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Intuit, Inc. (INTU) Message Board

jagan1961 552 posts  |  Last Activity: 4 hours ago Member since: Oct 31, 1999
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  • jagan1961 jagan1961 4 hours ago Flag

    At this juncture, BUY whatever you can and put it in COLD STORAGE! Wake up after 1 year, I definitely see a value of $50+.

    I hold 14 K shares right now and I don't intend to buy/sell anything here, my avg cost is around 6+, I've averaged it down, had only 1000 shares at 16 range and noticed it is not a fault of the company or the management, rather these crooks deliberately brought it down and made it out as of if the Trial brought some inferior results.

    I listed carefully both the conf call (London/earnings call), and I'm 1000% confident, I'll able to make lot of money here and the HEP -B patients will be able to lead a healthy / long disease free life!

    Thanks to ARROWHEAD!

    GLTA LONGS!

    Sentiment: Strong Buy

  • Based on the Conf. call here are expected timelines:

    ARC 520 -

    Current Phase 2 A - 3mg is complete - Waiting for the results
    4 Mg - Patients recruited - Drug administration is expected to start quick - Hopefully by Feb 2015 we will have this Dosage administered and completed (12 Weeks) from 1 Dec 2014 - for a Single Dosage.

    We should expect Phase 2 A - 3 Mg / 4 Mg results by end of March 2015.

    On Ph 2 B - We will have the FDA filing soon, expected approval from FDA by end of Dec 2014.

    Patient enrollment begins by Feb 2015 - Drug administration should start by April 2015

    Unsure whether they would like to go with 1 mg (unless this is children below 12 or so), you will have 2 mg/3 mg/ 4 mg dosages for 12 week period (3 months). He said every 30 days, let us what happens.

    We will have ARC 520 Ph 2 B results if all goes well by the end of August 2015, unsure whether they will release some prelim results in btw.

    He also mentioned they may not need a Ph 3 trials and FDA needs to approve it along with accelerated approval for the drug.

    It is just a waiting time here, that is why the shorts are in NO HURRY to cover, with a hope the longs will throw away their shares. It seems based on the Short numbers, they are totally wrong (they did not cover) rather they are adding more and more naked shorting. Whatever the shares they are selling it is being absorbed by the Market.

    You will have to stay put for a tleast 8-10 months for the results to come out. Of course there is a possibility of a Take over here, the competition is NOT FOOLISH, to wait and watch.

    GLTA LONGS!

    Sentiment: Strong Buy

  • Reply to

    Was thinking about this last nite!!!

    by pt117cool 11 hours ago
    jagan1961 jagan1961 10 hours ago Flag

    Did you Sell your stock and waiting to buy Cheaper?

    GLTA LONGS!

    Sentiment: Strong Buy

  • Reply to

    Reading Material again!!!!

    by pt117cool 23 hours ago
    jagan1961 jagan1961 13 hours ago Flag

    Of course, they will have to monitor once the 100% KD or the patient gets FC.

    May be a 6 month check up to ensure his immune is sufficient enough to handle the HEP B virus.

    GLTA LONGS!

    Sentiment: Strong Buy

  • jagan1961 jagan1961 21 hours ago Flag

    arc Thanks.

    Genentech is owned by ROche which makes Pegasys,

    Obviously they will be closely watching the developments, who knows they might make a ride at ARROW through Genentech.

    GLTA LONGS!

    Sentiment: Strong Buy

  • jagan1961 jagan1961 22 hours ago Flag

    arc: thanks for posting this vital info.

    2 more questions, what is the cost of Pegasys interferon in China? What is the frequency (week/monthly once?)

    What is the normal symptoms associated with HBV?

    TIA!

    Sentiment: Strong Buy

  • Reply to

    End2War and Hp/Question??

    by pt117cool Nov 26, 2014 4:43 PM
    jagan1961 jagan1961 Nov 26, 2014 6:09 PM Flag

    teberb: I'm not a scientist and I think you too!

    We need to listen and analyze the Conf.call, presentations and the supportive data to conclude, what they are intending to achieve. They have lots of info (except the 3 mg ?? and 4 mg single dosage) and based on which we can conclude, they have a cure for Hep B on ARC 520.

    It is not one or 2, they have 50 odd scientists and Drs and other panel members are analyzing the data and providing the feedback to Anzilo and Bruce.

    The confident tone during the Qtrly conf. call (after this recent 1 log KD goof up) bode very well for me!

    Safety / efficacy and long lasting action is proven here, that is the best news for any Drug and it works as anticipated/expected.

    GLTA LONGS!

    Sentiment: Strong Buy

  • Reply to

    10K discussion of ARC-520's "potential"

    by end2war Nov 26, 2014 3:33 PM
    jagan1961 jagan1961 Nov 26, 2014 5:08 PM Flag

    I'm really surprised with the way the Shorts are playing with fire. How many more shares they can dispense?

    Other BIO/Pharma companies won't sit quiet when a potential of this magnitude goes abegging for 150 MLN $ net of cash, in fact it should be above 2-3 BLN $, even with the information we have

    That is why I'll be surprised if someone makes an attempt to buy us out for 25-30$ a share.

    GLTA LONGS!

    Sentiment: Strong Buy

  • Reply to

    End2War and Hp/Question??

    by pt117cool Nov 26, 2014 4:43 PM
    jagan1961 jagan1961 Nov 26, 2014 5:01 PM Flag

    I agree with you, a shot every month or 2 months will work, however per Anzilo and Bruce this is not the case with ARC 520.

    They will reach Functional Cure, they are the ones he mentioned and they are very very confident. If the RBC guy can't read their mind based on the Conf. call and conclude that ARC 520 is the cure, then he shouldn't be in this space.

    The confidence level is pretty high at ARROW, so I don't have an issue in staying put.

    GLTA LONGS!

    Sentiment: Strong Buy

  • Reply to

    Latest RBC Note - 1/2

    by drexeler Nov 26, 2014 3:45 PM
    jagan1961 jagan1961 Nov 26, 2014 4:54 PM Flag

    The market don't wait for confirmatory results, they go up based on anticipation.

    At less than 6, whether you want to load up or when the confirmation of KD or functional cure reaches the market, whether you will like to buy at $50 or $100, who knows how far this will go?

    Loading up and wait in line, this stock will definitely be a $50+ before 4th qtr 2015!

    GLTA LONGS!

    Sentiment: Strong Buy

  • Reply to

    Latest RBC Note - 1/2

    by drexeler Nov 26, 2014 3:45 PM
    jagan1961 jagan1961 Nov 26, 2014 3:56 PM Flag

    He is simply a moron. Both Anzilo and Bruce are keeping the info close to their chest and rising their fingers UP to the RBC guy.

    The stock will move steadily from now on based on the expectation, They are far ahead in their Space and they have a sure shot winner here!

    1 KD or functional cure, either one of them will be achieved in 3rd qtr 2015 based on the PH 2B starting in Jan/Feb 2015.

    GLTA LONGS!

    Sentiment: Strong Buy

  • jagan1961 jagan1961 Nov 25, 2014 9:56 PM Flag

    Somebody dumped 1.5 MLN shares? Is it a fund or Shorts, we will know soon. However for every seller there is always a buyer!

    GLTA LONGS!

    Sentiment: Strong Buy

  • jagan1961 jagan1961 Nov 25, 2014 8:56 PM Flag

    Post is full of amateurish!

    Right now the shorts made money driving it down, but for how long? We can wait to see the tide turning big time.

    3 mg and 4 mg will be released whenever they receive the results. None of the trials are aborted for AE and toxicity. The Drug is very well tolerated.

    They don't need to increase the dosage, they are going for multi-dosing.

    Path is very clear - filing for NDA after Ph 2 B will be announced in 2015

    They are right there to witness, there is nothing personal here.

    AAT - is cofounded, that means ARWR need not have to spend all of it.

    The stock will fly when the funds started buying bigtime, should happen anytime now.

    GLTA LONGS!

    Sentiment: Strong Buy

  • With 2 Block buster drug pne completed Ph 2 and ready for PH 2 B, and another PH 1 along with a Drug Delivery platform licensed to few competitors already!

    I can't believe how could the shorts sleep at night with this type of positive news!

    GLTA LONGS!

    Sentiment: Strong Buy

  • jagan1961 jagan1961 Nov 25, 2014 8:46 PM Flag

    Did I not mention in my earlier post, the shorts have been expending more and more shares!

    This is as of 2 weeks, add another 4-5 MLN shares including today.

    Watch for huge accumulation in the next days and possible upgrade. All Jeffries, RBC and Deutche bank knew the progress on ARC 520 front and got the message laud and clear.

    GLTA LONGS!

    Sentiment: Strong Buy

  • I used to listen to many development Bio conf. call but never heard someone this upbeat and confident like these folks.

    It looks to me everything is going per their plan and they have a sure shot winner here with ARC-520

    GLTA LONGS!

    Sentiment: Strong Buy

  • Even though Jefferies conf cleared lots of issues, it is not heard by those US analysts who are following the company and has a stake in it.

    It will be worth watching the Q & A and the confidence level of the management to move forward and 2015 plans.

    I would expect many of the existing funds will add much more to their existing holdings after the conference. It is way way undervalued by any measure.

    These fund managers knew it and hopefully they will get the clarification in today's call!

    GLTA LONGS!

    Sentiment: Strong Buy

  • jagan1961 jagan1961 Nov 24, 2014 4:23 PM Flag

    I think 20 K seems overly optimistic for world over.

    I don't know the actual cost. Currently Sovaldi treatment costs 80 K in US, however Gild priced these 1000-2000 $ per patient for developing countries. Of course they transferred the requisite mfg expertise to a local pharma and operating with minimum margins. Due to high volume (100's of millions) it is worth a lot though.

    But the potential is Huge here, just from patient population needing the treatment. Mostly the Govt themselves will be forced to buy the product and supply it to their citizens.

    GLTA LONGS!

    Sentiment: Strong Buy

  • jagan1961 jagan1961 Nov 24, 2014 1:43 PM Flag

    Most of the trading is fake, btw 2 machines and btw the same party.

    Total trade can't be more than 200-300 K shares!

    GLTA LONGS!

    Sentiment: Strong Buy

  • jagan1961 jagan1961 Nov 24, 2014 1:38 PM Flag

    Agreed! Compared to Jefferies conf, there will more Q &A tomorrow and funds will grill Anzilo on the Drug front and future plans.

    Remember last qtr it was $18 stock. Shorts are digging a deeper hole as we discuss.

    GLTA LONGS!

    Sentiment: Strong Buy

INTU
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