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ImmunoGen, Inc. Message Board

johngunn51 8 posts  |  Last Activity: Mar 4, 2015 4:59 PM Member since: Mar 8, 1999
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  • Reply to

    There's no bottom

    by you_twit_face Mar 4, 2015 4:09 PM
    johngunn51 johngunn51 Mar 4, 2015 4:59 PM Flag

    Today was the cut-off for insider trading- 14 days before the release of the quarterly. Hopefully the drop today was more technical- stop limits and/or capitulation. If it turns out any insiders traded on not public negative information to be released in the quarterly- if there is any, I would have to sue the #$%$ out of them.

  • Reply to

    Transition-Updraft

    by billyteex1 Feb 14, 2015 11:34 AM
    johngunn51 johngunn51 Feb 16, 2015 1:26 AM Flag

    It was never Golden's intention to sell after market auto parts. He merged into CDTI for the platform to advance a disruptive technology. And that's exactly what he's doing.

  • I researched the last 8 Lifshitz ( is that your name or is that what you are, thank you Ford Fairlane) stock ambulance chaser announcements- None of them resulted in cases brought. Moreover the median stock price 90 days post troll announcement + 38%. In other words, when these guys go fishing, that's most often a great time to buy. The present management had zero to do with the trials in India-they were not properly designed and are not at all indicative of the potential of the vaccine platform, especially when administered with the checkpoint inhibitor. They were also very upfront about using the dream team IR in the beginning to change the companies image and none of the management has sold any significant amount of stock.

  • Have followed the company for a few years and really like the aberrant sale price. Excellent project/ revenue backlog makes loan renewal attractive going forward, especially with interest rates next to nil. Commodity prices esp for road and construction materials also at decade lows and favorable -bipartisan- political climate for long neglected infrastructure spending should be a big drivers for Sterling's business next several years. I am not the oracle of Omaha, but have done pretty well buying good businesses on the cheap after panic selling. Good luck and God Bless

  • Couldn't buy the IPO, tracked it and bagged it today. My orthophedic doc who also works for the Oakland A's and SF Ballet says NeoCart is "very promising". He also does stem cells, which I am getting but there is no way the stem cell procedure gets FDA approval or insurance approval. If you look closely at the trials to date, there is no question the NeoCart system grows cartilage in vivo. There is nothing else even close to doing that on the market. As for the stock, down 30% yes but the key is light volume. Could be a someone who had to sell into a thin market for tax money, or divorce, or who knows. Or could be and index balancing. I expect a quick and substantial rebound.

  • johngunn51 by johngunn51 Jan 8, 2015 4:18 PM Flag

    Year to year same store sales drop, online sales increased but only because they were so low last year. I don't think the company is competitive in big store retail. Too much overhead, too much dead inventory, too many other places for people to shop. I just think it's a bad concept. As for the stock, given the debt load and the ongoing struggle to produce even meager profits there is no way to justify valuing it anything more than 5 or 6 bucks a share, that's more than fair, that's where it's probably going.

  • johngunn51 johngunn51 Dec 12, 2014 10:54 PM Flag

    As a retired analyst- retired because I was good and made a lot of money, I would remind you fbg that you never want to compare your valuation to a company that is overvalued. The overvalued usually comes down. That said, the market cap for Advaxis could be 500 mil or perhaps more in 24 months assuming the data for the Keytruda/Advaxis combination is compelling, which the scientists believe it will be. I think enough data will be available in 16-24 months to make Advaxis a hot buyout candidate. If I am one of Bristol Myers, Astra Zeneca or Merck and I have a PD1 candidate the efficacy of which is signicantly enhanced by combining it w Advaxis I am going to try to buy the company before the other two do. This could be really good for Advaxis and could take the take out market cap much higher.

  • johngunn51 johngunn51 Dec 12, 2014 8:48 PM Flag

    No the ADXS platform is not presently tailored to individual tumor genes in individual people. To take a tumor cell remove it, bio-engineer it and return it to each individual patient is prohibitively expensive and time consuming That is why Dendreon is going bankrupt. The Advaxis listeria platform is inexpensive, and production is higly scaleable w quick turnaround time. Yes all cancers have individual genomes but they also have common traits by types such as proteins, enzymes, kinases and checkpoint inhibitors. So far the Advaxis flagship product has been proven to aggressively attack HER2 positive genotypes which affects a very significant % of the overall population. Roche/Genentech/Immunogen's monoclonal antibody Kadcyla for example is now becoming the standard of care in breast cancer where the patient is HER2 positive, which is determined quickly by testing the patient, not the tumor. Sales of this drug for this one indication are running around $3billion annually. By combining Advaxis' off the shelf product w Merck's checkpoint inhibitor Keytruda, you could get as near as I can determine a 2X-3X increase in T, NK cell activity and tumor response rate. This is a very big deal. There is no question in my mind that the course Advaxis is on is the right way to go. Look for a buy-out within 2 years @ 20-25 per share, maybe more.

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