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Volcano Corporation (VOLC) Message Board

green_side_up 18 posts  |  Last Activity: 18 hours ago Member since: Nov 2, 2011
  • Piper loved QURE on April 2nd and now the stock has been destroyed. I hate analysts who have no balls to re-iterate their BUY recommendations. This is a GIFT!

    U.S.-listed shares of Netherlands-based pharmaceutical company Uniqure (QURE) are rising after Baxter International (BAX) acquired Chatham Therapeutics, which is developing gene therapy treatments intended for patients with hemophilia. WHAT'S NEW: Baxter agreed to acquire all of Chatham’s outstanding membership interests and as a result will acquire Chatham’s developmental gene therapy programs directed toward the development and commercialization of treatments for hemophilia. Under the terms of the agreement, Baxter will make an initial payment of $70M to acquire all of the outstanding membership interests of Chatham and may make additional payments in the future. Baxter will continue the ongoing Phase I/II open-label clinical trial to assess the safety and optimal dosing schedule of hemophilia treatment BAX 335. ANALYST REACTION: Research firm Piper Jaffray said the Baxter acquisition has a positive read-through for Uniqure. The deal validates other hemophilia gene therapy programs in development, most notably Uniqure's, according to the firm. Analyst Joshua Schimmer wrote that there are other gene therapy programs for hemophilia in development beside Uniqure's and Baxter's, but he believes Uniqure has an advantage since it will be important to be among the first to market. The analyst also said that the market is large enough to accommodate more than one gene therapy option. Piper reiterated its Overweight rating and $35 price target on Uniqure. OTHERS TO WATCH: Other companies noted by Piper as currently offering hemophilia treatments or working on hemophilia therapies include Pfizer (PFE), Novo Nordisk (NVO), Biogen (BIIB), Sangamo (SGMO) and BioMarin (BMRN). PRICE ACTION: During late morning trading, shares of Uniqure rose 77c or 4.92% to $16.43, while Baxter slid 33c, or 0.45%, to $73.

  • green_side_up green_side_up Apr 14, 2014 2:44 PM Flag

    ISIS did perfectly well without Novatis when it left it's partnership back in 2000. Novartis hasn't been a big RNAi player in over 14 years. Given that it is in cost cutting mode, this announcement is no surprise. I would buy ISIS, ROSG, and TKMR on this news as all are down a lot.

    http://www.nature.com/nbt/journal/v18/n1/full/nbt0100_19.html

    Sentiment: Strong Buy

  • Not sure why anyone thinks tomorrow's earnings are going to be a huge blowout. It will be a nice report, but anyone thinking of a big number or super guidance is foolish. I'm long the stock because of the patents and future deals, including the TSA adopting the company's technology at airports. It is CRAZY to me that the TSA has not done this already. In fact, it's negligent, as everyone knows the people who check IDs do not know what's real and what's fake. IDN can cover all domestic passengers with its driver's license ID technology, and has fingerprint ID technology as well. If the TSA would include the Passport database (that everyone goes through at Customs), with IDN's drivers's license technology and fingerprint technology, it would capture 99% of all criminal, illegal and terrorist activities. This will happen. And, the increase in the sales force will not only help to serve the TSA business, but will be able to provide similar security across Corporate America in terms of access. The patent position puts IDN in prime position for any competing derivatives given how broad some of the patents are.

    Even after the run-up of the past few days, the stock is significantly undervalued given the long-term prospects.

  • green_side_up green_side_up Mar 24, 2014 10:02 AM Flag

    IDRA should issue a press release and crush this research outfit...file a lawsuit and shut them down for good. Front-running short-outfits should be illegal!

  • Just short-selling outfits who have no freakin' idea what they are writing about. Suggest buying all the dips of all the companies that these three outfits short...you will make a fortune!

  • TTPH, CEMP, DRTX are all extremely undervalued. Load up on antibiotic companies.

  • You can run relative value analysis across the board in biotech and find single agent companies valued 2-3x higher and platform companies valued 5-10x higher, all at similar stages of product development as CTIX. The reason why CTIX is not valued much higher right now is clearly due to the lack of confidence in the CTIX management team led by Ehrlich and Menon. Both men at CTIX have been victims of negative press...perhaps justified, perhaps not...discussing their backgrounds. At the end of the day, Wall Street backs management teams...especially in biotech...where leadership needs a track record of enhancing shareholder value by either taking products to market and through exit upon a sale to a larger bio/pharma company.

    Despite a promising blockbuster cancer drug in development, a potential strong psoriasis drug in development, and an antiobiotic platform recently acquired and re-ignited in several clinical trials (note the CDC's superbug warning yesterday), CTIX continues to hover around $200 million.

    So, for those of us who think the pipeline is worth a hell of a lot more, but are wary of investing deeper with this management team, why should we load up right now on CTIX? Tell us why you are extremely confident and comfortable with Ehrlich and Menon running the CTIX ship...because, at the end of the day, that's who we are trusting our funds with.

    Please respond if you own a big stake in CTIX.

  • green_side_up by green_side_up Feb 26, 2014 1:07 PM Flag

    CANN doesn't sell pot, they just help pot growers get real estate space and provide business advise. They are a real estate broker / consultant. There will be THOUSANDS of competing real estate brokers helping pot growers. In fact, every single real estate broker across the nation will be a competitor, just like any other business.

    This business model is a joke. There are ZERO barriers to entry.

    Honestly, I'm not short or long. But, just because one guy on CNBC mentions the stock doesn't mean it's a good buy. When you're buying, he's selling.

    AVOID.

  • Reply to

    STENDRA Scripts

    by mooky8639 Feb 17, 2014 11:15 AM
    green_side_up green_side_up Feb 17, 2014 10:55 PM Flag

    They will be huge once marketing really gets going...works in 15 minutes...quicker and more effective than Viagra, faster than Cialis and Levitra.

    Stendra = best drug for ED
    Qsymai = best drug for Weight Loss

    Market cap = $700 million

    SUPER STRONG BUY

  • Reply to

    A Doctors view on VVUS & ARNA & OREX

    by shenzibengal Feb 17, 2014 10:20 AM
    green_side_up green_side_up Feb 17, 2014 10:52 PM Flag

    Sorry, but Qsymia is FAR MORE EFFECTIVE than either ARNA or OREX drug. You must not be reading all the literature. Go back and do your homework doctor.

  • green_side_up by green_side_up Feb 11, 2014 1:32 PM Flag

    Potentially great science for three blockbuster drugs and strong hospital associations running the clinical trials is really the ONLY thing giving me any comfort here with CTIX

    But, let's face facts:

    Too much dilution - 150 million + the Aspire deal - so you know there will be more dilution coming
    Handful of employees
    Questionable history of Leo and Menlon
    Constantly pumping press releases by Leo
    NO Partnerships with Big Pharma

    I have a small Long position...and have wanted to load the boat, but for the above reasons. So, for all of the LONGS out there:

    Tell us why we should load up?

  • Didn't all these guys just say the market rebound from the emerging market sell-off should be re-shorted?

    From today's action, they were clearly wrong!

  • green_side_up green_side_up Feb 11, 2014 11:51 AM Flag

    If they can't refute it, then badbadford59 may indeed be 100% correct and Leo will be officially called a CEO Pumper. Now, it is time for Leo and Menon to clarify their personal histories with NNVC and CTIX with clarity and facts.

    When you tout your cancer therapy as the greatest thing since sliced bread.
    When you tout your newly acquired antibiotic therapy as the second greatest thing since sliced bread.
    When you tout your psoriasis therapy as the third greatest thing since sliced bread.

    Then both executives need to refute this SA Article in the next 24-48 hours.

    That is not a difficult shareholder request.

  • If they have nothing to hide, then they should lay out a credible argument, backed by facts, to prove it.

    This Pump / Schmuck Terminator article has errors...his initial premise of the article about licensing technology from an individual who sets up a company to be a licensor and then becomes a major shareholder of the licensee is NOT a red flag...happens all the time. But, for all of his press releases touting CTIX's developments and both Leo and Menon relationship with NNVC, they should come out and defend themselves.

    Leo has issues A LOT of press releases for CTIX...let's face facts. And, A LOT of those press releases are written with significant hyperbole.

    Time for Leo to write another press release to explain his history and the facts to refute the Schmuck Terminator. Otherwise, he loses credibility, as does CTIX.

  • Does the author not realize how many biotechs license technology for development? Thousands...

    In fact, most biotechs license technology from individual scientists, universities, big pharma (who has shelved or not focused on certain programs), and healthcare institutions such as the NIH.

    So, the fact that NNVC licenses technology from Anil Diwan's Theracour is a NON ISSUE.

    Let's call the SA Author the Schmuck Terminator.

    Lost ALL CREDIBILITY with that comment.

    STRONG BUY

    Sentiment: Strong Buy

  • There's a MONSTER difference being just an online/mobile/PPV distributor of content and being the ONLY ONE who has the content.

    The way I read these press releases, this isn't Netflix, which has paid huge sums of money to have exclusive content as well as their own proprietary content.

    Correct me if I'm wrong....

  • green_side_up by green_side_up Feb 7, 2014 11:57 AM Flag

    Very disappointing quarter. For a company that's in a "hot" space, it's a non-factor, and the revenue growth is VERY WEAK.

    Don't see anything game changing in this company.

    So, tell us why we should own this stock? Convince me to buy and I will...because I don't see it.

  • green_side_up by green_side_up Feb 7, 2014 10:22 AM Flag

    Some substantial and important recent patent wins to go along with an already strong patent portfolio. Given ongoing security issues around the globe and the explosion of mobile apps, it's inevitable that corporations, airlines, and governments will be increasing looking to integrate and utilize IDN's type technologies into their daily course of operations. I see Google as the most likely acquiror of IDN given their really forward thinking of next generation technologies. The security market is huge and growing, while biometric type technologies are only just getting started.

VOLC
19.25-0.11(-0.57%)Apr 15 4:00 PMEDT

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