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Merrimack Pharmaceuticals, Inc. Message Board

mymandon 199 posts  |  Last Activity: 16 hours ago Member since: Aug 16, 2012
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  • mymandon mymandon 16 hours ago Flag

    It's bizarre in that there is still a ton of short interest holding hope out for last second a wing and a prayer that Rindo get's rejected by FDA before they capitulate and book huge losses. Bizarre indeed. I would not want to be short when path to approval is cleared coming soon. To add fuel to the fire it may include conditional first -line treatment for EGFRviii+ GMB and NSCLC, to boot. That day is coming and it will be a hoot. Buy more Celldex!!

    Sentiment: Strong Buy

  • Reply to

    Institutions

    by mgssolutions Jul 30, 2015 4:05 PM
    mymandon mymandon 17 hours ago Flag

    1. Horrible communication with shareholders. Assuming here you are referring to lead drug because I can't think of anything else they could say about Glemba, Varli and the deep (and sweet) pipeline data. Re: Rindo, they said they are in active discussions with FDA and will report back when those discussions have reached meaningful conclusion. What else can they say?
    2. Never produced a single approved product. Actually, Celldex licensed, then developed Rotarix that was licensed to GSK and is sold globally as a vaccine for babies against rotavirus. They didn't make much on it, but used the asset to borrow $40MM in capital back in the early days to keep R&D going when pps did not make secondary offering palatable. .
    3. No insider purchases. ...sales only While this would have been good to see, I don't see this as a major reason to short. Note that sales have been limited in size and not widespread probably financing personal costs of those selling..
    4. Poor monetary management. .. The continual issuing of shares ? completely disagree with you on this. Staying ahead of the cash needs of the company has been a strong suit of AM and company the last few years.
    5. Terrible public speaking/showcase events.....less than impressive to analyst. While a couple of interviewers were not very good, I think that AM presents a very authentic view of the business case(s) for Celldex's product and Scientific/ medical discussions are ALWAYS first-rate, so i take issue with you in particular on this point. Keep in mind they can't promise anything and in general have let the (excellent) data speak.

    Sentiment: Strong Buy

  • Reply to

    If you couldnt see this coming

    by dorriswelch Jul 29, 2015 1:44 PM
    mymandon mymandon Jul 29, 2015 3:38 PM Flag

    amazing how you continue to spew BS like you have any clue as to what you are talking about. NOBODY cares about the complete nonsense you post here. You are the big joke of this message board.

    Sentiment: Strong Buy

  • Reply to

    where is that NDA announcement?

    by nickdidomenico Jul 29, 2015 3:24 PM
    mymandon mymandon Jul 29, 2015 3:33 PM Flag

    It's always darkest before the dawn. I suspect that the dead silence we hear currently will be broken soon. We are getting long overdue for some clarity.

    Sentiment: Strong Buy

  • mymandon mymandon Jul 29, 2015 10:06 AM Flag

    There may not be a desire to evaluate data in the population because it is relatively small, but smart oncologisits will treat these patients with Rindo. Keep in mind that 3% is for EGFRviii+ patients and that 1) may actually be higher as new diagnostics and more patients are tested) and 2) that's on an overall very high number of newly diagnosed NSCLC patients each year. 85% off ALL lung cancer is NSCLC. And lung cancer is much more prevalent than GBM (~ 221,200 new cases of lung cancer per year), so if you do the math and that's about 165,000 new NSCLC and 5,000 EGFRviii+ new diagnoses per year. Plus there is the base of living lung cancer patients at various stages of disease (another 22,500 of EGFRviii+ people out there). So it's not hard to see why Boeringer Ingelheim is trying to get in on the action, but for EGFRviii+ cases, Rindo will be the option of choice by smart oncologists, so I see this more as them looking to compete with Iressa in the overall EGFR population, but IMO will not be much of a threat to Rindo in the EGFRviii+ biomarker specific patients.

    Sentiment: Strong Buy

  • mymandon mymandon Jul 29, 2015 9:43 AM Flag

    hey, it's possible although after leaving Celldex high and dry vis-a-vis Rindo just about 5 years ago, it would take a very clean, very high over-market bid to get it done. I suspect there are other more palatable partners that AM would pursue. You don't date your ex-wife or maybe you do, but that would be really weird.

    Sentiment: Strong Buy

  • In today's news: "Privately-held Boehringer Ingelheim (BI) enters into an exclusive license and collaboration agreement with Seoul, Korea-based Hanmi Pharmaceutical to develop and commercialize HM61713, a third generation epidermal growth factor receptor (EGFR)-targeted therapy for the treatment of EGFR mutation-positive lung cancer.
    Under the terms of the agreement, Hanmi will receive an upfront payment of $50M, milestones up to $680M and tiered double-digit royalties on net sales. BI will have exclusive global commercialization rights to HM61713 except South Korea, China and Hong Kong.
    HM61713 is an orally active, irreversible EGFR mutation-selective tyrosine kinase inhibitor (TKI). It is currently in Phase 2 development for the treatment of patients with non-small cell lung cancer with T790M mutations who have developed resistance to other EGFR-targeting agents. A Phase 3 study will commence next year."
    Rintega is already in phase III and easily coudl be used to treat EGFR viii+ NSCLC.

    Sentiment: Strong Buy

  • mymandon mymandon Jul 28, 2015 10:31 AM Flag

    That's $40+ billion cash war chest!! These guys mean business.

  • Activis (AKA Allergan) leadership now has enough cash to compete with ANYBODY for another growth engine via buyout. I expect he is looking for outsized growth in the out years and I would not be surprised if they look to the very hot immuno-oncology area to find it. Get ready for another round of biotech buyouts.....

  • mymandon mymandon Jul 24, 2015 9:24 AM Flag

    thanks for posting. with market focused on Rindo, the market has seemed to lose site of the huge potential of Celldex's pipeline in general and Varli's transformational potential in particular.

    Sentiment: Strong Buy

  • Reply to

    After speaking w/IR recently

    by raysfrom98 Jul 22, 2015 4:19 PM
    mymandon mymandon Jul 23, 2015 2:50 PM Flag

    DW- you have now proven that you are nothing more than an amatuer investor

    Sentiment: Strong Buy

  • Reply to

    BMY CEO strongly promotes immuno-oncology

    by marleydog216 Jul 23, 2015 8:23 AM
    mymandon mymandon Jul 23, 2015 12:46 PM Flag

    ok. I'm still curious. If you were to take a guess at what those circumstances or conditions might be... What then? Unless another company makes a bid first?? Before any data is known to the public? I guess I'm just stuck on 1) coming up even with a guess on what it would be. and 2) why that woudl be advantageous to CLDX or BMY?

    Sentiment: Strong Buy

  • Reply to

    BMY CEO strongly promotes immuno-oncology

    by marleydog216 Jul 23, 2015 8:23 AM
    mymandon mymandon Jul 23, 2015 10:44 AM Flag

    taking that bet would be nothing more than a foolish gamble. A fool and their money are soon parting. say bye bye Dorris to any money you have been foolish enough to short on Celldex.

    Sentiment: Strong Buy

  • Reply to

    BMY CEO strongly promotes immuno-oncology

    by marleydog216 Jul 23, 2015 8:23 AM
    mymandon mymandon Jul 23, 2015 10:35 AM Flag

    what would be the details of such an agreement. I understand the concept, but how would that work (i.e. what would be the gist of the standstill agreement)?

    Sentiment: Strong Buy

  • Reply to

    BMY CEO strongly promotes immuno-oncology

    by marleydog216 Jul 23, 2015 8:23 AM
    mymandon mymandon Jul 23, 2015 8:55 AM Flag

    With one swift stroke of a pen, the short interest in Celldex coudl get smoked by Dr. Caforio if they decide that sooner is better than later to lock in a post-patent strategy on Opdivo (ala a varli/Opdivo combination treatment regimen). Are they saavy enough or committed enough to do what it would take to do so? That is the question IMO.

    Sentiment: Strong Buy

  • mymandon mymandon Jul 22, 2015 3:25 PM Flag

    Agree $5-8 billion in Celldex's hands, but could be even bigger (and moreover get to peak sales sooner) with deep-pocketed big biotech or pharma - that is, if they can scoop it from AM and fortress Celldex. Don't forget that as adjuvant Varli can also function as patent protection for large selling immunotherapy if combination treatment is successful. That alone could be worth billions to another company. Think about Opdivo patent expirey what switching over to a combination pack could save BMY when patent cliff comes near?? This can apply to many other drugs that are big sellers right now , too. Varli is much bigger and more important than most people realize.

    Sentiment: Strong Buy

  • mymandon mymandon Jul 22, 2015 10:23 AM Flag

    Indeed... 20+MM shares of short interst that are staring at high probability of needing to book huge losses on Celldex. Can you imaging these douche bags have been shorting Celldex since the bottom at $11 last year when they could have been shorting just about anything and everything in the shale oil patch. This is the definition of being idiots when it comes to investing (i.e. not taking opportunity to get out while Celldex traded in the mid -teens for what seemed like forever last year when it was taen down twith the rest of the development stage biotechs. The stock only looks broken because there are morons (albeit deep pocketed morons) that still think Celldex will not make it as a fully-independent commercial biotech. The big funds that are and have been long Celldex (90% of outstanding shares!) are not going to give 20 million of them away cheap to hedge funds that are so stupid. Just disregard the morons rpc and buy more Celldex. Judgement day awaits the short interest and blood will fill the streets. And we'll be there watching the carnage live in HD and Dolby digital. Just disregard the morons rpc and buy more Celldex

    Sentiment: Strong Buy

  • Reply to

    any sign of an NDA yet?

    by nickdidomenico Jul 21, 2015 10:08 AM
    mymandon mymandon Jul 22, 2015 10:00 AM Flag

    agree or perhpas only when BLA has been accepted for review. FDA need to overview the dossier before accepting it for review. I think notice will be that it'sin and acceptable for review. How long that process takes for drug with breakthrough designation and patients in need waiting is anybody's guess. Hopefully, it's quick. Meanwhile, we should be loading up the trailer with shares at deep discount to value.

    Sentiment: Strong Buy

  • Reply to

    any sign of an NDA yet?

    by nickdidomenico Jul 21, 2015 10:08 AM
    mymandon mymandon Jul 22, 2015 9:57 AM Flag

    It's a lot of work- no doubt about it, but Celldex has known about data supporting this type of process since 4Q2014, so likely they have been lining up ducks since then. They didn't wait for Breakthrough Designation to start the process. Perhaps there are bigger things in store for shareholders than just an announcement that FDA will accept an early file on ReACT population. For example, instead a file inclusive of ACT IV population? Perhaps and/or all other EGFRviii+ cancers?? Maybe notice that an early BLA is not only ok to file, but in and far along in the process or already deemded acceptable for review??? Reviewed and approved????? I don't think Celldex is obligated to inform shareholders on any of these incremental steps and perhaps AM has decided not to do so. Bottom line is that consideration of any of these additional potential positives would add time to the clock on both sides of the fence. RELAX. ... Buy some more Celldex

    Sentiment: Strong Buy

  • mymandon mymandon Jul 21, 2015 9:31 PM Flag

    Breakthrough Designation means they will work closely and expeditiously with companies, but doesn't guarantee they will accept a BLA file. The BLA needs to include not only the safety and efficacy data, but CMC (chemistry manufacturing and control) data on the trade dress product and the commercial package insert text. As I said , I think they will, but that reality doesn't seem to be given much consideration by the market as likely to occur. Perhaps it's just the red tape as some have stated that is the reason it is taking sooooo long, but that is what the breakthrough status is supposed to circumvent so that patients in need don't have to wait for a drug that can help them. At this rate, there are many people that will die waiting for opportunity the treatment could afford them.

    Sentiment: Strong Buy

MACK
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