Should see 5+. Wouldn't it be great to see a WM breakthrough since it's open=label started back in October. Perhaps 9200 announcement --- indication Lupus, partner. Or combo therapy. We'll see something no doubt.
Milano's town. IDRA is there every year. They'll be talking about TLR platforms and progress for sure. Perfect time for an announcement, and this management knows how to work it. Set up the rolling pins.
He was looking to scare retails, so he could cover/buy. That's the worst of the human race, and karma will take care of it.
Right on, MGM. "Opportunity cost" is another cliche for 20-20 hindsight. In this sector, stick with the fundamentals, and IDRA has superior fundamentals across the board. It's no wonder they imposed a 5% investment limit on institutions. No one in their right mind would even consider such a thing, especially this industry, UNLESS they had absolute PURE GOLD. And that's exactly what Agrawal calls his 3rd-gen GSO. Let's see--- 3rd gen GSO, Gene-targeting 8400, Broad disease TLR 9200, Bakers, Fidelity, Goldman, JPM, Superstars of past biotech success stories. In 2017, we'll be looking at 4-5bill MC or 40-50/share easy, and it may start tomorrow, or it may start next week, or it may start next year. I don't care. I'm buying every share I can afford for the fundamental payday.
Beautiful. Northward we go with a superstar at the helm. What a hire by the Bakers. Absolutely brilliant pick and lure.
Should be a good pick and a catalyst. 10-1 odds they already have the person lined up with announcement soon. Quite a few news catalysts await long shareholders this year and beyond, with each one stronger than the last.
2015 will be the kickoff to a massive very long run for IDRA. Exciting times for sure.
HAHA...good find tursta. I'm sure Lou just expected a track to IDRA CEO. When the Bakers took the 2 BOD seats, they made very deliberate moves: 1. Kept Sudhir onboard and happy as pie focusing 100% on his GSO babe. 2. Handpicked a stud in Milano even allowing him to work from his home in Philly.3. Persuaded Goldman Sachs and JPM to buy in large (not an easy feat at all, esp in biotech)....there is one common theme here----all of these heavyhitters have seen something that blows their mind.
Of course, he's gotta execute. If he wanted Brenner, he would've made him an offer he couldn't refuse. You can bet they talked about it at length, and Milano has someone ready to go. We're talking about a very networked successful management team here, not to mention the Bakers, who probably know a superstar or 2 to replace him. Buy the fear, sell the euphoria.