.1B (we model ~$2.4B). We see the 2015 exit run rate at ~$3.2B vs. the company guidance of ‚ $3B‛ for HCV."

    Enanta could receive an additional $80M in cash in FY15 from a $50M and $30M approval milestones in EU and Japan, respectively. Abbvie expects to receive approval in Japan in the first half of this year. The analysts expect the Japan milestone to be paid in Enanta's FY4Q15 as compared to the Street's assumption of 2016.

    "Insights from our proprietary HCV survey suggest near-term volumes in the next two years may surprise & confirm IMS analysis," the report adds. This is a positive for Enanta

    Sentiment: Buy

  • biotechbeagle biotechbeagle Apr 7, 2015 12:18 PM Flag

    What gave you the bad feeling? CLVS breakthrough designation for Ovarian? This demonstrates what IMGN853 can do for IMGN's market cap! Especially of they go for both Ovarian and Endometrial indications. June will be exciting! What would be awesome would be an ADC deal with CELG to pick up where Morhotek ended or possibly with a CAR-T company to lessen inflammatory side effects.

    Sentiment: Strong Buy

  • I believe IMGN is monetizing the Kadcyla royalties not only for their current wholly owned drug candidates but also to Opt In to Biotest Multiple Myeloma candidate BT062 especially given end of CELG and Morphotek deal.

130.88-0.94(-0.71%)May 22 4:04 PMEDT