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mgm2020 454 posts  |  Last Activity: Feb 9, 2016 5:12 PM Member since: Mar 3, 2010
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  • Reply to

    This Too Shall Pass

    by alridge95 Feb 9, 2016 9:52 AM
    mgm2020 mgm2020 Feb 9, 2016 5:12 PM Flag

    That is the scenario I have in mind also. The market is trying it's best to sabotage hope for the future(or the Republicans are to make them look like the best solution come November) by making it seem that the only direction anything can go right now is down. It certainly looks like there are "bargains" galore out there right now, but just when you think what you are ready to buy---or have already bought believing that the price can't go any lower------there goes the market again taking everything down with it-----whether deserved or not. I DO think that IDRA here is a no-brainer given the trial results, resulting coverage and upgrades following that, and IMPRESSIVE pipeline. I also still LOVE TROV thanks to the 2 LARGE insurance panel deals adding a quick 60 MILLION covered subscribers and FULL REIMBUESEMENT for their $1000/test PCM Panel. I also think ACAD has fallen to a ludicrous level considering that they have a priority review, breakthrough status, an adcomm date on March 29th and PDUFA of May 1st. BOA/Merrill just initiated with a BUY and $40 PT yesterday, also. And it looks like there are plenty of other picks out there that you would think HAVE to go up from their current fright-induced levels. I just bought Pfizer today since their dividend is now over 4%, they are getting back to growth, and have a great merger going with Allergan. But---like nearly everyone else---I have to wait who knows how long for stock prices to return to their former levels-----but they will like they always do. And in this day and age of rapid changes, mergers, takeovers, and revolutionary new drug therapies(a la 2125, 8400, and the 3GA game-changers) I am hoping that IDRA recovers sooner rather than later, as well as the overall market stabilizing and turning positive.

    Sentiment: Strong Buy

  • Reply to

    This Too Shall Pass

    by alridge95 Feb 9, 2016 9:52 AM
    mgm2020 mgm2020 Feb 9, 2016 2:33 PM Flag

    I have found a lot of very good inexpensive wines to make the nights a little more enjoyable and sleep a little easier. The days, however, are just wash-rinse-repeat, and EVERYONE is getting hosed right now. But this IS just a phase that the market is going through-----a VERY UGLY PHASE. But---the risk is definitely getting smaller and smaller for many stocks, including IDRA at these ridiculously depressed price levels. When the stock(stocks) turn up(and we WILL have plenty of news with IDRA this year to help that along), everyone that was thinking about buying at this level and didn't will wish hat they had. DLBCL-8400, continuing 8400 with WM in higher dosages and even better response 8400 and DM, 2125 melanoma, AND the initiation of 3GA trials are ALL positives.

    Sentiment: Strong Buy

  • Reply to

    Long-timers selling

    by frankyassissi Feb 8, 2016 6:40 PM
    mgm2020 mgm2020 Feb 9, 2016 8:40 AM Flag

    I'm hanging in there. This is definitely the most mentally challenging market in years. Everything is just getting clobbered---but that also presents phenomenal buying opportunities. The stock price now has nothing to do with and no bearing at all on the upcoming trial results and upward impact that 8400 in DLBCL(and continuing in higher dosages in WM as well as DM) and 2125 will have this year on the stock price. And we should hear very soon when trials will begin with 3GA after the company receives approval of their IDA's from the FDA. I did add some IDRA recently as well as some TROV with their 2 HUGE insurance panel agreements, and some ACAD yesterday with BAC covering with a BUY and a $40 PT. Their Adcomm in coming up on 3/29 for Pimavanserin and I expect the stock to rise into that as well as after a positive recommendation. Hang in there everyone-----and try not to drink too much.

    Sentiment: Strong Buy

  • $8 BILLION in sales forecast by the CEO on National TV---and he ALREADY KNOWS the numbers for the last quarter!! This area of the cloud is NOT slowing down--it is GROWING, and growing faster than ever as competition between businesses for customers and sales is getting tougher than ever. CRM is the most innovative and progressive company out there-----and their technology and software is the GO-TO for companies seeking the most effective way to boost or retain their business. The other cloud companies can't compete with Salesforce--and that's why they are tanking. salesforce is taking their business away, and they will continue to do that for a long time as businesses stay with Salesforce and upgrade to the newer platforms when they come out.

    Sentiment: Strong Buy

  • mgm2020 mgm2020 Feb 4, 2016 6:15 PM Flag

    I don't see the connection that the sellers are making. CRM is THE company that is TAKING BUSINESS from everyone else!

    Sentiment: Strong Buy

  • This is ridiculous that Salesforce is dropping in sympathy with Tableau and Splunk. CRM is in a completely different area of the cloud---cloud commerce and customer relation management. And they are the GLOBAL leader in the field. You can pick the stock up at a very nice discount right now. We'll see what happens tomorrow and leading into earnings----but CRM is the GIANT that has the services everyone wants and that is where the business will be going. You go with the BEST---and CRM is the best in breed by far.

    Sentiment: Strong Buy

  • mgm2020 mgm2020 Feb 4, 2016 2:24 PM Flag

    Yes. The testing area is RED HOT right now with acquisitions. Allere was just bought for a few billion dollars. TROV will become an industry leader due to their precision, unique capabilities, and ease of testing with urine---and they will be highly coveted by a larger company.

    Sentiment: Strong Buy

  • Reply to

    Next big announcement...

    by carpediem00000020 Feb 4, 2016 11:33 AM
    mgm2020 mgm2020 Feb 4, 2016 2:22 PM Flag

    The large panels that TROV has already established reimbursement with are affiliated with some of those providers. Fedmed administers for some Aetna plans as well as other major "branded" carriers. I can't see this stock staying down much longer with a "few more" deals like the resent ones coming this year(or this month if management does the same thing as last time with another quick announcement).

    Sentiment: Strong Buy

  • Thermo-Fisher has been on an acquisition spree making 2 LARGE acquisitions recently. They are Illumina's top competition in the genomic and biological testing market. TROV's IP and technology would be a HUGE feather in either of their caps. And now that TROV has gained insurance panel inclusion and coverage of 60 million people--SO FAR---the company will be on the fast-track to revenue growth and profitability. Anyone that is selling here is CRAZY!

    Sentiment: Strong Buy

  • LONG before any insurance deals were even in the works, simply based on their knowledge of the value of the company and it's technology relative to the stock price THEN. Now we have 2 MAJOR coverage deals with insurance panels at nearly FULL RETAIL with more to come, REAL revenue will start flowing in immediately, 60 million people covered, over half a million providers in network-----and the stock price is LOWER than where they bought! That makes this a SCREAMING BUY! The market is the market----but TROV is a company that will be growing enormously over the next few quarters and long beyond-----and likely be bought at a price MUCH higher than where it currently is. At this point the risk/reward ratio is heavily tilted to the reward side.

    Sentiment: Strong Buy

  • mgm2020 mgm2020 Feb 1, 2016 6:09 PM Flag

    One of the best features and most valuable aspects of TROV test is that even IF cancer is detected in an invasive tissue biopsy, many times the mutational status cannot be determined, either due to a very small test size or limitations of the testing lab. TROV's accuracy in determining not only mutational STATUS, but mutational LOAD also, can clarify for the oncologist exactly WHAT treatment should be initiated and it's level of effectiveness over time. and once a patient has been diagnosed with cancer, the test can be used to determine WITH A HIGH DEGREE OF PRECISION AND SPECIFICITY-----IF a patient's cancer has developed mutations so treatment can be altered and customized. TROV defines PERSONALIZED CANCER CARE which is the direction medicine is going in. $15 BILLION liquid biopsy market and ONLY ONE company that can determine mutational status, load, specific mutation presence, with the accuracy of(or better than) blood draw or biopsy------and do it with URINE!!! And they are PATENT PROTECTED!!

    Sentiment: Strong Buy

  • Reply to

    Most longs still on snooze?

    by eduardohernandez128 Feb 1, 2016 2:36 PM
    mgm2020 mgm2020 Feb 1, 2016 3:58 PM Flag

    That's really funny. I started doing the same thing. Watched a good lecture by John Kabat-Zinn. There are a lot of good ones online. Hang in there.

    Sentiment: Strong Buy

  • Reply to

    bizjournals Philadelphia - Vin Milano

    by jeeek5 Feb 1, 2016 2:46 PM
    mgm2020 mgm2020 Feb 1, 2016 3:20 PM Flag

    No matter what the stock price is right now----Vin is going to take this company where we all expect it to go---and he's going to do it the right way---without "manufactured" PR's or fluff pieces. He will do it with REAL DATA and hard evidence that the TLR's and 3GA platforms will have a prominnt place in the medicine of the new millennia, personalized medicine and cancer treatment, immunotherapy, and 3rd generation gene-silencing.

    Sentiment: Strong Buy

  • mgm2020 mgm2020 Feb 1, 2016 3:14 PM Flag

    Since we have no idea what the timeframe of the deal announcements will be---it's possible. All Posard said 10 days ago was that there would be a few more deals "this year"----and now just 10 days later we have a deal twice as large as the first one. I don't know what is repressing the price here but it will not last, and IF the price drops back down, ADD as much as you can. TROV will likely be over 100,000 people covered within the next few months----a maybe much more. The revenue coming in over the next 6-9 months will be very surprising-----to the UP SIDE---and it will be very quick for the company to reach breakeven on a cash basis and then swing to a profit. $4 stock??? Not for long!

    Sentiment: Strong Buy

  • Reply to

    Most longs still on snooze?

    by eduardohernandez128 Feb 1, 2016 2:36 PM
    mgm2020 mgm2020 Feb 1, 2016 3:04 PM Flag

    It's not that the longs are on snooze--but we can't seem to wake up from this market nightmare following the STELLAR trial results in December. Considering how many people there seem to be on this board that seem to like to trade the stock and are extremely quick to criticize anyone that holds on to a long position or has bought above the current price-----they should ALL be screaming BUY, BUY, BUY--because NOW while the stock is down is DEFINITELY a time to add or buy if you can---despite the emotional anxiety levels that the market has created. I have traded a few times down here, just as I did the last time the stock was around(or under) $2. The market will turn, biotech will be seen as the 'bargain" it has become with massive growth potential and IDRA will again gain "favorable" status while it works it's way back up through the $2's and $3's in anticipation of the next SETS of trial data----and there will be PLENTY this year. Here's to a very good year with IDRA and a new high after the DLBCL and 2125 results both come in positive!

    Sentiment: Strong Buy

  • Reply to

    Is "TheStreet" serious?

    by minnesotafarmcountry Feb 1, 2016 2:00 PM
    mgm2020 mgm2020 Feb 1, 2016 2:12 PM Flag

    The street "ratings" are robo-ratings based on numbers alone, so every biotech or developmental stage company is penalized for not having revenue. It is a very stupid system that only changes the ratings on stocks AFTER they have had a tremendous run higher or are a long established company. AFTER TROV gets back into the teens and has millions in revenue from the insurance panel inclusion---THEN they will change their rating to a BUY! Exactly the opposite of what you want to do--although TROV has YEARS of significant growth ahead of it-----and a stock price coming that everyone would say is silly right now----$20-$25 MINIMUM-----or bought out. With the company telling me that the deals this year will get it into the hundreds(of millions) or more-----at even just 3 times sales you are realistically looking at that stock price. And the margins on the PCM test, I suspect, are VERY HIGH since the company has had the CLIA lab facilities in place for a few years now. The only question is: HOW MUCH and how quickly will they have to EXPAND??

    Sentiment: Strong Buy

  • higher with each bit of news regarding study data. The stock ran up from $3 into the $4's and consolidated there before spiking into the $5's, then $6's, then $8's, and then into the teens before dropping back over the summer and then lower following the secondary. NOW----the company has $80 MILLION in cash with a small burn rate(according to last quarter's report), the "studies" have turned into INSURANCE COVERAGE with 60 MILLION people covered over the past 10 days, Posard has said that more deals like these are coming "this year"(which turned out to be just a 10 day wait from the first announcement), the reimbursement rates are VERY FAVORABLE to TROV(which is exactly what you wanted the company to wait for and not settle for garbage coverage just to get on a panel), and forms are reiterating their coverage(with the company stating that "the Wall Street numbers do not need to be changed). And the stock is still under $5???? The LOWEST target for TROV is $9(Leerink) and that indicates a market cap of $275 million(and that was before ANY insurance panel coverage and no idea of reimbursement rates). Right now the market cap is a meager $125 million-----so----at the LOW end the stock price is still expected to DOUBLE from here. I think that when the market is ready, TROV is going to double in a matter of a few weeks-----which is what happened last year-----WITHOUT the great news that will propel this company forward and higher.

    Sentiment: Strong Buy

  • Reply to

    Found this - interesting

    by vitamend3 Feb 1, 2016 11:31 AM
    mgm2020 mgm2020 Feb 1, 2016 1:11 PM Flag

    Likely an example of another company that entered the field BEFORE there was compelling evidence as to the value, utility, and accuracy or their tests along with a poor sales force. TROV has taken their time(to our dismay at times) to ensure their success with oncologists----by having to TURN DOWN cancer centers wanting to collaborate with them due to EXCESSIVE INTEREST, AND making sure that they had IRREFUTABLE DATA to corroborate the value and precision of their tests as GROUNDBREAKING CANCER MONITORING AND DIAGNOSTIC TECHNOLOGY that will change the direction and thought processes of the oncology world. Oh----and bring in a BOATLOAD of revenue.

    Sentiment: Strong Buy

  • mgm2020 mgm2020 Feb 1, 2016 12:48 PM Flag

    SInce the deals were announced this quarter there only be "expected" revenue numbers. But given the size of these first 2 networks and the nice reimbursement rates, the reveunue should climb quickly. Remember, this company had a very SMALL cash burn rate last quarter. Only a few million. At $1000/test, only 1000 tests are needed for $1 million in revenue. THAT IS NOTHING! With nearly $80 MILLION in the bank and revenue starting to flow in beginning 10 days ago when the America's choice plan was announced, The cash burn will slow quickly and then the profits begin. This stock is SOOOOOOOO undervalued here-----and overshorted given the news over the last 10 days.

    Sentiment: Strong Buy

  • mgm2020 mgm2020 Feb 1, 2016 12:42 PM Flag

    I was saying----take a look-----evaluate what is coming THIS YEAR-----and BUY!

    Sentiment: Strong Buy