Wed, Aug 20, 2014, 11:05 AM EDT - U.S. Markets close in 4 hrs 55 mins

Recent

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

Seattle Genetics Inc. Message Board

miami_jack_00 70 posts  |  Last Activity: Apr 14, 2013 10:34 AM Member since: Oct 9, 2001
SortNewest  |  Oldest  |  Highest Rated Expand all messages
  • miami_jack_00 miami_jack_00 Apr 14, 2013 10:34 AM Flag

    The pharma area is staying hot and the people considering reducing the costs of medical realize that it can be done with the advancement of drugs that will both sustain life and a true quality of life as opposed to continuing costs where the patient has little incentive to live.

    The continued expansion by SGEN into multiple areas of cancer treatment that is patient specific is the progression into becoming a major pharma player. Issue here is whether they will remain independent or be taken over by a pharma company that understands the potential.

    MJ

  • Reply to

    CLDX news out

    by brusselsgriffon2 Dec 8, 2012 9:16 AM
    miami_jack_00 miami_jack_00 Dec 9, 2012 9:48 AM Flag

    The CLDX news and ASH results are a strong indication that SGEN is making the right moves. CD-30 expression is a great niche and along with others on this message board believe that with the multiple methods of generating revenue that SGEN will make a steady climb.

    Of course the interim factors could be the fiscal cliff, so I am glad that Congress isn't running the company. Any comments on how good the results that CLDX revealed are?

    MJ

  • Reply to

    Already... Next generation ADC's

    by blackmenrock Nov 10, 2012 12:53 PM
    miami_jack_00 miami_jack_00 Nov 11, 2012 8:57 AM Flag

    Interesting that we are now going through the period of a new dynamic advancement in a technology where SGEN has been best in class. Continued growth through lower hanging fruit in the milestone achievements, continued usage of Adcetris and expansion coming in the EU and Canada.

    Plenty of cash on hand and therefore little chance of dilution. SGEN stay on course.

  • miami_jack_00 miami_jack_00 Oct 4, 2012 7:58 AM Flag

    The continuance of milestones, royalties and development of new collaborations and drugs. SGEN is on track and will have the money to continue the train moving forward. Cost of manufacture additional Adcetris is relatively low and therefore profits fall to the bottom line.

    $31 price target seems clearly in reach over the next month. Continue to like what I see.

    MJ

  • miami_jack_00 miami_jack_00 Sep 13, 2012 8:50 AM Flag

    The message board simply is terrible. I am looking at other message boards.

    As for SGEN these ADC's are part of what I was hoping for along with development of their own. Adcetris as a possible $1b + drug and expansion of use, cash on hand (more than sufficent), milestones that are projected and the excitement should build. I am hoping to hear about the advancements in ADC at the world conference. Could be that more Pharma will join the bandwagon and add to the potential milestones and partnering opportunities.

    It is interesting to me how Wall Street hypes the latest and greatest near term catalyst but fails to identify the business model and continued following of their strategy. As more of their drug candidates progress there will be a steady rise in the share price. the best business is the steady business that has a control on costs and revenues to support their expansion and to take advantage of opportunities. Keep an eye out for developments before year end.

    MJ

  • Reply to

    Roche ADCs

    by slumdawg2011 Sep 2, 2012 11:41 PM
    miami_jack_00 miami_jack_00 Sep 3, 2012 9:16 AM Flag

    SD,

    You are on to why I think that the potential for SGEN is not incorporated into its current price. As new ADCs get announced and the progression of phases for each candidate occurs the revenue streams, milestones, choices of collaboration and scientific knowhow develops and grows. SGEN and IMGN become a hugh pipeline builder (which is what is needed by every big pharma).
    It would appear that investors are looking at shorter term horizons for their next investments and are being enticed to invest in nearer term catalysts. Over a slightly longer horizon there is enormous capacity and growth here.
    The ADC World conference will provide some interesting prospective on my conjecture and the path that ADCs will have over the next couple of years.
    MJ

  • Reply to

    Motley Fool

    by miami_jack_00 Aug 22, 2012 7:44 AM
    miami_jack_00 miami_jack_00 Aug 26, 2012 8:08 AM Flag

    The latest announcement regarding SGEN 75 and RCC really hits home having lost a cousin this past week to the disease. It was detected a short 7 weeks ago and spread rapidly. It is a real death sentence, so for many reasons I would love for this drug to be successful.

    I for one continue to believe in building business off of what you do best and controlling the costs. I see many biotechs branching out into so many areas that I find it hard to match the dollars to the development of drugs for revenue. This latest announcement is the continued use of their existing platform and the chances for success are substantially better. When multiple interests and dollars are competing against each other it becomes difficult to choose a proper allocation which often shortchanges the the best opportunity. We shall see whether SGEN 75 can be a success.

    Keep this in mind when considering alternative investments in biotech.

    MJ

  • miami_jack_00 by miami_jack_00 Aug 22, 2012 7:44 AM Flag

    How can a publication discuss running out of money in 3 years based upon a current run rate for cash? This is irresponcible and extremely shortsighted. Programs undertaken are to boost revenues and decisions made about future development based upon successes or perceived successes and cash burn adjusted accordingly.

    No discussion of future milestones, and that Adcetris is still ramping up. amazing how these publications are front and center. I am not a conspiracy believer but it does make me wonder sometimes.

    Clay has followed the plans he has layer out and I for one believe that cash burn will be considered in all future decisions. The technology is key and an announcement of new collaborations or European approval will silence the idiosy.

    MJ

  • Reply to

    SGEN 2Q 2012 Results

    by redhot47fla Aug 8, 2012 4:10 PM
    miami_jack_00 miami_jack_00 Aug 9, 2012 7:40 AM Flag

    SGEN continues to do everything that it said it would. The potential lies in the drug pipeline and the partners that SGEN has attracted.

    Shorting of this stock has substantial risk in that any of the pipeline can have news updates and as they move from phase I to phase II look out in many of the ADCs they will continue to gain milestones and royalties.

    Cash at $330M is looking good and the SPA is a continuing expansion of the Adcetris.

    Soon approval in Europe and further income and acceptance. The collaboration with Genmab in Europe will gain wider attention from companies across the pond.

    Like what I see.

    MJ

  • Reply to

    ROCHE BUYOUT......

    by llabtechtwo Jul 26, 2012 12:17 PM
    miami_jack_00 miami_jack_00 Jul 28, 2012 9:06 AM Flag

    As news hits and collaborations continue you will stand to gain so much more. A year here is not enough time but you should always reevaluate your investment.

    Without any great catalyst the stock has been gaining momentum and is following the plans Clay set out. Too many biotechs are like kids in a candy store wanting to do too much without the cash. SGEN is doing it with their cash reserves and income rather than dilution, gains in their space and how to expand it, working with many of the big pharmas.

    Until we find that the platform can not be expanded or has limitations, I would bet on SGEN making great strides. IMHO

    MJ

  • Reply to

    ROCHE BUYOUT......

    by llabtechtwo Jul 26, 2012 12:17 PM
    miami_jack_00 miami_jack_00 Jul 27, 2012 8:55 AM Flag

    I absolutely agree. Selling now would be leaving major potential on the table. Development of products and building a bigger pipeline will provide greater returns.

    MJ

  • Reply to

    Curious....

    by torgy45 Jun 15, 2012 8:35 AM
    miami_jack_00 miami_jack_00 Jun 16, 2012 8:48 AM Flag

    I have recently added to my position and like you have a been a holder for a while.

    I do not want the company to sell because they have to date shown ways of increasing their sales of Adcetris and have numerous collaborations that should continue to have a chance at home runs. I find their model of using others money and their technology as a growth model that works well with little downside. With that I look at any stock purchase as a new investment and do I like the returns I can get based upon my knowledge of the company, its management and what I project to be their revenue stream.

    Based upon that analysis I bought in the low 20s. I continue to believe that there should be steady growth and should provide good returns at that entry level. What I can not figure out is how much of the "short squeeze" is happening that may be currently distorting the price. This is my only caveat at this time on an entry price. The question you must ask is whether you believe you could do better elsewhere, with less or similar risk. This of course does not consider the European debt crisis and Euro imploding. Also as a long term holder you may have to consider that you may have too much concentrated risk in one stock.

    Positives include looking forward to European approval and announcement of additions to their pipeline, beyond the trials for Adcetris.
    Over the next investment time horizon, which should be minimum of three years I beleive that you will do well with a purchase even at this level.

    Just my thoughts.

    MJ

  • Reply to

    needham

    by mioczer Jun 8, 2012 7:50 AM
    miami_jack_00 miami_jack_00 Jun 8, 2012 8:33 AM Flag

    Seems to be in line with a steady growth pattern and expanding base of sales.

    I think that it right on for now.

    MJ

  • Reply to

    SGEN Adcetris data presentations at ASCO

    by redhot47fla Jun 2, 2012 9:20 AM
    miami_jack_00 miami_jack_00 Jun 6, 2012 11:12 PM Flag

    Points of interest

    The marketing to underserved markets using a tool kit to see if a candidate would benefit from Adcetris. Personalized medicine to get every last patient. Again, the market will grow and your numbers Slumdawg point that out. More applications and new diseases, movement to front line therapy, European and Canadian approval, seems to be a steady and consistent growth strategy and they should stay the course.

    More partnering and better terms, and who knows what else.
    Some of the benefits may be in cancers that offer little to no hope and hopefully catches the eyes of more oncologists.

    MJ

  • Reply to

    SGEN Adcetris data presentations at ASCO

    by redhot47fla Jun 2, 2012 9:20 AM
    miami_jack_00 miami_jack_00 Jun 6, 2012 11:11 PM Flag

    Points of interest

    The marketing to underserved markets using a tool kit to see if a candidate would benefit from Adcetris. Personalized medicine to get every last patient. Again, the market will grow and your numbers Slumdawg point that out. More applications and new diseases, movement to front line therapy, European and Canadian approval, seems to be a steady and consistent growth strategy and they should stay the course.

    More partnering and better terms, and who knows what else.
    Some of the benefits may be in cancers that offer little to no hope and hopefully catches the eyes of more oncologists.

    MJ

  • Reply to

    SGEN Adcetris data presentations at ASCO

    by redhot47fla Jun 2, 2012 9:20 AM
    miami_jack_00 miami_jack_00 Jun 2, 2012 10:29 AM Flag

    What am I missing?

    I found the sidestepping analogy to increasing the use of Adcetris to be a continuance of a growth strategy that I continue to support.

    However, I found that the CD-30 Expression cases in non lymphomic cancers were 2% of the tested population. This does not appear to be a substantial number of cases and if correct on a full 3,000 patient sampling there will only be 60 cases then are the costs of these trials worth the benefits? or is the added users continue to validate any CD-30 expression cancer should utilize Adcetris and continue a growth pattern for its use? I guess I am shocked at the low percentage of CD-30 expression in the non lymphoma patients.

    The response rates are impressive and was wondering whether there is thought of Adcetris as a type of vaccine usage that would substantially reduce recurrence with reduced dosage so that there is less adverse effects? Not sure that dosage reduction aligns with linear reduction in AEs.

    Thoughts?

    MJ

  • Reply to

    Cldx

    by kblumb May 24, 2012 7:42 AM
    miami_jack_00 miami_jack_00 May 25, 2012 8:56 AM Flag

    SGEN continues to deliver with its platform without laying out money to achieve these goals. They learn from each partner and will be able to find ways of improving the platform on the cheap.

    This is a textbook business model that will continue to generate hugh sums of money without the inherent risks and costs. The expanded use of Adcetris will spark Wall Street to make positive recommendations and squeeze the shorts.

    MJ

  • miami_jack_00 miami_jack_00 May 12, 2012 10:09 PM Flag

    Any thoughts on IMUC? There seems to be plenty of buzz about stem cell and whether this could be the new frontier in cancer research but we have all heard that before.

    Still looking to keep SGEN as a stand alone and growing because the results of their latest trials continues the process of validating their platform. Awaiting approvals in Europe also but I agree that may have to wait until later this year.

    MJ

  • Reply to

    Another takeover of Baker Brothers holding

    by kblumb Apr 23, 2012 8:11 AM
    miami_jack_00 miami_jack_00 Apr 25, 2012 5:55 PM Flag

    Ken,

    Have you ever looked at BBBiotech.ch.com which also seems to have hit many of the same Baker Brother entity takeovers in their portfolio? I find them to be a good source also.

    MJ

  • Reply to

    EMEA approval

    by slumdawg2011 Apr 19, 2012 3:52 PM
    miami_jack_00 miami_jack_00 Apr 22, 2012 10:13 AM Flag

    Hoping that EMEA results in an approval which would put us back into increasing the usage of Adcetris. The patient increases will clearly result in better than projected sales of the drug and will solidify the financial status and platform for SGEN. I for one continue to accumulate based upon the progression and projected increases in the pipeline and applications of Adcetris.

    Moving ahead and hoping that a acquisition is not in the near future.

    MJ

SGEN
42.864-0.396(-0.92%)11:04 AMEDT

Trending Tickers

i
Trending Tickers features significant U.S. stocks showing the most dramatic increase in user interest in Yahoo Finance in the previous hour over historic norms. The list is limited to those equities which trade at least 100,000 shares on an average day and have a market cap of more than $300 million.