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Dendreon Anonim Ortaklik Message Board

fbg0316 439 posts  |  Last Activity: 2 hours 12 minutes ago Member since: Aug 25, 2009
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  • Reply to

    Missling is losing

    by riaguy 10 hours ago
    fbg0316 fbg0316 2 hours 12 minutes ago Flag

    Irony, Missling has been clear and upfront about his objective to get a partner for Phase 3. Someone mentioned he even put a timeline of 6-12 months in the last 10Q for getting a partner. A Phase 3 in AD is costly, so to minimize dilution/using a poor source like Lincoln Park, a partnership agreement is preferable.

    Also, you mentioned in another post "there has always been a whiff of fraud" - what evidence do you have that there is any fraud?

  • Reply to

    CPXX selling for $32.5 a share

    by theanalyst88 10 hours ago

    Adage holds a much bigger stake in ADXS than CPPX. Much bigger potential with ADXS.

  • Reply to

    CPXX short interest...

    by barneyfreddie95 8 hours ago

    Agreed, we were at $30 last June. If DO announces SPA and start of Phase 3, we are that much further along clinically so should be at least $30 or higher now.

  • Reply to

    CPXX short interest...

    by barneyfreddie95 8 hours ago

    Good find Barney, it goes to show there is a lot of "systematic" shorting out there likely computer driven without taking in account the fundamentals of the company, similar to the large short position in ADXS. Very risky, especially when a stock is as undervalued as ADXS.

  • No matter how wrong you are, you just keep digging your feet in deeper hoping your short will not lose more. I think that is a good definition of being a fool.

  • Reply to

    CPXX selling for $32.5 a share

    by theanalyst88 10 hours ago

    Nice job! When you mentioned CPXX the other week after it had already gone up substantially, I thought it was too late to realize a material gain, wrong about that...

  • Reply to

    Missling is losing

    by riaguy 10 hours ago

    Step back and consider the possibility that the reason for the delay is because Missling is about to close a major deal with a Big Pharma.

  • Reply to

    you are all ridiculous

    by smarkell May 16, 2016 9:49 AM
    fbg0316 fbg0316 May 27, 2016 9:30 PM Flag

    Agreed Prd. When I see idiots like him post admittedly, it's tempting to respond but in reality we shouldn't give them that satisfaction because they really know nothing about ADXS and simply posting generalities and bashing, as you say, to benefit their short-term "trade".

  • Reply to

    sell now, next week go below $8.00

    by miketse800 May 26, 2016 10:44 AM
    fbg0316 fbg0316 May 26, 2016 12:55 PM Flag

    Good point. He's simply a liar. You get the full spectrum of posters on a free message board from insightful folks to maggots likes this guy.

  • Reply to

    Partner Within 35 Days

    by wicked_690hp_hellcat May 25, 2016 7:10 PM
    fbg0316 fbg0316 May 25, 2016 10:07 PM Flag

    Can you explain why your alias was created today so you are not the Wicked that posted a similar message last week?

  • Reply to

    ADXS is ready for its run in June.....

    by adxs228 May 25, 2016 6:49 PM
    fbg0316 fbg0316 May 25, 2016 10:05 PM Flag

    ADXS was at $30 on June 8 last year. If DO announces FDA SPA and start of Phase 3, we should be at least that high now IMO. Looking forward to see what unfolds in the coming month, would be nice to see the start of Phase 3 be accompanied by a BP licensing deal for US/Europe distribution of our cervical cancer construct.

  • Reply to

    Partner Within 35 Days

    by wicked_690hp_hellcat May 25, 2016 7:10 PM
    fbg0316 fbg0316 May 25, 2016 8:02 PM Flag

    Actually, take a look at his alias. It is brand new today. A fake Wicked who is obviously deceptive and not to be trusted unlike the authentic Wicked who speaks the truth with integrity.

  • Reply to

    Partner Within 35 Days

    by wicked_690hp_hellcat May 25, 2016 7:10 PM
    fbg0316 fbg0316 May 25, 2016 7:54 PM Flag

    How reliable is your source?

  • Reply to

    Enough Is Enough

    by fbg0316 May 25, 2016 2:43 PM
    fbg0316 fbg0316 May 25, 2016 3:25 PM Flag

    Wrong board, loser. You're free to post whatever you want on the GNBT or HEB board, but you're not welcomed here.

  • The suspense is making me sick. Dr. Missling, if you could clarify three things before the Memorial Day holiday weekend, we would greatly appreciate it.

    1) Which Big Pharma is the deal with?
    2) What is the total value of the deal?
    3) What is the upfront payment?

  • fbg0316 fbg0316 May 25, 2016 7:42 AM Flag

    Thanks Pmk. Yes, I clearly stated IMO Centerdir. That is my thesis and I have put my money where my mouth is. I think it's an informed projection to believe that a BP is considering partnering with AVXL given the promising early data on a hard to treat indication. Allergen's large deal with Heparates, which has a somewhat similar platform as AVXL, is also further indication that BP is interested is the type of platform AVXL is developing.

  • Reply to

    Poll

    by jonjones325 May 24, 2016 9:31 PM
    fbg0316 fbg0316 May 24, 2016 9:52 PM Flag

    I agree with the order. Partnership first. Obviously, the partners under NDA would have access to the data. Announcing the partnership first would give third party validation and help respond to the naysayers then followed by positive data.

  • fbg0316 fbg0316 May 24, 2016 9:43 PM Flag

    Good point, I was just trying to be conservative. Certainly, the recent Allergan and Heptares deal set the bar high, hopefully Missling has been able to use it as leverage in coming to terms on a deal.

    DUBLIN and LONDON, April 6, 2016 /PRNewswire/ -- Allergan plc (NYSE: AGN), a leading global pharmaceutical company, and Heptares Therapeutics, the wholly-owned subsidiary of Sosei Group Corporation ("Sosei"; TSE Mothers Index: 4565), today announced that Allergan's wholly-owned subsidiary, Allergan Pharmaceuticals International Limited and Heptares have entered into a definitive agreement under which Allergan will license exclusive global rights to a broad portfolio of novel subtype-selective muscarinic receptor agonists in development for the treatment of major neurological disorders, including Alzheimer's disease.

    Under the terms of the agreement, Heptares will receive an upfront payment of $125 million and is eligible to receive contingent milestone payments of up to approximately $665 million associated with the successful Phase 1, 2 and 3 clinical development and launch of the first three licensed compounds for multiple indications and up to approximately $2.5 billion associated with achieving certain annual sales thresholds during the several years following launch.

  • fbg0316 fbg0316 May 24, 2016 9:36 PM Flag

    Hold tight. IMO, the data has been delayed because a partnership is in the works. Considering how broad AVVL's platform is across a number of neurological diseases coupled with compelling early data for AD (for which BP has failed to create a meaningful advancement in treatment) it's likely Missling has been negotiating a BP deal. If a BP strikes a deal with AVXL involving say $50 million upfront and a total of $1b+ in total milestones followed by royalties on sales upon approval, that $50 million upfront is essentially an option on rights to the AD treatment. For $50 million, which is a drop in the bucket to say Pfizer, Pfizer is buying the rights to an experimental treatment, which if the early data can be repeated and sustained, could become a new SOC of care for AD treatment ultimately worth billions to Pfizer. All the talk from the naysayers about how AVXL's trial data is early and based on a limited patient base with no control is true, but the data from this limited group was very impressive amid a graveyard of failed AD trial efforts. It's crazy not to think one of the BPs isn't going to lock in a development deal with Missling.

  • Reply to

    ASCO and beyond ....

    by sdisk50 May 24, 2016 7:46 PM
    fbg0316 fbg0316 May 24, 2016 8:49 PM Flag

    One smart thing I think Dan did was to set up the initial collaborations with both Merck and Astra Zeneca, which could create a bidding war of sorts if the company is sold at some point. If the PD1/LLM combo trials produce compelling results, one or both of those company may want to buy ADXS outright. ADXS could still strike a licensing deal with each company then eventually sell to the highest bidder. If Merck bought ADXS and Astra still had the licensing deal on its PD1/LLM combo, Merck would get the combo benefits for itself as well as the licensed combo benefits with Astra's PD1 and LLM collaboration.