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Affymax, Inc. (AFFY) Message Board

jagan1961 481 posts  |  Last Activity: May 2, 2015 12:32 PM Member since: Oct 31, 1999
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  • jagan1961 jagan1961 May 2, 2015 12:32 PM Flag

    Wyatt: For GILD throwing a 2 BLN at ARWR to see whether it sticks is nothing, they have so much of money at their disposal, using other resources they can corner all the shares by paying 20-30% more, making the net acquisition price for 2.5 BLN, they will get every share they needed to control this company.

    Will they wait for the final results, that would be 10+ bln, which they will not. I'm definitely thinking they will move forward by talking to the management, if they did not accede, then they will go hostile here. For GILD, it is the IP, that is what they need.

    Of course you have ROCHE, what could they do here, is a Billion $ Question, due to their Right of First refusal. I doubt they go against GILD, there might be a clandestine understanding btw them for a partnership on this one too.

    GLTA LONGS!

    Sentiment: Strong Buy

  • There is nothing we could do right now, except wait it out, which is worth it considering the potential.

    If ARC520 & ARC-AAT works as expected, you have 100+ $ stock. if this don't work, then the stock is going to trade for the remaining Cash 2-2.50 per share, no one believe in Anzilo or his Science fictions.

    Unless they provide the street expected Log results for the 3/4 mg single dosage, the stock will not move much and probably expect the Bashers to over work. There has to be Significant incremental KD percentage, then the street or we longs can believe in the Drug itself. If there is not much KD effect btw 2mg and 3/4 mg then we will have to wait for multi dosage results which may not be worth at all. The street will sell off bigtime.

    Despite the long lasting effect, DPC subcutaneous administration blah blah, street gave a rats az s as of now. None of Anzilo's word is taken seriously here. For the news on the 200+ day effectiveness, the stock should have gone up by atleast 2-3 points.

    Shorts are in total control, expecting a very poor result on the 3/4 mg front, however I'm a firm believer of the Drug and expecting a very positive KD effect on the 3/4 mg single dosage.

    GLTA LONGS!

    Sentiment: Strong Buy

  • jagan1961 jagan1961 May 2, 2015 10:10 AM Flag

    I agree, shorts do seems to be in a desperate mode here. Currently they create a scenario as if this is nothing, ARWR will fail. There is no way this is going to fail.

    Imagine they try to cover now, 16 MLN shares will take it to atleast $18-19 level. But playing now, they are testing the patience of the Longs and some of them will try to thow away their shares, unless someone did a deep due diligence like few of us.

    Look at the money they made shorting it from 9.50 to $7 range? That is insane. What needs is patience for us, unless there is a real news of the Drug performing to FC or 100% KD effect, partnership and of course a uyout this is not going to move much.

    However if one is buying now, patiently needs to wait for 1-2 years, he will reap atleast $100+ per share, at the minimum.

    GLTA LONGS!

    Sentiment: Strong Buy

  • jagan1961 jagan1961 Apr 30, 2015 9:34 AM Flag

    There is no doubt, if what is shown to us is indeed the Case including ARC-520/ARC-AAT's effectiveness then we have a sure shot winner here.

    With 70+ scientists I don't doubt about the informaton we get from ARWR. Shorts can spin any way they want, it is just temperory and it is a blessing in disguise for all of us to load up at incredibly low prices.

    GLTA LONGS!

    Sentiment: Strong Buy

  • jagan1961 jagan1961 Apr 30, 2015 9:21 AM Flag

    I wish have more money to accumulate here. This is a no brainer and a sure shot $100 stock.

    GLTA LONGS!

    Sentiment: Strong Buy

  • Reply to

    Expect steady upward move now on!

    by jagan1961 Apr 29, 2015 9:41 PM
    jagan1961 jagan1961 Apr 30, 2015 9:03 AM Flag

    Today's news and expected news during the next few days will propel the stock to previous highs, Watch for it.

    If someone still holding short he is just a fool, wait and watch.

    GLTA LONGS!

    Sentiment: Strong Buy

  • With the expectation of substantial news during the next few weeks, the stock should move up to prevous highs.

    ARC-520 & ARC-AAT both are entering crucial phases in their development.

    GLTA LONGS!

    Sentiment: Strong Buy

  • jagan1961 jagan1961 Apr 26, 2015 8:23 PM Flag

    They have spent around 10 MLN or so to scale up ARC 520 to commercial quantities. However Marketing will be a huge issue since it involves a dedicated work force and all the other issues with the marketing needs to be tackled, which is very time and money consuming one. As and when they have the product ready to launch, there may be many willing entities to work with ARWR on marketing and commercialization on a % basis.

    GLTA LONGS!

    Sentiment: Strong Buy

  • jagan1961 jagan1961 Apr 26, 2015 6:36 PM Flag

    No one will buy ARWR except ROCHE who has the right of first refusal, when they divested their RNAi portfolio to ARWR.

    Shorties knew that, otherwise this would have been bought long ago. If GILD or someone wanted to buy ARWR, they will have to enter into confidential negotiations with ARWR and then that proposal should be accepted by Roche, alternatively Roche can provide a counter offer.

    GLTA LONGS!

    Sentiment: Strong Buy

  • Given the price manipulation, not anyone holding a controlling stakes, no Poison Pills, a great potential break through Drug along with a proven delivery platform makes ARWR an acquisition target.

    When could it happen? The lowest price makes it a very sweet deal for someone, even @25-30$ a share, makes the acquirer genius.

    Definitely someone will scoop this puppy, if the PPS stays this low, even though I wish this go solo, on its own.

    GLTA LONGS

    Sentiment: Strong Buy

  • The delay to report 3 mg/4 mg single dosage, its long lasting action and the previously reported 1 / 2mg action along with today's Dirk's Blog news makes me wonder whether FC is achieved for significantly large number of patients? That is a huge news indeed.

    GLTA LONGS!

    Sentiment: Strong Buy

  • Reply to

    That Gap at $7.94 is just begging to get filled!

    by end2war Apr 23, 2015 1:38 PM
    jagan1961 jagan1961 Apr 23, 2015 1:49 PM Flag

    I don't believe any of the chartist's theory with regard to ARWR price moves. It all depends how many shares are lent by the Institutions to shorties and general availability of Short shares.

    The stock will move past 20-25 range in a jiffy, it all depends on what sort of news we are going to receive from 3/4 mg PH 2 A. If they achieve longer and higher KD effect, coupled with the other drug combos to reach a FC after ARC-520 administration to the patients then you are looking at a terrific run.

    Shorts could do nothing once the news of FC is out as a solo or a combo drug.

    GLTA LONGS!

    Sentiment: Strong Buy

  • jagan1961 jagan1961 Apr 23, 2015 11:25 AM Flag

    I own Jan 2016 options, so I don't need to worry about short term fluctuations. If the ARC 520 and ARC-AAT works as expected you have a 100$ stock by next year.

    GLTA LONGS!

    Sentiment: Strong Buy

  • Reply to

    What Can We Expect to See from ARWR This Week?

    by ginajangelic Apr 22, 2015 1:37 AM
    jagan1961 jagan1961 Apr 23, 2015 12:53 AM Flag

    I don't expect anything happening for 1-2 weeks, unless there is a buyout of some sort. Shorts are in 100% control and the institutions are lending them a big hand as of now.

    I'm staying put for another 8 months till Jan 2016, by which time we will know ARC 520/ARWR is a real stuff or Anzilo is a snake oil salesman! I think he can't be a snake oil salesman, since the scientific team is too big (I heard it is in excess of 50 folks) to keep this scam going for this long, if there is one.

    GLTA LONGS!

    Sentiment: Strong Buy

  • That is the reason despite all the negativity being perpetrated by Shorties and their crony analysts, I'm very optimistic on the final outcome here. If he can't pull it off, Anzilo would have already put up a sale sign when the stock was trading $20 range.

    The shorties will move the stock one day without turning back and will go long big. Most of the individual shareholders would have sold out or chasing the stock at a much higher price.

    The wait should be over by end June/July by which time we should have news on the 3mg/4 mg Ph2 A results.

    GLTA LONGS!

    Sentiment: Strong Buy

  • That fool wants the proof, if this is proven to be working for Complete KD effect then we are looking at $50+ easy, becomes just the only drug in its class.

    Wish I had more dough to increase my share count here.

    GLTA LONGS!

    Sentiment: Strong Buy

  • jagan1961 jagan1961 Apr 22, 2015 11:57 AM Flag

    Those who sold @9+ and @8+ has an incentive to cover to lock in their profit. Almost 20+ mln shares traded after ARWR hit high of $9.50+

    A 40% profit in a week for shorties is a huge money. My goal is still wait it out till Jan 2016.

    GLTA LONGS!

    Sentiment: Strong Buy

  • Shorts are making a tons of money at this juncture and they put tremendous pressure further and further to the downside price.

    They want proof, that is their mantra. They don't believe and trying into not to believe in any of its achievements. Successful conclusion of PH 2 trials of 3 mg /4 mg and ARC-AAT initiation and purchase of NVS assets along with a huge cash balance.

    It is very crucial for Anzilo and team to provide a real update of 3mg/4 mg single dosage trial results as soon as practical. I'm not looking for a complete KD here, it should atleast be an incremental KD proportionate to the dosage. The stock will climb on its own merits despite the Shorties involvement here.

    What is needed is more and more of patience and perseverance. If you believe in this story and if you have additional dough, the price looks extremely attractive and way way oversold.

    GLTA LONGS!

    Sentiment: Strong Buy

  • Someone is deliberately keeping the price low with the help of these Crooks. Everytime a positive news breaks out it is being deliberately sidelined and shorting begins with a vengeance.

    Definitely yesterday many individual shareholders might have burnt big time and it is scary too. For seasoned ones it is fine, the buyout looms very large right now.

    The company don't need any money right now and they have 150 MLN on hand, which will last atleast for 18 months, by which time they will have couple of products in the market place.

    ARC-520 can be manufactured at a commercial scale right now. Having said that $25-30 buyout is not ruled out right now.

    GLTA LONGS!

    Sentiment: Strong Buy

  • Did he go to China and found out 3 mg/4 mg data is bad? Leaked out, then why $9, it should be $4 then.

    If you believe in these analysts then you are doomed.

    GLTA LONGS!

    Sentiment: Strong Buy

AFFY
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