Recent

% | $
Quotes you view appear here for quick access.

Staples, Inc. Message Board

gswkool 113 posts  |  Last Activity: 16 hours ago Member since: Jan 2, 2012
  • gswkool gswkool Jul 29, 2015 3:20 PM Flag

    no such thing as sure thing unless you have inside information. Did they know 1040 was worthless? No. Will 8040 and/or 5010 and/or rest of their compounds fail? who knows -i'm not a fortune teller. However, their drugs are a hodge podge of selections from different sources and not part of same platform. So past failure is not necessarily a predictor of future results. BLRX much better than lottery ticket. Personally, I think 8040 looks pretty good. If you don't think so, -best to sell. I did invest in Geron's only drug imeltestat - which was all they were reduced to after prior failures. JNJ picked it up and it'slooking good so far. It just takes one......glta

  • Reply to

    $13.5 per share is cash and no debt

    by super.linux Jul 24, 2015 4:09 PM
    gswkool gswkool Jul 27, 2015 1:01 PM Flag

    my thought is to dump it -just my thought - market stinks now -can use the money to buy something else that is decent that gets caught in the downturn...

  • gswkool gswkool Jul 27, 2015 12:59 PM Flag

    they want to partner at right inflection point - so they can get the best deal...that's what I think...

  • gswkool gswkool Jul 27, 2015 12:33 PM Flag

    I would have much rather been wrong.... personally I like the chances for 8040 - and it hasn't been partnered yet. And it is now their lead candidate. That;s why I'm holding and was not concerned. From my perspective, 8040 pays price of admission-you get the rest of the pipleline for free.... I'm glad 1040 is/will be in rear view mirror.... glta

  • Reply to

    expected

    by gswkool Jul 27, 2015 8:27 AM
    gswkool gswkool Jul 27, 2015 10:30 AM Flag

    you disagree with what?

  • Reply to

    expected

    by gswkool Jul 27, 2015 8:27 AM
    gswkool gswkool Jul 27, 2015 10:29 AM Flag

    I dollar cost averaged over a few years - was down 40% and with dollar cost averaging moved into black -now down again after today. The premise here is the company business model has low cash burn - ultimately it will hit one. The rest of the pipeline has some interesting compounds, plus NVS partnership. It's only down 16% as I write this whle BLPH craters- I think that says something. I've made decent money in biotech - still more to be made -you just gotta have perseverance to stick with your convictions - at least until your thesis proves itself wrong.....

  • Reply to

    expected

    by gswkool Jul 27, 2015 8:27 AM
    gswkool gswkool Jul 27, 2015 8:34 AM Flag

    however, blrx shoul be judged on its compund selection prowess - it goes through many many compunds before selecting one for deveopment - two failures - for its most advanced compounds - is not a great track record - and could hurt future partnership opps.....hence the sizeable drop today

  • gswkool by gswkool Jul 27, 2015 8:27 AM Flag

    as i said before, ami is tough indication to treat... blph getting clobbered as expected....blrx down but not as much so...it will bounce back ....eventually...

  • Reply to

    $13.5 per share is cash and no debt

    by super.linux Jul 24, 2015 4:09 PM
    gswkool gswkool Jul 25, 2015 12:35 PM Flag

    perhaps they should sell what assets they can for what they can, and invest that nice pile of money in biotech platforms that are promising. of course they won't - they will continue to bleed $ while they carry on their business for a number of years -until they run out of cash and no one will let them borrow more. i bought in and i accept that i lost -that's the way it is with biotech -anyhow, come Monday i'm out -glta

  • Reply to

    What is with BLRX?

    by A Yahoo! User Jul 23, 2015 9:43 AM
    gswkool gswkool Jul 23, 2015 4:45 PM Flag

    it's up considerably from a Nov 2014 low of $1.27 ....if you had bought then you'd be happy - after being down 40% I dollar cost averaged and am now in the black. personally, I think BLRX is undervalued with or without 1040 -but with no approved drugs & a previous failure for their most advanced candidate, I think the market will not shrug off any bad news on 1040 results. hoping for the best.....glta

  • Reply to

    need a honest valueation of 1040

    by igor_tregubov Jul 22, 2015 5:15 AM
    gswkool gswkool Jul 22, 2015 12:53 PM Flag

    well, if I remember correctly, BLRX cratered some time back when its then furthest drug in pipeline failed. it has no approved drugs currently so I am afraid the market will not like a second failure very much, even though the rest of the pipeline is in better shape than when the previous failure occurred. personally, I have a lot of shares, and i'm not selling. i have my doubts about 1040 success as it's a tough indication to treat -but i'm still not selling. i think it's under of fairly valued even with1040 failure -i'm sticking with my convictions...that's just me...

  • Reply to

    My finger is on the trigger....

    by bobby_boucher_wny Jul 20, 2015 12:27 PM
    gswkool gswkool Jul 20, 2015 2:15 PM Flag

    it doesn't pay to be in the middle - gov't and old age health care costs will squeeze everything out of you - better to be either rich or poor - IMO that is why it is logical to gamble heavily in the markets - you win big, you're rich, you lose it all, you're poor - either way you avoid being the sucker the middle ...

  • gswkool by gswkool Jul 20, 2015 12:28 PM Flag

    waiting for BCM results -cluck cluck cluck ...c'mon sellers, where's your #$%^& of steel? if I were a blph shareholder I would be more worried as they don't have much of a pipeline...blrx long term not so much....my "guess" and that is all it is - is that there will be some evidence of improvement following AMI - but will it be enough? glta...

  • Reply to

    PSDV vs EYEG

    by sick_ofthe_system Jul 10, 2015 3:34 PM
    gswkool gswkool Jul 16, 2015 5:56 PM Flag

    yes, we're a long way from drawing any conclusions - certainly not changing my position on PSDV because of EYEG ................

  • gswkool gswkool Jul 16, 2015 4:22 PM Flag

    yes, and as an investor in BLRX it's a little scary -AMI is a tough indication and there have been failures in this space -I wonder how much success of B.C.M is built into the share price - personally I think the price is fair not even taking B.C.M into account - but I doubt the market will see it that way.... GLTA

  • gswkool by gswkool Jul 16, 2015 10:13 AM Flag

    They reiterated their positive expectations for clinical news coming over next few weeks -I like BLRX and hold quite a few shares - but IMO as an investor I wouldn't be paying attention to ROTH's opinion. I have zero trust of brokerages when it comes to upgrades/downgrades.....it amazes me that stocks move based on them.....

  • Reply to

    PSDV vs EYEG

    by sick_ofthe_system Jul 10, 2015 3:34 PM
    gswkool gswkool Jul 14, 2015 4:58 PM Flag

    i didn't look into this thoroughly enough - big rally in eyeg today for ph 1 Macular Edema. From their site -"As we have demonstrated in vivo that the EyeGate® II Delivery System is capable of effectively delivering EGP-437 to both the front and back of the eye, these plans include anterior as well as posterior indications." I wonder how it reaches the back of the eye? I thought it would only be effective for front of the eye, like anterior uveitis. Still have questions on it - how effective will it be? How will the side effects compare? How often will the treatments need to be? I high enough market cap and the can raise money without too much dilution. It's interesting and I'm sorry I did not initially bite on this one before todays rally....

  • Reply to

    PSDV vs EYEG

    by sick_ofthe_system Jul 10, 2015 3:34 PM
    gswkool gswkool Jul 10, 2015 4:18 PM Flag

    pls read - there are clear differences....PSDV is sustained release for one... I did see news on EYEG this AM, and I hadn't heard of it before. It trades at cheap valuation but will need more funds to finance testing. It was not stated what Valeant cash advance $ amount was. While it looked like an interesting spec, the concern for me was on financing side....

  • Reply to

    Trading the last 2 days

    by nordkrog Jul 10, 2015 6:44 AM
    gswkool gswkool Jul 10, 2015 3:12 PM Flag

    oh, wow - I will look for both presentations...thanks..

SPLS
13.72+0.39(+2.93%)Aug 27 4:00 PMEDT