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Amicus Therapeutics, Inc. (FOLD) Message Board

jhamreturns 103 posts  |  Last Activity: 21 hours ago Member since: Jun 27, 2012
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  • Reply to

    'Twas an easy short in the $8 range.

    by craigikess 21 hours ago
    jhamreturns jhamreturns 21 hours ago Flag

    LOL, I don't believe for one tiny second that you actually shorted this stock. But if you did, congratulations. Definitely chances to make money trading and shorting during these r/s and up-lists.

  • Reply to

    Just some short term profit taking

    by dleenorman 21 hours ago
    jhamreturns jhamreturns 21 hours ago Flag

    The pullback yesterday and today is all part of the expected volatility during this transition. If it heads much lower I'll be buying again.

  • jhamreturns jhamreturns Jun 2, 2015 5:49 AM Flag

    P.S. Apologies for the spelling errors above. My phone obviously didn't like me spelling it "combineD". :)

  • jhamreturns jhamreturns Jun 2, 2015 3:26 AM Flag

    They need to get that trial up and running already. Not sure what the hold up is, but they don't want to get too far behind Tvec's PD-1 combo trial which started enrolling back in December. Here is what i posted elsewhere:

    More confirmation that combo therapy works. All the huge media outlets are carrying this right now. BMY just released data yesterday at the American Society of Clinical Oncology in Chicago from their P3 combo study combining ipilimumab (Yervoy) and nivolumab (Opvido). They reported a 58% overall response rate which is huge. That means that 58% of the 945 patients treated saw tumor shrinkage. That is the highest number reported to date to my knowledge. Why this is great news for ONCS? First, ImmunoPulse has zero side effects. Where as Yervoy does. Clip from the article:

    "In the study, 36% of the patients receiving the two-drug combination had to stop the therapy due to side effects. Both drugs are made by Bristol-Myers Squibb, the sponsors of the study."

    ONCS had a 31% response rate from ImmunoPulse alone. Yervoy's monotherapy response rate is around 10%. The interesting thing about this P3 study is that they used two blockers Opvido is anti-PD-1 checkpoint inhibitor where has Yervoy is a CTLA-4 blocker. If Yervoy/Opvido can go from 10%-58%, then what can ImmunoPulse/PD-1 go to from 31%? Remember, T-vec when combine with Yervoy took T-vec monotherapy overall response rates from 26%-56%, which is also great. Since ImmunoPulse alone is already able to generate a 31% ORR, it is almost certain to be higher than 60% when combine with PD-1 (PD-1 has shown better ORRs than CTLA-4). That would truly be revolutionary, especially since there are no side effects from ImmunoPulse. The big boys (Amgen and BMY) are doing all of the heavy lifting for ONCS. Amgen also has a trial ongoing for T-vec combine with a PD-1 checkpoint inhibitor. That data will gives a better idea of what ImmunoPulse/PD-1 will generate.

  • Reply to

    Where is Sal the Sliime?

    by brownsfan407 May 28, 2015 2:25 PM
    jhamreturns jhamreturns May 29, 2015 2:59 PM Flag

    golf.paul, you are such a yahoo wannabee phoney troll. After reading your posts from the BCLI board last year, I can only imagine how much you have lost in the market. You are a complete joke and would be better off selling all the shares of any stock you own and putting it into a piggy bank.

    There is nothing wrong with Sal expressing his sentiment about ONCS or any stock. Every one has an opinion and people even change their sentiment from time to time. I certainly have. No problem there. That however, is not what Sal did. He decided to take it a step or two further and become a newly-converted-ONCS-basher/troll, attacking people in the process and acting like a know-it-all. He needs to be the center of attention and act like a loud mouth big shot. It is a personality flaw. I have seen many like this over the years and all of them end up embarrassing themselves in the end. The funny thing is, I don't even care if people behave like that either. They can do whatever they want. They just shouldn't be defensive or act surprised when people call them out on it.

  • Reply to

    OncoSec Medical cliffnotes

    by furbush87 May 29, 2015 9:24 AM
    jhamreturns jhamreturns May 29, 2015 9:47 AM Flag

    Thanks for doing this furbush. Good to have since ONCS will likely be new too many after today.

  • Reply to

    Oncosec has entered the Nasdaq in a great position

    by guti424 May 28, 2015 11:23 PM
    jhamreturns jhamreturns May 29, 2015 9:11 AM Flag

    *into opinion = in my opinion (iPhone).

  • Reply to

    No Price

    by rbruf1959 May 29, 2015 8:46 AM
    jhamreturns jhamreturns May 29, 2015 8:57 AM Flag

    Yep. Same thing happened during BCLI's up-list. Nothing to fret over.

  • Reply to

    Oncosec has entered the Nasdaq in a great position

    by guti424 May 28, 2015 11:23 PM
    jhamreturns jhamreturns May 29, 2015 8:55 AM Flag

    Glad to see this day finally come. Still expecting to see some wild ups and downs in the near term, but that is just how it goes. Although I wish they would have done this earlier, it's better late than never and as long as they up-listed before data readouts is all that really matters into opinion. Real value appreciation may not happen right away, but it was never going to happen on the OTC.

    ONCS is playing with the big boys now. Feels like my kid just graduated Kindergarten.

  • Reply to

    Next Jbem777 Pick is out

    by jepetersonus May 26, 2015 11:48 AM
    jhamreturns jhamreturns May 29, 2015 2:15 AM Flag

    Why do you think TNXP should be a monster? Do you have an actual thesis behind your reason for investing? Or are you just buying it because jbem told you to?

    Speaking of jbem, he may have had some good picks over the past few weeks, but he sure screwed the pooch on ONCS.

  • Reply to

    New thoughts on dilution

    by furbush87 May 28, 2015 11:53 AM
    jhamreturns jhamreturns May 28, 2015 12:40 PM Flag

    furbush,

    I am not going to copy and paste everything from the board I host, but we were having this discussion yesterday. PD seems really set on not raising cash until the readouts from the forthcoming trials happen. Any other CEO and I wouldn't believe it, given how hot the sector is, and how much institutions want to take part in these offerings, but PD is pretty stubborn when it comes to these things. I'm starting to get the feeling that he really means it, that they won't look to beef up their cash position until after these readouts happen and they get a better idea of what will happen with any potential big pharma partnership. I am mixed on this because I think even if they raised cash via the dilution route, that it may not be reflected badly in the share price.

    One of the big sayings from CEOs in biotech is; We don't raise cash when we need it, we raise it when we can. We'll know soon enough if that is what PD goes by.

  • Reply to

    approved for listing on nasdaq

    by tasso9 May 27, 2015 12:29 PM
    jhamreturns jhamreturns May 27, 2015 12:41 PM Flag

    Check the filings. It is accurate.Hopefully they do the actual up-list ASAP.

  • Reply to

    Time to load the boat on TNXP guys.

    by salgovernale69 May 26, 2015 6:14 PM
    jhamreturns jhamreturns May 27, 2015 12:37 PM Flag

    I started a thread on TNXP back in February at the Google Group (don't worry you don't have to give me credit) :). Have a large position in the $5s, but you may want to be careful since you know what happens when I talk about a stock right? :P

  • jhamreturns jhamreturns May 23, 2015 2:39 AM Flag

    guti,

    In the March corporate update, on the 2nd bullet of slide 13 they mention pursuing non-dilutive funding. How far of a stretch is it to think they could trying to get some CIRM money? Lots of California based companies have been getting big chunks of cash over the past few months.

  • jhamreturns jhamreturns May 23, 2015 2:35 AM Flag

    tlorhbach,

    I pretty much agree with everything you say, except for one big caveat. This is a hot sector right now, and even those who dilute to raise cash, including those who recently did a r/s and up-list (ADXS) seem to blow right through any potential turbulence caused by those concerned about dilution, and the dilution itself. As long as the company has a product that shows promise, then the market reacts very favorably to them once they beef up their cash position. I am not saying it is a slam dunk that ONCS will quickly appreciate in the way that ADXS did, but after a lot of research, I believe that ONCS has a superior product/platform than ADXS. So why not give it a shot. Sure beats rotting on the OTC where we definitely would not be creating value for shareholders. I do think that ONCS has a long way to go and will certainly raise cash before the end of 2015. I also think however, that ONCS can raise their valuation in the midterm despite being a years from any kind of revenue stream. Especially from this current tiny market cap.

  • jhamreturns jhamreturns May 22, 2015 11:02 PM Flag

    What do you mean? How do you know how much money I have made? You think just because I started buying ONCS stock last week means that I haven't done well?

  • jhamreturns jhamreturns May 22, 2015 10:40 PM Flag

    craig, lol! Unfortunately it doesn't really work that way in biotech, and doing a r/s to up-list provides a simple solution to broadening the investor base. Just as ADXS.

    Whatever though. Anyone who reads your posts knows that you are one of the ones purposefully blowing smoke.

  • jhamreturns jhamreturns May 22, 2015 10:15 PM Flag

    I too had been calling for a r/s + Nasdaq up-list since last year and got thrown under the bus for it both here and at the Google Group. This was a no brainer decision in my opinion and will be worth every bit of volatility that there may be in the short term if it means that institutions can start buying. Those who say doing a r/s won't work and is a sign of weakness and is a bad move either haven't been paying attention to the rest of biotech recently or are purposefully just trying to blow smoke.

    This is by far the biggest corporate move done by the company to this point and is going to pay dividends in the long haul. Glad they did it while the sector is still hot.

  • Reply to

    Head and Neck

    by furbush87 May 22, 2015 8:58 AM
    jhamreturns jhamreturns May 22, 2015 12:26 PM Flag

    Thanks furbush. I stopped checking clinicaltrials a while back so I was not aware. I'll be checking more frequently now as I am once again a shareholder.

  • Reply to

    Why so angry?

    by madmaty76 May 20, 2015 2:29 PM
    jhamreturns jhamreturns May 21, 2015 5:55 AM Flag

    I am not expecting any major appreciation until they have solid P2b data in humans. At this rate I don't see that happening until late 2015, more likely early 2016. Depends on when they start the actual trial. PD is not my favorite CEO in the world (to put it nicely) and I believe they'll likely do a big raise at some point in the future. The only reason why I am starting re-forming a small position again now despite what I just said above is because I don't know how many chances one will get to buy below a $60M market cap. I have my head on straight with this one and fully realize that it could go a lot lower than the current price through this transition and over the next few months. It is still worth the risk for me personally at these levels in my opinion for a small position. May not be for everyone, but this kind strategy has worked well for me over the last few years.

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