Recent

% | $
Quotes you view appear here for quick access.

Oclaro, Inc. Message Board

mgm2020 393 posts  |  Last Activity: 1 hour 30 minutes ago Member since: Mar 3, 2010
SortNewest  |  Oldest  |  Highest Rated Expand all messages
  • Reply to

    Somebody knows something here

    by rifleman5779 2 hours 4 minutes ago
    mgm2020 mgm2020 1 hour 30 minutes ago Flag

    I doubt that. Volume has not been high enough, and the small-caps have been caught in a selling wave again. This has happened a few times with IDRA before although not quite to this level. 3 years ago the stock ran all the way up to $6.79 and then sank down to $1.97. This time the stock hit a high of around $4.50 in December when the VERY GOOD 8400 RESULTS were released and has since sunk to where we are today. When Idera is in between reporting periods as far as trial results and pipeline progress goes the stock sells off. It is always difficult to watch and hold through, but the right strategy has been to BUY when these drops occur as the stock has ALWAYS risen to at least $4 upon it's recovery. And it will recover this time just like in the past thanks to 8400(with positive data already in WM and coming in DLBCL), all o the progress occurring and to come with 2125, DM, and the 3GA platform which has the potential to be worth IONS-type valuations. Tough to hold and even tougher to buy---but those are the strategies that have been shown to pay off following these dips.

    Sentiment: Strong Buy

  • mgm2020 mgm2020 2 hours 8 minutes ago Flag

    The largest BLINDED multi-center study that TROV has ever run will be presented with over 200 patients---and I believe that the data are going to show that TROV's PCM platform rivals biopsy in terms of accuracy and will turn a lot of heads on a LARGE national stage. And they will also be presenting at AACR in 2 weeks.

    Sentiment: Strong Buy

  • Reply to

    Alridge and playthrough

    by soup2222 4 hours ago

    You would think that the trial results from 8400 in WM as well as the extensive pipeline the company has would have provided a higher floor, but the market is overlooking that for now. The cycle will swing back around and new money will come searching for large profits, and Idera is the kind of company with the management and science that can achieve success and provide that opportunity. I expect that to happen with 2125. I will be holding my core shares and adding at these ridiculous levels anticipating the upturn that will come.

    Sentiment: Strong Buy

  • Why would anyone take the time and energy to post positively on a message board month after month and continuously show they are following the company for any reason other than they are a shareholder? I posted my holdings and transactions in the past for anyone to see. You have no right nor need to see what I or anyone else is holding in their portfolio. And since you are such an A--------whole, you will get nothing and like it.

    Sentiment: Strong Buy

  • The past few ER's have just been news releases with no announced times, The fact that the company is announcing the ER along with hosting a CC indicates that they have information, updates, and data that they WANT to discuss as well as desiring to present that information to analysts. I LIKE this difference and will be looking forward to the CC. Some news on when a milestone payment may be received from GSK would be nice as well as IND's being accepted by the FDA for the 3GA compounds. We need SOME positive news to get this baby rolling back up the hill.

    Sentiment: Strong Buy

  • at detecting this mutation as Erlander stated that they only have a 60% sensitivity. That is nearly 50/50. 90% of all lung cancer patients develop the T790M mutation within 10 months of treatment---that is how pervasive it is. TROV's test has a 93% sensitivity to this mutation---which is virtually identical to biopsy. BUT-----biopsy cannot QUANTIFY the mutational load where PCM can and give RAPID results to treatment effect. When you are looking for ANY edge to defeat cancer or prolong a patient's life, a tool like the PCM test can and will be a game, and life changer.

    Sentiment: Strong Buy

  • He also said and showed cases where patients were tested every morning for 7 days and you could see the patient's response curve. NO OTHER TEST can show those kinds of results.

    Sentiment: Strong Buy

  • He also stated that the company is pursuing and in conversations with pharma companies to use PCM in drug development programs and "focusing" on future partnerships. He also said that TROV was involved with immunotherapy studies now and drug combinations. Sales and marketing teams are actively out in the field. Erlander sounded like he already has confidence in the new CEO, Bill Welch. His closing remarks were that with Bill Welch on board, STRONG FUNDAMENTALS, and the clinical efforts "going strong" TROV is in a very good position. Anyone can go to TROV's website and pull up the webcast. It was VERY good.

    Sentiment: Strong Buy

  • treatment for most cancers involves placing the patient on medication/chemo and then waiting a few weeks to assess effect. When a patient literally has only a few months that is counterproductive and detrimental. TROV PCM can show treatment effectiveness and results in LITERALLY a day or 2. TROV expects their tests to be used in a monitoring capacity and can be used weekly or even more frequently to be able to determine quickly and accurately if a patient is responding positively or developing emerging mutations to change treatment accordingly. Erlander called TROV's ability to determine with precisioin and accuracy the patient's treatment and mutational status-----"TRANSFORMATIONAL"-----especially in stage 4 disease where time is critical. More to come......

    Sentiment: Strong Buy

  • They are presenting at AACR in just 2 weeks and it will involve KRAS mutation detection in patients with pancreatic cancer. They are also presenting at ASCO in June, and this presentation will concern the largest blinded study that TROV has conducted involving over 200 patients and demonstrating that TROV's tests can not only detect the targeted and actionable mutations that they claim to, but that they can detect mutations that BIOPSY DID NOT. So-----MAJOR presentations in 2 weeks at AACR and then at ASCO in a month. They also have 5 more manuscripts being published and coming out this year. They still have 29 CLINICAL STUDIES going on and are actively dealing with KOL's(key opinion leaders) around the country in lung, colon, pancreatic cancer, and melanoma. More to come....

    Sentiment: Strong Buy

  • and there were many. Here are a few points, and I will add more in one or more additional posts:
    Erlander highlighted TROV's "ROBUST" IP----and showed a list of the dozens of patents that TROV has protecting it's technology that not only cover urine, but also plasma and blood.
    TROV is concerned with being able to detect and quantify CLINICALLY RELEVANT AND ACTIONABLE biomarkers that effect a patient's treatment and outcome TODAY-----not months or years from now.
    Here are 4 points that Erlander specifically mentioned that make separate TROV from everyone else and will make TROV the GOLD STANDARD: He stated that TROV's assays are "the most sensitive assays in the market----BY FAR! They are QUANTITATIVE. They are non-invasive with sensitivity to match biopsy, the ONLY TEST using urine and biopsy cannot quantify mutation since it only covers a very small area, and the PCM tests all involve "actionable markers" which have a direct impact on treatment choice and outcome.
    More to come.....

    Sentiment: Strong Buy

  • I took a lot of notes and when I have time today I will post as much info as I can. But there is a lot on the table for this year including key presentations at AACR and ASCO including one of the largest blinded studies that TROV has ever undertaken. TROV intends on becoming not just the standard of care in liquid biopsy testing, but the GOLD standard. Erlander said that TROV was the most precise and sensitive liquid biopsy test in the market------in fact he said "it's not even close". And their "strong" patent portfolio not only covers urine, but also plasma and blood---which they also have tests available for. But no less than 5 manuscripts and AACR and ASCO coming this year. More to come. The company is moving along at a very rapid pace and this temporary drop is just that. TIME TO BUY!

    Sentiment: Strong Buy

  • Reply to

    Remember when the dust settles.....

    by tursta 22 hours ago

    Thank you for that post. The market is like the wind. It blows in one direction for a while and then it changes direction and starts blowing in the other direction. Before the WM results came out in December all of the analysts targets were in the $5-$6 range pegging the value of just the WM 8400 program at about $500 million. The results were as good or better than expected with 50% positive response---in RELAPSED PATIENTS---- in the highest trialed dose and stable disease-----even in a patient that failed on Imbruvica. Now the company is 5 months into the 2125 melanoma/MD Anderson trial and 4 months into the DM trial and has new data showing that 2125 seems to show remarkable anti-cancer effectiveness with multiple checkpoint inhibitors and various cancers-----and the stock has been sold off to a ludicrous price. And the CEO that came in and saw the tremendous potential of everything IDRA had going for it and bought 200,000 shares of stock-----at $4-----bought more at $1.97. The movement of the stock has been completely illogical and irrational------and I expect that to change, and when it does it could change very rapidly.

    Sentiment: Strong Buy

  • mgm2020 mgm2020 May 4, 2016 8:46 AM Flag

    It looks like that is correct. The presentation is still very important as it will show if the company has made any changes to it's outlook and forecast. Welch will be meeting with investors and analysts. Erlander is the Chief Science Officer and he has the best grasp on the chemistry and technology.

    Sentiment: Strong Buy

  • mgm2020 mgm2020 May 3, 2016 10:28 AM Flag

    What makes you think that Welch will not show results, now that he is CEO of a company that has a tangible, useful, PROFITABLE, and medically critical and valuable tests? You have no idea what kind of CEO Posard would have been, and maybe if he had been named CEO the stock would have tanked just the same. We will see how Welch handles the presentation tomorrow and if there are any changes to the forecasts or clarifications for this year and beyond. A positive presentation and demeanor could lift the stock right back up. You keep sounding like a little crybaby.

    Sentiment: Strong Buy

  • mgm2020 mgm2020 May 2, 2016 9:42 PM Flag

    I don't think the street had it's sights on Posard. He had only been with the company for a year, only has a BA, and was not ready or qualified to become CEO of a company like TROV, let alone any biotech company. The street reacted the way that would be expected----despite the positive momentum that TROV had generated AND getting a highly qualified and motivated new CEO-----that will be presenting at his first investor conference only 10 days after becoming CEO. Let's hope he says everything he needs to and hits all of the bullet points to get the stock moving back up and satisfy the doubters-----and I think he will.

    Sentiment: Strong Buy

  • Reply to

    looking for a positive

    by oilup12345 May 2, 2016 9:25 PM
    mgm2020 mgm2020 May 2, 2016 9:37 PM Flag

    Milano buying 40,000 shares at $1.97 and the preclinical data showing phenomenal antitumor results with 2125 and an IDO-1 inhibitor. And Milano saying that the results from the first 2 cohorts in the melanoma trial should be available this year. That's all I could come up with. WE NEED NEWS OF A PARTNERSHIP----or something else to provide a nice spark to get the stock moving back up. Still here too...

    Sentiment: Strong Buy

  • mgm2020 mgm2020 May 2, 2016 3:08 PM Flag

    Do you know how much cash ACAD has right now----because we all do-----and it is PLENTY! That's why they had a secondary already at $29.00 a few months ago. Idiot.

    Sentiment: Strong Buy

  • mgm2020 mgm2020 May 2, 2016 3:03 PM Flag

    While that is usually the case, this one is different because it is our first look at the new CEO and how rapidly he has familiarized himself with the company, it's platforms, and it's science, and it's progress. And we also get a chance to see how he interacts with Erlander and an audience. This is Welch's introduction.

    Sentiment: Strong Buy

  • mgm2020 mgm2020 May 2, 2016 2:21 PM Flag

    Why do you call the new CEO a "joke"? SQNM is NOTHING like TROV. Maybe there was no chance for any CEO to be successful at SQNM? TROV has done everything very methodically-----up to this point----in order to maximize publicity, awareness, data validity and confirmation, and insurance panel rollouts this year(when we had no idea that was coming with such large numbers so quickly). The groundwork is laid and the ball has been rolling for a while already. Maybe this is the company that rockets Bill Welch to CEO superstardom? This is one heck of an opportunity, and with experience as a CCO as well as a CEO, Welch should be able to pick right up and keep TROV moving forward at nearly the same speed.

    Sentiment: Strong Buy

OCLR
4.86+0.03(+0.62%)May 5 4:00 PMEDT