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Oclaro, Inc. Message Board

mgm2020 400 posts  |  Last Activity: May 26, 2016 5:11 PM Member since: Mar 3, 2010
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  • mgm2020 mgm2020 May 26, 2016 5:11 PM Flag

    A winning streak is nice, but you don't need a "streak" when a buyout happens. And ACAD is still cheap compared to where it will be trading after the insurance panel announcements and Medicare/Medicaid are onboard as well as the reimbursement coverage being in line with the higher-than-expected drug pricing. That should send shares back into the $40's.

    Sentiment: Strong Buy

  • That is why Agrawal practically gave it away! There are so many issues with additional unwanted side effects and toxicity, as well as delivery and potency that really put a limit on the therapeutic value of 2G technology. It has taken years to advance 3G and make absolutely certain that it has ALL of the advantages that are predicted based on the more accurate targeting, MUCH higher potency, little to no toxicity issues, ease of delivery without the need for a specific delivery vehicle, and very RAPID turnover and development from one disease candidate to the next. That is why GSK decided to form a partnership with Idera. And Milano has stated that Idera is moving forward at a very rapid pace in the GSK program, saying that they were already 14 months ahead of schedule after just 4 months of the partnership. IONS may have had a considerable head start with their antisense program, and they have many drugs in P3 trials right now, but with the 3G science that IDRA owns, has very strong IP protecting, and is advancing through the preclinical into the clinical phase----the future of IDRA and this technology looks VERY BRIGHT-----and that is in ADDITION to their TLR program and stable of compounds there. 8400 already with extremely positive and encouraging results in WM with similar results expected soon in DLBCL---and higher dosages giving even better responses in trials now. 2125 and MD Anderson advancing the melanoma trial with both Yervoy and moving into trials with Keytruda---which could turn 2125 into a potential blockbuster by dramatically enhancing the effect of both to positive response levels never seen or even dreamed about before a TLR agonist came along that could amplify the impact of the immune system AND checkpoint inhibitor. 8400 could be the first APPROVED drug for the treatment of debilitating dermatomyositis-----and more partnerships are expected. The second half of the year will be a much different one than the first for Idera.

    Sentiment: Strong Buy

  • mgm2020 mgm2020 May 26, 2016 8:22 AM Flag

    You certainly have NO idea of the company's financials. They have $65 million in cash and a very low cash burn. To suggest a secondary right now just indicates that you are either short, a run-of-the-mill basher, ignorant-------or all 3. Go away and come back in 2017---when they will possibly need to raise cash, unless sales really eat into expenses. ead the last QR.

    Sentiment: Strong Buy

  • Reply to

    MGM SAYS BUY

    by iceman18047 May 9, 2016 7:08 AM
    mgm2020 mgm2020 May 24, 2016 10:24 AM Flag

    You bet I say BUY here. Everyone knows what this company does-----including MD Anderson who came knocking on Idera's door ASKING to do a trial with them thanks to the phenomenal data they had demonstrating the likely transformative effect that 2125 will have on cancer treatment. As for KERX----I started buying and RECOMMENDING KERX in the $6's and the stock eventually reached the mid $18's before approval of Auryxia and the subsequent shenanigans that followed. Idera is a much different company, but with much greater potential thanks to their portfolio of products, 2 platforms, the most advanced antisense science and PATENTS on the planet, positive trial results already with expanded doses under trial now, and a management teqam that knows how to build value for shareholders and has done it before. ALL developmental biotechs go through the same gyrations. PCYC, ACAD, IONS---they ALL had their share of doubters and ups and downs in the early days-----but look what they became! You could have bought ACAD under $2 less than 5 years ago and now it is pushing back up against $35. But----i'm that you would have been the one ridiculing all of the ACAD longs on the MB screaming that it was going "belly up" because the stock sank from $4 to $2 and telling everyone to sell. Well, anyone that's held that stock through the growing pains is feeling awfully good right now. And so will every Idera shareholder----especially after we get the first set of data from the 2125 trial later this year and see that the drug doing everything it was predicted to do by the preclinical data and it will be Idera's first BLOCKBUSTER cancer drug-----possibly even a "breakthrough". I am not worried and am buying at these levels.

    Sentiment: Strong Buy

  • mgm2020 mgm2020 May 23, 2016 3:10 PM Flag

    Here is another question: There has been renewed M&A in pharma and biotech. Anacor was just bought by Pfizer for a few Billion WITHOUT an approved drug yet. TROV has a unique product and is expected to become a big player in the $15 BILLION liquid biopsy market over the next few years. TROV will be bought at some point. It can now be bought for chicken feed plus a very nice premium to the share price. The question is------WHEN will someone step forward and make an offer? Not if-----but when. It really won't take much in the way of sales to really get the price moving considerably higher. There were a LOT of bets placed last year in the last secondary at $8.75 and those funds want to see their shares profitable. I think the games are finished, and it's time to let the price run higher again. I am thinking at least $6.50 prior to the next ER and CC.

    Sentiment: Strong Buy

  • mistake, though, as the stock will be headed higher. Remember, ASCO is in 3 weeks, and even though we have already seen the abstract------the oncologists probably have not. They will be very impressed---especially with the presentation on such a prominent national stage, and a fairly large trial with a very solid database. THIS will sway a lot of doctors. Play games now with the stock, but be consistently accumulating in your core position.

    Sentiment: Strong Buy

  • Reply to

    So undervalued

    by minnesotafarmcountry May 19, 2016 1:54 PM
    mgm2020 mgm2020 May 20, 2016 2:00 PM Flag

    Joe---you must be on the wrong board. This is NOT a drug company, nor do they have to get anything approved by the FDA. They have their own certified CLIA lab, and if you haven't heard, have gotten approved PREFERRED PROVIDER STATUS coverage for their PCM test on insurance panels covering over 160 MILLIION people. We know the financials, how much they are spending, and how much cash they have(plenty), and we know that the data shows that the test is as accurate or better than blood test or biopsy. Get your stocks straight and BUY TROV! Double digits by the end of the year.

    Sentiment: Strong Buy

  • Milano bought 40,000 shares at $1.97. Geraghty just bought 10000 at $1.34. And VP Casey bought 34,450 at $1.44. All obviously looking for the price to increase-----and knowing what the company has going on.

    Sentiment: Strong Buy

  • Reply to

    race for the first tlr 9

    by oilup12345 May 19, 2016 8:58 PM
    mgm2020 mgm2020 May 20, 2016 12:46 PM Flag

    IMO 2125 should be the first TLR agonist to have actual patient data in combination therapy cancer trials as we expect to see some of that data toward the end of THIS YEAR. And I do not know who may be conducting trials with the other companies, but our trial with MD Anderson, and headed by the oncology research department chair should garner a LOT of attention. Like I said, Keytruda is now being labeled a "breakthrough" in melanoma treatment because it has a 3 year survival rate of 40%. Imagine what happens to Idera when the trial shows that 2125 improves the effect of Keytruda by 30-75%! Cn you say-----"PUT ME ON THAT, DOC!" I expect IDRA to be well back into the $2's by the end of the year and likely MUCH higher.

    Sentiment: Strong Buy

  • mgm2020 mgm2020 May 19, 2016 3:10 PM Flag

    Sorry-----I meant $15-$20 BILLION GIANT!! But----the stock price WILL reach $15-$20 within 24 months, unless the company is bought before then.

    Sentiment: Strong Buy

  • The "iceberg" here is a $15-$20 GIANT, and the "tip" hasn't even been touched yet. TROV has the potential to take a good chunk of the ice. Their growth should follow an exponential path as far as adoption, utilization, and REVENUE growth go.

    Sentiment: Strong Buy

  • Reply to

    Our analyst downgrades

    by minnesotafarmcountry May 19, 2016 12:41 PM
    mgm2020 mgm2020 May 19, 2016 3:06 PM Flag

    If the "analysts" have any actual interaction with Welch and Erlander they will raise their targets. Much of the focus of the downgrades was the possibility that Erlander and other former Illumina people would follow Posard out the door. That has not occurred, and with the very NICE package that Erlander is getting to stay, he should be here for quite a while. I would not be surprised if they brought over a few new Ilumina people. I believe Illumina is the most likely buyer for TROV eventually. It would definitely enhance their capabilities as well as their IP.

    Sentiment: Strong Buy

  • Here is a very impressive statement in TROV's press release and their corporate position: " The Company's technology detects and quantitates oncogene mutations in cancer patients for improved disease management. Trovagene's Precision Cancer Monitoring(R) platform is designed to provide important clinical information beyond the current standard of care, and is protected by significant intellectual property including multiple issued patents and pending patent applications globally. " BEYOND the current standard of care. What oncologist would not want to try that for their appropriate patients? Many will first try it in conjunction with biopsy or plasma test, but it will eventually replace both-------and save the healthcare system MILLIONS, as well as have a positive impact on millions of cancer patients.

    Sentiment: Strong Buy

  • covered by their insurance now and more compelling data showing the tremendous benefits of PCM in providing patients with the best chance of successful treatment WITHOUT the need for invasive biopsy(or in tandem with that, but much better at continuous monitoring), the stock should continue to move higher-----and with each study TROV makes itself more desirable a buyout target.

    Sentiment: Strong Buy

  • Here are the stats----Tissue biopsy detected T790M mutation in 78% of samples. Blood test detected the mutation in 79%. TROV PCM with URINE detected the T790M in 80.5%!! Here is the conclusion of the study: " Conclusions: In T790M+ pts, response was similar whether T790M status was identified by tissue, plasma or urine. Plasma and urine testing identified T790M mutations missed by biopsy due to tumor heterogeneity or inadequate sample quality. These data suggest plasma and urine EGFR analyses complement tissue biopsies in EGFR TKI resistant NSCLC." I believe the conclusion should be that PCM Urine testing could not only complement, but REPLACE plasma or tissue biopsy due to it's statistically similar or BETTER sensitivity level. Another BIG positive that oncologists will be paying attention to.

    Sentiment: Strong Buy

  • by another 50-75% and totally transform melanoma treatment, as well as many other cancers. The company has stated that they were adding pembro(Keytruda) to ipi in the melanoma trial. It will be very exciting to see how much more effective the combination is than monotherapy-----and this could be a game-changer for Idera, the stock, and cancer treatment across the board.

    Sentiment: Strong Buy

  • mgm2020 mgm2020 May 18, 2016 6:15 PM Flag

    Practicing Optometrist. But not in clinical research---and 32 years out of school. But that still beats your high school education by a mile.

    Sentiment: Strong Buy

  • Reply to

    translational versus clinical

    by idra_lt May 18, 2016 9:53 AM
    mgm2020 mgm2020 May 18, 2016 6:11 PM Flag

    Translational data will still show response by evaluating tumor size and tumor shrinkage, as well as complete disappearance of distant tumors. That will be a direct correlation to overall response. I expect the translational data to be very good, and when the company announces when the transaltional data will be available the stock will have a very strong runup---if it hasn't already by then.

    Sentiment: Strong Buy

  • Reply to

    Here's that big trade

    by dutchman743 May 18, 2016 11:45 AM
    mgm2020 mgm2020 May 18, 2016 6:06 PM Flag

    So---if you KNEW that was what was happening-----how many shares did you buy when the stock dropped?

    Sentiment: Strong Buy

  • Reply to

    Here's that big trade

    by dutchman743 May 18, 2016 11:45 AM
    mgm2020 mgm2020 May 18, 2016 6:04 PM Flag

    You know if that sale was a sell the stock d have nosedived and taken out all kinds of stops. It still must have been a prearranged buy. That many shares are never available at one time. But----good news and a good indication none-the-less.

    Sentiment: Strong Buy

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