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Kratos Defense & Security Solutions, Inc. Message Board

marthastewartstips 30 posts  |  Last Activity: 7 hours ago Member since: Jun 24, 2002
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  • marthastewartstips marthastewartstips 7 hours ago Flag

    Yep. There are significant institutional short interest here, including the MMs that had to be selling shares into the strong run-up to $9 two weeks ago, which followed on the heels of the upgrade and price target of $21 from C-F. The news today was very good, but more such news will likely be some time coming. So the logic of supressing another such run-up, which would likely have exceeded the one two weeks ago, had it been allowed to run, was strong. Any institutional interest will want to accumulate shares as cheaply as possible, so those interests run in parallel with the MMs interest in suppressing a run-up today. Outright institutional short-interest is obviously pleased to join in such suppression before covering more judiciously.
    It was stunning to watch the initial suppression followed by a brutal crush of the stock on churning volume that saw every nickel or dime rally quickly murdered with extreme prejudice. Given the $5+ dollars a share cash and utter lack of debt the ECYT enjoys, and given the strong pipeline in blockbuster cancer therapy territory, C-F's $21 price target upgrade of two weeks ago seems a more accurate prologue to the stocks price in the longer term than today's action. If I am Merck or Roche, I might just accumulate as much common stock as legally possible at these levels before making a partnership or buy-out offer on ECYT: between the cash on hand and the increased valuation of the stock that I accumulate at these level post-partnership/buyout, I get the pipeline at a negative cost basis.

  • marthastewartstips marthastewartstips 18 hours ago Flag

    while it is true, to quote Keynes, “The market can stay irrational longer than you can stay solvent.” keep adding and do not go on margin and you can wait even the insanity of the market out

  • marthastewartstips by marthastewartstips 20 hours ago Flag

    plenty of cash.... it seems a bargain longer term, whatever the MMs and bio tech hedge players are doing with it down here it would appear the smart money is accumulating.

  • marthastewartstips by marthastewartstips Sep 24, 2014 12:39 PM Flag

    in a Seeking Alpha article from Sept 11, 2014 (Chris Katje) for those of you either holding or considering a position

  • marthastewartstips by marthastewartstips Sep 19, 2014 3:30 PM Flag

    get it cheaper in the future...with a market pullback (not by any means a certainty in the near future, but we're all hoping, maybe even in the mid $60s)

  • Reply to

    2Q earnings report between now and 10/15/14

    by jimmypiersal Sep 12, 2014 9:19 AM
    marthastewartstips marthastewartstips Sep 15, 2014 9:02 AM Flag

    whisper earnings now has them reporting 10/16, after the close @ 7:50 pm

  • marthastewartstips by marthastewartstips Sep 11, 2014 3:04 PM Flag

    so pre-announcement may come next week (roughly a tad less than a month in advance)

  • Reply to

    let's go through it again

    by rxkell Aug 11, 2014 2:14 PM
    marthastewartstips marthastewartstips Sep 8, 2014 7:57 PM Flag

    I am kind of #$%$ off that he was wrong. Sure I picked up an additional stack of chips @ $6.18, but I would have gone all-in #$%$50! Then I did the numbskull's thing and took off some Chips the other day when @$7.50 looked like a short-term peak. Now this study thingie comes out...well, I ain't reducing again, only increasing on pullbacks...i learnin', isa learnin'.

  • Reply to

    The deal transforms INFI

    by threepennyopera1066 Sep 3, 2014 8:09 PM
    marthastewartstips marthastewartstips Sep 3, 2014 8:19 PM Flag

    I believe the shorts were in no way expecting any major pharma partnership deal for INFI at this stage. They were betting on an secondary offering being required, and only began to reduce their short position in the stock when the Roche agreement was announced. Now they must cover at the same time the MMs are covering their typical short balance before INFI goes higher yet. Pullbacks over the coming days are buying opportunities. The usual MM games apply on this key reversal of fortune as on any other

  • Reply to

    $275 Million

    by jkfatl_41 Sep 3, 2014 4:40 PM
    marthastewartstips marthastewartstips Sep 3, 2014 6:54 PM Flag

    No, it''s not dependent on FDA approval. It's upfront payment for the rights, contractually similar to if, say, you wrote a novel and Paramount wanted to buy the rights to turn it into a movie, the upfront money is not dependent on a movie being released to market. There is more money (up to $530 million more) for milestone payments, and a 50/50 split of profit on sales inside the US, somewhat less for sales outside the US. It is a very good deal for INFI:

    "The two companies announced the partnership Wednesday morning. Abbvie will pay $275 million in cash upfront for global licensing rights to the oral drug, which Infinity designed to block the PI3K protein, a crucial component for growing tumors. Infinity can also receive up to $530 million in development and milestone payments in the future."

  • marthastewartstips marthastewartstips Sep 3, 2014 4:03 PM Flag

    have you even looked at the valuation of developmental biotech companies with funding and partnerships with major phara? have you ever traded the stock of such a company before??? or are you ( more likely) just being facetious?

  • marthastewartstips marthastewartstips Sep 3, 2014 3:54 PM Flag

    today's high will be next week's low

  • marthastewartstips by marthastewartstips Sep 3, 2014 3:19 PM Flag

    plenty short ..... further upside for the medium term holders methinks, although the MMs want to take it down to cover their postions

  • marthastewartstips by marthastewartstips Aug 29, 2014 11:44 AM Flag

    may need a quarter or two of more proof but it is justified if guidance is correct and they expand into high growth opportunities outside SA

  • Stifel’s Thomas Shrader and Andrew Washkowitz explain why they’re still excited by the results:

    As is the case for most scientific publications, the top line results from this trial have been seen by investors before in various presentations and the company’s S-1 filing in 2Q14. Nonetheless, we still find these data compelling – especially in light of the large fraction of lymphoma patient results relative to the leukemia data we have seen in most CAR-T data releases. Briefly, lymphomas with their semi-solid tumor “cell lumps” may be a better model for future activity in solid tumors than are leukemic tumors…

    Kite management further commented that these results support their plan to file an IND in 4Q14 to initiate a clinical trial of Kite’s lead CAR-based product candidate, KTE-C19, in patients with DLBCL. We believe that KTE-C19 will provide an important third-line DLBCL treatment with the potential to move earlier in disease therapy. We believe the FDA could approve KTE-C19 as early as 2017, making it the first CAR-T based therapeutic on the market. We see the potential for KTE-C19 to surpass $1 billion of worldwide sales in the third-line setting and to be even higher if the company can continue to improve the safety of its CAR-T based regimens – including gentler conditioning regimens…

  • KITE's 92% response rate far superior to SGEN's 37%

    SGEN SGN-CD19A results for Hodgkin's reported June 1 2014:
    At the time of data analysis, of the 37 patients treated across all dose levels, the objective response rate observed was 30 percent (11 patients). Six patients (16 percent) achieved a complete remission, five (14 percent) achieved a partial remission, 13 (35 percent) had stable disease and 13 (35 percent) had progressive disease as best response. The clinical trial is ongoing with nine of the 37 patients (24 percent) remaining on treatment and new patients continuing to be enrolled.

    Versus:

    KITE: "The findings from an ongoing Phase 1-2a clinical trial funded by Kite and conducted by the Surgery Branch of the National Cancer Institute (NCI) demonstrated that in 12 out of 13 evaluable patients with advanced B-cell malignancies, administration of anti-CD19 CAR T cells resulted in complete remission in eight patients and partial remission in four patients, representing an overall objective response rate of 92%," the company said. "Of seven evaluable patients with chemotherapy-refractory DLBCL, four achieved complete remission, three of which are ongoing with durations ranging from 9 to 22 months."

    "We are greatly encouraged by the strong results we have seen from our joint lead clinical program with the NCI," said CEO Arie Belldegrun, M.D., FACS. "Based on this substantial progress, Kite plans to file an IND in the fourth quarter of this year to initiate a Phase 1-2 single-arm multicenter clinical trial of KTE-C19 in patients with DLBCL who have failed two or more lines of therapy. We are excited to advance this promising therapy and anticipate commencing patient enrollment in our DLBCL clinical trial in the first half of 2015."

  • marthastewartstips by marthastewartstips Aug 26, 2014 5:05 PM Flag

    companies like BLUE and KITE are producing technology that goes to cure the body by altering source of diseases with a single treatment. These kind of fixes are going to alter medicine. Even a small study like the one reported by KITE is of major significance. These are not drug studies that report mere psychokinesis that counter and suppress a disease in an ongoing basis. Wall Street ithinks like Hollywood's C-suites in that they think every bio-pharma story is s just the latest new-updated retread of an already twice-prescribed tale. They will manipulate the stock until a proper journalist communicates the reality the is revolutionizing medicine.

  • marthastewartstips by marthastewartstips Aug 26, 2014 3:52 PM Flag

    by more on the round trip dip attempts. keep a strong core position long term, and #$%$ em

  • marthastewartstips by marthastewartstips Aug 26, 2014 10:15 AM Flag

    A different technology, but one-time fix with remarkable results in a small sample of patients with non- Hodgkin's is up today (KITE) looks like medical revolution of one-time fixes for difficult diseases is at hand.

  • marthastewartstips by marthastewartstips Aug 21, 2014 7:12 PM Flag

    to verify and assess the trading platform by logging onto it as one might do with any other online broker

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