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Halcón Resources Corporatio Message Board

dr.cash_money 75 posts  |  Last Activity: 12 hours ago Member since: Mar 24, 2006
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  • I like this part of the news release ...... "we will continue to move MM-398 forward in areas of high unmet medical need, as well as explore novel delivery techniques."

    Sentiment: Strong Buy

  • Stock has been under (mostly) low volume constant pressure lately. Very strange when one considers 398 alone is worth than the total current market cap. Very very undervalued. Might be reaching for straws here but could Sanofi be exiting the rest of their position ? Last time stock dropped like this for no reason Sanofi filed that they sold half of their position and right after the filing (and pressure on the stock was lifted ) the stock went on a long upward swing. Thoughts ?

    Sentiment: Strong Buy

  • Reply to

    fda announcement is coming soon

    by bigt198ou May 28, 2015 2:10 AM
    dr.cash_money dr.cash_money May 28, 2015 11:11 AM Flag

    Not really a change in tune in my opinion. They did initiate a MM-121 study in lung cancer back in February. So they did move forward without a partner. But Mulroy was talking about the need to find a partner before the MM-121 breast studies can move forward and that has not changed.
    I really thought they would announce a partner this month. I would be surprised and disappointed if a partner is not signed by the end of June. Very frustrating. But with one stroke of the pen by the right partner we are off to the races again. Good luck to all longs.

    Sentiment: Strong Buy

  • Reply to

    Sure

    by lagafroig May 27, 2015 10:58 AM
    dr.cash_money dr.cash_money May 27, 2015 5:15 PM Flag

    Important to remember that MACK is very much undervalued on the basis of 398 and the rest of the pipeline alone (ex 121). But a 121 deal would go a long way in starting to unlock that value. Good luck to all longs.

    Sentiment: Strong Buy

  • Reply to

    Sure

    by lagafroig May 27, 2015 10:58 AM
    dr.cash_money dr.cash_money May 27, 2015 4:15 PM Flag

    It is well known on this board that I have always been very bullish on MACK. And I'm still very bullish. Stock is tremendously undervalued at these levels. But we need Mulroy to deliver on a MM-121 deal to get the market to "wake up". Get a damn deal signed Bob !! So that the we can start the march up towards the mid $20s where this stock should be. Enough time has passed ... time to get it signed Bob.

    Sentiment: Strong Buy

  • dr.cash_money dr.cash_money May 20, 2015 10:26 AM Flag

    link ?
    Price target ?

    Sentiment: Strong Buy

  • Reply to

    a lot of insiders excersizing options

    by bigt198ou May 18, 2015 5:56 PM
    dr.cash_money dr.cash_money May 19, 2015 4:56 PM Flag

    My $35 a share takeover scenario would be in lieu of a big deal on 121. Basically, instead of a big pharma paying a large sum for just half of 121, they buy the whole company for less than (around) $4 billion. And with the valuations of some recent biotech deals it would be a win win for all involved.

    While such a deal makes sense, I doubt it will occur. I unfortunately do not believe Merrimack would say yes to such a deal. Good luck to all longs

    Sentiment: Strong Buy

  • Reply to

    a lot of insiders excersizing options

    by bigt198ou May 18, 2015 5:56 PM
    dr.cash_money dr.cash_money May 19, 2015 9:50 AM Flag

    Thanks Canphan7, I did not see that. When did Nielsen exercise the new options just granted to him ?

    Also Canaphan7, what is your opinion on a buyout ? With the market so ripe for M & A, and so many big pharmas looking to improve their oncology divisions through acquisitions of small to midsize biotech companies, it seems like MACK would be a perfect fit for many of them. What do you think the board would do if someone approached with a $35 a share offer ?

    Also one last question ... Do you think the timing of Porter's recent buy on the open market means we will not be getting news any day now on 121 ...with any potential 121 deal news now being pushed off to next month ? Thanks in advance.

    Sentiment: Strong Buy

  • Reply to

    a lot of insiders excersizing options

    by bigt198ou May 18, 2015 5:56 PM
    dr.cash_money dr.cash_money May 19, 2015 9:09 AM Flag

    bigt198ou, I like your enthusiasm. But in these cases I do not believe these directors exercised their options. Rather they just took ownership of the options granted to them by the Company.

    But regardless, I'm still looking for great things to happen over the next couple of months.
    Good luck to all longs.

    Sentiment: Strong Buy

  • Reply to

    Your shares will be Diluted soon

    by anh_kho2004 May 9, 2015 2:35 AM
    dr.cash_money dr.cash_money May 16, 2015 4:33 PM Flag

    Do you mean "spike" down all the way to where it closed just one trading day previous (Thursday) ? Don't go too far out on a limb there anh

    Sentiment: Strong Buy

  • Reply to

    Need Volume!

    by dredwingsss19 May 14, 2015 12:54 PM
    dr.cash_money dr.cash_money May 14, 2015 1:22 PM Flag

    All good. Nice five day move. And volume is above average for this time of the day. A close at or above $12.50 would be great, but a little pullback wouldn't surprise. In the long run it will not matter as the stock is going higher. Good luck longs.

    Sentiment: Strong Buy

  • Reply to

    Guggenheim initiates with $15 price target

    by canphan7 May 13, 2015 9:12 AM
    dr.cash_money dr.cash_money May 13, 2015 8:47 PM Flag

    Thank you for the posts wait....

    Sentiment: Strong Buy

  • Reply to

    Calling Ascrantonian

    by canphan7 May 13, 2015 9:59 AM
    dr.cash_money dr.cash_money May 13, 2015 2:15 PM Flag

    I firmly agree with buy the rumor, sell the news ... but not in this case. We are already trading at very depressed levels on news that is already out there ( 398, pipeline, diagnostics, etc. ).
    Good news on 121 would have this stock moving fast. Market makers would try their usual tricks to pick up shares on the cheap, but that would be very short lived. Prospects for 121, plus the removal of the financial overhang on the stock, would cause the stock to soar pretty rapidly in my humble opinion.
    Good luck to all longs.

    Sentiment: Strong Buy

  • Conservative $15 price target. But I doubt they would start coverage now if they thought any bad news was on the horizon ... actually just the opposite is usually true.

    I am wrapped up this morning so if anyone can post some more details on their report, it would be appreciated. Thanks and good luck to all longs.

    Sentiment: Strong Buy

  • Reply to

    OT ... for Canphan7

    by dr.cash_money May 12, 2015 12:29 PM
    dr.cash_money dr.cash_money May 12, 2015 1:13 PM Flag

    Thanks for the reply. Have a great day.

    Sentiment: Strong Buy

  • dr.cash_money by dr.cash_money May 12, 2015 12:29 PM Flag

    I apologize to the board in advance for this OT post.

    Nice call Canphan7 for the quick hit on AVEO. I was unfamiliar with the company so did a (very) little due diligence and then piggy backed you. I unloaded 75% of my shares on the big pop and I am holding the remaining 25%. With this pullback, what are your near and long term thoughts on AVEO ? Thanks.

    Back to MACK. Still amazes me how undervalued MACK is even if a MM-121 deal never materializes. However I would hope/expect Bob gets a deal announced sometime within the next four weeks. With the right deal, this stock could get to $18 very quickly. Good luck to all longs.

    Sentiment: Strong Buy

  • Reply to

    Mulroy

    by lagafroig May 11, 2015 10:23 AM
    dr.cash_money dr.cash_money May 11, 2015 7:12 PM Flag

    Completely understand your concerns.

    Of course anything can happen, but I'm not too worried (about FDA delays) because they worked closely with the FDA throughout the 398 rolling submission.

    Also these unfortunate patients are very sick and with no alternatives, I do not believe the FDA would want to delay the rollout.

    Good luck to all longs.

    Sentiment: Strong Buy

  • Reply to

    Mulroy

    by lagafroig May 11, 2015 10:23 AM
    dr.cash_money dr.cash_money May 11, 2015 3:28 PM Flag

    cropsey14h, I was wondering what has changed your opinion so dramatically in about ten weeks?
    About ten weeks ago you posted .....

    "Today's conference call was very encouraging. It's the first time I've heard management openly commit to linking clinical progress with financial realities. In the past, taking on the cost of clinical development has been done with little regard to burn rate vs. capital, hence sacrificing current shareholder value. I see no risk for dilution in the near/ mid term and that bodes well for MACK investors"

    Since that time Mulroy has delivered on the 398 rolling submission and nothing negative has come out about 121, so why the change of heart ?

    Sentiment: Strong Buy

  • Reply to

    CANPHAN7....

    by pentiumpwr May 6, 2015 4:05 PM
    dr.cash_money dr.cash_money May 7, 2015 5:19 PM Flag

    I have to believe partnering 121 is inevitable. I do not believe Mulroy would continue to mention signing with a partner so long into the process if he was not "almost" 100% sure he will be able to do so.

    Sentiment: Strong Buy

  • Reply to

    Anything of note on the Q1 investor call?

    by almsfolly May 7, 2015 4:48 PM
    dr.cash_money dr.cash_money May 7, 2015 4:54 PM Flag

    Mulroy in his pre-questions comments said he was pleased with ongoing business development partner talks on MM-121. They plan to begin MM-121 breast trials in 2015 after signing with partner.

    Sentiment: Strong Buy

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