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Idera Pharmaceuticals, Inc. Message Board

kharlg 8 posts  |  Last Activity: Feb 4, 2016 10:32 AM Member since: Jan 7, 2010
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  • Reply to

    Recent Bankruptcy

    by baldorib Jan 27, 2016 6:45 PM
    kharlg kharlg Feb 4, 2016 10:32 AM Flag

    They will still probably eliminate some newsprint capacity within their system, it is a dying product line. I think that their joint venture Ponderay Newsprint facility will be gone within a couple of years. Lumber is in a really suppressed pricing market right now, but it will rebound and the Canadians have an advantage over US producers due to the exchange rate right now. $2.83 in cash per share right now, almost half of the market cap of the company is in cash right now, they need to continue to cut costs and streamline their operations and turn a profit and this stock will climb. Lots of mergers and consolidations within the wood products industry, this share price stays this low for very long and they become an attractive takeover target for a company like LP, IP or even Weyerhaeuser.

    Sentiment: Strong Buy

  • Reply to

    Recent Bankruptcy

    by baldorib Jan 27, 2016 6:45 PM
    kharlg kharlg Jan 28, 2016 7:17 PM Flag

    Doesn't seem as relevant to RFP, they are not just in specialty coated paper alone. They are in lumber/wood products, joint ventures with other companies on their newsprint (Gannet) and have timberland holdings in addition to their managed timber lands that they have agreements with the Canadian government on. The conversion to consumer products with the paper mill in Tennessee is a good move too. The pension liabilities suck right now, but in the long haul they are not a single specialty coated paper manufacturer like Verso and with the current exchange rate and expiration of the softwood lumber tariffs, their lumber side should be good, as they can move a lot of product into the US.

    Sentiment: Hold

  • Reply to

    Who would want AVXL down?

    by kharlg Nov 9, 2015 1:18 PM
    kharlg kharlg Nov 9, 2015 1:34 PM Flag

    I've seen your posts on the ADXS website for a long time, are you a professional investor? Just curious?

    Sentiment: Strong Buy

  • Reply to

    Who would want AVXL down?

    by kharlg Nov 9, 2015 1:18 PM
    kharlg kharlg Nov 9, 2015 1:30 PM Flag

    I'm not saying that they are directly doing it, but who says that they wouldn't pay someone on the side to do it. How does AF conveniently quote a dr. that used to work for Eisai and place that in his article, this is a crooked and corrupt world bourbon and I wouldn't put it past anyone to do something like this. If this is all orchestrated by the shorts and hedge funds, how do you know?

    Sentiment: Strong Buy

  • The timing of the AF article and the quoted sources from his article makes you seriously think about who would want this down and why. My thoughts are that Pfizer & Eisai Limited would be the ones wanting to take this down and discredit the science and study as much as possible, because it is a direct threat to the billion dollar plus drug that doesn't appear to be as effective as Anavex's early results. The 2009 sales alone for Aricept were 3 billion dollars, the 11 million shares traded today is only a fraction of what has been made off of their drug. I really grew suspicious by reading who AF quoted in his article, Dr. Adam Kline, and that was what caused me to research his background and see that he at one time worked for Eisai Limited (maker of Aricept) and is now in the IT field. Secondly, AF does another little trick in casting doubt by bringing in a failed former trial from Toyama Chemical a Japanese bio-tech firm, to try and indicate that AVXL is a failure because of that company's failure. Oddly enough, Toyama currently has a Phase II trial going on for their medication for treatment of Alzheimer's disease.

    There are lots of reasons for others to be concerned and to try a drag AVXL down, especially those with deeper pockets that want to be the first to the dance with their drug. It is a shame that this type of stuff happens and Anavex is going into battle with several Goliaths in this field. I shouldn't be surprised that this has turned nasty, but in my opinion, it has turned nasty because Anavex has already had positive results in a trial designed for safety and dose tolerability and the efficacy noted was beyond what leading experts in the field had previously seen from other trials, that is huge! The attacks will continue, but you have to believe that Anavex has something that has the others in the field concerned, deeply concerned. I will hold until the bitter end, as I believe this dog is going to hunt!

    Sentiment: Strong Buy

  • Kind of seems like a conflict of interest for Dr. Kline to comment on Anavex. He published an article on Alz. research that was sponsored by Eisai Limited, maker of Aricept, and so Anavex's results being better than Aricept's would be a blow to him, I am most assured of. He was an employee of Eisai Limited at one time, wonder if he gets royalties from his work there? I think this could be a direct attack from Eisai and Pfizer on Anavex? We need some big backing from another Pharma giant to jump in and partner with Anavex asap!

    Sentiment: Hold

  • kharlg kharlg Nov 9, 2015 11:03 AM Flag

    In the past week there have been over 27 million shares traded, which would almost be all of the outstanding shares.

  • • 14 years in biomedical research with a decade in R&D for Japanese pharma focused on Alzheimer's disease. Specialised in genomics, authoring several patent applications.
    • Moved domicile from the UK to France. Away from bench research and into IT but still passionate about science.
    • Author of "3000 Days of Dementia" - an uncompromising view of the Alzheimer's research community.

    Kind of makes you wonder if his research was with Sigma 1 receptors with the Japanese Pharmaceutical Company that Adam F. cites in his article, maybe Dr. Kline has a little bit of professional jealousy and doesn't want someone else with Sigma 1 receptor technology to be more successful than his work? Needs a little more research, but it seems a little fishy!

    Sentiment: Strong Buy

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