By the way Koolaid, Keep drinking it.. Those same options were cut back down by 50%.. SO much for the reliability of your "reliable" sources.
When are you going to give up? Ever? A 50% haircut in the stock price is not enough? Remember what I said about shady managment. They kept you in the dark about Exxon talks failing. They put a confusing press release that puts them in good light. Another shady CEO without transparency. When are you going to learn that management is a HUGE part of investing in a company... Besides the fact that in my oipinion
and yes it is just an opinion: IOC is............
oil and gas-
"We have the knowledge but can not write well like you".. LOL.... What a joke of a statement.. If you really did have the knowledge, you wouldn't have any problems writing a counter argument..You can say, you don't have the "time" but lack of "writing well" is a joke.
This is all contingent upon validation. If not validated, Total will walk and the 600mil will be enough to pay the lawsuits headed their way. Additionally, if validation is not followed by successful extended well test which as I understand confirms the economic viability of the wells, then this deal will mean nothing and sub 10 dollars will not be far away.
I have zero respect for Hession. Listening to his CC's, he sounds more like a shady salesman, no different than the previous CEO.
I certainly hope that the preclinical results translate into clinical benefit. As you well know, many mice, we have cured in preclinical trials.. I think the results for MF is terrific and that alone should help them succeed, if management does it right.
I think the seeking alpha article on AAMC today put a lot of pressure on ASPS. I don't know how the two related except the spin off history but it was disturbing especially when I started a long position. :(
Taz..you mentioned "Any single target solid tumor treatment is doomed to fail unless it is teamed".
Well that as you know is not true unless you are talking about Imetelstat.. We have many SINGLE (or at least thought to be single agent) medications like Vemurafenib, sorafenib, imatinib and many other TKI's, EGR-R inhibitors, crizotinib.. etc that work great...
I haven't yet seen too many effective marketed PARP inhibitors (with the exception of BRCA1/2 positive breast cancers).
My point is that we can speculate until the cows come home but it doesn't serve any purpose. We have no idea if they will work in clinic. In MF, it appears that Imetelstat is a different story and we should concentrate on that..
I'll be eagerly awaiting your review on the subject. Whenever ready to submit it, let me know...
By the way.. It's "telomerase"
Just remember when it comes to biotech, there is never a good time to gloat. He has been right more than he has been wrong. And I would just concentrate on making sure I keep my profits as the winds can shift really really fast (. See ARIA and Affymax.). I hope they do well not just for fact that I am long but that we need a medication that works and Jakafi is pathetic.
It has little effect on solid tumours. It's only effect (which is still impressive) appears to be in Myeloproliferative diseases and perhaps some myeloid leukemia. In contrast of the uninformed reports here and elsewhere, this is NOT a cure for all cancers,
Thank you for that well thought out excellent critical evaluation. Please continue to enlighten us. You have a 50% chance of being right afterall.
It is Sell on the news. News being ASH. I was waiting for this day and it never arrived and bought at 127.. Of course, I am holding for the long haul on this one and don't plan on trading it.. Hopefully market won't crash..