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Tower Group International, L.Ş. Message Board

cash2go 183 posts  |  Last Activity: Nov 26, 2015 4:15 AM Member since: Feb 8, 2006
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  • Reply to

    Now, what happened? I'm long, but why, how?

    by mms747747 Nov 26, 2015 1:11 AM
    cash2go cash2go Nov 26, 2015 4:15 AM Flag

    Cellectis has the potential to make affordable immunotherapy a reality. Just got news of great results from a terminal infant given a Cellectis tx and is showing no signs of remaining cancer (compassionate use case). The word (cure) is being used where a patient would normally be looking at palliative care.

    See ASH conference starting DEC 5. Even if your not invested you will be very happy if Cellectis' can tell us more about compassionate use and positive results they are seeing.

  • It's trading at 20% discount. $31 billion needs to be unloaded and hedged by a lot of Wall Street. WS always playing the suckers

  • cash2go cash2go Nov 19, 2015 3:19 PM Flag

    FT also reported:

    The Financial Times reported in May that Pfizer was interested in buying Cellectis but a deal failed to materialise. The US company owns just under 10 per cent of the French company after the pair entered an alliance last year to develop further cancer treatments.
    Pfizer has been a relatively late arrival in cancer immunotherapy — widely considered the biggest breakthrough in oncology for decades — but is investing heavily to catch up with leaders

    *** Today's stock price has nothing to do with reality. Pfizer would need to refocus on Cellectis and forget the Allergen deal making the headlines. Gene editing with TALEN technology has potential that goes far beyond cancer.

  • Reply to

    Listened to CC and compassionate use

    by cash2go Nov 18, 2015 12:47 PM
    cash2go cash2go Nov 19, 2015 2:07 PM Flag

    Another plus is the Calix arm of Celectis is having good success. In CC they mention it takes them about 3 years to accomplish what other genetic teams need about 10 years to accomplish. The improved cold storage quality potato being an early success and seeing todays news about genetically modified salmon's approval shouldn't the market eventually start to price in some value here?

  • cash2go cash2go Nov 19, 2015 2:00 PM Flag

    TALEN gene edited knockout to avoid graft/host (which can be flexible in providing new combinations, suicide option built into drug to kill off drug if any patient has bad rxn, the (curative) potential of CAR T, unlimited potential of newly designed receptors and Pizer along with Servier opting to get UCART19 ahead of agreement are all pointing to a much more investable stock than yesterday.

    What is up with the price? Also thought the designer CAR T's would be dipping as the affordable option becomes more of a reality every day. KITE, JUNO and others still seem to be Wall Street darlings.

  • cash2go cash2go Nov 19, 2015 1:47 PM Flag

    The potential to be the biggest advance affordable advance in chemotherapy for cancer is getting a market ho-hum? Added at $35.70 so I'm not too unhappy. Will add more if the sellers keep selling. Expecting to be very happy by next spring and really confused by market reaction.

    Pfizer knows the drug business and today's news means UCART19's chance of "breakthrough" designation and accelerated approval have gone way up. Very good news for the fight on cancer and possible CURES for patients now looking at palliative care.

  • UCART19 Worldwide/US split between the two with early exercise of option. Cellectis gets cash upfront, milestone payments and percentage of eventual sales, no expenses needed for R&D. Better, TALEN gene editing and Cellectis pipeline just got a huge boost to valuation, It's not just a one hit cancer drug. Did the companies want possession before ASH? Note the early exercise.

    GLTA, Big Pharma bidding war coming for Cellectis platform for gene editing capability? I'm thinking really large numbers if Cellectis' off the shelf immunotherapy gets FDA "breakthrough" status and I think that could be coming very early 2016.

  • Thats the health care Wall Street promotes. Roll up and inflate (understatement) the prices to pay off billions in debt is only one way to do it. Again, it's all paid for in our premiums, copays....

    So many made so much off such a simple scheme and this isn't the only one. The Boyz have big Swiss bank accounts a lavish lifestyle and a couple of mansions each. All paid for by joe-6-pack. Nobody did anything illegal is the unbelievable sad part. It looks a lot like fraud and theft unless you have a kick #$%$ legal team setting everything up.

  • Reply to

    Listened to CC and compassionate use

    by cash2go Nov 18, 2015 12:47 PM
    cash2go cash2go Nov 18, 2015 3:56 PM Flag

    Who does get to look at all the data from the known UCART19 trial in UK? The UK Medicines and Healthcare Products Regulatory Agency (MHRA) under the Early Access to Medicines Scheme (EAMS). Note that there are others that have been placed on UCART19 since first patient saw a complete remission. MHRA will also be who approves the first trial under a set protocol that Cellectis expects to be ready for enrollment (before) 2016.
    A lot of good signs for Leukemia patients looking at terminal stage and for Cancer in general.

  • Reply to

    Listened to CC and compassionate use

    by cash2go Nov 18, 2015 12:47 PM
    cash2go cash2go Nov 18, 2015 1:01 PM Flag

    Large scale manufacturing success seen after 3 batch trials showed similar satisfactory efficiency. Good to hear GMP is adaptable for UCARTCS1, UCART22, UCART38 and UCART123 (BPDCN) all which will be needed in the multiple cancers to be targeted in 2016.

  • Reply to

    Listened to CC and compassionate use

    by cash2go Nov 18, 2015 12:47 PM
    cash2go cash2go Nov 18, 2015 12:55 PM Flag

    First trial in UK before end of year. MD Anderson in US expected to have trial design ready for a second cancer trial by mid January 2016, BPDCN. There is no current treatment for cure for BPDCN and there are very few cases yearly in US. (Possible approval on a successful 40 plus patients?) in 2016?

  • "Compassionate use" and FDA is very limiting on what management can say. Did give update that treated child had passed 3 months and that multiple patients are now on compassionate use. Extrapolation from what was said I don't see how end stage patients are going to be denied if supply is available. Company is resistant to such use as parameters are not under their control as a designed trial aimed for success would be. Good news today, Bad news if UCART19 were to be used in wrong patient.
    GOSH and University College London (UCL) expect to have a UK approved phase I trial underway before end of year. Not sure how you design a (dosage) trial when you have compassionate use successes underway that suggest a possible cure dose, may be a cure dosage override designed into the trial, wild guessing on my part.

  • cash2go cash2go Nov 18, 2015 1:45 AM Flag

    Siga bought the rights to ST-246. Zilch in the pipeline as R&D is really not their thing. Back up to early 2006 and you will see they had no idea ST-246 was worth anything, weak R&D department just had no idea and wanted PIP's money and help. Siga didn't want to sink $3 million in ST-246 to keep the program going.

    Then trial results came in Sept '06. Siga was shocked and said we have a multibillion dollar drug that we lose if we don't go bad faith. Low expectations of profits in early '06 to billions in expectations in Sept '06.

    Siga lawyers were smart. Going bad faith meant they would end up with more millions no matter what the court said. Siga lawyers not R&D is the story here.

    Latest Information Update: 23 Sep 2014 for Alternative Names: ST-148; ST-193; ST-294; ST-383; ST-610; ST-669
    Funding was suspended.

  • Sounds like some valuable analysis hope MS is loading up on that $31 BILLION debt. Jublia that hits 15% satisfactory on the $500 per month nail fungus tx if used for a year, great value. Add in the fact IF nail fungus clears you have a high percentage of that 15% that will see the fungus return. MS is correct on huge margins for the vinegar I mean Jublia tx.
    Or is MS talking about the female "viagra"? Small percentage of patients have additional 1 more satisfactory sex session ((per month)) if they take it daily and it's another strange unexplainable and very expense tx FDA approved.

    Looks like FDA is also charmed by the boyz. Insurance and patients much less impressed and would love to know how FDA never notes cost/benefit of some of these treatments (LMAO I know how it really works on K-street) and FDA.

  • Reply to

    management salaries

    by budandwee Nov 15, 2015 2:03 PM
    cash2go cash2go Nov 17, 2015 2:27 AM Flag

    A management team that did worse than not perform. They oversaw the new installation and started six before results were expected to expected weak results early on. Then the excuses and results just continued to be a joke. Had Zinc prices held up I thin these boyz were headed for a disaster as the new plant never came close to production levels expected. The unforgivable, they really talk up problems as if they were temporary and definitely on the track to the promised land.

    The one came darn close to criminal, investors do have rights, I hope the boyz used the best of lawyers (of course paid for by shareholders)

  • Valiant also has yet to explain its rationale for allowing Pearson to compensate Valeant by "returning the value" of what the shares were worth at the time he received them, as opposed to paying what they were worth when the error was apparently rectified by another transaction executed by the company nearly a year later.

    In your face greed is acceptable for the mansion class. Call the SEC? LMAO, please look at the long history of how the SEC has been wall streets hip pocket as long as I can remember. Worst case ever was Enron, couple went to jail and thousands of Wall Street Boys were caught in recordings and actions that showed direct theft from making decisions that made them millions and cost taxpayers many many millions.

    Valent's gouging and roll up game (provided them via Wall Street) is legal and put millions in the pockets of the connected. It also cost joe-6-pack billions in health care costs. Again, all done legally by our system.

  • Reply to

    why crashing?

    by lookiamchinese Nov 16, 2015 12:13 PM
    cash2go cash2go Nov 17, 2015 1:37 AM Flag

    Not much you can do about stock pricing when it's running up or racing down. You can continue to look into Cellectis' science and how C's results fit into what we are already finding out in Juno, Kite, Blue and others in human trials.

    ...In our view, a successfully treated patient with UCART19, potentially enabling a bridge
    to transplant and cure, is a significant de-risking event not only for UCART19 but for
    CLLS’ allogeneic platform. We have raised our probability of approval for UCART19 to
    60% (from 40%), as well as UCART123 to 35% (from 30%), and the earlier stage
    pipeline to 30% (from 20%)

    Seeing the results from the first compassionate use trial and know at least one other patient has been given the therapy I'm feeling a little warm and fuzzy. I think Cellectis would like to see Big Pharma and companies like Pfizer to back off and let trial results drive price valuations before Big Pharma is seen making hostile moves. The allogenic platform has made in big step with the good results seen in first human use via compassionate use. A case that surprised everyone in Cellectis and Pharma.

    GLTA as the boyz fight it out over the "C" word so rarely used in cancer. We are all gonna be winners in the long run.

  • Reply to

    why crashing?

    by lookiamchinese Nov 16, 2015 12:13 PM
    cash2go cash2go Nov 16, 2015 6:41 PM Flag

    Cellects ran up hard and does not have a strong base to hold the price up. CLLS is a traders game that is playing with news or lack of it. A higher percentage of the investors own this stock every day. Also, there are still millions of shares that can still book nice gains at these levels, maybe selling of (half their shares) and the let the rest run. ASH is going to be very big news. Problem with that is that is will also be avery big target. Good news for Cellectis as what basher are saying is that when data start rolling in on a Collects phase it will also be bad news for the designer (costly individualized) therapy that the others have been working on will have a much more limited demand. Cost being the problem.

    why is it going down? Buyers want more evidence before investing their cash in CLLS. Many are short term thinkers and not actual investors.

  • Reply to

    If gas prices went sub $1 at the pump

    by cash2go Nov 12, 2015 11:41 PM
    cash2go cash2go Nov 13, 2015 12:06 PM Flag

    Efficiency got us here as more and more gas guzzlers are replaced by newer higher MPG vehicles. Efficiencies and the growing threat of alternatives as every year of research makes Electrical and everything else more competitive. If we go back to pre OPEC supply and demand sub $1 doesn't make me look so crazy.