Dynavax Technologies Corporation Message Board
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Could Sabby be in trouble? 1/2 or so of their portfolio is in Apple stock....
by chessnotcheckersed •May 15, 2013 1:37 PMI am sure they told you the truth... Hi, hello. Who? Yes yes we are fine. Click. They are liquidating their position and hiding the sales....Everybody who takes NWBO stock in a PIPE or secondary.. they spin it out .. Nobody trusts the company
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I don't know what their cost basis is but as you all know apple is getting killed. This could result in redemptions at Sabby and forced liquidation. But then they would need to file a form 4 as their have over 5% interest in NWBO and I have not seen any such forms filed. But still .. I wonder.. stock trades terribly....
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With all due respect, if you represent the intelligence of the shareholders in this company then this company will be bankrupt in 5 months. That might have been the dumbest comment I have ever read.
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just saying
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How can a stock with this float trade for the second straight day 250,000 shares and not move? Who is selling? It has to Sabby... I just don't' get it
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IMUC will have a Data Monitoring Committee green light their trial any day and I think that could juice the whole sector....
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Given that Sabby just bought 9% of the company right around here (discount the warrants they got on the deal done at 3.90). I think 3.50 is a fair price to nibble. But I certainly would not bet the farm with this thing. There are a number of near term catalysts coming: the announcement of the DCVax Direct trial being the biggest. This could come as early as next week but I would not be surprised to hear of a delay for this reason or that. In fact, my advice is to wait on the news of the trial commencing. It should go up on that news but then settle down. Even if you pay a higher price say 3.80 it is better than just sitting in this thing and watching it drip everyday.
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Linda Powers interviews on the NY Stock Exchange floor!
by billbostridge09 •May 3, 2013 4:43 PMoh shut up
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I can't post link on this stupid system but their reasoning is along the lines I was articulating. Given where NWBO is they should have a 200 million dollar market cap...
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DCTH , which I warned investors about, currently has a market cap of 45 million and an FDA Panel just voted 16 to 0 against their device. It's archaic, obsolete, and frankly lethal. NWBO has 2 phase III trials, has about 17 million in cash (10 million from last raise, assume 1.5 million from Dec. raise and 5.5 from German government) and it has a market cap of 95 million. They should have another trial which is exciting (whether it works I don't know) which should start this summer. As the enrollment criteria is broad and for those who have no other choice, enrollment should be rapid. Moreover, as the endpoint is tumor regression, results are months away. You would think that given this the stock would be trading closer to a market cap of 200 million or 6-7 dollars a share. The question then is why doesn't it? It is either a perception problem or a science problem. If the former, its the trade of a lifetime. If the latter than ok these trials are for nothing, the German government was duped and Fraunhofer doesn't have better things to do. It's possible. But what is the downside? Yes, in the long run its 0 but you will have plenty of time to exit as there are lots of things going on i.e., interim results of the phase III for GBM not expected until later in the year (look at Smith's article -- I don't' understand how one can have interim results prior to completion of enrollment but....) and the upside is unlimited... so place your bets. I like the risk/reward here as I see .15 cents downside and 50 points upside. I guess this is in accord with Smith's asymmetric trade thesis.
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Maybe the sellers are from the December round of financing that are unhappy with the terms of this most recent deal. It doesn't' make sense Sabby is dumping because they were buyers prior to the PIPE. And to dump here when you got stock at 3.90 means you are losing .25 cents for the free warrants priced at 4.29... hmmmm maybe that makes sense not sure. But there just feels like there is so much supply right here at 3.64. I think if we can push through then can maybe test the 200 day in the upper 4s... Don't know what will get us there though.
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Come on DCTH!!!! If you buy a share you get a free filter!!!!
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at a penny
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I was surprised they even were allowed in the door!! Hobbes crushed this thing.. knocked it out of the park. First he delayed this about 2 years and wasted ohhhh about 100 million dollars, then gets in the door and then slam it in his face with a 16 to 0!!! I have never seen a vote go 16 to 0. One for the history books. Take away the line of credit boys, close the doors, sell the filters and see you in bankruptcy court...
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They took out a loan ... this company ladies and gents is BK.... All of this work all this money wasted and Hobbes gets a vote of 16 to 0... lol... I feel for the investors hopefully nobody had anything other than play money in this but this was #$%$ show from the beginning....
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These guys have a portfolio of some real disasters i.e., NBS, CLSN, and now NWBO.... maybe redemptions and forced selling... some big blocks going off on this thing....
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It has to be Shabby Management... I bought some here at 3.59 but I think 3.30 is in the cards folks.... Sorry... but this thing trades like ... well you know what it trades like....