[ ... silly usual message board banter about how that could indicate something great about to be announced; otherwise why would they be presenting ...]
Obvious answer, no EMA traction already built into the SP. It continues to befuddle me how we currently have an SP almost as much as when we were looking good pre-Daum. Not that I'm complaining!
DVAX seems to have become irrationally exuberant as Alan Greenspan used to say. Oh well, still holding 40K shares though that is down from former "maxed out".
European agency has a different approach that US. And there are many instances where they diverged from FDA opinion, from what I can tell generally being more "lenient" of NDAs.
As they don't just "me too" to the FDA, the votes are in, 2-0 that safety database was too small for a novel adjuvant. It seems this was not just a Daum thing.
I hope you're kidding. As if Kolchinsky personally and RA Capital Management both hold EXACTLY 25,999,886 shares? TWO top holdings 25,999,886+20,657,853=46,657,739 shares; 9.9+7.9=17.8%.
Why even bother chatting about that one ... no matter what said he'll claim he foresaw it all and is sitting pretty. And who can possibly deny, he posts so much chaff that amongst all that idle chatter there are ALWAYS posts he an refer to that seem to support whatever his "position/sentiment of the day". As the wind blows, so does that blowhard.
Given we're "back to the beginning" in terms of yet another PIII trial, as I've previously commented I'm shocked (albeit in a positive) way that we have the same 500M market cap we had before the Daum Debacle. So from the purely rational standpoint based on company & SP history, it seems over valued at this juncture. But again, "don't fight the tape" for whatever reason here we are. The only obvious difference is Gray in charge, having come from VERY near the top of GSK. I've trimmed a little, but otherwise holding unless I see an obvious opportunity elsewhere.
P.S. Elsewhere in the TLR space 6 months or so back I picked up a couple thousand IDRA at what I thought was a very undervalued market cap, stock at $1.10. A blind pig ...
Hats off to remaining decent posters, but to an entire message board dominated by one miscreant poster Thumbs Down (similar to most of the miscreant individual posts).
Rarely checking in anymore (waste of time), yours,
P.S. Cheers, & glass up to a message board that used to be an excellent forum!
"Bump" to demonstrate what is known as intelligent discourse by informed posters. Both of which with few exceptions have been vaporized by banality .
Correct, as evidenced by the 4-to-1 negative sentiment for the spot-on topic:
"banal (as in posts)"
This used to be a decent board. Used to.
Drearily commonplace and often predictable; trite
lacking force or originality; trite; commonplace
devoid of freshness or originality; hackneyed; trite
unoriginal, stock, ordinary, boring, tired, routine, dull, everyday, stereotypical, pedestrian, commonplace, mundane, tedious, vanilla (slang), dreary, stale, tiresome, monotonous, humdrum, threadbare, trite, unimaginative, uneventful, uninteresting, clichéd, old hat, mind-numbing, hackneyed, ho-hum (informal), vapid, repetitious, wearisome, platitudinous, cliché-ridden, unvaried
Credit: from TheFreeDictionary by Farlex