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Affymax, Inc. Message Board

joenobody02 77 posts  |  Last Activity: Jul 28, 2015 4:01 PM Member since: Dec 22, 2001
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  • Reply to

    6 bucks.......

    by reality_gerald Jun 24, 2015 3:25 PM
    joenobody02 joenobody02 Jun 24, 2015 6:04 PM Flag

    Do yourself a favor. Sell 12 $70 calls. That way you can at least get more than your $66 target. I also think you should not be getting nasty posts on your pending move. Everyones situation is different. May be you have other places that will treat your money better than IOC could, so why not. As for me, I need it to go way over 100 to even consider letting some go.

  • joenobody02 joenobody02 Jun 22, 2015 1:32 PM Flag

    Did you create the rumor or are you just spreading it ?

  • joenobody02 joenobody02 Jun 20, 2015 6:22 AM Flag

    I own both. you will find a lot of similarity between these two stocks even though they are in two different sectors(great promise but not quite there yet). This board is much more civilized and people in general are very knowledgable. People also tend to shy away from starry eye predictions. Occasional excitement always give way to realistic assessment. The GALE board is, in my opinion, one of the worst with many know-nothing posters posting nonstop, dreaming of getting rich overnight. I almost stopped reading it and I actually been reducing my GALE positions out of disgust and alarm at the mob scene. IOC is constantly evolving and is at present becoming very solid. GALE is just a waiting game and, may I be honest, the outcome is not 100% certain so it is still quite risky.
    Welcome to IOC.

  • Reply to

    Cocept Selection, A HINT ?

    by mspieks Jun 19, 2015 10:19 AM
    joenobody02 joenobody02 Jun 19, 2015 6:58 PM Flag

    Morgan Stanley seems to thin they will built it next to XOM. I think that is a bad idea. If natural disaster were to occur around that area both plants could be damaged at the same time.
    Why not built it at the head of the much touted river ?

  • Reply to

    How can GALE save its own life

    by joenobody02 Jun 16, 2015 11:55 AM
    joenobody02 joenobody02 Jun 17, 2015 11:37 AM Flag

    Congratulation . you have managed to offend everyone on this thread in one sentence. I see you are constantly getting into fight with people on this board by calling them names, told them they have no money, something about their mom etc etc. I am not going to lower myself to your level so don't bother replying, I wont see it after I put you on ignore.

  • joenobody02 by joenobody02 Jun 17, 2015 11:05 AM Flag

    I am proposing that we write a letter to the management suggesting the followings: -
    (1) To incentives the management in fending off undervalued takeover attempts . We propose the compensation structure of the management be altered to include granting them options to the tune of 5% of the company.(Void if the company is takeover,)
    (2) To fend off unfriendly takeover attempts. We propose that the management converts the potential into concrete income avenues by immediately actively seek out partnerships with international pharmaceutical companies by selling them the marketing right of their local market.

    Please voice your opinion as to the pros and cons of this letter. What should be added. IF you do not like the idea, please propose yours for all to critic.

  • Reply to

    How can GALE save its own life

    by joenobody02 Jun 16, 2015 11:55 AM
    joenobody02 joenobody02 Jun 17, 2015 10:54 AM Flag

    I am still entertaining the idea of get the ball rolling by writing to the management. If there is enough support of the ideas discussed in this thread ( I don't see the downside of trying ) may be we should gather the thought of fellow longs and make the proposal. The management can get it done by asking for votes in the next meeting or they can call a special meeting.

  • Reply to

    How can GALE save its own life

    by joenobody02 Jun 16, 2015 11:55 AM
    joenobody02 joenobody02 Jun 17, 2015 9:04 AM Flag

    Don't just give the post a thumb down. Tell us your idea or why writing a letter is a bad idea.

  • Reply to

    How can GALE save its own life

    by joenobody02 Jun 16, 2015 11:55 AM
    joenobody02 joenobody02 Jun 17, 2015 12:49 AM Flag

    Perhaps we can write a letter to the management.

  • Reply to

    How can GALE save its own life

    by joenobody02 Jun 16, 2015 11:55 AM
    joenobody02 joenobody02 Jun 16, 2015 3:15 PM Flag

    You know , if we grant the management a lot of options they may be more incentivised to maximise the value of the share holders. I know people do not like that but business is business. It is better to give away a billion dollar to the management than to give it all away to Roche.

  • Reply to

    How can GALE save its own life

    by joenobody02 Jun 16, 2015 11:55 AM
    joenobody02 joenobody02 Jun 16, 2015 1:55 PM Flag

    You are correct in that timing is everything. However, they can sign deals base on perceived value and contingent upon approval. In some country they may even need to go through clinical trials before approval so an early start is important. In each country there are multiple companies to negotiate with so no , it will not be sold cheap.
    -Speaking from my first hand experience years earlier on a patented biotech drug.

  • Reply to

    How can GALE save its own life

    by joenobody02 Jun 16, 2015 11:55 AM
    joenobody02 joenobody02 Jun 16, 2015 1:31 PM Flag

    I wish I can go but currently I am in Hong Kong, flying back to the US the day after.

  • Reply to

    Avi on suicide watch?

    by meandcody1 Jun 11, 2015 7:42 PM
    joenobody02 joenobody02 Jun 16, 2015 1:29 PM Flag

    That AVI thing is at it again. Pretty soon it will just be his ignored posts on this MB.

  • Reply to

    How can GALE save its own life

    by joenobody02 Jun 16, 2015 11:55 AM
    joenobody02 joenobody02 Jun 16, 2015 1:22 PM Flag

    I think GALE can reach its true value by going out now to negotiate with the pharmaceutical companies . Sell the right to market in Japan to the Japanese. Sell the Chinese marketing right to the Chinese. Leave Europe to Roche. Sell the US right to Merck or Pfizer or JNJ or whatever. I bet the share price will go up incrementally as each right is sold and the incentive for Roche to partner increases. I think we get the top dollar this way compare to selling the whole company to a single entity like Roche . Shareholders, go to quarterly meetings annual meetings etc to make your voice heard (very politely and diplomatically).

  • Reply to

    How can GALE save its own life

    by joenobody02 Jun 16, 2015 11:55 AM
    joenobody02 joenobody02 Jun 16, 2015 12:41 PM Flag

    I am very aware of the shorts tactic. In fact that AVI guy was on to my other holding IOC too. It would be a shame if the shorts had managed to put GALE out of business. There are #$%$ on earth that would make a buck and the hell with everybody else.
    I did not post anything about them as I just put them on ignore all the time.
    I did not post more because I think I was reaching the words limit as the typing do not appear anymore. I even have to delete all the URLs that support my one sentence summary ( like the NASDAQ figure on institution ownership). In fact, for every sell there was 5 buys last quarter.
    Again, shareholders need to be much more vocal in poking the management if we hope to benefit from GALE's true value.

  • joenobody02 by joenobody02 Jun 16, 2015 11:55 AM Flag

    GALE is in big trouble. Both New/Vax and G-301 trails are showing great results. As such it will be a target for takeover --- on the cheap. Here are the problems.
    (1) Very low institutional ownership - Less than 20% are owned by institutions. Even I own more than Goldman Sucks and that tells you in a hostile takeover, no powerful institution will come to the defense of GALE.
    (2) The potential suitor Roche has been found guilty of fixing vitamin price in Europe and was fined half a billion dollars - the biggest ever at the time for price fixing. You think they will pay up to a little nothing of a biotech like GALE ? Here, $5 take it or leave it.
    (3) Management has a checkered past. That was one of the reasons I hesitated when thinking of investing and I jumped in and out several times in the past but am tempted by the G301 data and hence come back in. You don't think the management will sell out the shareholders if Roche offer them a golden parachute ? Think again.
    What then can GALE do to safe guide its shareholder interest ? Plenty if they want to do it. OR, if they are pushed by shareholders to do it.
    (a) They can go on a road show to promote the company to other institutions . They can even go talk to the big institution holders , telling them the danger of a cheap takeover and what the values of GALE is. They can ask the big guys to help. Blackrock holds a lot of shares and they probably can do a lot that the GALE management cannot - like getting more instuitions interested and advise them how to fend off a hostile takeover. e.g. put in a poison pill (e.g. 1:100 shares issue if hostile takeover were to occur ). It s true last quarter there were big increase in institution ownership but it is still not enough and way too low.
    (b) Partner with other big pharmaceutical companies, sort of give them the right to other Neu/Vax or G-301 in exchange for % payment. By leaving not much in house for Roche to benefit from, Roche may decide to partner instead.

  • Reply to

    GALE 401 PR is out --- as I expected!

    by linfromchina Jun 15, 2015 7:20 AM
    joenobody02 joenobody02 Jun 15, 2015 8:03 AM Flag

    Make a list of upcoming events and post it here at the top for everyone to refer to. Stock goes up in anticipation.

  • joenobody02 joenobody02 Jun 15, 2015 7:59 AM Flag

    A stock does not go up or down without news. It will help if we create a list of anticipated events with date for investors to look forward too. GALE PR should be able to tell us when and what they expect to do with each of the products. I for one would like to know what they plan to do with GALE 301 next.

  • Reply to

    Drilling and a Wahoo comment

    by mspieks Jun 14, 2015 10:07 PM
    joenobody02 joenobody02 Jun 15, 2015 3:18 AM Flag

    A7 is not a requirement for the first certification. Even A6 was optional but can be included. With TOTAL taking over as the operator they may want to just pay less upfront and wait 5-10 years for the second certification. There are other prospects they can rely on to provide the gas by tie back even if they want to build a 3 train facility.

  • Reply to

    Repairing W.S. credibility

    by mspieks Jun 12, 2015 10:51 AM
    joenobody02 joenobody02 Jun 12, 2015 2:43 PM Flag

    A Wahoo deal with XOM is definitely a win win for both IOC and XOM. I can just see the news headline ------------ Little unknown undervalued company hit the big time, sighing LNG deals with one super major after another, raking in billions blah blah blah.....

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