At $26.40. 1B market cap ain't getting us the SP it used to.
You're target $45 currently requires a 1.7B market cap. The new $90M ATM is open for business.
Excellent discussion all, provoking some interesting insights and opinions. Thank you all.
I'd figured $30+ pre-VBPAC and maybe $35 as I think it was JPMorgan a while back projected. Now we have general bio headwinds + unexpected levels of share dilution.
Are you still lookng $45, if so what time frame? And important, what do you think gets us from here, $25 to there wherever you think that is?
Bashing and badmouthing and unsubstantiated pumping discouraged in this thread, interesting in an adult discussion of pros/cons.
Good info, thanks. I agree SD-101 appears to be eliciting a positive immune response against cancer. However, there is no evidence "SD-101 GENERATES IMMUNITY AGAINST CANCER !!!"
This has got to be the case as all safety visits have been completed. SAEs and AEs were the unknown factor going into this trial. Efficacy, in general population as well as hard-to-treat were already knowns.
The apparent confidence being projected in terms of new hires and new positions means as investors we can theorize there were no SAEs attributable to Heplisav and likely SAE profile was good. As for the Engerix comparator arm, similar conjecture not possible.
A stock price record of having having gone from $40.00 to $0.04, a drop of 99.9%, also is not always the kiss of death.
A $4 price will open buying of AEZS to more investors.
A $4 price will also open selling and short selling of AEZS to more investors.
DVAX Tolamba asthma program circa 2007 did not attain PIII endpoints and was terminated.
From what I read here Jimmie, and DVT's post about the short term, I sense a significant drop in confidence of the $32 or so target. Let me know if I misread. Thanks.
Times have changed, we now have another dilutive device in play. Also SP has been mired for a month now. What are you projecting from here and do you have any time frame associated with it? Thanks.
With a valuation already $1B, I'd be careful of assuming a positive VRBPAC vote or even approval propel the stock a lot. One thing I keep in mind, it's within the realm of possibility it gets approved but later an association is made (whether valid or not) between Heplisav and SAEs in the general population receiving. That of course would kill the stock, especially if FDA put it on hold. Professional investors are fully aware just getting approved is not the finish line and thus at $1B upside could be limited. Of course that's hopefully where other programs kick in the help the SP, we'll see.
You OJ Sir have been A Touting DAUMIER IGNORER ever since. However, if Daum's term is up and he exits VRBPAC before any Heplisav vote, then I agree he can be ignored.
Unless it can be demonstrated Daum has conflict and must recuse himself, it's ludicrous to suggest any company could influence his VRBPAC role. Daum's past was discussed extensively on this board 2012; there is a long-ago $4000ish funding from GSK for some little tidbit that would IMO be unimaginable as reason to recuse.
Despite what we might think here, Daum is highly respected and long-term chairman of VRBPAC.
Can you point to Ostrach comments you think you recall, that would be interesting info.
Isaac, if the DVAX news have undoubtedly excited ONCOLOGISTS and analysts alike, why did the stock price not move on release of the abstract? Did ONCOLOGISTS and analysts alike have advance notice of the to-be-announced ATM and its unethical PLOY to drag the stock down?
Isaac, if this is an unethical PLOY, then are you saying that the executives at DVAX are unethical?
You are so right Jack. Listen/watch the 2012 VRBPAC and it's clear VRBPAC Chairman Daum carried zero (0, nada) weight with any other committee members. The other 6 negative votes were not influenced by the Chairman's many weighty questions and probing criticisms.
Thank you for point out, it's worth repeating, Jack says, "Daum represents 1 vote".
Only one person knows if the share price is falsely inflated dear Raven, and his name is:
Dr. Robert Daum (aka Dr. Doom).
Capt, since you have popped back up, any insight you can offer on what you think the stance of Dr. Doom might be at VRBPC this go round?
Dear Michael O.
Did Eddie Gray come on board to pillage shareholders and stuff his pockets with cash whilst watching DVAX burn, or as Genesis said in Suppers Ready, To take them to the new Jerusalem?
A shareholder formerly pillaged by the Bianco Boys