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Majesco Entertainment Co. Message Board

rational1_2000 6 posts  |  Last Activity: Aug 7, 2015 10:19 AM Member since: Dec 13, 1999
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    Over $5.50 Net Cash Per Share

    by hmqt1 Aug 7, 2015 9:58 AM
    rational1_2000 rational1_2000 Aug 7, 2015 10:19 AM Flag

    yup & no debt. Stock is a steal here.

  • Better days ahead. Today was fugly across all of bio world

  • rational1_2000 by rational1_2000 Jun 22, 2015 9:23 AM Flag

    Nothing changed in the analysis other than increasing the discount of 2022 earnings from 25% to 35%. Slight 4 cent decrease in 2022 earnings expectation to $2.05 from $2.09. No big deal. Buy the weakness.

  • rational1_2000 by rational1_2000 Jun 11, 2015 9:41 AM Flag

    Oragenics and Intrexon Enter into a New
    Oragenics has garnered the rights to the ActoBiotic™ AG013
    for oral mucositis. This probiotic is based on a microbe,
    Lactococcus lactis, that is used in the manufacture of a
    variety of fermented foods, including cheeses, yogurt, and sour
    cream. ActoGenix, which was acquired by Intrexon earlier this
    year, created several therapies that utilize the bacteria as a
    delivery vehicle for various biologically active molecules. AG013
    expresses trefoil factor-1, which is involved in protecting the
    mucosal lining of the gastrointestinal tract, facilitating wound
    healing, and preventing inflammation. As such, it seems ideally
    suited to combat localized inflammation and ulceration of the oral
    mucosa that can accompany radiation and chemotherapy.
    AG013 has already shown promise in the clinic. An initial
    trial with healthy subjects found that the cell therapy, which is
    formulated as a mouth rinse, delivers the genetically modified
    bacteria to the buccal mucosa where secretion of trefoil factor-1
    results in homogeneous exposure to the mucosal surface for up to
    24 hours. A subsequent Phase 1b trial enrolled 25 cancer patients
    who were at risk of developing oral mucositis to gain an insight
    into its safety and efficacy. The results were impressive – AG013
    prevented ulceration in about 30% of the treated patients, while
    100% of those who received a placebo developed oral mucositis.
    Moreover, ulcers in the treated group healed faster and required
    less care in the emergency room.
    Terms of the Exclusive Channel Collaboration are similar to
    others that Intrexon has signed. Oragenics will pay Intrexon a
    technology access fee and reimburse its partner for R&D costs.
    In addition, the Company will pay regulatory and commercial
    milestones, as well as a low double-digit royalty on net sales of
    the product.
    This is a good strategic collaboration for both parties, in our
    view. Intrexon has no interest in developing end-user products,
    so its intent from the very start of negotiations with ActoGenix was
    to transfer development of AG013 to a suitable partner. Oragenics
    is very good choice, given its interest in probiotics for oral health.
    For Oragenics, AG013 is an attractive addition to complement
    its antimicrobial program based on lantibiotics. Note that this
    program is also being developed through an ECC with Intrexon.
    Investors like the new ECC. Premarket indications point to a
    substantial jump in the price of OGEN shares and we share
    that sentiment. We will reinstate estimates and a price target
    upon further assessment of the Company’s plans for its two R&D
    programs. Based on the new ECC and the market’s view, we rate
    OGEN shares a BUY.

  • rational1_2000 rational1_2000 Jun 2, 2015 8:29 AM Flag

    most likely as Frost was replaced as chief science officer @ XON by Gregg Frost, who incidentally bought a boat load of stock yesterday, ponying up 4.5 million to exercise options. Probably wanted to capture the ZIOP dividend distribution.

1.280.00(0.00%)Aug 28 4:00 PMEDT