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IGO, INC Message Board

gswkool 71 posts  |  Last Activity: Nov 21, 2014 10:52 AM Member since: Jan 2, 2012
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  • Reply to

    Pfizer Latanoprost glaucoma

    by billygbillyg Nov 20, 2014 8:33 PM
    gswkool gswkool Nov 21, 2014 10:52 AM Flag

    Mick, not sure what the new cash has to do with emphasis on glaucoma....if PFE were to press forward, wouldn't they be the ones hopefully funding development? I would hope so. And I certainly wouldn't want to see PSDV going it alone. They already are spending on wholly owned Medidur trial. I hope they are conservative and keep ample cash cushion -...............

  • gswkool gswkool Nov 20, 2014 10:55 AM Flag

    Stock is clearly in the doghouse and so far has been one of my worst investments. But that is the way of biotech. I bought GERN when it was in doghouse with one drug left in its pipeline - imeltestat. My investment sank after FDA put clinical hold on it due to elevated liver enzymes. I bought more shares. After several months, hold was lifted and shortly thereafter a unit of JNJ made $950M deal with GERN. Now I'm in the black, making money. So... looking at the BLRX pipeline - do you think any of BLRX drugs in clinic have a shot? I think the Celiac treatment is interesting. They have other drugs so you have multiple shots on goal. Call me crazy, but I recently purchased more shares and intend to buy additional. .......maybe I should attend gambler's anonymous......anyhow....GLTA

  • Reply to

    Why the drop?

    by engelcameron14 Nov 17, 2014 5:28 PM
    gswkool gswkool Nov 17, 2014 5:50 PM Flag

    I'm a stock holder and not impressed with their writeup of results. Is 14M some kind of magic number? Imaging could see no difference. How many stem cells do you have to inject before it makes a difference? Less than 14M makes no difference but greater than 14M does...what does that mean? the only thing I can say is that maybe it takes definitively more {20M+} before seeing good results - another 6M and that does it? It is possible there is some quantity that will be sufficient to statistically get big enough improvement in large trial to be FDA approved? only time will tell -certainly not this study...

  • gswkool gswkool Nov 17, 2014 3:00 PM Flag

    One thing i'll say is that Teva has done an excellent job of stalling....by the time all is said and done, with all the legal maneuvering, - it won't matter. AS you say, the patent expires Sept 2015 and here we are almost EOY 2014.......

  • Reply to

    why next year could be a better year

    by gswkool Nov 10, 2014 10:12 AM
    gswkool gswkool Nov 17, 2014 9:44 AM Flag

    the celiac treatment looks interesting, but the stock price performance has been atrocious...this company simpy gets no respect. Bought another 1000 shares and hoping that it recovers next year with some positive clinical news and partnership activity. if not, i gotta consider taking a loss...

  • opinions, anyone? Incyte I believe owns Jakafi US right outright. GERN gets milestones and royalties. GERN drug may be much more effective. Jakafi Revenue I believe projected to be $350-400M over the next year. Anyone have a handle - ? I would think they will get bought out eventually -the deal shares risks between the twoo parties and has opt out clauses. If it's taken through to approval, what is long term valuation & buyout price?

    Sentiment: Buy

  • gswkool by gswkool Nov 13, 2014 6:32 PM Flag

    is about as big as state of Ohio ....nice that they got an approval but it won't move the needle. What about large Asian countries? China? India? Just wondering -

  • Reply to

    New investor in CDTI

    by gswkool Nov 10, 2014 10:20 AM
    gswkool gswkool Nov 10, 2014 11:02 AM Flag

    the markets are a casino....anyone in them is gambling....this stock is just higher up the risk chain. some people don't have the stomach for the markets or risk - for those people they should stay away. you're right in that respect.....

  • gswkool gswkool Nov 10, 2014 10:44 AM Flag

    it could. they could come out with an announcement two days fromn ow. it could also be because they are having issues. it could be because they don't know what the actual status is. i can only go by my impression - which is that the company is generally forthcoming with news of a material nature when they have it. Things outside their control I get the impression they mask that lack of control with excuses like "for competitive reasons" or general statements like "we are excited by continued progess". When i listened to CC, there was one part in QA where CEO was asked about pre-clinical stuff and in his response he mentioned about dealing with changing personnel at partner companies. I think the partners are in control with pre-clinical stuff and there may be issues with follow through and prioritization of projects over time, with changing cast of characters. I'm willing to give things some time and hope for best because from my view the SP excludes pre-clinical potential and the company has ample cash to last a few years without dilution. I'm just gonna be patient and hope things pan out -which is maybe all PSDV can do with thinkgs outside its control.....

  • gswkool gswkool Nov 10, 2014 10:25 AM Flag

    they may be confident, -imo i think supreme court will decide in favor of MNTA ... i believe they've heard the arguments and were kinda split ......wondering when they will announce a decision....

  • Waited 'tll the share price normalized after the spike from SPINDEL news. Will dollar cost average over time as I don't know if SP will go up or down from here in short to mid term. If the new money saving technoloigy they've patented is for real, they should do well several years out -my understanding is it takes time for companies to adopt this new technology. In mean time, looks like the company is making some right moves by jettisoning its low margin business and cost cutting to try to minimize loss. To me, CDTI is worth a gamble here for those like me who like to speculate......GLTA

  • ....because it couldn't get much worse than this year! .....On positive note, IMO they are not headed to bankruptcy -not yet anyway- they still got time - too low a price to sell at this point - IMO....GLTA

  • gswkool gswkool Nov 10, 2014 10:05 AM Flag

    These are very promising results -with the hold lifted i cannot understand the reaction in terms of SP... I have antother biotech that actually declined after an FDA approval with an expanded indication. Very strange price activity out there. I just gotta go with the facts and not the price action and eventually the stocks will come around on continued positive news....imo..........i hope.....glta

  • gswkool gswkool Nov 10, 2014 9:54 AM Flag

    I listened to their latest CC. They give detail on timelines of things within their control like Medidur -for the pre-clinical stuff I get the impression it is out of their control. They may or may not have an idea of what is actually going on in that realm. Maybe some things yes, others no. So, how do you put a proper value on PSDV? Personally, just on basis of Lluvien progress, Medidur prospects, and their healthy balance sheet -I would say we are failry valued at this time. I think we've hit or very close to bottom in SP. So, from my perspective, as long as Lluvien rollout continues to progress - with focus on US rollout and prospects, - and progress continues to be made with Medidur -with focus on expected feedback from FDA - there is time to sit back and wait and see if pre-clinical prospects will materialize. I think at this SP those prospects are not factored in. That is just my opinion. Of course, time is money. For those that don't have one or the other or both they may want to look elsewhere....

  • Reply to

    How Many Companies Can Deliver Biologics?

    by mickmack50 Nov 7, 2014 12:49 PM
    gswkool gswkool Nov 7, 2014 1:28 PM Flag

    I would have liked them to list their goals for next year so investors can benchmark their progress against those goals. That's what some of the other quality biotechs that I own do. Then it dawned on me possibly why they don't do this - they are not in control of much. They are at the mercy of others. "For competitive reasons" may be a blanket excuse. I will listen to CC later tonight. Did they mention any timelines for Tethadur development? Shouldn't that at least be in their control? I will be badgering them directly if the CC is another pile of useless dribble of .....

  • when they report, and nothing much in way of Lluvien sales. I want them to lay out their goals for 2015. What are they? Losing patience with their mgmt.'s attitude toward sharing information with shareholders. This is not a private company. ...

  • Reply to

    agree with antisense

    by tblew Nov 5, 2014 9:17 AM
    gswkool gswkool Nov 6, 2014 1:28 PM Flag

    I'm a stockholder and I've given them benefit of doubt, as I bought cheaply and made money. However, not very happy with level of transparency here. I have shares in other biotechs and the good ones provide update on progress, list their accomplishments, and lay out their goals for the next year. How can you measure mgmt. performance if you can't compare stated goals against their actual achievements? I hope enough stockholders start complaining. This is not a private company. They have accountability to shareholders.

  • gswkool gswkool Nov 4, 2014 12:35 PM Flag

    just gotta be patient. I believe the stock will begin the process of re-evaluation once Tethadur phase 1 plans are revealed. I am not focused on Lluvien revenue progress at this point - I am satisfied with the $25M. There are other technologies {antisense, stem cells, etc...} that could come to fruition, although out some ways. They may be disruptors in this space. Ultimately, the rosy projections for Lluvien long term sales targets may not be realized. Same goes for Medidur. Success with Tethadur in clinic will drive the price way higher - lack of success with Tethadur and I don't see heck of a lot of value here in long term.......just my two cents.... GLTA

  • Reply to

    Understanding of the 50% RSV comment

    by i4c5x5 Oct 26, 2014 11:46 AM
    gswkool gswkool Oct 26, 2014 11:53 AM Flag

    thanks for your comments - certainly helps to clarify and put results in perspective...

  • gswkool gswkool Oct 21, 2014 8:09 PM Flag

    i own both. alny tripled since i purchased it. so far the clinical results at alny have been astounding. their platform has been proven out. their pipeline is kind of small and leading compounds address small markets {rare diseases}. to me, they are slighlty overvalued at this stage - long term they can/will be worth much more. rxii is still speculative, clinical results too early. only one drug for scarring that's far enough elong to be of any interest. still, with the market potential i think it should be trading at 2.5X its current value at this point in time....just imho....

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