Recent

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

Staples, Inc. Message Board

gswkool 125 posts  |  Last Activity: 9 hours ago Member since: Jan 2, 2012
  • they are going after multiple indications with this one - one drug, multiple indications = more $$$. Mention of inflection points mean they will be looking to partner soon. Will they bring on several partners and do several deals for different indications or one partner? Things will get interesting again...

  • Reply to

    OK, Look At These Numbers.....

    by mickmack50 Jul 29, 2015 11:09 PM
    gswkool gswkool Jul 30, 2015 3:30 PM Flag

    the market is kind of wacked- a lot of stocks that are overpriced to point where it is scary - and then there are stocks like PSDV that are underpriced vs. risk/reward. It's kind of troubling -doesn't sit well with me...

  • Reply to

    Have we

    by shoenfield Jul 29, 2015 4:54 PM
    gswkool gswkool Jul 30, 2015 10:40 AM Flag

    most likely - market typically overreacts in both directions....

  • 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....

SPLS
14.71+0.39(+2.72%)Jul 31 4:00 PMEDT