Dynavax Technologies Corporation Message Board

I could not have put it better. Very good point! I only wish that I could explain these issues such as you do. No really very good point. We are at the mercy of the news and quick pop to divest most or all of our position. I do lean more to the buyout since the volume held be the insiders can not be unloaded with just a partnership news. We might see some type of squeeze but it would be the smallest in history without major news like partnership or buyout. Thanks for posting gp.

Sentiment: Strong Buy

Thanks g for your post. I too am a supported of Armando Anido. He came to Nupathe from a much larger company to a start up company. Got funding. Got the Z-patch approved and is working on partnership or buyout. Why is Anido doing this for a lower salary? Because Anida is paid on performance. The man came to Nupathe and is willing to put his personal skin in the game for a piece of the pie. Cool. Now Anido is fully motivated with the additional stock bonus approved just over two weeks ago to complete his task. I support this company with large purchases of stock and my reward will be returned in a high stock price on the day news is published.

Sentiment: Strong Buy

So really in about 2 1/2 years from now you MIGHT be able to buy hot pepper film strips to put in your mouth for your headaches. cool mint I heard. They don't even have approval and the test data is not very deep with poor managers in control. Non-issues as compared to the Z-patch.

Sentiment: Strong Buy

I got a note saying that the major owners have 55%+, 23 million float, around 28 million share in the office, 3-4 million will be given in bonuses. 1,000,000 shares short, Which is huge at this point. So any news, and I mean any news and the shorts will be running to the hills and we could have a short squeeze really quick, Thursday will tell us a path forward.

Sentiment: Strong Buy

You hit it the nail on the head. More manipulation and less retail. for now we are driven mostly by retail and once in a while 40,000 shares dump to drive this stock down and take out more nerves retailers. Retail's are worried that dilution might bring the stock down, which it would. But most of that is now priced into this. The company issued 100 million shares about 44 million is in the hand of just a few big players, about 16 million float and 40 million sitting at the company head quarters. I don't have the detailed numbers but it is something like that. This 3 million plus is going to bonuses and the rest are sitting around. The company can place these with one of the major's to raise money or go into debt. Issuing new stock is not going to happen at this time until the earliest 1 st quarter if they need it. So we mostly sit and play the waiting game. If there was deception and delay the company would be issuing more news and updates. But we heard nothing. The company even has a manufacture that produced 10,000 units for a trial and is producing them currently. What is going on behind the curtains could make you millions. Down side risk is very limited at this price point.

Sentiment: Strong Buy

All this potential and the volume is ripping us apart. Nice to see that everyone is like me, sitting on the fence, waiting for news about the direction of the company. Partnership or buyout? Weird very weird that we have not heard much news at all.

Sentiment: Strong Buy

Shelia, you get us into Wayne's house and I will have the meal brought in. Otherwise Haven't been in years and it would be fun.

Sentiment: Strong Buy

very tight trading range. Every time we go up a couple of pennies someone drops a few hundred shares to bring us back down. Can not be for the 400+ 2.50 June puts or the 1,700 + $4 June puts.

Sentiment: Strong Buy

You read my mind. I hope Christmas is next week.

Sentiment: Strong Buy

Something is up, that is for sure. We get positive news reports and someone dumps at opening. Nice to let us know who is in control.

Sentiment: Strong Buy

Look at Anido's record. Also it is important to note that Anido is the LOWEST paid of the top six in the company and he is the President and CEO and the person credited for turn around and approval. Now the main reason I am staying strong on Nupathe is that Anido is a winner. Remember it is better to bet on the Jockey vs the horse. However with the Z-patch and Parkinson potential treatment and Anido we have a very strong winner. The other big investors would not have handed over their money without having some inside track on potential.

Sentiment: Strong Buy

Again, it’s not an offering per say. These financiers want a piece of the billions of dollars pie. They don’t make squat selling their shares now, which they cannot anyways. The CEO is a “turn-around” guy, not a wrecker of companies — again, check his record.

These investors will be gaining 3 seats on the board of directors– why? because they are going to be owning a krap-ton of PATH shares. Under the agreement, these investors have to follow black scholes method of warrant and stock exercise conversion. This means they can only sell their stock over a period of 5 years. There is one exception here in the deal:

If PATH receives FDA approval for its patch mid January of this year, the investors can sell their entire lot at once if they so choose to. That would be fine with me as the stock would go sky high anyways.

To reiterate, the new CEO is a proven winner

Sentiment: Strong Buy

Anido’s primary focus is to get Zercurity approved –period. He even laid off half of PATH’S employees, and suspended all other pipelined drugs research — This is what a good CEO should be doing — coming in and fixing the mess Jan caused, assuring the company gains the vialibility and revenues from Zecurity, so it can then start up its other promising drugs in its pipeline. Again, in my strongest opinion, this is GOOD CEO strategy, and something I would do myself. (I’ve talked about this concerning Pluristem (PSTI) on my show)

Anido joined Auxilium in 2006 and grew sales from $42M in 2005, to over $260M in 2011, increasing market capitalization from $200M to over $900M during his tenure as CEO.

I like to bet on jockeys more than horses, and this guy has a proven track record of success.

Google this guy.
Let’s do the numbers:

Shares Outstanding: 14.74M
Float: 5.21M
% Held by Insiders: 59.31%

The current market cap is $48.94M — absurdly too low.

Sentiment: Strong Buy

Could this not also be used down the road to prevent Opioid abuse? Sure could. I have looked over the cycle and trends. Let me provide what I see, PATH will slowly gain to around $3.94 over the next three weeks, followed by a slow decline to $3.45 over the next month only to start a rapid climb prior to buyout news.

Sentiment: Strong Buy

WHAT??? ~$85 MM enterprise value? How did they get that number? Also an outright acquisition of the company could be an alternative to a partnership. NO #$%$.

Sentiment: Strong Buy

Have not heard back as of yet. Make sure that everyone is sending the same questions.... "Does Nupathe plan on conducting some R&D using the new technology as a abuse deterent with Opioid drugs?"

Sentiment: Strong Buy