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ALLIQUA, INC. Message Board

gmeabrk 11 posts  |  Last Activity: Nov 20, 2014 3:31 PM Member since: Mar 19, 2012
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  • Reply to

    Question for GME

    by bryan.paul23 Nov 19, 2014 12:30 PM
    gmeabrk gmeabrk Nov 20, 2014 3:31 PM Flag

    For what it's worth, I have no problem envisioning a 5 bagger from here. This is wound care and not cancer care. If this were a conceptual cancer drug company with zero sales and a partner in CELG, this would be trading with a stratospheric valuation, but alas, their stock in trade is wound care and infection mitigation.
    I say 400 million valuation is not unbreasonable because I continually remind myself of their lidocane patch which is clinically better and more user friendly than Lidoderm from Enzo pharma which has sales in excess of 1 billion annually. ALQA also have a functioning FDA approved manufacturing facility so it''s not like they're coming to the party without any presents... I think that it will be an interesting year for ALQA in 2015. Of course, this stock has proven me wrong on many occasions. I don't think so this time. I say parabolic if the market stays strong.

  • Perhaps now it'll start to get interesting. I've never seen a company so cleanly do the things that it's said that it's going to do. Eventually someone's going to start believing in these guys.

  • gmeabrk gmeabrk Oct 29, 2014 3:19 PM Flag

    I don't think that they'll have to if they get this billing code. I think that this will set up a buy of the company by Celg. Biovance has to be a lot more valuable than the paltry valuation of ALQA presently. I also think it's significant that ALQA owns an FDA approved pharmaceutical plant. That's got to be worth something in the whole scheme of things.

  • gmeabrk gmeabrk Oct 29, 2014 10:38 AM Flag

    The way I view this, if they get a billing code, this is off to the races. I remember liking this a year ago because they devised a better, faster working lidocaine patch. Enzo does over a billion in Lidoderm sales and this can't be overlooked by Celgene.

  • It is a binary event. Biovance is more expensive because it is a far better product and they have to make sure that there will be reimbursement for it's use. It is not a "Me Too" product and my bet is that with that abstract about healing second degree burns in half the time, the case can probably be made that money is saved by lessening the chance of infection. But I'm not a doctor, I only play one on Yahoo Message Boards. What do I know?
    In this day and age of non innovative products that simply piggyback off other products, Biovance is a clearly superior product, and I hate to think we've gotten to the point with Obamacare that the edict is out that "we don't want to spend extra"

  • Reply to

    Prediction Time

    by wawallace Oct 17, 2014 2:46 PM
    gmeabrk gmeabrk Oct 18, 2014 11:19 AM Flag

    Please don't start the misguided hysteria about reverse splits. Some work and some don't. They are not always as you've said the " kiss of death" Reverse splits are good for getting uplisted and for opening up the market. R/S's increase the liquidity which should always be a consideration when buying micro caps.
    I bought ALQA a year ago at .07 cents, they reverse split the stock 42.75 for 1. The stock had since gone over $10.00 (which was better than a tripling of the price) but has since retraced. Even though the stock has retraced however, it's still up over 50% from a year ago. Painting with a broad brush never works and it messes up the canvas.
    Please also check the history of Bio Sante pharma. It was BPAX last year and after a R/S, it is now ANIP and the gains after the R/S have been among the most enviable on Wall Street.
    You're better off identifying the motivation behind a R/S rather than ascribing a reflexive cynicism.

  • Reply to

    Hope I'm wrong..

    by contradude_2000 Oct 3, 2014 10:52 AM
    gmeabrk gmeabrk Oct 14, 2014 11:04 AM Flag

    Makes sense to me. I've been screaming lately that if all this rush to safety, parks money into US dollars, we are screwed. What's so safe about a currency that has funded and unfunded debt into the 100 trillion dollar range with a sluggish economy that will never be able to support that debt? There's a thing called the "normalcy factor" which gives people a false sense of security that, since all problems in the past have been dealt with, that they will continue to be dealt with and we move on. This debasing of almost every currency is one of those scenarios that's going to be impossible to escape from.

  • The stock trades on some sort of Indian burial ground or something. I still maintain that Celg will up their ante in Alqa.

  • Reply to

    Latest News.

    by ted.night Oct 6, 2014 9:26 AM
    gmeabrk gmeabrk Oct 7, 2014 2:05 PM Flag

    If Johnson had sold at the high he'd be accused of pumping and dumping. I'm not going to chastise a CEO who's done everything that he said he would do, cashing in a bit of his stock. I always follow the college tuition rule as it applies to insiders selling stock if it is a relatively modest amount of their entire holding. These guys have lives and exist for more than just us shareholders.
    The whole idea behind running a public company with stock is the ability to turn that paper into cash. Johnson has earned that right to do that. I will also show you buys from other insiders at almost twice the price. These guys aren't financial analysts, they're guys who either need cash, or want to put their cash into something they think will make them money. I'd say that's what we have here.
    I have always been a big backer of ALQA and my biggest mistake was underestimating how long the learning curve and product education would take. This Celgene deal does recognize once again ALQA's ability to execute.
    One of these days I'm going to be right on ALQA if for nothing else, knowing to follow the activities of CELG who has proved to be a fairly reliable partner over this past year.

  • Reply to

    Latest News.

    by ted.night Oct 6, 2014 9:26 AM
    gmeabrk gmeabrk Oct 6, 2014 9:46 AM Flag

    Apparently Celgene's is getting more convinced that Biovance is going to be a success and is willing to bank on it. I think that now Celg will increase their position in ALQA within the next month. I always forget that these Biotechs are patient and prefer hedging their bet. Their bet appears to be getting better hedged.

  • gmeabrk gmeabrk Oct 3, 2014 4:08 PM Flag

    Have you always been crazy? You seem to exist merely for your own enjoyment. Thank you for explaining to us what most on this board already knew. It's been a tough road, but we'll get through it.

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