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Novadaq Technologies Inc. Message Board

sethbru2 6 posts  |  Last Activity: May 14, 2016 3:38 AM Member since: Feb 16, 2008
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  • Reply to

    Martin's Hint

    by sethbru2 May 13, 2016 1:48 AM
    sethbru2 sethbru2 May 14, 2016 3:38 AM Flag

    They claim to be seeking collaboration deals for pre-clinical and clinical assets. IMO, they will keep 15029 in-house, progress 15001T & 15022 via Bayer, sell 15001 (the autoimmune being researched by the Dr. at Northwestern) outright, and make a collaboration deal for 15049 - all in the next 12 months. There are other potential candidates too.

  • Reply to

    Martin's Hint

    by sethbru2 May 13, 2016 1:48 AM
    sethbru2 sethbru2 May 14, 2016 2:08 AM Flag

    Everybody plans on retiring eventually. Martin has never announced a specific date for that. He did announce his intention long ago to start selling stock in 2016 via a 105b-1 plan. However, he stated at the Feb call that the plan filing was dependent on market conditions, and the conditions were not right now. He said in Feb that he has not started selling via that plan and does not intend to discuss it further publicly.

  • sethbru2 by sethbru2 May 13, 2016 1:48 AM Flag

    During the call, Martin G. stated "...the often orders of magnitude premiums being paid by the industry for pre-clinical and clinical assets in the IO field compared to early stage collaborations..."

    I take that as a hint they are targeting a deal like that. "orders of magnitude" means 10 to 100 times their market cap. The writing is on the wall.

    Sentiment: Strong Buy

  • Reply to

    How to interpret this

    by suejenseth Mar 29, 2016 12:54 PM
    sethbru2 sethbru2 Apr 7, 2016 2:26 AM Flag

    Looks like some of those "dots" I mentioned a week ago (Dr. Pardoll etc.) became connected today. Many more such dots to be connected in the future.

  • Reply to

    How to interpret this

    by suejenseth Mar 29, 2016 12:54 PM
    sethbru2 sethbru2 Mar 30, 2016 3:39 AM Flag

    With keywords familiar to CGEN investors like "collaboration","novel", and "Drew Pardoll" (who said CGEN has the best immunoncology pipeline in the industry), how is the investment community failing to connect the dots here?

    BTW, I watched "The Big Short" last night. We're just early, not wrong.

  • Reply to

    CGEN and Merck Germany -toxicity markers

    by johnnador Mar 10, 2016 8:31 AM
    sethbru2 sethbru2 Mar 11, 2016 11:30 PM Flag

    "most" could also be 99%. You sure are a skeptic.

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