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Majesco Entertainment Co. Message Board

rational1_2000 18 posts  |  Last Activity: 20 hours ago Member since: Dec 13, 1999
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  • rational1_2000 by rational1_2000 20 hours ago Flag

    Stock merely filling the gap from $4 on Friday.

  • Reply to

    Bill Miller pounds the table on XON

    by rational1_2000 Oct 13, 2014 10:02 AM
    rational1_2000 rational1_2000 Oct 15, 2014 6:27 PM Flag

    I can't link it or yahoo will delete, but if you google "investor village" and put in XON in the message board search you can find his summary in post # 696

  • rational1_2000 by rational1_2000 Oct 13, 2014 11:29 AM Flag

    prepare for liftoff!

  • rational1_2000 by rational1_2000 Oct 13, 2014 10:02 AM Flag

    Bill Miller pounding the table
    Bill Miller, Chairman & CIO, LLM, LLC: Buy the homebuilders: likes the sector in general: mentions: KB Home (NYSE:KBH), Lennar Corporation (NYSE:LEN) & PulteGroup, Inc.(NYSE:PHM) Also really likes Intrexon Corp(NYSE:XON)

    3rd idea: Also really likes XON: Interexon. Co. has licensing deals, cash coming into cover all expenses. They are working on bacteria that eats methane. Isobutanall: $11/barrel. No one has any idea if it will work. The bet is on the CEO. He owns 2/3 of XON. Worst is lose ½ your $$$. $2B company. Co. has big upside.

  • Where are they gonna find shares to cover? Not selling mine. Buying more here!

  • Reply to

    Market Down, XON Down Again

    by green_side_up Oct 9, 2014 11:04 AM
    rational1_2000 rational1_2000 Oct 10, 2014 8:40 AM Flag

    If you are an investor, not necessarily a short-term trader, you will be very happy to own those shares at that price. You may even be happy as a trader when the shorts cover their positions. Where are they going to find stock with over 70% of the float short?

  • available at the street dot come by herb greenberg or over at investor village xon board

    Sentiment: Strong Buy

  • rational1_2000 by rational1_2000 Oct 7, 2014 8:42 AM Flag

    SAN DIEGO, Oct. 7, 2014 /PRNewswire/ -- Halozyme Therapeutics, Inc. (NASDAQ:
    HALO) today announced the issuance of U.S. Patent No. 8,846,034 claiming methods
    for selecting a subject for treatment of a hyaluronan-associated disease with an
    anti-hyaluronan agent, such as PEGPH20, as well as diagnostic agents for the
    detection and quantification of hyaluronan in a biological sample in patients.
    Combinations and kits for use in practicing the methods are also provided.
    PEGPH20 is an investigational PEGylated form of rHuPH20 under development by
    Halozyme, which degrades the hyaluronan coating that may provide a supportive
    environment in many solid tumors.

    "We are pleased to receive recognition for these biotechnology innovations,"
    commented Dr. Helen Torley, President and CEO. "This companion diagnostic will
    provide important data for identifying and evaluating those patients and tumors
    that can benefit most from PEGPH20 therapy."

    The issued U.S. patent is anticipated to expire on October 28, 2032, which
    includes the patent term adjustment. To date, similar claims are pending in
    eleven countries, as well as the Eurasian and European regions. Additional
    information about these patents may be found on the U.S. Patent and Trademark
    Office and on the European Patent Office Web sites.

  • Histogenics must be treading on somebody else's cartillage treatments.

  • Reply to

    The Real Value of Intrexon

    by theceprogrammer Sep 23, 2014 7:19 PM
    rational1_2000 rational1_2000 Oct 2, 2014 12:05 PM Flag

    Kirk's fund owns the majority of XON's unissued shares, the biggest percentage ownership of the company.

  • Reply to

    Cheap here?

    by platguru Sep 30, 2014 11:47 PM
    rational1_2000 rational1_2000 Oct 2, 2014 12:04 PM Flag

    Also another large cap collaboration is with Sanofi, similar in nature to today's Anmeal expansion to produce drug ingredients using a cheaper method.

  • Reply to

    Cheap here?

    by platguru Sep 30, 2014 11:47 PM
    rational1_2000 rational1_2000 Oct 2, 2014 10:04 AM Flag

    JNJ is the biggest collaboration to date. Another expanded collaboration announced this a.m. Yahoo does not see fit to allow me to post the link or details so check out the news feed.

  • rational1_2000 rational1_2000 Oct 1, 2014 1:20 PM Flag

    doubled up position @ $8.88

    Sentiment: Strong Buy

  • Reply to

    meeting with management

    by rational1_2000 Sep 29, 2014 9:47 AM
    rational1_2000 rational1_2000 Sep 29, 2014 11:06 AM Flag

    UBS report out this a.m.

  • rational1_2000 by rational1_2000 Sep 29, 2014 9:47 AM Flag

    What’s new? Strong takeaways from management meetings in Europe
    We hosted HALO for a series of investor meetings in Europe and come away reiterating
    our Buy rating and $16 PT. Notably, we see valuation support in the partnered portfolio
    and continue to view the wholly-owned pipeline as underappreciated by investors.
    Updates on PEGPH20 – we see asymmetric upside on the program
    Management highlighted progress in study '202, although it is too early to establish
    trends to understand timing for potential completion of enrollment and subsequent
    data read-out. Importantly, management also discussed both the SWOG study, which
    incorporates a slightly different risk plan vs '202 (pts can also receive prophylaxis
    aspirin), as well as the upcoming NSCLC trial. While the protocol has yet to be finalized,
    the company reiterated a December start date and will likely outline the rationale for
    selecting the specific pt population (eg squamous pts), as well as backbone.
    Management also outlined potential future directions for PEGPH20, with early preclinical
    work ongoing for other potential combinations, including immuno-oncology.
    Additional updates also support bullish outlook
    [1] While HyQvia approval was largely expected given the highly supportive AdCom, we
    now see potential for new partnerships with the platform de-risked with multiple
    approvals from both the FDA and EMA. We view any new deals as unexpected upside
    and potential new catalysts. [2] Ongoing regulatory discussions with the FDA were also
    highlighted, with resolution of the regulatory path for Hylenex in diabetes a key nearterm
    catalyst. We note however the company has yet to define a timeframe for a
    decision and agree that setting an expectation for timing of a fluid FDA discussion is
    difficult. [3] Management also highlighted a new study has been posted on
    clinicaltrials.gov for the 2nd target under the Pfizer collaboration, evaluating a
    subcutaneous version of rivipansel. Recall rivi is currently in ph3 studies for vasoocclusive
    crisis in sickle cell pts and now provides another near-term catalyst in 2015.
    Valuation: Buy with $16 price target by DCF and SOTP analysis
    Our price target assumes risk-adjusted revenue from both PEGPH20 and Hylenex

  • online at Intrexon website under Investors section.

    Sentiment: Strong Buy

  • Reply to

    This stock is bi-polar...

    by parsimonious_one Jul 31, 2014 11:20 AM
    rational1_2000 rational1_2000 Jul 31, 2014 1:59 PM Flag

    So is the planet Earth!

  • rational1_2000 by rational1_2000 Jul 29, 2014 9:59 AM Flag

    Intrexon Enters into Technology Collaboration to Advance Animal Health Applications
    8:30 AM ET, 07/29/2014 - PR Newswire

    GERMANTOWN, Md., July 29, 2014 /PRNewswire/ -- Intrexon Corporation (NYSE: XON), a leader in synthetic biology, has further enhanced its collaboration with a global animal health company to enable remote access to Intrexon's suite of technologies via its groundbreaking BeyondBio™ platform.

    Dana Di Ferdinando, Intrexon's Chief Information Officer commented, "We are very pleased to announce this technology collaboration with our partner. We believe that the BeyondBio™ portal will facilitate faster and more efficient collaboration between our companies, and provide the ability to create leading-edge therapeutic products to improve animal health from their desktops with an intuitive, easy-to-use interface."

    The BeyondBio™ platform combines the principles of precision engineering, statistical modeling, automation, and lean production to power the next generation of optimized biological designs for unique DNA-based solutions across broad markets. With untethered access to Intrexon's extensive library of proprietary DNA parts, including the clinically validated RheoSwitch® system and AttSite® recombinases, this gateway affords its collaboration partner the unique flexibility to develop customizable biologically-based therapeutic products to better animal health from their own facilities with an integrated end-to-end solution.

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