You never fail to impress me, you could find a needle in a haystack. Thanks for the info.
Sentiment: Strong Buy
I agree, that is what distinguishes a hedge fund owning shares versus being an insider who owns shares.
In reference to Icahn's position, he would report it within 3 days. In reference to all other, Ackman, Chapman, 3rd Point, Sequouia, they don't have to disclose anything. 3rd Point bought more than 5%, pumped the stock, then sold into the pump, Sequouia was a 10% owner back in March, they never disclosed their sales, Ackman bought 5% of AGN but didn't disclose for 2 months.
ALL HEDGE FUND RULES ARE VOLUNTARY! SEC does not enforce hedge fund rules other than obvious insider trading. They have a grandfather clause that their proprietary trading techniques are classified, and do not have to be disclosed as it would be detrimental to their business model.
CDC stops updating ebola cases on Aug 22! Congo finally admits they have 24 confirmed cases two weeks after the fact! I think it is safe to assume all west african countries now have the outbreak. The WHO is a joke, they have zero plan to prevent the outbreak from spreading outside of Africa. They've failed to contain it in Africa and all they are doing now is preventing the flow of information out so the world doesn't know about their failures.
TKMR is up 15% on fake buyout news while NLNK is down 1% on the NIH confirming next week Newlink starts their phase 1 trials at multiple sites in the US and Africa!
Jeez, blink and you'd miss that one, GSK all over the Ebola testing news, Newlink in an "in addition" statement. Just more proof that short hedge funds can pay people to suppress the flow of information. The fact is Newlink already has 10,000 doses and their drug will be tested on the front lines of Africa in addition to phase 1 in the US. They are the primary source for a Ebola vaccine today!
Ackman charges 50% of his funds gains for the privilege of investing with his insider trades, madoff is a saint in comparison
I agree, but Johnson is a lowlife. He won't be able to buy his 100k #$%$ anymore and hide it from his wife if he spent 5 million of his stash.
The reason the pace increases is because there is overlap now with 36 month events, 24 events and 12 months events. At the start of the trial the are on 12 month events, then 24 + 12, and now there are 48 month events. Current event rate is between 18 and 30 per month.
Toadsticker, thanks for the comment.
My language is a bit strong, but it really depends on what the review committee is seeing. If they do see a huge disparity in control group survivors versus drug group, they should have cut off the data at the last control event, then provide the statistics from that point and allow the control group the option to use the drug. 400 patients versus 722 won't change the statistical model much; however time in the trial does, so making this conclusion in February would have been premature. Right now there are 100 patients that could be assessed for 3 year survival, 420 for 2 year survival, and 700 for 1 year survival. The data is there to draw the final conclusion, does the drug increase overall survival.
Maybe the conclusion is the drug only provides 20% survival increase so the data is only just separating??? But this would result in the control group having over a 25 month average!
My 275 + 30 was only a joke, about how optimistic jet is. I think the 333 event should have occurred by now based on my modeling of enrollment and the 222 event, but who knows, maybe they need 4 weeks to complete the analysis.
Toad, are you allowed to discuss your experience with the IMPRESS trial? When did you undergo resection? What makes you want to take Algenpantucel-L?
I wish you the best.
That really wasn't the point of my comment. I was trying to say that the first 26 patients were responding so well that they changed the dosage for the last 43 patients. Which to me was a ethical screwup by who ever decided that because they could have extended the lives of those last 43. Another ethical screwup is letting the trial continue without the option of any control patient left switching to the drug group.
J. P. Chicken, if your estimates are correct 275 of the 361 control group have died, which would mean only 30 members of the drug group died. I love your optimism, but it is probably closer to 60-40 (max 70-30), both of which would be compelling! Not letting the last 100 patients in the control group have the option for hyper acute therapy is a moral failure by the independent review committee.
One thing I don't get, why can I search the Internet and find pancreatic cancer survivors discussing their experience in the IM PRESS trial.
Who said OS was 25 months in November?
The phase 2 results were such that the first group of patients received the 300 mil dose for 6 months, then the dosing was decreased to 150 mill to see if a less rigorous therapy would work just as well. All of the later patients were dosed at half (2/3 of the 69). This group showed survival closer to the standard of care, that's why the 24 month figure was lower than what is currently being seen with P3. In addition P3 dosing is for 12 months rather than 6 and all get the 300 million cell dose.
Wallstreet are a bunch of morons, just because their drug is technically a vaccine they believe it has no chance of working. What they don't realize is that it is a intense therapy for a 12 month duration, including the possibility of salvage chemo. Don't buy in to the argument that standard of care is so much better today than 5 years ago that survival is now 25+ versus 18. It's the vaccine increasing survival! Stupid wallstreet hedge funds!
"Canada has so far $5,195,000 in support of humanitarian, security and public health interventions to address the spread of the Ebola virus in West Africa."
Means contract for first 1,000 doses was between $1 to $5 million. They should get a bulk discount with this weeks orders since they'll have 5,000 to 10,000 dose delivered. Once the US government places a huge order this stock will take off again and never come back down to the $20's.
Read again, they are said to have approached multiple companies. Buying up 50% of herbalife would prevent Ackman from trying to buy allergen.
Haha, love the attempt to bury this! No such thing as coincidences when billions of dollars are at stake. Capital world is just the financial management company handling Allergans stake in Herbalife. They are doing what ackman did to allergan stock, but doing it legally before they formally buy herbalife (to kill pershing, then to spin it off 2 years from now). The 9 million is a new stake where they have been buying every day since early June, June 30 institutional holding show them with 3.5 mill in new shares. This is the reason the stock climbed everyday in June. Section 8 of the 13G is suppose to list the parties Capital World is buying the stock for, but due to the fact they are still accumulating the details don't have to be released yet. However, they legality of the document does require their lawyers signature with his affiliation. NOT A COINCIDENCE! But feel free to believe what you may.
Haha, ackman finally #$%$ off the wrong guys, ones with the dollars, power, and desire to expose the fraud that his is!