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Genomic Health Inc. Message Board

mdwhittier 82 posts  |  Last Activity: 19 hours ago Member since: Sep 17, 2012
  • "The bottom line here is that I have no doubt that we will control this importation or this case of Ebola so that it does not spread widely in this country," he said. "So that it does not spread widely in this counter"y......ah, he must be implying that it's going to spread, but not widely. Spreading at all is huge problem, and the govt. knows this. I'm expecting a contract is in the works right now with SRPT, TKMR and ZMapp. SRPT's will be announced within the next two weeks, possibly three. As long as it takes the govt. to appropriate funds from within the DOD. Well, that could take some time, but it's of the highest urgency, so that will be fast-tracked too. If the shorts aren't nervous here, they should be.

    Sentiment: Strong Buy

  • Reply to

    Completely Polluted Board

    by mdwhittier Sep 29, 2014 11:15 PM
    mdwhittier mdwhittier Sep 30, 2014 12:13 AM Flag

    I agree with you 100%. Somewhat surprising that Credit Suisse has only a $36 price target on the stock, while others have pt's in the $50 range. I don't think the other exon targets are factored in here.

    Sentiment: Strong Buy

  • mdwhittier by mdwhittier Sep 29, 2014 11:15 PM Flag

    I have placed on ignore so many half-wits, and posters who are using lookalike alias' of legitimate posters, that there's so few decent posters left, the board has nearly become a wasteland. There used to be serious discussion here, but the long-term folks who understand the science have mostly left due to useless garbage posts. Whatever their agenda, and it may be just a few posters doing most of the damage, their goal is to disrupt productive discourse here, and they have largely succeeded. If their ultimate goal is to harm the company, or the share price, they haven't succeeded on either count, except in their mind only.

    It's only a matter of time before SRPT announces a contract with the DOD, outlining a contract for furthering an Ebola treatment. The naysayers will gleefully announce that there's no money in Ebola, but it will further SRPT's anti-viral PPMO platform, and raise awareness of how much hidden value exists in this company.

    Sentiment: Strong Buy

  • mdwhittier mdwhittier Sep 27, 2014 1:17 AM Flag

    I'm with you, paris1785. The antiviral program has, rather surprisingly, been flying under the radar for far too long. A contract with the DOD will get the ball rolling in the right direction, and very quickly.

    Sentiment: Strong Buy

  • mdwhittier mdwhittier Sep 26, 2014 6:21 PM Flag

    The hardened shorts think this company goes to zero, like a lot of biotech busted companies. The don't believe the science, and they don't believe the small N of the clinical trial with just 12 boys amounts to anything. They are convinced further trials will bear this out. They haven't done any DD, just doing what shorts do, they're also hedged with long options, so as to limit their losses if there's a big gap to the upside. I'm not worried by any of this.

  • mdwhittier mdwhittier Sep 26, 2014 5:46 PM Flag

    My thinking is that the increase in negative and paid basher-type posts is on the increase. To me that spells veiled nervosa.

    Sentiment: Strong Buy

  • mdwhittier mdwhittier Sep 26, 2014 5:44 PM Flag

    Having objective doubters and naysayers is worth something, if their posts are intelligent, which mostly they are not. Paid bashers are poison to the boards....that's the group I'm directing my focus on here. The risk now is opportunity cost; not being in the stock when significant news is announced.

    Sentiment: Strong Buy

  • mdwhittier mdwhittier Sep 26, 2014 5:40 PM Flag

    I agree, paris...but the increase in short positions is just herd mentality. For the anti-viral platform to get the recognition it deserves, the DOD will have to spend $$ for further development of SRPT's platform related to these hemorrhagic viruses. I do believe this is in the works, but will takes some weeks to hammer out a contract. This news alone will be worth 30% upside, and when new dosing begins on the confirmatory trials there will be a moment of herd mentality in the other direction, as in covering. A certain level of denial will prevent the shorts from covering in droves, but as the other trials begin, the reality of possible extreme losses will bring others to their senses. And, for those doubting that SRPT can scale up their anti-viral program, and stay the course with DMD clinical trials.....all I can say is, just watch and be amazed. C.G. is an intensely bright CEO, with passion and dedication. He has all the important leadership qualities this company needs, in spite of a few mis-steps along the way, but the ship's course has been righted, no help to have had a bummer C.S.O.

    Sentiment: Strong Buy

  • Is it any wonder that a plethora of new doubters, naysayers, and generally I.Q. challenged bashers are showing up on SRPT's board? Many are paid, pitifully I might add, to throw cold water on the long thesis here. For anybody truly new to SRPT, viewing the posts on this board is an exercise in futility, if you are trying to learn something about this company. Obfuscation is the order of the day for paid bashers. Be that as it may. Those willing to do some real D.D. can find lots to like about this company, which will be the first to market a treatment (not a cure) for D.M.D. There are a lot of things that can go bump in the night, for the market in general, and that could easily affect the share price, not just for SRPT, but for all equities. Biotech always gets slammed harder than the S&P / Dow during down drafts and bear markets. But, for those who have done their homework, the wait for a truly great company to blossom is nearly upon us. For those calling for the CEO to resign, you should remember that this company, just two years ago was nearly broke, and had just enough $$ to run a small clinical trial for Eteplirsen. Where we are today, just a mere two years later, is nothing short of amazing. The families of children with DMD have had a tortuous wait. Eteplirsen is their best hope for a better life for their kids, and my heart goes out to them for their amazing strength and patience, and unwavering commitment to lead the FDA to their senses. They are the true heroes here, leading the charge and helping to pave the way to clinical approval of Eteplirsen.

    Sentiment: Strong Buy

  • Reply to

    Ebola No Longer Listed As A

    by avii_world Sep 24, 2014 2:11 PM
    mdwhittier mdwhittier Sep 25, 2014 1:24 PM Flag

    Totally consistent with their focus right now. There has to be $$ incentives for SRPT to pursue ebola. Their anti-viral program will be significantly enhanced if funds move in from DOD. Perfect scenario. SRPT gets to advance their PPMO platform and the govt. foots the bill. What's not to like? I expect some agreements and announcements w/i 30 days.

    Sentiment: Strong Buy

  • Reply to

    CEO behavior becoming irrational?

    by simp08801 Sep 23, 2014 6:15 PM
    mdwhittier mdwhittier Sep 23, 2014 8:34 PM Flag

    Simp: Your statement, "the CEO intentionally threw blood in the water on the company's Ebola prospects" is what's irrational here. You've provided me with no better reason to put you on permanent IGNORE. I sense a screw loose in your machinery. Time to call in a mechanic.

    Sentiment: Strong Buy

  • Reply to

    Is it $525 yet, Gary...Bionerd?

    by mickeymantle56 Sep 22, 2014 2:06 PM
    mdwhittier mdwhittier Sep 22, 2014 7:22 PM Flag

    Clearly, you have nothing to contribute to the conversation, and are probably another clone. Goodbye.

    Sentiment: Strong Buy

  • Reply to

    Chris... we have your back... however

    by truth_told Sep 21, 2014 9:21 PM
    mdwhittier mdwhittier Sep 22, 2014 1:09 AM Flag

    I have a few words for you: shut the hell up. You're just another wimp investor who sounds like you're entitled. Get real or get out. And, you have with just a simple, but simple minded post, earned yourself the status of "ignore worthy".

    Sentiment: Strong Buy

  • Reply to

    Panic Posting

    by greyzone513 Sep 21, 2014 10:12 AM
    mdwhittier mdwhittier Sep 22, 2014 12:29 AM Flag

    Whatever his agenda may be (and it's definitely not altruism), he's got a bone to pick with C.G. Guessing he's deep in the red, and has seized upon C.G. as the reason for the downturn in his net worth. Many people like to blame someone else, rather than taking responsibility for their own investment mistakes. Externalizing blame is a flaw in the human condition: it'd the childish notion of "let's blame anyone but me" and is a form of denial; a defense mechanism. This is simply a person who has not grown into adulthood, and has probably been blaming others his entire life.

    Sentiment: Strong Buy

  • Reply to

    Panic Posting

    by greyzone513 Sep 21, 2014 10:12 AM
    mdwhittier mdwhittier Sep 21, 2014 5:50 PM Flag

    I think the guy is a bit delusional (and a bit O.C.D.) in that he believes that his chronic posting can somehow change the order of things with respect to C.G. resigning or being canned by the board; neither of which will happen. He somehow believes that he can influence the course of events to such a degree that there will be a change in leadership at SRPT. Two words that come to mind are annoying and pathetic.

    Sentiment: Strong Buy

  • Reply to

    CEO disclosure behavior should be duly noted

    by simp08801 Sep 20, 2014 10:18 AM
    mdwhittier mdwhittier Sep 20, 2014 5:53 PM Flag

    Is C.G. really a "scienter" ? "an offending party has knowledge of the "wrongness" of an act or event prior to committing it". Or was this just a lapse with no mal intent. He's smart enough to know that if he tried to "game" anything here, there's enough eyeballs on him and SRPT that he can't really game anything without being called out in the press. He's human and we all make mistakes. And who cares about RNA's press releases anyway? Unlike RNA, we have a superior platform with zero toxicity issues. Give it a rest, man.

    Sentiment: Strong Buy

  • Reply to

    Expect news premarket on Monday. Going to be wild

    by usagaryi Sep 19, 2014 4:23 PM
    mdwhittier mdwhittier Sep 20, 2014 11:38 AM Flag

    Another knucklehead on IGNORE!

    Sentiment: Strong Buy

  • mdwhittier mdwhittier Sep 20, 2014 11:35 AM Flag

    Is your timeline really this short. How about stretching out timeline 6 months? You'll sleep better and you'll be less stressed. Biotech investing requires patience, and you can't buy that.

    Sentiment: Strong Buy

  • Reply to

    CEO disclosure behavior should be duly noted

    by simp08801 Sep 20, 2014 10:18 AM
    mdwhittier mdwhittier Sep 20, 2014 11:33 AM Flag

    These kinds of timelines are a moving target in biotech, and especially so with niche populations like DMD. The recruitment process here is arduous, and while timelines are part of the clinical trial update that investors want to know about, these timelines can't be firm because of recruitment and screening issues. I never think of these timelines as firm dates, but more as general guidelines and "this is what were shooting for". There's so much negativity around C.G.'s management and investors are understandable frustrated. But imagine how frustrated the parents are whose children have DMD? All the issues with FDA around the specifics with upcoming clinical trials have largely been responsible for the delays, along with recruitment issues. How about all you whiners just think about the kids and their parents for a change, rather than the size of your gains/losses. If you believe in the science, and believe that Etep. will become an approved drug, then what's a few extra months of wait time, in the big picture? Some of you sound like you have entitlement issues.

    Stop obsessing about these missed target dates. It's not worth the energy and won't change things at all. You're not entitled to anything, except for the company to work as hard as possible to bring this drug to market, so the DMD community has a shot at a better life for their children. It didn't help to have the C.S.O. to be such a disaster. If C.G. has made any mistakes, it's been that his passion and frustration with FDA has lead to communication breakdowns and political head butting with key people there. It's a complicated new science here, uncharted territory. Patience will out. Hand wringing and parsing C.G.'s every communication to read between the lines is just a big waste of time.

    Sentiment: Strong Buy

  • Reply to

    Starf

    by mjrruby2000000 Sep 19, 2014 4:34 AM
    mdwhittier mdwhittier Sep 19, 2014 9:46 AM Flag

    Look, starfe, why don't you just admit that you had a ton of AVII, hoping to hit the jackpot, and got slammed by the reverse split. You probably had a lot of your investment $$ in AVII and now your stuck with a lot less shares. You hold a grudge against the CEO and this is your pathetic and passive-aggressive manner in which you choose to vent your hostility. Time to put on your big boy pants and deal with your frustration in an adult manner.

    Sentiment: Strong Buy

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