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Infinity Pharmaceuticals, Inc. (INFI) Message Board

holeinonein2002 25 posts  |  Last Activity: 20 hours ago Member since: Aug 4, 2004
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  • From $87 to $90.00

    Sentiment: Strong Buy

  • COWARD !!!

    Sentiment: Strong Buy

  • holeinonein2002 by holeinonein2002 Jul 21, 2014 11:37 AM Flag

    This could be the "Mother of all Short Squeezes"

    Sentiment: Strong Buy

  • holeinonein2002 by holeinonein2002 Jul 21, 2014 10:56 AM Flag

    Kill Shorts

    Sentiment: Strong Buy

  • What the hell here...

  • Oxford University will conduct a clinical study to examine Celsion's drug for metastatic liver cancer. But it bears no resemblance to the HEAT or OPTIMA studies, as each patient must have at least three tumors to participate. One will serve as an untreated control, the second will be treated with RFA alone, and the third will be treated with RFA and ThermoDox. The Phase 2 trial, which will enroll about 42 patients, will commence in the second half of this year.
    Utrecht University will evaluate ThermoDox and HIFU for breast and other solid tumors. The trial design has not been completed yet, but it too is expected to begin in the second half of this year.
    ■Two preclinical research programs are focused on glioblastoma and pancreatic cancer. The brain research should yield data later this year, while initial data from investigations in two pancreatic tumor models have demonstrated enhanced (2-8 times) doxorubicin delivery with HIFU and ThermoDox. Efficacy studies are planned for later this year.

    Sentiment: Strong Buy

  • Who puts an offer to sell 27 k on Friday afternoon...Must be a dumb Democrat

    Sentiment: Strong Buy

  • INVESTMENT OPINION We are reiterating our BUY rating of Celsion Corporation and our 12-month target price of $8, based on a comparables analysis of similarly staged platform based biotechnology companies. Today, Celsion announced the acquisition of privately-held EGEN, Inc., an oncology company focused on the development and delivery of a wide variety of nucleic acid based therapeutics. With the acquisition, Celsion gains a Phase 2 therapeutic candidate, EGEN-001, along with EGEN’s three platform technologies for delivery and expression of nucleic acids. With the pending OPTIMA Phase 3 initiation, a strategic de-risking acquisition adding multiple shots on goal, and approximately $53.8 MM in cash for clinical development, we believe Celsion represents an undervalued player with significant upside for the long-term, risk-tolerant investor.

    Sentiment: Strong Buy

  • We like the acquisition. Celsion will gain a sound research arm to complement its own clinical development expertise. The deal will also expand the R&D pipeline with drugs that may be used with its ThermoDox one day. We will update our financial model fully once the deal is completed. Meanwhile, we are maintaining our BUY recommendation and $8.00 price target.

    Sentiment: Strong Buy

  • We are impressed with the multiple, potential uses of ThermoDox. The research may expand the use of the drug, while providing news flow to keep investors’ interest as the OPTIMA Study is conducted. With $52 million cash on hand, Celsion has ample funds for the next three years. Meanwhile, management is evaluating acquisition opportunities in oncology to leverage its clinical expertise and to complement ThermoDox. News of a deal and some favorable data from the R&D program underpin our $8 price target and BUY recommendation.

    Sentiment: Strong Buy

  • Outlook. Splunk remains one of our top ideas, as we believe that its disruptive technology, the massive market opportunity, and the early-stage adoption of Big Data technologies position Splunk for sustained revenue growth. Furthermore, with the growing adoption of Hunk and the continued evolution of its application development platform, we believe that Splunk is uniquely positioned to emerge as a key, next-generation unified data platform.

    Sentiment: Strong Buy

  • holeinonein2002 by holeinonein2002 May 30, 2014 2:50 PM Flag

    Some crazy M&A going on....
    Valeant And Pershing Square Make Revised Offer For Allergan Contingent On Good Faith Negotiations

  • holeinonein2002 by holeinonein2002 May 29, 2014 1:00 PM Flag

    Crazy market....All you have to do is overpay for a company and your stock goes up....13.5 x EBITA is crazy

    Sentiment: Strong Sell

  • holeinonein2002 by holeinonein2002 May 28, 2014 11:22 AM Flag

    Today's Events

    American Society for Treatment & Research in Multiple Sclerosis (ACTRIMS). Dallas, TX.

    Sentiment: Strong Buy

  • Increasing our TP to $40 from $35: We are raising the POS for the DMD program globally to 70% from 65%, as the EMA decision validates other non-Phase III portions of the application including CMC and tox. Our 70% POS is designed to reflect the risk of the ongoing Phase III program. We are also pulling forward the EU sales by one year.
    Very Good Analyst Jason Kantor PhD

    Sentiment: Strong Buy

  • In an unexpected positive decision, the CHMP has recommended conditional approval for ataluren in non-sense mutation DMD patients. This is the best possible outcome for PTCT, as we had assigned no value for an early approval. We are increasing our TP to $40 from $35. Our EPS estimates for 2014 and 2015 go to ($3.12) and ($2.59) from ($2.93) and ($2.90), respectively, on higher prelaunch costs and new EU sales.

    Sentiment: Strong Buy

  • holeinonein2002 by holeinonein2002 May 21, 2014 8:49 AM Flag

    Celsion announces regulatory cleraance to initiate Phase III study of Thermodox
    Celsion announced it has received regulatory clearance to initiate its Phase III OPTIMA Study at clinical trial sites in Taiwan, Hong Kong, South Korea and Canada. The OPTIMA Study is the company's planned global pivotal, double-blind, placebo-controlled study evaluating ThermoDox, its proprietary heat-activated liposomal encapsulation of doxorubicin in combination with radiofrequency ablation, in primary liver cancer, also known as hepatocellular carcinoma. In addition, the company continues to advance its global regulatory strategy and has filed Clinical Trial Applications in the Philippines and Thailand, as well as a request for a Voluntary Harmonization Procedure in Europe, which provides for the assessment of multinational clinical trial applications across several European countries, including Germany, France and Spain. As previously reported, the company has submitted an Application for Accelerated Trial Approval to the China Food and Drug Administration. The Company also plans to expand its clinical site footprint in Europe and will meet with the European Medicines Agency during 2014 to discuss ThermoDox trial design and registrational strategy.

    Sentiment: Strong Buy

  • On CNBC....makes a lot of sense...certainly better than Dr. Goofball

    Sentiment: Strong Buy

  • Barrington Research reiterated an Outperform rating on Textura Corp (NYSE: TXTR) with a price target of $30. Comments follow Q1 results.

  • ■ We view TXTR as well positioned to generate sustained revenue growth of 50% over the next few years due to several secular and company-specific drivers including: (1) increased penetration and market share within the large commercial construction industry, which is ripe for technology investments; (2) a cyclical recovery in commercial construction activity that is occurring; (3) the implementation of a large number of projects from clients that are on-system already, or are in various stages of implementing the company’s solutions; (4) cross-sell of additional and newly acquired products into its existing installed base; and (5) successful execution against the planned international and cross-vertical expansion opportunities. Despite the direct tie to the commercial construction industry, which can be cyclical, we see minimal downside risk to our revenue growth forecast of 50% over the next few years, as the overwhelming majority of TXTR’s revenue will be driven by the implementation of the large volume of projects from customers that are already on-system.
    ■ We expect TXTR management to attend several investor conferences over the next few months where we expect they will provide updates on the company’s strategy and execution.
    ■ Our $41 target price is based on an average of our DCF valuation and relative comparable multiple of its peers (9.2x C2015E EV/Sales versus 3.8x for peers). We believe that this relative multiple is warranted, as it reflects the company’s large TAM, high degree of visibility, and sustainable high growth rates.

9.10-0.32(-3.40%)2:18 PMEDT

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