The progress demonstrated by Bayer validates CGEN's discovery platform. CGEN is the only biotech I know about who has extensive discoveries of novel checkpoints. The fact that their platform "discovered" known checkpoints essentially proves its efficacy via back testing. CGEN is the real deal.
Slide 63 states: "Collaboration on novel immune checkpoint regulators with Compugen. Antibody-based modulators on two novel immune checkpoints: CGEN-15001T and CGEN-15022 - two novel B7-like proteins thought to be involved in regulation of the immune system in immune-related disorders and in cancer.
Yahoo will not let me post the link to the slides from Bayer's Sept 30 Analyst Day in London (CGEN is on slide 63). Another post quoted the comments about CGEN from Dr. Busch of Bayer.
Are you aware that Bayer recently spoke out publicly about the success of their collaboration with CGEN and that Bayer is basing their MAb strategy on 2 CGEN molecules? This gives me tremendous confidence in what this company is doing. Martin's comments at the CC about package deals suggests something much bigger is coming down the road once their molecules have been advanced a bit further.
If handled well, the offer could be a positive for several reasons:
1. The company will get the attention of institutions
2. Shares may be placed in "strong hands"
3. The funds can be used to create much greater value by moving some of their pipeline into development
4. Big Pharma will see CGEN's ability to develop on their own, thus be pressured to collaborate more quickly
Recall that COB Martin Gerstel holds many shares, so he wants to create value too.
The PPS drop was a knee--jerk reaction to price-in the anticipated offer. "Shoot 1st, ask questions later". We really need to see the offer price and eventual size to assess the fair dilution.
Seymour is an M.D. recipient from the Baylor College of Medicine, class of '65. You may call 713-798-4054 if you wish to confirm.
Teri Buh; has already been discredited along with most of her distortions in that report. It has already been confirmed that Seymour received his medical degree from the prestigious Baylor med school and only cited Columbia as 1 of the places where he received medical training.
NNVC CEO bought shares on the open market last week. There are many reasons for insiders to sell, but only 1 reason to buy - they know good things are coming. Check out the SECINFO web site (Yahoo will not let me post the url).
Ahhh, OK - thanks!
I would not put all my eggs in any 1 basket. But, regarding the initial tox tests, it seems reasonable that initial tests would be conducted by somebody at the company - I would not expect otherwise. But, other tests were performed by independent and well respected Dr. Eva Harris at UC Berkeley. Also, the company has announced other independent testers will be involved, such as Public Health England, Lovelace (LRRI), and Viroclinics of Rotterdam. I don't claim this is a sure thing, but the opportunity for a huge upside justifies a small investment on the part of the small retail investor who reads here. Large investors lile Goldman and Morgan came in last Q and an insider bought $7M - I think they know more than we do. Regardless, the company's success or failure will hinge on whether their science works, not the distortions posted here and on SA.
My only premise in refuting the post from thinking_about_it is that the initial tox tests were NOT all done by employees of NNVC. I merely pointed out the documented past tests and announced future tests involve independent labs. My premise is not fiction.
You wrote: "Hard to find toxicity when the tests haven't been confirmed by anyone who doesn't work for the company."
This is not factual. You seem to get away with conjuring up falsehoods to suit your bear case without being challenged. There have been studies with over 5000 animals conducted by Dr. Eva Harris (UC Berkeley), Public Health England, Lovelace (LRRI), and Viroclinics of Rotterdam (where the latter initiated the request). None of these parties had any prior relationship with NNVC.
Sentiment: Strong Buy
These insider sales were part of a 10b5-1 plan established months ago when the price was much lower. In Hart's case, he was forced to sell expiring options - that's a no-brainer. Pease sold a small amount of 1 specific option grant, and the 41,000 shares you referenced only pertains to this 1 grant of many he has (so he has no need to buy more on the open market). This is a typical method for insiders to manage their stock option compensation (i.e "cash-in" part of their pay) without being able to act on inside information since the sales are pre-arranged at a specific price (if attained) or specific date long in advance of the actual sale. So, this is not a case of insiders dumping. I get stock options from my company and I always sell them - not because I have inside info portending doom, but because I see them as part of my pay.
Sentiment: Strong Buy
While I am not suggesting anybody is actively pursuing an acquisition of EZCH, I think Intel would be a great potential acquirer. Intel has the capital and existing operations and prior experience in Israel. With their in-house fab, they can produce the chips at lower cost and progress to more advanced processes (i.e. 22nm and 14nm). The NPU would fill a hole in their product suite. Most importantly, the NPS has been shown to far outperform Intel CPUs at SDN data plane functions, so getting the NPS would enable Intel to dominate both the control plane and data plane in future SDN & NFV networks. But, Eli would not sell at any reasonable price, so it is not likely, IMO
Thanks for sharing your insight. The presentation has been posted to the company's website under the Investor section. It was very impressive.