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Kodiak Oil & Gas Corp. Message Board

hokiestock 11 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.

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