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Assured Guaranty Ltd. Message Board

bocamp1 395 posts  |  Last Activity: 3 hours ago Member since: Oct 13, 1998
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  • Reply to

    Ma & Company is a JOKE

    by bocamp1 Jun 24, 2016 10:44 AM

    Supply does seem endless. And the only ones with that type of supply would be insiders, but we have seen no Form 4's. There is no way legally they can be putting stock out without being in violation of sec rules. And if it is the Syrbniks, they will face some serious consequences from aggrieved shareholders.

  • Koreans have done and paid for everything they said they would. It would have been impossible to have found a better partner, given the dire straights rgrx was in at the time of the agreement.
    These trials will be expensive. The Koreans will go forward with every intention to do these, but I don't think they will get a chance. Once they get solid agreed upon endpoints with the FDA, I believe they will sell the JV. They don't need final approval or an NDA to get top dollar. Both Lifitegrast and Visomitin were sold well before P3. TB4 can easily hit 2 bigtime endpoints: increased tear production with the Schirmer test(notice that recent translation of yours mentioned tear increase) and total corneal staining or comfort score. There will be no CAE.
    RGRX or Gtree will never see a dime from revs from dry eye in 2019. A big pharma has the luxury of waiting for those revs. Dry eye will be monetized by rgrx and gtree well before that. So, once endpoints are known this year, stock should react accordingly.
    Lots of news pending on other fronts also; heart, stroke, burns, glaucoma, OSDI, grants, patents......

  • UK itself is a relatively small market for pharmaceuticals, limiting the fundamental impact. The UK population represents only about 15-20% of the addressable Western European drug market, and with drug reimbursement tending to be slower, more restrictive, and lower, the actual impact of the currency shifts in the British pound and/or any changes in treatment patterns is likely to be even less than this.

    So, rgrx rights to the EU are still very valuable, even without UK. And JJ is free to negotiate with UK or can sell rights to Gtree for more lunch money. But, keep the EU for top dollar.

  • Reply to

    Not too bad of a day

    by lvchip 22 hours ago

    A real positive divergence here. Almost a 4% decline in the market on Brexit, and only 1 small seller showed up. It goes to show that weak hands who traded on the Rodman coverage and those long time longs here who bailed are not going to buy back cheaper. Holders now are content to wait for pending positive news.
    As long as the US-Korea Free Trade Agreement stays intact, the brits leaving the EU means little to rgrx or Gtree. This is one case were the East beats the West and many may be looking for good buys in that area.

    Gtree selloff was on small volume. May see more for them on Sunday. but no meaningful reaction here.

  • Reply to

    Ma & Company is a JOKE

    by bocamp1 Jun 24, 2016 10:44 AM
    bocamp1 bocamp1 Jun 24, 2016 12:38 PM Flag

    Ands now 50k takes out offer at .16. Man, someone is really playing this stock. I would say without a doubt this looks like a bottom, but with vaso, who the hell knows??????

  • Now stock wants to react to macro forces. Of course, when those forces were favorable, stock still went down.
    Who is selling? Day after day, since before Netwolves and after, supply shows up.
    Ma needs to step down. His salary and bonus is a disgrace when one looks at shareholders return over the last few years.

  • bocamp1 bocamp1 Jun 23, 2016 6:27 PM Flag

    Finra and the SEC are in the process of contacting Rob and Blue. Rob for classic pump and dump and Blue for enabling and participating in the alleged illegal activity. There is an obvious and easily proved quid pro quo between rob and blue and the sh+t is about to hit the fan. IMHO

  • Reply to

    CC

    by bocamp1 Jun 23, 2016 1:29 PM
    bocamp1 bocamp1 Jun 23, 2016 4:58 PM Flag

    Come on Joe?! You've been under that hair dryer too long...lol
    If anyone should know that 'Holy Cow' positive vibe, its ol' joe.
    Listen to the call. They have a big investor already lined up to finance the ground floor acquisition. If that gets done, this company is a winner.....bigtime IMHO

  • Rob is a fraud and a degenerate gambler; ask anyone at the Wynn. He is allowed to run the public IV board as a private one, as IV owner kicks off all dissenters at Rob's instruction. The SEC will be looking at this and Rob's pump and dumps shortly.
    Rob recs XON at 42 and higher, but then admits to selling after the fact when stock heads lower. Rob hypes crmd at 8, saying a definite buyout coming at 20+. And Ziop? What a fiasco. These are matters of record on the IV board. Rob tries to revise history, but he cant delete all his incorrect and implied insiders knowledged posts; there are just too many. And, many of his posts which he and IV owner have deleted, have been saved as evidence by some unhappy followers. He is in deep sh+t, as is his accomplish; the IV owner.

    I am sure you don't like my posts Rob, but what I say you know to be true and since you have no influence on yahoo, you cant get me kicked off here. I have been a legitimate poster on yahoo finance for many years.
    You are a disgrace and refuse to take any responsibility for your followers losses, yet you have no problem taking credit for any rec that works out. You record stinks and is a comment on the intelligence of the average investor that you have such a large, hopeless following. Stay tuned.. Greetings from Asbury Park

  • One trade for a block of 1000 sept 12 calls at .35. Market was .2 x .35 when done and I dont see any other trade to offset. Nice spec buy and a reasonable strike if IBB gets its legs back or merger occurs.

  • bocamp1 by bocamp1 Jun 23, 2016 1:29 PM Flag

    Management is very upbeat on the prospects for the next couple years. Ground Floor acquisition opens the door to numerous license deals. And they have a "lead investor who will help consummate merger."
    Data from trial is "cleared up" and they are talking with the FDA. Much work with Phillips and Seimans to get all imaging organized. Looks for those long long awaited results by the end of June.

    High risk/high reward here. Management has the experience and motivation to make this happen. If they can figure out the cash needs here, this will be a 500 ft blast over the bullpen at yankee stadium.

  • Lifitegrast, or SHP606, is a novel molecule indicated for dry eye disease (or DED). In 2013, Shire (SHPG) acquired Lifitegrast from SARcode Bioscience, a privately held company. SARcode had initiated three phase three studies: OPUS-1, OPUS-2, and SONATA studies for Lifitegrast. OPUS-1 and OPUS-2 results were contradictory to each other. As per the safety study SONATA, half of the population reported non-vision-threatening side effects. Following this, the FDA (U.S. Food and Drug Administration) issued a complete response letter asking for additional study and product quality information.
    As per the FDA’s request, Shire conducted the OPUS-3 study and submitted the positive results and product quality information to the FDA. The FDA has set the Prescription Drug User Fee Act date for the drug as July 22, 2016. If approved, Lifitegrast might be launched by the third quarter of 2016.

    Note the "non vision threatening side effects" at 50% from the safety study. Also, 23% in the Sonata study dropped out. That is a huge # for a safety study and a big red flag. Regardless of opus-3 results, that will stay in the FDA analysis. Even in the Opus-3 trial, 18% had site irritation and 13% had altered sense of taste/

    TB4 has the best safety and comfort profile for the pending drugs and better profile than the standard of care.

  • Reply to

    Capital Cube Analysis

    by fl29geezer Jun 22, 2016 3:04 PM
    bocamp1 bocamp1 Jun 22, 2016 4:34 PM Flag

    u r an idiot. Cube posts their #$%$ on yahoo on many little bio's, and low and behold, all of them are cash challenged. What can an investor gain from their reporting..................nothing.
    You act as if this is your first and only investment.

  • Reply to

    Capital Cube Analysis

    by fl29geezer Jun 22, 2016 3:04 PM
    bocamp1 bocamp1 Jun 22, 2016 3:26 PM Flag

    Geezer, your comments on blogs spamming here and worthless Cap cube are just a waste of space. Why do you bother with such nonsense. Neither of those things have any effect on any stocks they cover.
    Your posts are "not too helpful" and a real waste of time. You seem to have become really fed up with rgrx. So, sell if you must or try to limit your posts to some kind of useful info, if that is possible.

  • Reply to

    100k Buyer?

    by bocamp1 Jun 21, 2016 12:15 PM
    bocamp1 bocamp1 Jun 21, 2016 3:04 PM Flag

    Bid at .16 was hit after that large tick on offer. And immediately, a lower offer by .001 appears. And now, 100 shares hit bid at .1574. For whatever reason, someone wants stock to go nowhere. At this low price, accumulation continues.
    Stock has a long history of frustrating investors for long periods of time. But, as in the old days of endless 5 cent trades, stock blasts higher when least expected. Every dog has its day, and this is one Dog thanks to Ma & Co.

  • bocamp1 by bocamp1 Jun 21, 2016 12:15 PM Flag

    Someone just bought about 100k shares. One tick of 46,770 shares at high of .178. Bid has not moved yet. Can we move higher?

  • "Protecting the integrity of the ocular surface while treating ocular conditions like glaucoma is undoubtedly the wave of the future. Eye drops with additional ocular-surface-protective properties should become a part of an ophthalmologist’s armamentarium for patients with ocular surface disorders (Dry Eye), and potentially for all patients at risk for ocular surface diseases requiring long-term treatment with drops."

    We need to see the glaucoma results. We know that TB4 works on OSD's (corneal staining shows that). If it can lower or even prevent a rise in pressure, TB4 would be the first of its kind; an eye drop that treats 2 indications with massive markets. What's that worth?

    Silly volume just waiting for new news. How about osdi? How about visual acuity?

  • Its amazing, and something that is totally unique to vaso. If you look at PR released the last couple years, it almost exclusively earnings related; statement about when they are coming and CC date, and then the release. There is nothing, nothing, and no attempt at all to inform shareholders of some positives about what might be going on In between. I have never seen over my 40+ years of investing, a company that tries so hard to keep shareholders in the dark. They despise their retail shareholders here.
    Ma has been a total disgrace and an overpaid lying, lackey of Castle and Leiberman since the GEHC deal. What the heck happened to the guy.? Why did he sell out all the retail shareholders?

  • Reply to

    ivchip.

    by snogreen Jun 18, 2016 10:59 AM
    bocamp1 bocamp1 Jun 18, 2016 6:22 PM Flag

    Sno, dark or light: hot or cold. Your posts are wildly inconsistent in tone. But, that's ok, you are a fixture here as is JJ, for better or worse.
    I am the one who brought ebio to boards attention. I only did so to point out some serious data mining by another small genetic tester and to show easy endpoints that were missed. They are either wildly inflated or rgrx undervalued; I prefer the latter. EBIO is not the poster child for a successful company yet. And if they had reported heart data on humans done in China, the results would have been the same as here. No investors take trials done in china seriously.
    Eu and North America is were the action and the real value for rgrx is. They need a company, like nvs, to step up and buy JV(Koreans do not want to take this to an NDA) and pay top dollar for rgrx's eu rights. Those will not be given away.
    So, waiting continues

  • Reply to

    ivchip.

    by snogreen Jun 18, 2016 10:59 AM
    bocamp1 bocamp1 Jun 18, 2016 12:06 PM Flag

    Sno, you have been here a long time, and when you get in your dark moods, you throw in the "facts" that suit your agenda. And the agenda of the day is all is lost, massive dilution coming. Now, to be fair, my agenda is by book, and I make no bones about the fact that I talk it all the time. Most likely, the truth lies somewhere in between.
    Its true that rgrx sold cheap shares to gtree, but you don't mention the unique nature of that financing. Along with that rgrx got GTREE to pay for all trials for dry eye and got royalties. And it was done at a time when the alternative was BK. So, cheap shares were actually worth much more to rgrx and its shareholders than just 15 cents. No future deal will be priced to new buyers so low as to compensate for trial costs. RGRX situation is much different now. Just released trial has taken much risk off the table, to those who understand the results.
    So, don't look for a huge dilutive deal. IMHO

AGO
24.37-1.16(-4.54%)Jun 24 4:00 PMEDT