Looked at ATRA and it looks good...
Problem is it has gone from the high 9's to the high 50's in the last year alone...My mindset will not
let me buy those stocks. Bugs me too much I didn't own it sooner and that I'm paying 6x's more for it then some other guy did less than a year ago... Is like paying 6x's for a house that someone bought a year ago.
Would you do that? Plus I only buy very large positions in stocks so that kind precludes it...
ZSPH is a different scenario for me. Low was in the high 28's so not even paying 38% above that for starting in the high 30's.... So 40% from a year low versus a 600% premium...LOL...Just me anyway. That's why I passed on ESPR when you mentioned it around $100....It was in the 12's sometime within the last year.
Need to catch those gems a tad earlier...lol!
Why do you need a "top notch" PR firm when your product is revolutionary and is going to be the leading
medical device in the treatment of spinal injuries in history?
Sorry for the "You People" heading as it was aimed at some over exhuberant longs here who seemingly tend to feel that the scaffold will make a "lame man walk".... Actually learned quite a lot from the reply posts which
I appreciated. Going to read the presentation as suggested. Sorry that I jumped the gun a bit without doing
full DD. I hate that....GL to longs........
Do all of you understand that the neuro scaffold device was never intened to aide, or regenerate, nerve damage to the spinal cord. It was intended to aide in the healing of tissue damage caused in a spinal cord injury. The same as sutures or tissue closing adhesives. The intent of the product was to heal the "tissue" faster and with less risk of edema or infections. The device is aborbed into the body within a few weeks after being inserted...Just like disolvable sutures. Both Patients 1 and 2 have been without the scaffold device in
their bodies for many months now. If their have been some observable recent positive changes to either or both it is likely being caused by the natural healing process plus some serious rehab. I wish them the best of
luck recovering from these very serious accidents, but to expect virtual miracles simply from this device,
which has not even existed in their bodies now for many months, is really grasping at straws it seems.
Guys...eveyone is getting all carried away by the 26% dividend. It is 26% because the stock has fallen from 23 to 7. If it were at $23 the dividend would be closer to 8%-9%... No they do not pay the dividend out of "profits". They pay it out of cash flow. Currently their coverage on the dividend is about .70 where
1.00 is the minimum desired rato. I'm long large BBEP and feel that oil will be trading in the $75-$85
range by this time next year... IMHO!
Bio....For anyone with any knowledge in biotech, the Haptin "product" is a variation on a non registered topical
cream that has been widely used for many years by dermatologists. It's not rocket science nor cutting edge. The release basically says it is supposed to have a superior safety profile. Not sure what safety issues the current cream has but I doubt if they are "major" to begin with.
Unfortunately to me this move seems like they're trying to grab any product that they can market fairly quickly and with high odds of being approved. A far cry from the multi billion dollar opportunities in cutting edge treatments based on RNAi technololgy for unmet medical needs.
Could be simply Geert is trying to build a small biotech company with some sort of cash flow
so they can dump it on someone else down the road and maybe get their money back. Does
not frankly look like going forward the anti scar drug is going to carry this ship. To me, it seems
that it is possible that visual improvement in the yet to be released later scar photos are marginally
at best better than the earlier photos we saw, and that the passage of time hasn't brought forth
the improvement that everyone had hoped for.
How come there has been no discussions here on the new deal with LPC that was mentioned in the press release? A committment to buy 10.8 million shares over the next 28 months? With those shares and the yet unknown number of shares that still have to be issued to Hapten as part of this mew deal in addition to cash, is anyone here concerned about future dilution? I am frankly. Disappointed with this company for sure...
DRTX is an antibiotic company. Has nothing whatsoever in common with SIGA or CMRX. They're not trying to prevent a disease, they're trying to treat them. Do you understand the difference?
PS...DRTX was Golong's recommendation for well over a year (or even two). Lots of us here made alot
of money on that recommendation, especially today!
Hi Sudn...The gangs all here! This is Agen's stock and glad he brought it to our attention.
Does feel like it could be another ICPT though....
Both are good picks.... TTPH is in gram negative bacteria and CEMP gram positive. If I were you I'd buy both.
But don't wait for the small "maybe" payment on the TSRX buyout deal...I'd buy both now while the price is right. Next year they could both be up by 50% or more...
Not sure why everyone is bantering stuff back and forth about posters trying to manipulate the price of the stock, etc. Could be happening....might not be..and better yet, who cares at this juncture. All long time longs nerves are kinda frayed at this juncture having watched the stock go down from $6.69 to $2.84 in less than five months . Mine included by the way from a large position bought in the mid $4's....lol....
But isn't the bottom line coming pretty darn soon? The platform either works for surgical scarring, or it doesn't.
If it's a flop the stock goes down to $1 give or take .50... If it works well it goes to $5-$6. If it works great...$8-$10. What else is there to talk about right now?
The stock went down on the FDA news after a run up in anticipation of it. Catalysts going forward are what?
A buyout? Perhaps, but that's still just speculation. Trial results for the one dosage regime?....A year away perhaps from results. Launch of the product? Nervous time for the company and shareholders. Going it alone is not easy gang, and is definitely expensive to do starting up. To fund it...A secondary? You betcha. Count on it within the next 30 days or so IMHO. Dilution? That is what the market is concerned about right now IMHO. An established large marketing partner if they go it alone? Would be nice.
Where does the price trade from in the weeks ahead... $12.50-$16.... $12.50 if a secondary. That's when I go back into the stock, and large too! IMHO! GLTALs
Why would this stock bounce at all except perhaps by .20? What news could they release to move it up? If anything more dilution coming. BB's and others still are up 5x's their investment. Psoriasis trials will not have new results for many months to come. Do you think the new trials will show any major difference than what has already been reported? Not an issue of dosage really. It just didn't work. Definition of insanity..."Doing the same thing over and over again, but expecting a different result."
rmsacc.... Dead on. RNAi and big pharma are having troubles because they don't have the holy grail to deliver it systemically. We darn will might. If the anti scarring delivery works a whole new ballgame in
RNAi evolves from it. PB will rush to get involved with RXII. If it doesn't work...Well then we'll be another IDRA huh? GLYAL's!
Already broken what support PCTC had at $90 it had so next stop is $80. Yes....great potential in this company but at 6.6 billion certainly not cheap especially since JNJ owns 50% to the rights for the drug (I believe in the US?). Book of $8.46. Scripts looking like around 200-250 million in 2014. Tough to support a 6.6 billion dollar company on that. Lots of trials on-going means lots of expenses before you hit pay dirt.
No doubt an exciting potential game changer company but man... 6.6 billion for 250 million in sales?
Heck double or even triple that for 2015 and still very expensive given JNJs interest.