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Keryx Biopharmaceuticals Inc. Message Board

mgm2020 1627 posts  |  Last Activity: 23 hours ago Member since: Mar 3, 2010
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  • Reply to

    2nd Yieldco

    by melodius27 Apr 24, 2015 11:46 AM
    mgm2020 mgm2020 Apr 24, 2015 2:30 PM Flag

    I thought the forecast was for the summer---June/July time frame, and include some African/Asian/Indian plants. When that is announced it should be good for a few dollars increase in the stock price.

    Sentiment: Strong Buy

  • Reply to

    Shorts are at work here

    by jmasi2750 Apr 24, 2015 1:50 PM
    mgm2020 mgm2020 Apr 24, 2015 2:28 PM Flag

    They've got WAY too much work to do. SUNE is not just a momentum play---it's a PURE growth play---and it's growing by 100's of percent. The forecast(which will likely be raised) is for a QUADRUPLING of installations in 36 months. What other ESTABLISHED companies are CONSERVATIVELY predicting that type of growth? And the cash generation will also become enormous. If it is the shorts, they should take what they can get here, because the rise will likely continue and drive their losses higher.

    Sentiment: Strong Buy

  • mgm2020 mgm2020 Apr 24, 2015 1:34 PM Flag

    Losing patience with what? Read the Seeking Alpha article to see WHY everyone is investing in IDRA. Personally I think that a gain of 500% in 24 months is a little more important than a gain of a five cents in a day. But the gains will begin again, and before you know it, the stock will be back above $4 and everyone will be saying "I wish I would have bought more when it was in the mid $3's". Before the stock reverses it has to bottom and bounce. Hopefully that's is exactly what we did this week and right now.

    Sentiment: Strong Buy

  • Wonder what's cooking?

    Sentiment: Strong Buy

  • Reply to

    Scripts for week ending 4/17

    by fsulevine Apr 24, 2015 8:46 AM
    mgm2020 mgm2020 Apr 24, 2015 11:21 AM Flag

    No way to know because we don't know what the launch costs are and payroll additions, as well as any subsidies. I am more concerned with revenue growth. Top line growth is critical to establish a strong patient and physician base.

    Sentiment: Strong Buy

  • Reply to

    article on seeking alpha

    by willyfield20 Apr 24, 2015 11:00 AM
    mgm2020 mgm2020 Apr 24, 2015 11:17 AM Flag

    Exactly what I have been saying---and I did not write the article. There has clearly been a disconnect between the company and it's developments versus the stock price. But that happens in biotech when EVERY company is between events----and IDRA is certainly no different there. Where it IS different is with the exceptional leadership team they have been able to assemble, the science behind their compounds and platforms, and the vast pipeline they have at this stage. And those a factors to put your money behind.

    Sentiment: Strong Buy

  • It's coming soon. And the trial results for 9200 in healthy subjects are coming soon. They should be equal to or better than 8400 and then the first disease trial with 9200 can enroll and begin. 2 trials will be active with combination therapy within the next 6-7 months, and the company has more preclinical data that it may be presenting at key conferences later this year-----according to IR. I don't know if they will be presenting at ASCO---that is also coming up. Coming into a very exciting and more active time for IDRA. Do yourself a favor and read the seeking alpha article. It is very informative and shows just how much IDRA has to look forward to.

    Sentiment: Strong Buy

  • Reply to

    Scripts for week ending 4/17

    by fsulevine Apr 24, 2015 8:46 AM
    mgm2020 mgm2020 Apr 24, 2015 10:41 AM Flag

    That is inaccurate because you fail to increase the numbers for more formulary additions---and that is ONLY the new Rx numbers. Even if patients get a 90 day supply, that will triple the monthly total Rx numbers by the end of the year, so 150 news scripts this week will translate to 450 total rx's in 6 months---WITHOUT any increase in new Rx's---which is not a likely scenario. By June I expect the new Rx's to be at least 250/week which would equate to 750 total Rx's per week by the end of the year. At that figure there would be a MINIMUM of 39,000 RX's in 2016 with no additional increase---Expect that to DOUBLE or more in 2 years and you have $80 MILLION in sales----MINIMUM. That does not take into account any off-label prescribing BEFORE CKD is added to the label----of course with the standard iron monitoring---which all of the nephrologists do routinely anyway. Then add in European approval, increasing Japanese royalties, and you could be approaching $300-$500 million in 24 months--just with HDD Rx's. Triple that with CKD and you have $1-$1.5 BILLION.

    Sentiment: Strong Buy

  • Reply to

    Seeking Alpha

    by big1poppy Apr 24, 2015 8:12 AM
    mgm2020 mgm2020 Apr 24, 2015 9:40 AM Flag

    Excellent article for anyone with questions about the company and the direction they are heading.

    Sentiment: Strong Buy

  • Reply to

    to take the hit of mgm and other longs.

    by markdevera92 Apr 23, 2015 9:39 PM
    mgm2020 mgm2020 Apr 24, 2015 9:15 AM Flag

    First mark---I think you mean "take the hint". The attitude you have is a very healthy one, and I believe will be a very profitable one also. The bashers always post regarding what IS happening in the short term. They would have everyone think and believe--and TREAT IDRA like it only has a single compound in development, completely disregarding the other drugs it has in it's pipeline. I would be the first to admit that biotechs with ONE drug, and one drug only that they are developing is probably the riskiest investment you can make. But as I have posted(most recently to fruit salad), IDRA has one of the deepest, most extensive pipelines I have EVER seen in a biotech company at this stage-----and not just in ONE platform, but TWO! And in addition to the oncology appplications that 8400 is currently being trialed in, we know that the TLR's also have significant appplications in inflammation, autoimmune, and antiviral therapy-----among others. And the GSO's----their applications are potentially limitless. This company is not a one-trick pony----it has the potential to not only have multiple successful compounds and large revenue producers in many areas of medicine, but BLOCKBUSTER potential with the GSO's which can target specific proteins and SHUT DOWN DISEASES! Bashers prey on sentiment and not science. Investors invest because of science----and this company has the science, and the scientists to take it not just to the next level, but MULTIPLE levels higher. And thanks to the management additions that were just made 4 MONTHS AGO---it has the leadership in place to do that also---and thanks to the secondary which was only 2 MONTHS AGO---it has the funds to finance the growth and expansion for a while. While the stock price seems to be lagging here---the company is VERY STRONG!

    Sentiment: Strong Buy

  • Reply to

    Bet all the pumpers on the AERI bandwagon

    by jk4763 Apr 24, 2015 5:57 AM
    mgm2020 mgm2020 Apr 24, 2015 8:33 AM Flag

    I don't know a thing about that company or that stock. But, just like dairyass kept doing, you can cherry-pick(the perfect term for you fruit salad) any stock you want to try to make your point. DId you ever hear of ICPT-Intercept before their stock went from $20 to over $300 on a single trial? All I know is that IDRA has one of the DEEPEST PIPELINES of any developmental biotech I've ever seen, as well as one of the best scientific and leadership teams to drive it forward. Your posts are total garbage fruit. You are positive on the stock when it goes up and bash the stock when it goes down. Your posts merely REFLECT the direction of the stock---they contribute or add nothing.

    Sentiment: Strong Buy

  • mgm2020 mgm2020 Apr 24, 2015 8:21 AM Flag

    As the world famous Mick Dundee says, "No Worries, Mate".

    Sentiment: Strong Buy

  • mgm2020 mgm2020 Apr 23, 2015 9:23 PM Flag

    I use the words partnership and collaboration interchangeably. I just am looking forward to the announcement that the first combination therapy trial will be established, what the type of cancer or cancers will be, and who the academic or large cancer treatment facility is that will be working with IDRA. This will just be another milestone along the path forward and garner more positive attention for the company.

    Sentiment: Strong Buy

  • Reply to

    mgMORON 30+ POSTS TODAY

    by comeonmonday Apr 23, 2015 5:00 PM
    mgm2020 mgm2020 Apr 23, 2015 7:06 PM Flag

    Not at all. Saw 9 patients and had lots of breaks. You know, it only takes a total of about 20 minutes to do a comprehensive eye exam. About 15 minutes for the vision analysis and roughly 5 minutes for the eye health exam following pupil dilation--and that is without any techs. I do everything myself----one doctor, one patient. That's the way it SHOULD be. I was in my office for 8 hours today. So--that translates into about 3 total hours of actual "exam" time. You can hopefully do the math to see that it leaves quite a bit of time remaining to monitor my portfolio and trade if I choose to. That's all. Some people play video games, solitaire, or read---I manage my portfolio. I have never had a money manager or financial advisor-----don't trust them. As for my son's money---I would not have chosen to invest that in ANY stock right now because it may be necessary for him to have that money available and fully liquid. Liquid---just like YOUR brain.

    Sentiment: Strong Buy

  • mgm2020 mgm2020 Apr 23, 2015 6:56 PM Flag

    Depends which golf ball you are talking about and how good a golfer you are. And while it night go IN the hole the same way, it's getting TO the hole that makes the difference. Most golfers who have your philosophy are not very good. Most investors do not have the holdings to be able to put up a block of 30,000 shares of stock in one transaction. 5000 shares, on the other hand will generally have no impact on the share price or the movement of the stock. You sound extremely naïve and simpleminded.

    Sentiment: Strong Buy

  • Reply to

    a lesson in investing

    by reningtonduke2013 Apr 23, 2015 11:22 AM
    mgm2020 mgm2020 Apr 23, 2015 5:59 PM Flag

    Someone over on the KERX board today asked me how I have seemed to do so well with my biotech picks(KERX, TROV, ACAD). This is what I replied:
    "For me it's a lot of DD---pick out one or 2 stocks-----and stick with them. You DO have to evaluate your own tolerance for risk, though. And the biotechs will definitely keep you on the edge of your seat----and your wits at times." ALL of the stocks that I have been very successful with---as well as all of the stocks you, Ed, have been successful with have ALL had periods of decline. Sometimes for a reason, sometimes nothing other than the whim of the market. They have ALL recovered from these drops to come back stronger and surge MUCH higher-----and so will IDRA.

    Sentiment: Strong Buy

  • mgm2020 mgm2020 Apr 23, 2015 4:57 PM Flag

    They sold the 2nd generation antisense ONLY and kept the 3rd generation, which is what they are advancing. Along with that they have TLR(toll-like receptors) drugs that are effective in cancer therapy, autoimmune, inflammation, anti-viral----scads of applications. The 3rd gen Antisense---or GSO's(gene-silencing oligonucleotides) have significant and substantial advantages over the previous generation as far as effectiveness, specificity, and toxicity profiles. They will be HUGE!

    Sentiment: Strong Buy

  • mgm2020 mgm2020 Apr 23, 2015 3:39 PM Flag

    I think it jumps when the first partnership is announced. The company has to validate what it has been saying to boost investor confidence in buying and owning the stock. If Milano can get his FIRST partnership up and running in only 4 months(from taking over as CEO) THAT will be very impressive! Imagine what he will accomplish over 12,24, or 36 months with everything in his arsenal and at his disposal.

    Sentiment: Strong Buy

  • mgm2020 mgm2020 Apr 23, 2015 3:37 PM Flag

    I have never had anyone say that they had a block of 30K shares on the board---that's all. There's a big difference between 5000 shares and a 30,000 share block. And I don't have cash to "burn". I have cash to INVEST and GROW!

    Sentiment: Strong Buy

  • mgm2020 mgm2020 Apr 23, 2015 3:34 PM Flag

    For me it's a lot of DD---pick out one or 2 stocks-----and stick with them. You DO have to evaluate your own tolerance for risk, though. And the biotechs will definitely keep you on the edge of your seat----and your wits at times.

    Sentiment: Strong Buy

KERX
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