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Lihua International, Inc. (LIWA) Message Board

luckijack1 489 posts  |  Last Activity: 7 hours ago Member since: Apr 1, 2013
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  • Reply to

    Happy Holidays

    by bballgm 7 hours ago
    luckijack1 luckijack1 7 hours ago Flag

    Thanks bballgm.

    With your nice post I can move on and forget about wondering what boooyaaah has been drinking, and whether or not lobo is actually arguing against a point Lobster made or just against a point that Lobo thinks lobster might have made, and too whether the discussion of the vaccine used post infection as a therapy will move to exploring the possibility of success of vaccinating the dead.

    cheers to all,

    jack

  • luckijack1 luckijack1 Dec 26, 2014 3:01 PM Flag

    The real limitation of this was that BCX4430 was injected 30-120 minutes after the Ebola challenge (BCX4430 is not a vaccine, but an anti-viral, so is administered after the onset of Ebola). No one is going to be treated that soon, however, the Ebola challenge that was administered was probably pretty strong (more than the few cells that start the virus in the real world). I will say the 100% survival at the highest BCX4430 dose is impressive enough.

    jack

  • luckijack1 by luckijack1 Dec 26, 2014 2:17 PM Flag

    looks like institutional end up year dumping.

    I missed the first one, got in today. Thanks for those shares!

    jack

  • luckijack1 luckijack1 Dec 26, 2014 9:07 AM Flag

    thanks, tallpines25, I'd not used this site before. The data is Q filings, so is not the latest for calls/puts, but it does give one an idea of which institutions are trading options at NVAX. Too, as you probably know, short positions are not reported (what is wrong with the SEC on letting this continue!).

    jack

  • Reply to

    End of year prediction

    by stockalias Dec 24, 2014 11:42 AM
    luckijack1 luckijack1 Dec 24, 2014 1:05 PM Flag

    The company has said they have improved that quad significantly.

    jack

  • Reply to

    New MTSL endorsement of NVAX Ebola vaccine

    by kobiashi5 Nov 10, 2014 1:50 AM
    luckijack1 luckijack1 Dec 24, 2014 12:49 PM Flag

    I did say the meeting was legal. But, it was not a public forum.

    jack

  • Reply to

    New MTSL endorsement of NVAX Ebola vaccine

    by kobiashi5 Nov 10, 2014 1:50 AM
    luckijack1 luckijack1 Dec 24, 2014 12:12 PM Flag

    lobo, a $400 ante makes it not a public forum, not from an SEC perspective for anything said that is material. Zero dollars is the threshold.

    jack

  • Reply to

    New MTSL endorsement of NVAX Ebola vaccine

    by kobiashi5 Nov 10, 2014 1:50 AM
    luckijack1 luckijack1 Dec 24, 2014 12:09 PM Flag

    The meeting under disclosure laws was just fine. Now, they could not release any new information nor any tidbits of info in it, as the meeting was restricted in its audience. Indeed, this is why there was no new content in the meeting, and even if they expected the Ebola baboon results soon they could not say it in that meeting.

    I have an MTSL subscription, I will say the publication narratives are not top notch, but they are pretty good stock pickers (NVAX is highlighted in the latest, buyout potential candidate). What this meeting really showed is (1) MTSL is going to continue endorsing NVAX, and (2) perhaps more importantly, following a number of other events, NVAX really has its dog and pony show out on the Road now.

    jack

  • Reply to

    Due Diligence

    by wildislife Dec 23, 2014 6:50 PM
    luckijack1 luckijack1 Dec 23, 2014 7:02 PM Flag

    I have no idea what you could be pointing to. You might give a specific page. If you are pointing to the swine flu item from PrisonPlanet, give it up. Jeez, there are conspiracy theories everywhere, and this one is one of the toss-a-ways. If you are paranoid, then sell whatever shares you have.

    Your post sucks. Really.

    jack

  • luckijack1 luckijack1 Dec 23, 2014 6:50 PM Flag

    You need to look at the annual report for shares owned and options available. Do you really care? Does it impact a decision on owning NVAX? In these biotech firms, sometimes the key person or persons owns a ton, and it is usually because they have retained shares at the time of the IPO; NVAX is not such a firm, and most of the ownership by key insiders (outside Modi) are through options or stock based compensation. Looking for insiders to go "all in" by buying a ton of shares with their own money does not happen, never in any firm I've ever looked at.

    In the instant situation with Stan, he does not have a lot of skin in the game with respect to common purchases. He makes good money, gets options, exercises some, has made a buy here and there (as a message to shareholders).

    good luck,

    jack

  • luckijack1 luckijack1 Dec 23, 2014 5:08 PM Flag

    good post, lobo. I believe they have been challenged, but this is based on other recent efforts (data presented at that last conference) which have used a minimum period for the challenge -- frankly I can't believe no one got this question through for NVAX to respond to. I do think the baboon immunogenicity was measured after 1 shot -- this too a guess based on the time period. There was not sufficient time to do a 2 shot regimen. What is clear is that NVAX got this baboon study going it what might be record time, I suspect BARDA funds the reason.

    Oh, the recent statement by NVAX, still initiating P 1 in January, suggest to me the baboon challenge is in place with result expected before the P 1 (which is contrary to NVAX original concept of these done in parallel).

    The problems encountered in the current P 1 human studies for other vaccine candidates might in part be related to those not being developed on the new version of Ebola; NVAX has noted that this is a problem with addressing Ebola vaccines (see the 11/6 item at the NVAX site under News coverage, for instance), and I am absolutely confident that NVAX/Glen is not just guessing on this matter -- cause they would have tested both.

    jack

  • Reply to

    Impossible to lose

    by workaholically66 Dec 22, 2014 7:51 PM
    luckijack1 luckijack1 Dec 23, 2014 10:02 AM Flag

    go ahead. I added yesterday. bio indices getting beat up again today, someone throwing chunks of coal into the sector. NVAX not showing any significant selling, that a positive. Without a definite plan (buying, or selling), it's good to wait at least 30 minutes into trading -- this a mantra some day traders stick with.

    jack

  • luckijack1 luckijack1 Dec 23, 2014 9:38 AM Flag

    Ok, they got 160 votes in the first round. And, today, in the second round they got 168 votes.

    They need 180 votes in the last round, December 29. In the first two votes they needed 200 votes -- this high bar drops to the 180 for the last vote. The ruling coalition has 155 votes, so in this latest vote they picked up 14 other votes. It's a nail biter.

    If they pull off the vote, the next question is whether the EU will forgive part of the debt next year. So far they've not done this in spite of promises on it (partly because Greece has not fully performed). A graph of the Greece unemployment rate says it all, still at the slow train wreck level of 26 percent.

    jack

  • Reply to

    Impossible to lose

    by workaholically66 Dec 22, 2014 7:51 PM
    luckijack1 luckijack1 Dec 23, 2014 9:22 AM Flag

    Some sort of NVAX Ebola news is expected near term, so the stock is not going to tank. The trading really does not look like a topping pattern. I really don't see a technical that looks bad -- jeffgman, maybe you'd like to offer something on TA of substance, it is xmas time and you might actually back your current negative sentiment with something, in a holiday spirit just for the rest of us.

    Had that volume close Friday and Friday AH, over 2.5 million close and after at 5.975 or so (and in case you did not notice, 73K AH last night at that same price, $5.975). Other that these blocks, there has not been significant block selling during regular hours these three days. One had to assume around $6 might yield a pause, some selling, and even this distribution we've seen (more short covering?).

    jack

  • Reply to

    hmmmmm?

    by luckijack1 Dec 22, 2014 10:11 AM
    luckijack1 luckijack1 Dec 22, 2014 8:56 PM Flag

    Well, take_thaaat, maybe the characterization of trickle down economics recognizes that in the real world there is almost no market that follows classical economic (free market) theory, and so the outcome is not efficient. Too, that the unfettered market generally has an income allocation skewed to the capital side and to the side of top management, and not based on marginal productivity. You might not know that unless you've had an economic course beyond Econ 101 or never actually looked at the assumptions for classical economics closely enough to understand these combined assumptions don't actually exist in the real world.

    I would suggest you quit battering down any characterization that you find objectionable without inquiring about it's use by the author. Alternatively, if your goal is to stomp out any word or phrase that you find objectionable from the Conservative Mantra perspective, then I would suggest you go elsewhere to do so. I've been looking at income, income distribution, wealth, and related issues for quite a long time, and I would also suggest that based on the all the income gap data coming out in the popular press this last couple years, it takes a lot of gall and/or stupidity to say anything suggestive of the modern market yielding an income outcome that is equitable. Look at me here, dancing along in the stock market not contributing one iota to the economy, yet I doing fine, skimming dollars here an there in a capital market that is really quite inefficient.

    A lump coal for you,

    jack

  • Reply to

    hmmmmm?

    by luckijack1 Dec 22, 2014 10:11 AM
    luckijack1 luckijack1 Dec 22, 2014 10:37 AM Flag

    IBB gapped down this am, is down 2.5 percent right now, so that's not much support for index-based traders. I really don't care if the stock stalls, and spurts, and crawls, as long as they don't crush it back to $5 again. Oh, yes, the AH volume Friday was very good; these appear to me to be blocks negotiated in the day and then reported AH (or trades based on the close) as the big trades all showed within 1 hour after the close -- that 1 hour period is the period in which off-market trades are supposed to be reported if they are not reported during regular trading.

    jack

  • Reply to

    hmmmmm?

    by luckijack1 Dec 22, 2014 10:11 AM
    luckijack1 luckijack1 Dec 22, 2014 10:31 AM Flag

    Keu, are you trying to correct me by guessing what I was trying to say, or just telling me what I said was not the right thing to say? Oh, I don't day trade.

    jack

  • luckijack1 by luckijack1 Dec 22, 2014 10:11 AM Flag

    So, BARDA is forking out some Ebola funds. NVAX primate study should be getting close. I added a block after the open this am. I donno, but we are due for a run; need a clear break above 6.10 so we'll see if anyone steps on us in the 6.09-6.13 range.

    jack

  • Reply to

    the sellers of aboutl 18,000 calls

    by rezoom2 Dec 19, 2014 12:24 PM
    luckijack1 luckijack1 Dec 19, 2014 4:25 PM Flag

    I never said no one is protecting calls. That was not the theme, indeed, I've said here for years that come options closing time if the pps is close they will kill the options. Most of the time they are protected. What I said is that they sell the calls without a commitment to protect them; they won't spend a lot of money to protect them.

    It would appear the close of the might have been guided by the deal of the day, that 1.5 million share close. That the highest close since end of March.

    jack

  • Reply to

    Market not liking

    by rconre Dec 19, 2014 12:48 PM
    luckijack1 luckijack1 Dec 19, 2014 3:00 PM Flag

    Tough call on the daily outcome. We got the bio indices wind at out backs, in our face the expiring $6 calls. On the sidelines, the Bioinvest staff is cheering the NVAX home team, hoping a NVAX tide will lift their boat.

LIWA
0.020.00(-14.36%)Dec 26 3:56 PMEST

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