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Seattle Genetics Inc. Message Board

kblumb 81 posts  |  Last Activity: 54 minutes ago Member since: Nov 18, 2004
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  • Reply to

    Algenpantucel commercial launch prep

    by toadsticker536 Apr 16, 2014 11:39 PM

    NLNK & CELG GILD REGN all have something in common / multiple insider sales this year and no buys lots of grants ! Bottom line so what IRISK ! Keep trying to make something out of it there are many many more !

  • Reply to

    Algenpantucel commercial launch prep

    by toadsticker536 Apr 16, 2014 11:39 PM

    Just got an Email from seeking alpha regarding ACAD 4 insiders sold last month , so thanks Irisk I guess according to you I should sell that one Monday!

  • Reply to

    Algenpantucel commercial launch prep

    by toadsticker536 Apr 16, 2014 11:39 PM

    Irisk, You have made the same annoying arguments over and over again. I don't think either the first interim failed argument is convincing since not one of the analysts who follow the company agree with you and in my opinion each and everyone has more knowledge about it than you and most have raised not lowered their price targets. Your second argument insider sales prove that they have no confidence since the same thing goes on in almost all Biotech's it's called diversification and the largest holder Stine Seed who has a seat on the board hasn't sold a share and has added considerably late last year. You also ignore any explanation that doesn't fit your simple story line, Granted the vaccine might fail the company might fail although I think it's more likely to succeed , but if it fails it will in my opinion have absolutely nothing to do with your arguments which are rather simple minded.

  • Reply to

    MLV & Stifel reports

    by kblumb Apr 16, 2014 7:23 AM
    kblumb kblumb Apr 16, 2014 1:02 PM Flag

    First para MLV report
    "We attended AACR last week, where NLNK showcased an impressive pipeline of IDO and TDO inhibitors, which are potential new cancer therapeutics. Given current industry and investor focus on the checkpoint inhibitors (CI's), the IDO/ TDO inhibitors are generally underappreciated, but in our view, NLNK looks to be the leader in this emerging field. For sure, lead asset HyperAcute Pancreas (HAP) garners the most attention (especially given a P3 readout expected by year-end), but we're becoming increasingly keen on NLNK's work in the IDO space. At AACR, we found the buzz around NLNK's two IDO posters palpable from both academia and industry alike; in this note, we review the compelling data presented. As for the stock, despite a massive recent sell-off, we maintain NLNK as a top id "

  • Reiterate Buys with $45 & $53 PT

  • Reply to

    History - every 6 months for 2 years

    by toadsticker536 Apr 10, 2014 5:26 PM
    kblumb kblumb Apr 10, 2014 7:55 PM Flag

    History future , done it all before , this market is tough , but if you buy the right company in the long run it will be worth it. On average biotechs MktCaps run from five to ten times product revenues and with post surgical PC an estimated one billion dollar revenues and a mkt price at five times then $200 per share for post surgical Panc Cancer alone and that's why it's worth staying invested if you believe they may be successful .

  • Reply to

    Preclinical Results

    by captainblud Apr 10, 2014 10:46 AM
    kblumb kblumb Apr 10, 2014 12:00 PM Flag

    AACR is a conference that is primarily geared toward early stage / preclinical data . NewLink's most advanced IDO trial which Nhyujm refers to a patients blog is a Phase 2 156 patient double blinded trial patients receiving SOC + IDO or Placebo in Metastatic Breast Cancer which began in Feb 2013 and is due for completion Jan 2015 , so your ten year call might not be correct.

  • Reply to

    KBLUMB

    by bga1234 Apr 4, 2014 1:16 PM
    kblumb kblumb Apr 6, 2014 5:23 PM Flag

    You may have trouble understanding this but if I was giving Charles Link financial advise and 99.9% of his net worth is tied up in Company stock I'd advise him to set up at 10b plan and do exactly what he's doing which as a % of his holding small diversification you of the never ending conspiracy theories do't or can't understand.

  • Reply to

    KBLUMB

    by bga1234 Apr 4, 2014 1:16 PM
    kblumb kblumb Apr 6, 2014 3:47 PM Flag

    Not that facts ever seem to deter you in your never ending attacks but, Per the recent pre annual meeting proxy statement Dr. Link had 2,137,611 shares of which over a million in the form of exercisable options , and little doubt more to come!

  • NewLink IDO Poster Presentations Monday and Wednesday

  • I've owned SRPT Aug 2012 below $10 . Have not posted on this MB but follow lots of crazies who post regularly. We will soon get some guidance as to the path to DMD treatment. I think based on the fact that the FDA hasn't made any statements and continues to take additional data is a positive clue. JMHO Maybe the kids and the investors get a positive surprise soon!

  • Reply to

    KBLUMB

    by bga1234 Apr 4, 2014 1:16 PM
    kblumb kblumb Apr 4, 2014 1:33 PM Flag

    No IMHO Dr. Link and Stine have little or no interest in selling out now and especially prior to a read out on the success of either or both of the platforms which could change the value of the company by multiples + 10 times. Stine is a very independent fellow! I Don't think they are concerned about the current price .

  • Reply to

    HyperAcute Melanoma + Yervoy Phase 2

    by kblumb Apr 2, 2014 4:34 PM
    kblumb kblumb Apr 3, 2014 10:11 AM Flag

    This AM they began recruiting patients in NLG919 IDO Inhibitor Study for Advanced Solid Tumors / which is a phase1 36 patients and first Clinical trial for their second IDO drug

  • Reply to

    HyperAcute Melanoma + Yervoy Phase 2

    by kblumb Apr 2, 2014 4:34 PM
    kblumb kblumb Apr 3, 2014 8:36 AM Flag

    In my opinion being less promotional is a good thing!

  • 100 patient trial begins enrolling patients today / clinical trials . Gov

  • He predicted that MNKD's FDA panel which he said his call was a 60% chance it would not recommend their inhaled Insulin and did a live blog from the panel to cover his call.Well it was recommended 13 to 1 for type 1 and 14 to 0 for type 2 diabetes. he congratulated the longs and said he was a loser on twitter.

  • Reply to

    MLV raises PT from $29 to $45

    by kblumb Mar 31, 2014 10:08 AM
    kblumb kblumb Mar 31, 2014 11:52 AM Flag

    Not at all in fact IDO revs are not included in their model!

  • " Time to Load Up the Truck: Raising PT to $45 after Major Update and Model Reboot; Focus on IDO's "

  • Reply to

    On Vaccine

    by jim_09024 Mar 25, 2014 2:03 PM
    kblumb kblumb Mar 28, 2014 4:33 PM Flag

    Your conspiracy theories , conscious unconscious , blame NewLink , don't blame NewLink ,blame the clinicians don't blame the clinicians are really bazar . You seem to be willing to twist all logic in order to deny that the different doses have different results . Your theory's make little or no sense ! Really silly! JMHO

  • Reply to

    I spoke to a statistician and this is my take.

    by nlnk_lover Mar 19, 2014 10:40 AM
    kblumb kblumb Mar 22, 2014 3:47 PM Flag

    Another fact which may or may not be important to you . There are 6 analysts MD's , PHD,s who follow NLNK and they all think the Hyper Panc trial will be a success and they've all examined the same data as you . None of them thought a stop at the first interim was likely a couple have said they think the second interim is likely a successful stop but the majority expect the trial to go full cycle when about 1/2 the patients will have been in the trial for 30 months or more and the flattening of the curve will take effect and the separation of the contr curves will be pronounced. Of course you could be right and they could all be wrong .

SGEN
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