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Curis, Inc. Message Board

hokiestock 2773 posts  |  Last Activity: Jun 30, 2014 5:30 PM Member since: Jul 10, 2012
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  • hokiestock by hokiestock Jun 30, 2014 5:30 PM Flag

    Have been mentioning this one for almost a year. This thing could go from 15 to 100 or 15 to zero in 1 to 11 months. And probably more like 200 or 300 a share.

  • hokiestock hokiestock Jun 13, 2014 10:05 PM Flag

    What is so positive if we continue to see GPNMB show response in those with high expressions this could lead to shorter trials and quicker approval. Essentially we are identifying a paradigm shift.

  • Anybody have any guesses on 2nd quarter production numbers. We have seen alot of wells released with some high IP numbers? This quarter in my opinion is a big tell tell on the depletion of the wells and we are heading into next quarter with one year data on the projects.

  • hokiestock hokiestock May 30, 2014 10:59 PM Flag

    I believe this is what is as well triggering more of the combination studies or mechanism of action combinations. The FDA hinted to this about a year or so ago and I believe it is coming as well. Essentially the FDA will say we just want to see one product with a mechanism of action on a target and not 5 or 6 look a likes.

  • These stock remain high on my Radar screen. TKMR Tekmira, this could be a 100 dollar stock one day.
    Aquinox Pharmaceuticals and Conatus Pharmaceuticals. I would also include Arrow as well. What others are you seeing as a nice opportunity.
    Conatus may be the super sleeper here I am learning more about their product but in multi billion dollar potential area.
    I still like Idera and I would look at Mast Therapeutics for a high risk play. APHB is my favorite penny stock. SYN could have some serious potential if they can get funding and research inline.

  • hokiestock by hokiestock May 15, 2014 12:24 AM Flag

    If you read in between the lines of what Celldex is saying they are saying mechanism of action is what the FDA is looking for as well. If you remember the FDA made a statement a few months back about limiting the study of oncology drugs with the same mechanism of action. Essentially when you listen to Celldex they are telling mechanism of action with efficacy will continue to grow in combination therapy. The thought will be to throw complimentary actions rather than running the body in the ground and hope you can recover. This is why Celldex is so bullish about their products and they are a good 2 to 5 years ahead of others and as well very diiferent mechanism of action.
    I fully anticipate a BRAC inhiibitors signing like that with BMS. Celldex did not give up much because essentially the FDA is going to want these studies 10 years from now over dual mechanism of action and how they work. Get the picture they are moving forward. Combination studies use to be done in phase 4 now we are seeing them signed and mentioned in early data and study concepts.

  • Reply to

    Calculations for quarter?

    by hokiestock May 3, 2014 11:20 PM
    hokiestock hokiestock May 4, 2014 6:26 PM Flag

    It does matter because of the estimates and ramp efficiency. I am surprised they are showing efficiency and really want to see if they can build enough product for inventory as well. Estimates are around what 162 million, I think if we are above 145 million this is a very good quarter.

  • Did anyone figure a revenue estimate for the first quarter? It looks like about 33 million in copper and 88 million in Moly and then Gold figures.

  • Reply to

    Moving Forward ?

    by hokiestock May 3, 2014 8:54 AM
    hokiestock hokiestock May 3, 2014 11:10 PM Flag

    Yes a very small one and really looking more into the pipeline down the road. I have followed SYN and many of the XON holdings for a couple of years even before XON was a traded company. Mr. Kirk is from my area and I am familiar with his story. For SYN I really invested for the C. Diff product and other pipeline. It would thrill me for this product to make the market but you wonder if physicians just take some of the data and do their own combinations moving forward. I would hope a partner would come along and want to partner the product. I am sure they are wanting to partner this or find a quick approval path through the FDA for pre-approved products.

  • hokiestock by hokiestock May 3, 2014 8:54 AM Flag

    To me this type of data is very common in a phase 2 trial. You often see them under powered and not able to show total endpoints. Phase 2 trial here looks very efficient for neuroprotection. When your dealing with MS it is a disease that showing primary power is not always easy but it is doable.
    The neuroprotective benefits of the combination will probably prove to be the smoking gun and patient benefit. The study in itself is a benefit to the medical community and will be interesting to see what happens moving forward. If greater patient enrollment is what it takes to power the trial and demonstrate p value and neuroprotection then it should be successful.
    There are other estriols being developed because the hormone was always under utilized and under appreciated.

  • Reply to

    Review of CLDX Assets by Credit Suisse

    by hammerahead Apr 5, 2014 10:38 AM
    hokiestock hokiestock Apr 11, 2014 5:23 PM Flag

    I hope I read the charts right and the 13.92 range is it and its not the 12 range. Should have known with the know good news for awhile this is the risk. Alot of news was out the first of the year with ISIS, ALNY, CLDX, ARWR, TKMR and now some has dried up and they are punishing these stocks. I think the 1135 debacle left alot of wonder in the efficacy of the products. We need a win over the next few months. Any kinda of approval for Rindo or 011 and this is a 30 dollar stock overnight. 1127 needs to show efficacy for this trend to turn. Still way to much in the pipeline. I would also favor some non-oncology assets to bolster the depth of the company. That was the beauty of the 1135 product and the others in the pipeline. We need to have something non-oncology and also good data to reset the trend if not it could be painful for awhile.

  • Reply to

    Review of CLDX Assets by Credit Suisse

    by hammerahead Apr 5, 2014 10:38 AM
    hokiestock hokiestock Apr 6, 2014 10:37 PM Flag

    You have to read the charts and level of support. Hedge funds operate on 5 and 10 day trading patterns. When they see blood in the water they pull out 3 month, 6 month 1 and 2 year charts and when you do that you see the highest level of supports at 12.30 range and we should know in the next few days. Watch and see if they try like a 15.09 range to 13.87. This stock float is to low and with Asco coming up they will play the momentum news and control it.

  • Reply to

    Review of CLDX Assets by Credit Suisse

    by hammerahead Apr 5, 2014 10:38 AM
    hokiestock hokiestock Apr 6, 2014 6:29 PM Flag

    Well here is the fear factor being placed into CLDX right now. After the 1135 issue many questioned the intent of the outcomes or product. Then there was another article floating around that 1127 is not very potent and needs other combination products to be successful. Then we all have to be honest that Rindo is in a very tough tough disease state and has great early data but will probably be tested to the max to get a smooth approval. This is the reason for the stocks tumbling. Essentially I still believe in CLDX antibodies usually are very good products its just a matter of finding the right combinations. I will be curious to see how the market moves forward. I have always said this stock is going to have 1 to 2 dollar days because of the low float and share count not off the charts.
    Essentially now we have a challenge to that 12 area starring us in the face. I even thought at 38 there was a chance at 18 again and the chart does have that 12 range written all over it and there is an apparent attack on many stocks just not bio but hedge funds to re accumulate or accumulate possible market driven stocks. I do not think Bio is overpriced the problem is when you lose in biotech you have nothing left because the product is gone but then you never get whats its worth in the growth stage because all the money is being paid for expenses. It is a very hard game and oncology market is going to be hardest to play in my opinion after the 2016 market. Over 60 percent of drugs in research are for cancer. We need some good data and get this back into the 2 billion range or so and that would be fair value with the potential to move much higher.

  • hokiestock by hokiestock Mar 29, 2014 9:56 AM Flag

    Does anyone think 50 to 54 thousand is unrealistic this year for an exit rate?

  • Reply to

    January 2014 Production

    by hoosierbill1234 Mar 24, 2014 6:56 PM
    hokiestock hokiestock Mar 24, 2014 8:58 PM Flag

    Thats good data, remember KOG sales about 92 percent of production.

  • I pounded the table for these around 8 dollars and less they both are now 27 and 29. That was just 4 weeks ago or so and I did not get enough of either. Anybody else have any sleeper RNAI stocks. I do think Celladon could be a huge sleeper and my favorite early penny stock is APHB but this is a long term hold.
    Still holding IDRA, PRAN, Synergy Pharmaceuticals and Celldex of course.
    Hoping we branch out a little more here with the portfolio, the 1135 news was disappointing but did agree with the Seeking Alpha author that the molecule has to have some potential. If you see Veracyte pull back to the 12 to 16 range I would nipple for a long term hold.
    Anybody have any thing going on in biotech or other industries? I really like HIMX, GTAT, SUNE, all med risk to high growth. FSL is one of my favorite long term holds.

  • CLDx is still my favorite.
    ADEP recommended at 9 still around 17
    ARRS recommended at 19 now 31 dollars
    XON recommended at 22 now 26 but down from 38, I chased more at 36 a small mistake.
    TKMR recommended at 9 now is 21 dollars share targets are up to three figures.
    ARWR recommended at 9 now 20 dollars.
    RNN still holding.
    I would not chase any of these but a small nibble on them may pay off huge.
    I also have DDD, Zhone, SUNE, and few others. Any other stocks with some good potential ?

  • Reply to

    Breaking News CLDX might fail GBM

    by killprliars Feb 8, 2014 4:19 AM
    hokiestock hokiestock Feb 8, 2014 10:33 AM Flag

    I fully expect CLDX to be approved for Glio but also realizing its going to take the full studies to demonstrate efficacy and consistency. Glio has no real consistent treatments for a reason and that is why Rindo will be approved because it shows consistency in antibody and reduction, Glio right now is not a perfect cure all.

  • Enclosed are some stocks with leading technology but watch the prices but worth putting on the possible breakthrough companies with broad pipelines. I would not buy any of these in large quantities but they do have good science.
    Ablynx Nanobody stock
    Synergy new presentations think similiar area as Furex in IBS syndrom and GI
    Tekmira, my personal favorite with RNA
    Arrow very interesting obesity product
    Regulus has not really identified themselves as well but they have some very interesting targets.
    I would not chase any of these but add these in small bunches all are around 5 to 15 dollars.

  • Reply to

    why no news at all last 3 monthes

    by palenderan Feb 3, 2014 2:23 PM
    hokiestock hokiestock Feb 3, 2014 9:00 PM Flag

    The environment is to harsh and they just do not complete as many wells this is one of the biggest disappointments of owning this stock it gives back 3 months of momentum in the winter time and wise people are afraid to sell because that is when they buyers come out.

CRIS
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