Just read that Allergan acquired a private company- Innocore for drug delivery and a couple of additional clinical and preclinical development drugs. They have a delivery technology called SynBiosys.
I'm not sure why the discussion about splits. Its not an advantage, and also not necessarily a given at a specific stock price regardless of past performance. You want to see revenue growth and improving business, not extra shares pulled out of the storage closet.
The problem with free advice is that its often only worth what you pay for it. That said I have been long here for a very long time and have confidence in the technology and the ability for the company to create revenue. I don't know the credentials of the writers on UA, but like Alpha, there are a lot of hacks who are very skilled at sounding like they know what they are talking about, but actually have no real education or authority to speak publicly.
It is amazing how individuals read the first sentence and forget that more information, which is in fact more important, might exist in the body of the paragraph. Short -sighted and ignorant of the scientific process just creates a buying opportunity.
The street ratings article on the top 5 industrial sector stocks is pretty strong and DDD is in good conservative company.
I totally agree and am disgusted when inconsiderate crazy people disrupt useful dialogue. I too will join later. We have al been patient and I feel this is the tip of the iceberg. The location of an office to SSF seemed to me to be the start of their exposure to big opportunities.
The collaboration and financial arrangements for CGEN are not going to come about overnight, and focusing on the months remaining in the year seems rather arbitrary. I would look more to the presentations and to a recent announcement that another major mid-sized "anchor" tenant will be joining the campus in So SF. It is reported to be an as yet un-named life science company with a $7-10 billion dollar market cap who is establishing a new R & D operation. The proximity of CGEN to this market will be instrumental in the growth in the use of their technology. Management has only so much control, its the science that wins out over the long term and my feeling is that Anat is a great spokesperson.
Check out stockgumshoe to read reviews of him and this report. I also agree with gilli and have been and investor since 3/08 and know science/med so feel confident in my own analysis. Its almost like when a talking head on CNBC begins to jump on my bandwagon - I ignore and do what I do regardless of their horn sound.
I did the subscription for fun, and will take the refund next week. You are right- it is CGEN. Nice write up..nothing we don't know after following for years.
I read the same tease a couple of days ago and had the exact same impression. There are several private companies and university labs working in the same space, but in all I have read no one is close to the sophistication and accuracy of CGEN. I always hate when Oxford picks up on a company I have held for a long time, as it tends to draw in the day traders and hacks who use those letters as gospel, although the volume is appreciated and if more recognition for the technology is an important corner, then this is good. Also, ONXX is expanding their space by leaps and bounds in the So. SF office park where CGEN now has a presence. I consider this news very positive, too.
The JapanSociety for Obstetrics and Gynecology has just issued guidelines for maternal testing which could open the door to SQNM's test. Although its use would be limited by their strict guidelines- women over 35 who had previously had a child with chromosomal abnormalities. A final decision is forthcoming this month. The full story can be read in FierceMedicalDevices by Mark Hollmer on March 5.
I think another key result may exist from testing which may subsequently follow in other countries as well. Having traveled extensively in Australia and New Zealand, and knowing the strictness in those cultures for the health and preservation of the sheep, cows, elk, and deer and that adoption in the US often is followed by others, this could be a cash cow (pardon the pun). Thank you all for the information on US testing potential. It may prove to be the tip of a much larger iceberg. South America exports to Asia, has been quickly affected by suspicion of dangerous food products as is also true across borders in all directions.
First Line Investor newsletter wrote s nice piece on Compugen today. I have been traveling, so just checked my emails and found Marc's detailed article. His praise will be well-read, I'm sure.
Sentiment: Strong Buy
gj- I totally agree but do you see anything in recent news for this huge leg up? I'm in this company for about a year, I rarely post, and I have been searching but could not find a reason for the surge.
Sentiment: Strong Buy
This is really funny since he would have had to have traded almost 170,000 shares to make $22K and looking at the share volume and sizes of trades, I think this guy fell off the turnip truck and bumped his head! Have a nice weekend.